
Early Stage Company CEO, Enterprise Executive; eMarketing Advisor, Process Transformation Expert
Greater Los Angeles Area

Early Stage Company CEO, Enterprise Executive; eMarketing Advisor, Process Transformation Expert
Greater Los Angeles Area
• Early stage company value creation: $50 million ROI on a turnaround; $100 million capital raise in IPO; $2.5 million raise for startup = 20x increase in value, $350 million P&L.
• Leadership: Adept at new product and company launches, start ups, turnarounds, process and people change management.
• Consultative and executive management roles: Cross-industry experience leading management teams, product/technology teams, sales, marketing, operations, business development.
• Process Transformation & Technology: Health Information Services (HIS), EHR, medical device, pharmaceutical expertise. Expert at health, financial services standards including HL7 data interchange, HIPAA, ICD-10, 5010.
• Solutions delivery - Launched new e-Commerce collateral valuation and analytics portal for multi-$billion firm in 24 weeks. Deep understanding packaging complex offerings to vertical markets, recruiting effective teams. Development tools, open source infrastructure software as a service (Saas). Paid search, search engine optimization (SEO). Advised Fortune 500 Companies on Web Services strategy. Active blogger, webinar speaker, social networker. Credit markets decisioning, supply chain expertise.
• Enterprise: SVP of two $8 billion public firms serving some of the largest companies in the world.
• Business development, sales & marketing: $multi-billion global bank - consumer lending, mortgage, capital markets, and wealth management divisions. Created deals between a top 5 software firm and media company. Led licensing, IP negotiations, professional services consulting engagements and negotiated complex contracts and transactions.
• Risk Management & regulatory compliance, capital markets: Thorough knowledge of risk management practices including Sarbanes Oxley (SOX) Section 404, COSO, and COBIT audit frameworks, ITIL methodologies. FDA, HIPAA compliance implementation for several public companies.
Building successful teams that deliver results. Strong business development executive. Setting business strategy in new, growth markets. Digital marketing that delivers. Managing through complex transactions in both turn around and growth cycles. Ability to break down complex business problems and determine team-based approach to developing solutions in several vertical markets. Experience in early stage capital raises and large restructuring engagements, process transformations.
(Privately Held; Management Consulting industry)
February 2007 — Present (2 years 6 months)
Leadership executive focused on pipeline and strengthened execution capabilities. Refined company focus on globalization, process improvement, and change management issues in robust markets such as health care, insurance, education, renewable energy, and eCommerce. Doubled company revenue pipeline from low-single digit pipeline in 18 months. Fundamental principles: Business process improvement starts with creation of a shared vision of success within teams. Company builds cross-functional consulting teams to solve problems for clients We like putting bright, talented, honest people together to do great things. Strong in implementing health care claims processes, FDA compliance, pharmacovigilance, embedded systems for medical devices. health care information systems, claims management and claims adjudication solutions.
(Public Company; 10,001 or more employees; Real Estate industry)
October 2003 — February 2007 (3 years 5 months)
Managed consulting team to assist enterprise sales team in winning and retaining business with top 20 mortgage lenders. Lead consultative effort designed to streamline internet based lending. Assisted in securing strategic marketing relationships and major contracts with JP Morgan Chase, Wells Fargo, Bank of America, Wachovia, Fleet Bank, GMAC / DiTek, Suntrust, Navy Federal and other clients.
Lead on eMortgage (paperless) process, imaging, and solutions for several leading financial services firms.
Executed enterprise wide Sarbanes Oxley audit for this large cap company. Board level and audit committee level quarterly presentations. Familiar with section 404 / COBIT / COSO compliance. Results: on time, on budget & eventual successful completion of a favorable audit by Price Waterhouse Coopers.
(Public Company; 10,001 or more employees; FNF; Information Technology and Services industry)
September 2002 — October 2003 (1 year 2 months)
Responsible for building a new Web Services team and developing the business model, enterprise strategy, and architecture to link the financial and technology assets of $multi-billion Fidelity National Financial for the Direct Title, Agent Title, Real Estate operations to sell data and services. Managed company's MISMO participation. Managed one of the most profitable P&Ls for the company.
(Internet industry)
February 2000 — June 2002 (2 years 5 months)
Recruited by board of directors to grow a software as a services (Saas) provider of Internet, wireless, and enterprise billing, provisioning systems. Leveraged Java and XML Web Services technology market lead to attract strategic investor Citrix Systems, Paymentech (largest processor of Internet credit card data in the world). Grew company from $200k in revenue in to $10 million run rate and profitable with less than $3 million in equity funding in 18 months. Customers in financial services/supply chain such as PurchasePro.
