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Summary

Proactive leader with strengths and a track record of delivering results from startups to large global software public and
privately traded companies, Strong technical proficiency from cloud infrastructure SaaS, Enterprise to mobile applications.
Managed global P&L's from $2MM to over $750MM. Led a number of successful turnarounds to financing and exits.

Work experience

2020-02present

Board Member , Interim CEO

Vertical Software LLP, Dallas US

Member of the Board Interim CEO ship. Former CEO used company as an ATM machine. Installed necessary
02/2020 - Current fixes while negotiating with SEC( Settled with SEC so Company can relist when ready), IRS negotiations and other legal matters to correct the Company and raise funds to fix. Pursued and successfully litigated suits against former Board and CEO ( $23M)

Businesses include NOW Solutions, leading HR platform that addresses most difficult payroll types with formulation model. Companies include many government, healthcare and manufacturing companies. Ploinks, a secure peer to peer security software tool set.

2020-02present

Partner

HEXA Global Ventures LLP, Dallas, US

Our Team delivers capital, strategic and channel partners, talent to  rapidly accelerate companies ready for a series A or Private Equity infusion.
Advising CEO's and CFO's on strategic funding partners through our global network of Family Offices, VC's and Private Equity partners. Assist portfolio including strategy, funding and mentorship.
02/2020 - Current

2014-082020-01

Interim CRO, Shadow CEO, Portfolio

Assisting Fund Portfolios in exits, Dallas, US

Naya Ventures, RackN, OpsRamp | Dallas, • Assisted portfolio companies to build reliable revenue forecasts for Austin, San Jose introduced key partnerships, secured key funding and revenue for SaaS, AI
Interim CRO, Shadow CEO, Portfolio and Enterprise Software Start-ups.
Growth Advisor • Helped portfolios grow top line revenue, improve operations, and position
08/2014 - 01/2020 for Fund Exit.

  • Assisted GP's in several M&A exits.
2013-122014-08

Interim CEO

MCN Healthcare and MCN Learning, Denver, US

Reworking contract terms resulted in new sales revenue growth of over
Denver, CO $265k to $1.1M in first 4 months from prior year Qtr. To Qtr.
Interim CEO • Recruited to Position Company for sale. Company founders would not
12/2013 - 08/2014 comply with GAAP, resigned.

2011-052013-11

CEO, Co-Founder

Private Social Networks, Inc, Frisco, US

Frisco, • Self -funded Start-up Healthcare IT Social Network with integrated
Texas HIPAA-compliant Private Cloud SaaS and Mobile platform
CEO, Co-Founder Connect2Health.
05/2011 - 11/2013 • Secured (38) new customers for Connect2health, including prestigious St.
Jude's Medical.

2007-112011-05

President

MybizHomepage Inc, Dallas, US

for the SMB mashing financial data from on-line banking, accounting
11/2007 - 05/2011 software (Sage, Intuit, and MS Dynamics etc.) and delivers real-time mobile
financial alerts.

  • Reposition the Company message, set strategy, and secured (3) global accounting channel partners (governments)
2005-052007-10

Chief Executive Officer, President

GlobeRanger, Corp, Richardson, US

AI driven IoT/ RFID software company by setting a strategy
Board Director and implementing plans to transform and revitalize operations,
05/2005 - 10/2007 capitalizing on emerging RFID/IoT trends.

  • Led change management growing revenue from $300k to over $5M in 14 months to become recognized as #1 IoT/RFID Company delivering Edge

solutions to world's largest supply chains including the DOD,
FloraHolland, NAVIS (Port Management Software Company); Cardinal
Health, Bayer embedding early AI decision processes real-time at the edge.

2003-012005-05

Chief Executive Officer

Adapt Software, Irvine California

 • Turnaround of SMB based CRM solution Transitioned Company doubling revenue and listed as Top 8 CRM for SMB Mfg.

  • Merged with Syspro.
2001-032002-12

Worldwide President and Managing Board

Baan International Companies, Voorthuzen Netherlands, US operations Denver, US

• Managed global $750M P&L., grew revenue ($200MM) from -$100MM in red to over $100m in first year with the strategy.
• Worldwide President and Managing Board brought in by $13B parent Invensys

• Strategically Engineered Largest personal turnaround, Baan (now INFOR)
• Strategy and New Direction instantly endorsed by the analysts who favored our new strategy and brand messaging, announcing "Baan is Back" globally (132 Countries).

  • Successfully trimmed 30% in global expenses and put Baan back to break even and profitability in first year.
2000-012001-03

Vice President of Sales & General

HSO International, Barneveld Netherlands , Reston, Virginia,

• Recruited by CEO to turnaround Company's $60m/300 person consulting
organization for Baan ERP, e-business, and CRM.

• Developed and implemented strategic marketing plans, sales plans and Manager forecasts to achieve corporate objectives for products and services.

• Raised $10MM in Strategic Money from Singular Greece.

  • Asked to join Baan as WW President.
1997-031999-12

GM MAS 90 Product Line Marketing

Sage UK, Irvine, US


• Grew MAS 90 Revenue from $34m to over $74m in 11 months.

• Restructured channel where top reseller contributions rose from $200,000
to over $1 million in revenue.

  • Stock prices grew from $6.50 to $22.00 per share months based on MAS 90 results creating $267 million M&A offer UK based Sage PLC.

Education

Bachelor of Science in Economics

Loyola Marymount University

Loyola Marymount University | Los Angeles
Bachelor of Science in Economics

Skills

Integration: M&A
Securities: SEC
Big Data: Enterprise Resource Planning
Big Data: Radio Frequency Identification
Big Data: Software as a Service
Internet: E-Business
Internet: SAAS
Management Activities or Functions: Change Management
Management Activities or Functions: Operations
Management Activities or Functions: Operations Management
Special Events: Forecasts

C-LEVEL EXECUTIVE, TURNAROUND, GLOBAL P&L

M&A Experience Cloud / SaaS / PaaS / Mobile Executive    Global Management & Services   Healthcare IT  Strategic And International Business Development

 A turnaround, Sales and Marketing CEO / C-Level executive with global operations and P&L experience in running both startups to large divisions and companies. Skills in Capital Raise, Global Operations, GAAP reporting, HR, Global Sales, Services, Strategic Marketing, CRM, Channel, Strategic Partnerships, Software Development and growing Consulting and Services teams. Proven ability to develop and execute on growth and turnaround strategies, while motivating diverse and fragmented teams to deliver revenue and profitability in fiercely competitive, fast-paced technology markets.

Qualifications

Skills

  • Successful Software Turnarounds and Growing SaaS, • Operations Management

Enterprise, Cloud Infrastructure, Healthcare IT • Managing Global P&L's

  • Developing KPI's for Sales Process M&A Exits Creating • Identifying Global Revenue Opportunities

Strategy & Ability to Execute • Venture, PE and Angel Funding

  • CRM, ERP, Supply Chain Software Leader • Pioneer Edge Computing, IoT, RFID
  • Creating Strategic Partnerships
  • Fund Raising

Languages

English

Achievements

Associations