Mar 2024 – Dec 2025 · 1 yr 9 mos · San Francisco Bay Area · Remote

• Built finance and legal teams and recruited Operations leadership.

Aug 2020 – Feb 2025 · 4 yrs 6 mos · San Francisco, California, United States

• GreyscaleAI builds solutions leveraging AI to set new standards for product safety, quality and sustainability in the Consumer Packaged Goods industry. We use advanced imaging solutions and AI/ML software to find foreign material, assess quality and significantly improve production efficiency. Learn more at www.greyscaleai.com.

Jan 2020 – Present · 6 yrs 4 mos · Menlo Park, California, United States

• General Partner & Co-Founder of APA Venture Partners, created to provide financing and operating expertise to early stage startups.

Oct 2017 – Jul 2019 · 1 yr 9 mos · Menlo Park, CA

• Board member of portfolio companies and adviser to CEO's of early to mid-stage startups. Worked hands-on with new CEO to achieve a turnaround, successfully executed the search for another new CEO, achieved liquidity for a long-held investment and advised dozens of other portfolio companies on strategy and finance-related matters.

Jul 2016 – Present · 9 yrs 10 mos · SF Bay Area · Hybrid

• Assist CEO’s and boards with setting and achieving strategic and financial direction. Successful experience includes a series of turnarounds of early stage startups and advisory work to CEO’s and boards of early stage companies including of multiple successful startups.

Jan 2013 – Jun 2016 · 3 yrs 5 mos · San Francisco, CA

• First CFO for this venture-backed start-up which is the fastest growing primary healthcare system in the US, with a new approach that combines technology, people-centered design and first-rate providers to revolutionize the delivery of primary care.
• Closed three private financings and built a public company caliber organization.

Jul 2010 – Aug 2012 · 2 yrs 1 mo · Redwood City, CA

• First CFO for fast growing innovator in internet privacy and reputation management. Closed private financing, built finance, real estate and HR teams.

Aug 2008 – Mar 2010 · 1 yr 7 mos · Burlingame, CA

• CFO of this innovator in retiree healthcare which built one of the first and most effective insurance exchanges. Oversaw 3x+ growth and transition to profitability. Built company's finance, and HR teams and managed real estate. Company sold to Towers Watson.

Jul 2002 – Jul 2008 · 6 yrs · Los Gatos, CA

• Joined shortly after IPO and became #2 finance person overseeing strategic decision support, metrics and reporting, forecasting and investor guidance for first 6 years of life as public company. Analytical insights directed key decisions in early development of company. One of the first Director-to-VP promotions. Leader in establishing analytical culture that was the object of two books: Competing on Analytics and Netflixed: The Epic Battle for America's Eyeballs.

Jan 2001 – Jan 2002 · 1 yr

• Specialized in turnaround strategies for tech companies. Key successes included: A turnaround plan for a call center technology startup that attracted new funding and a sales and fulfillment strategy for a semiconductor distributor.

Oct 1999 – Mar 2001 · 1 yr 5 mos · Santa Clara, CA

• After serving in multiple roles, appointed by the Board to lead management team in rewrite of strategic plan that attracted new financing and extended the life of the company.

Dec 1993 – Oct 1999 · 5 yrs 10 mos · Milpitas, CA

• Variety of roles with progressive growth in responsibility from Senior Analyst to Director. Responsibilities included FP&A, corporate strategy and marketing. Transition to from Octel to Lucent with acquisition in 1997.

Jan 1992 – Jan 1993 · 1 yr · Cupertino, CA

• Responsible for selection of new European factory and financial management of its startup.

Jan 1988 – Aug 1990 · 2 yrs 7 mos · New York/ Sydney Australia

• Sole analyst assigned to support Continental Europe team within International M&A team.

Jan 1986 – Jan 1987 · 1 yr · New York, NY

• Focused on airline industry and complex debt financings.