(Public Company; HSII; Staffing and Recruiting industry)
June 1997 — February 2000 (2 years 9 months)
Founded LeadersOnline, an early social networking venture for $400 million executive search firm and launched it in less than 18 months. Positioned company for $20 million in revenue in second year. Created partnership with www.businessweek.com new media and careers. Venture added approximately $100 million to the market capitalization of parent company Heidrick at the time of its IPO on the NASDAQ in May 1999 according to underwriters Lehman Brothers and Goldman Sachs. Clients included WAMU (Washington Mutual), Goldman Sachs, VISA. Left after IPO, merger of company.
(Information Technology and Services industry)
January 1995 — May 1997 (2 years 5 months)
Advised two companies on their strategy around Internet content, first with Oracle in a venture that combined database search technology with CNN Interactive to form Oracle Custom News Server for Corporate Clients.
Reviewed and advised HP on its early Web Services strategy for senior management-worked directly with Chief Scientist at HP on competitive and execution issues around the strategy. Placed by investment group to turn around and sell Worldtalk email security company to Tumbleweed communications; new market analysis for Agile Software in supply chain / manufacturing industries.
Guided Symantec in setting their LiveUpdate OEM strategy with clients such as Intel, and licensing and acquisitions related to electronic software distribution, security software, and acquisitions due diligence.
(Public Company; 201-500 employees; Computer Software industry)
January 1992 — December 1994 (3 years)
Responsible for marketing and distribution for Smalltalk developer tools company. Responsible for developer relations, worked with team that developed first concepts of what eventually became precursors for component development in modern .Net and Java / Web Services for the industry. Member of management team that helped grow company from $3 million in revenue to $50 million acquisition within two years. Left after acquisition by publicly traded competitor. (multiple acquisitions - Digitalk acquired by ParcPlace Systems, who was merged into ObjectShare, later acquired by Cincom Systems).
(Public Company; BORL; Computer Software industry)
January 1984 — August 1992 (8 years 8 months)
Company was acquired and is now Borland.
Originally, Product Manager for new innovative, easy to use consumer information management product, RapidFile which was a hit in Europe (UK, France, Germany, Netherlands) and Latin America and changed the way the company thought about user interface development and design for its flagship database software.
Later, member of management team that re-launched Ashton-Tate and dBASE IV Version 1.1. Held P&L responsibility for $250 million product line; $15 million + marketing budget. Profits and market share increased until purchase of the company by Borland. Returned database products to profitability; successful launch of Ashton-Tate's cross platform strategy, product line on five versions of UNIX. Lauched first PC database interfaces to Sybase and Microsoft SQL Server.
(Prior titles & responsibilities while at Ashton-Tate: GROUP PRODUCT MANAGER, PRODUCT MANAGER, RAPIDFILE)
(Management Consulting industry)
1982 — 1983 (1 year)
Product manager for revolutionary unstructured database system.
CMB , Mortgage Banking , 2005 — 2007
Lean Six Sigma , Continuous improvement , 2005 — 2006
Leadership Strategies 1982 — 1982
BS , Business Administration, Entrepreneur Program , 1978 — 1980
AB , Computer Science, Economics , 1976 — 1978
Programmed in APL, Fortran, USCD Pascal, Basic and developed physical science models, early economic models.
1971 — 1976
Bus: Electronic Health Records, Cloud Computing, Semantic Webs, HRIS, workplace management, Six Sigma, Lean, Sarbanes Oxley, Healthcare, Pharmaceutical, Medical Device compliance, FDA, health care payer, health care provider, IPAs, Mortgage technology, Internet search marketing; process improvement, process transformation, ITIL, CMMI, TOGAF. HIPAA, ICD-10, X12 5010. Personal: Cycling, Rowing, Bernese Mountain dogs, soccer, road biking, Colnago, Finn, sailing, ocean swimming.
39 Blues, Clinically Integrated, Orangewood Children's Foundation Ambassador member, Mortgage Banker's Association, Beta Theta Pi, AYSO, AHIMA
Top 10 award, InfoWorld product of the year, 1988
CEO of a top 5 most profitable start up company in Orange County CA Venture Presenter - 1999
Accredited Mortgage Professional, Mortgage Bankers Association