
Develops Intangible Assets
San Francisco Bay Area

Develops Intangible Assets
San Francisco Bay Area
For the past several years I have worked towards understanding how to communicate the importance of measuring intangible assets, which are the assets that are predictive of future productivity (and thus future value) in a company, or can be used to measure outcomes in a non-profit. I blog on this and other topics.
(Internet industry)
2008 — Present (1 year)
(Non-Profit; 11-50 employees; Think Tanks industry)
January 2007 — Present (2 years 7 months)
Published Intangible Finance, a Perspective within the 2007 Ten-Year Forecast. Knowledge in Socially Responsible Investing, Corporate Social Responsibility, Community Indicator Projects, and (Philanthropic) Blended Value. Other projects: Ran Prediction Markets and participated in communies of experts in Leadership and in Education.
A .pdf download of the brief Perspective I wrote for IFTF is available at http://tinyurl.com/25bzc7
(Management Consulting industry)
September 2001 — Present (7 years 11 months)
(1) Institute for the Future, Palo Alto, CA. Ran Prediction Markets and participated in communies of experts in Leadership and in Education.
(2) Investment and industry research on advanced materials.
- Firsthand Capital Management, San Jose, CA. Found nanotech-based alternative energy publicly traded company to hold for three years. (2 Year ROI: June 2006-2008 = 400%)
- Oceanshore Ventures LP, Palo Alto, CA. Prescreened alternative energy company.
- Private Party, Fremont, CA. Recommendations.
(3) Fundini, Half Moon Bay, CA. Strategic product marketing consultant for online fundraising tool for schools and other non-profits.
(4) C3L3B Digial Calabasas, CA. Brought in to assist in designing metrics.
(5) Ricoh Innovations Incorporated's Community Network Services, Palo Alto, CA. Created process for identifying the mechanisms for creating intangible assets to replicate successful non-profits and enhance research on small and medium sized businesses (SMB).
(Program Development industry)
May 2001 — July 2007 (6 years 3 months)
Past Clients:
* Fremont Education Foundation
- Board Member
- Chair of Technology Committee - establishing online presence and community infrastructure technology
* Pacoima Beautiful
* Augsburg Academy for Health Careers
* University of Minnesota, Center for School Change
.
(Non-Profit; 1-10 employees; Philanthropy industry)
January 2001 — September 2002 (1 year 9 months)
* Facilitated the development of mission for new foundation by researching various areas related to education and philanthropic methodology. Built relationships between the Foundation and a variety of grantmaking and operating non-profits as well as with academic and community leaders.
* Participated in grantmaking selection process for Bill and Melinda Gates Foundation Charter Schools.
(Public Company; 501-1000 employees; NITE; Financial Services industry)
April 1998 — January 2001 (2 years 10 months)
http://www.knight-sec.com/AssetManagement/index.asp
* Designed, built and managed software development group that created mission-critical securities trading software for Hedge Fund with $1 billion under management.
* Turned around high-profile technology implementation project for back-office accounting product.
* Aggregated and analyzed information for M&A.
* Rebalanced and analyzed results of $30MM Long-Short trading system. The system was based on research by University of Chicago faculty.
* Financial analysis: analyzed securities for Pairs trading (Oils); fundamental analysis during 10/98-12/98 portfolio rebalancing; tax loss analysis (1999).
(Privately Held; 1-10 employees; Computer Software industry)
July 1993 — July 1995 (2 years 1 month)
* Took company from a shareware product with associated consulting revenues to a retail product line.
* Worldwide responsibility for all strategic and operational facets of marketing, including establishing, targeting and focusing marketing strategy.
* Had P & L responsibility.
* Responsibility for all Marketing Communications, OEM negotiation, PR, and Events functions.
* Employed guerilla marketing techniques, which grew company revenues 400% in 18 months.
* Grew channel from under 20 to over 250 partners worldwide.
MBA , Strategic Management and Organization , 1989 — 1991
MS , Materials Science , 1987 — 1989
BA , Physics , 1980 — 1985
Culture, how cultures form - change - and interact (particularly corporate and age-cohort cultures), music, tennis, conflict management, education, child development, environment, economic indicators, humor, theatre, film, media, reading, writing.
LinkedIn Northern California, FutureCommons
MBA: "Outstanding Leader" Award
MS: Award for Visual Display of Research (Poster Session)