Oct 2024 – Present · 1 yr 7 mos · Chicago, Illinois, United States · Remote

• At Think Circuits, I’m supporting the team with strategic finance leadership tailored for technical founders navigating growth. My work includes:
• Restructuring month-end close and budgeting processes for better visibility
• Designing long-term forecasts, headcount models, and margin scenarios
• Building cash flow systems and implementing working capital improvements
• Evaluating incentive comp strategies and optimizing team structure
• Advising the leadership team on growth-driven financial decisions
• The company’s engineering DNA demands precision—and my goal is to match it with disciplined finance infrastructure and sharp commercial insight.

Jul 2023 – Present · 2 yrs 10 mos · Chicago, Illinois, United States · Remote

• My work with Revscale: I support the executive team with commercial strategy and fundraising efforts.
• About Revscale: Revscale is an AI-powered business development agent that empowers entrepreneurs, startups, and enterprises to accelerate their B2B revenue.

Feb 2023 – Present · 3 yrs 3 mos · Chicago, Illinois, United States · Hybrid

• My work with mHub: Every month, I mentor four different startups; helping them stress test their business ideas; craft their narratives; and pitch their businesses to investors. I also teach classes on Financial Modeling, Excel Skill-Building and Accounting/Finance Fundamentals.
• About mHub: mHUB is the nation’s leading hardtech and manufacturing innovation center. They run accelerator programs and provide research and development services to ensure the manufacturing industry continues to accelerate, grow and thrive.

Jan 2022 – Dec 2022 · 11 mos · Chicago, Illinois, United States

• My work with Noma: Secure financing and manage legal, finance, accounting, and supply chain functions.
• About Noma Life: Noma offers clinically-researched, USA-grown hemp + herbal extract products for sleep, stress and pain relief.

Dec 2020 – Dec 2023 · 3 yrs · San Juan, Puerto Rico · Remote

• My role with Tradery: I supported Tradery with raising operating capital, compliance and risk mitigation, financial policy and general commercial strategy.
• About Tradery:
• Tradery Labs offered an AI platform for asset managers to build, optimize and deploy trading strategies at scale.

Apr 2020 – May 2022 · 2 yrs 1 mo · Boston, Massachusetts, United States · Remote

• My role with TABS: I advise on due diligence, commercial and financial strategy.
• About TABS: Engineered by successful serial entrepreneurs and veteran seed investors, the TABS Suite is the first DaaS (Diligence-as-a-Service) platform that provides a comprehensive, holistic, and in-depth qualitative evaluation of an early-stage venture (from Seed to Series A). Checkout more at https://tabsscore.com/

Mar 2020 – Dec 2021 · 1 yr 9 mos · Chicago, Illinois, United States

• Led successful capital raise efforts online (WeFunder) and off

Feb 2020 – Present · 6 yrs 3 mos · Chicago, Illinois, United States

• My work with 1871: Every month, I mentor four different startups; helping them stress test their business ideas; craft their narratives; and pitch their businesses to investors. I also moderate pitch practices and twice annually, I teach classes on Revenue Strategies, KPIs, & Influencing without Authority.
• About 1871: 1871 is the World #1 Private Business Incubator, supporting early stage, growth stage and corporate innovators building extraordinary businesses, from idea to Fortune 50

Feb 2019 – Present · 7 yrs 3 mos · Chicago, Illinois, United States

• JogAlong is the only stroller in the world that enables you to maintain ergonomic form while pushing your child (or pet :) ). We're raising capital and hoping to launch in 2021

Jan 2019 – Dec 2022 · 3 yrs 11 mos · Souderton, PA

• Brewing isn't our business; it's our way of life.

Jan 2018 – Present · 8 yrs 4 mos · Chicago, Illinois

• I founded Solve For (X) to help founders build and scale confidently, especially when the stakes are high. While it began in 2008 as a boutique analytics consultancy rooted in my CPG and retail executive experience, the firm pivoted in 2018 to focus exclusively on startup and small business advisory.
• Since then, I've advised startups and growth-stage companies on finance, commercial strategy, and narrative development with most work centered around capital raises and investor readiness.
• Over 300 ventures in 55+ industries and 15 countries have tapped Solve For (X) for:
• Business model diagnostics and monetization strategy
• Pitch decks, investment memos, and financial models that actually get funded
• GTM refinement—persona clarity, pricing logic, and channel traction
• Standing up (or untangling) accounting, finance, tax, audit, risk, compliance and legal infrastructure
• Solve For (X) often serves as a founder’s first call when they need to navigate complexity, clarify positioning, or prepare for investor scrutiny.
• We move fast, cut the noise, and help founders lead with conviction.

Jun 2015 – Dec 2017 · 2 yrs 6 mos · Greater Chicago Area

• Professionalized a local design-build firm and expanded nationally through e-commerce. Managed 25 employees & sub-contractors.
• Drove 20% increases in marketing ROI through business development and media exposure; and delivered 38% boost in sales volume over two years while maintaining an even gross margin; penetrated 5 new geographies.

Jan 2010 – May 2015 · 5 yrs 4 mos · Greater Chicago Area

• Built and managed a high performance team of 40 professionals with full P&L responsibility over a $100M revenue portfolio for leading airline buy-on-board programs (including United, Delta, Air Canada, Volaris).
• Grew customer base 9X; revenue ~40X while successfully driving expansion into Canada and Mexico.

Jun 2007 – Nov 2008 · 1 yr 5 mos · Greater Chicago Area

• Transformed a reactive group of 45 ad hoc analysts into a proactive intelligence organization that serviced the Merchandising, Marketing and B2B/B2C Sales functions.
• Achieved $90M in operating margin enhancements through call center division reboot, revolutionary consumer-centric Admins panel, and strategically targeted price increases on inelastic items.

May 2005 – May 2007 · 2 yrs · Orange County, California Area

• Developed and led the North American category management organization, supporting more than $1B in sales.
• Led internal consulting practice that secured $200M in customer revenue; secured CapEx funding for next-gen data warehouse and digital transformation initiative, member of both sales and marketing leadership teams.

Sep 2002 – May 2005 · 2 yrs 8 mos · Orange County, California Area

• Managed $5MM budget and developed promotions, including mail-in/instant rebates, displays, bonus packs, etc., at top mass market customers (e.g. Wal-Mart, Best Buy, Costco)
• Consistently drove double-digit returns on rebates, displays, bonus packs, and other trade promotions
• Won Growth Excellence and H1 Achievement awards; selected for Foundations of Leadership program (a 10-month executive leadership development program; PDI & Hay Group models)

Apr 2000 – Aug 2002 · 2 yrs 4 mos · Greater Boston Area

• Leveraged fact-based selling initiatives to garner more shelf space in highly competitive national drug store market
• Developed and managed category plans for national accounts representing $200M+ in total sales
• Drove 40% sales increase by effectively selling solutions platform to CVS; 2000 Division of the Year
• Introduced company-wide dashboards (promotional lift/ROI, new item tracking & category assessments)

Jun 1997 – Mar 2000 · 2 yrs 9 mos · Boston, Massachusetts

• After a successful summer internship, a role was created for me to continue working through school and beyond
• Drove marketing concepts to convince the world they needed a third blade on their razor (Mach 3 launch)
• Executed advanced analytics models – segmentation, conjoint, elasticity, marketing mix, etc.
• Standardized qualitative and quantitative research initiatives for Gillette North American toiletries
• Trained analysts on secondary research methodologies to raise category expertise across departments