Jul 2024 – Jul 2024 · 0 mo · Atlanta, Georgia, United States

• Ditch helping tackle a side of financial management I was never able to touch with HiddenLevers - far more people struggle with debt than with wealth management, and they've got a great approach to the problem.

Jul 2024 – Jul 2024 · 0 mo · Atlanta, Georgia, United States

• PitchGhost is leveraging generative AI to build a new category of marketing tool - as AI spam drowns our feeds, they'll still be able to help companies find real leads through social listening.

Feb 2024 – Feb 2024 · 0 mo · Atlanta Metropolitan Area

• Helping Gather ADU attack the US housing shortage one ADU at a time!

Jul 2022 – Present · 3 yrs 9 mos · Atlanta Metropolitan Area

• Hire Elite US-Based Talent at a fraction of the cost.
• At Fraction we believe that the best talent already has a job - so why not hire them fractionally?
• Our platform enables you to tap into a pool of thousands of US-based senior tech, marketing, and finance experts willing to work on your schedule, as part of your long-term team. Use Fraction to grow your team quickly and cost-effectively.

Jun 2022 – Jun 2022 · 0 mo

• Experiences. Not more phone.

Apr 2021 – Jun 2022 · 1 yr 2 mos · Atlanta, Georgia, United States

• After selling HiddenLevers to Orion, I brought the innovative risk technology we developed to the entire Orion ecosystem.

Jul 2020 – Jun 2022 · 1 yr 11 mos

• Excited to back Manifold and watch as they've transitioned from ML consultancy to AI-powered life sciences SaaS powerhouse

Jan 2010 – Mar 2021 · 11 yrs 2 mos · Decatur, Georgia, United States

• Founder of HiddenLevers, which brought portfolio stress testing tools and analytics to investment advisors. We helped financial advisors answer questions like, "What happens to my portfolio if... oil prices spike? Or home prices start to fall? Or AI increases unemployment?"
• I led HiddenLevers to compound annual growth over 60% for a decade, and at the time of our acquisition by Orion, we worked with almost 450 RIA firms and supported thousands of advisors (with over $600B in assets on the platform).
• We bootstrapped the business from day 1 up to our exit, and achieved profit margins over 50%, powered in part by our cost-effective use of fractional talent.

Jan 2008 – Sep 2010 · 2 yrs 8 mos · Atlanta, Georgia, United States

• BEA's acquisition by Oracle led me to the Oracle A-Team, where I continued in sales engineering support for major enterprise engagements (8 figure deals with Fortune 500 clients). I became very accustomed to doing high stakes demos, and building in public, at times writing code while on a projector in front of a dozen engineers!
• I also did three years of fractional consulting work during this time, leading me to be sure it was possible over the long term.

Jan 2008 – Dec 2009 · 1 yr 11 mos · Atlanta, Georgia, United States

• My time at AT&T comprised years two and three of my time spent doing contract consulting work beyond my day job.
• I met some gifted (and under-employed) engineers at AT&T who I would later employ fractionally at HiddenLevers.

Jan 2007 – Dec 2007 · 11 mos · Atlanta, Georgia, United States

• I spent a year at Air2Web helping build high performance messaging systems - as a contract developer. This was year one of three years spent doing contract work while still employed full-time. I was way early with the fractional / over-employed trend with this one...

Mar 2005 – Feb 2008 · 2 yrs 11 mos · Atlanta, Georgia, United States

• I built ITEM fractionally while employed at BEA/Oracle. I was early with the idea of using incentives to help reward business travelers to spend carefully on travel - back in 2005 Expensify was still three years away!
• I came close to selling this startup to a company in the space (Runzheimer International), but that deal died as the economic environment became choppier in 2008 pre-financial crisis.
• Key Lesson Learned: I needed a sales/marketing cofounder! I learned to respect sales by calling 100 leads myself, and seeing just how hard that job was.

Mar 2005 – Jan 2008 · 2 yrs 10 mos · Atlanta, Georgia, United States

• I was part of sales engineering, as part of a sales engineering SWAT team that jumped in to save deals or win competitive bake-offs against the competition. It was great to go onsite at a competitive bake-off, knowing that the Microsoft / IBM / Tibco guys were in the next rooms, and the winner would walk away with a 7-8 figure contract.
• But while the engagements were high stakes, I had a lot of spare time between them - which led me to work on my next startup.

Sep 2004 – Mar 2005 · 6 mos · Alpharetta, Georgia, United States

• I overlapped this role with the tail end of my time at Deutsche Bank - my first foray into fractional work. I realized that it was possible!

Jan 2001 – Dec 2004 · 3 yrs 11 mos · New York, New York, United States

• Chief Architect of DB Global Corporate Finance Technology
• I built credit risk management and related systems to help manage multi-billion dollar loan portfolios, and later became the Architect for a global team of 100+.
• I held that role despite being a contractor (not a full-time employee) - on Wall St in that era, it was common to use high value consultants to help deliver technology.

Jul 2000 – Jan 2001 · 6 mos · New York, New York, United States · On-site

• Learned some early lessons from the dot com bust. We went from selling SmartWorkGroups for roughly 120k in cash and 1m in stock, and thinking we could rent a penthouse in Manhattan (glad I didn't pull the trigger on that!) - to my stock being worth $350 in a down round buyout of the shares.
• A valuable lesson in startup economics. I came to value cash compensation more highly, and it cemented my future view on bootstrapping as my preferred path.

Dec 1999 – Jul 2000 · 7 mos · Washington DC-Baltimore Area

• Founded SmartWorkgroups and ran it til we were acquired by Intralinks in July 2000. Our team ended up building the core of the next generation platform for Intralinks, the first based on modern web technologies.

Aug 1999 – Feb 2000 · 6 mos

• Senior Business Analyst in Mike Rowen's eCommerce Group, back when it existed...