I am an operations and financial expert who motivates teams and people through collaborative leadership.
As a purpose-driven operations and financial leader, I am committed to helping founders and leadership teams build clarity, control, and momentum. My expertise lies in simplifying complex problems, solving operational puzzles, and aligning teams around scalable systems that improve performance and drive growth.
Over the course of my career, I’ve led national sales teams, managed full P&Ls, created analytical tools for both startups and established companies, and built cross-functional systems that actually work. I’ve served as a COO, CFO, Sales Manager, and Risk Underwriter, and I’ve founded, scaled, and sold companies of my own.
What I enjoy most is helping people thrive. I create environments where teams perform at their highest level, where data informs action, and where good people do great work. My working-class background gives me a grounded, inclusive leadership perspective, and my time in consulting has shown me that a good idea means nothing without execution and communication.
I hold an MBA from the Wharton School of Business and a finance degree from San Jose State University. I was also the first in my family to attend college, a milestone I carry with pride.
Outside of work, I’m a Certified Personal Trainer and Nutrition Coach through NASM. While I officially retired from adventure racing after getting lost in the woods at 2AM, I still train regularly and believe everyone is an athlete in their own way.
Financial Management Case Study
I worked with a company that believed it was operating near full capacity and needed to expand. But when I dug into the numbers, I found they were only running at 35% efficiency.
To change that, I created custom employee utilization metrics and benchmarking tools, and coached leadership on how to use P&L management as a daily decision-making tool, not just a quarterly review document.
The results? Revenue more than doubled. Today, that company continues to hit new productivity peaks and uses analytics and forecasting to guide hiring, reviews, and planning across the board.
KEY EXAMPLES
Operations
Built a full-service independent mortgage bank that funded $130M in loans within 18 months.
Managed $10M warehouse line, 3-day investor purchase cycles, end-to-end processing, underwriting, audits, and vendor relationships.
Led the development of scalable operations for real estate, consumer product, and lending companies.
Financial Management
Designed a $1B real estate development forecast model including homes, retail, hotel, and entertainment components.
Increased RevPAR by 80% and profit by 35% for a wellness company through pricing and utilization strategies.
Created integrated P&L, ROI, and cash flow models to improve forecasting and financial clarity.
Leadership
Oversaw finance, ops, sales, and marketing for a company with five distribution channels.
Led a 250-person national sales team to a 25% productivity improvement.
Managed a cross-functional team of 30+ mortgage, compliance, and engineering professionals to build a proprietary lending engine.
Coached +100 individuals toward their fitness, performance, and nutrition goals.
Product
Created and launched four profitable financial products, including delegated and correspondent lending platforms.
Built and deployed a mortgage pricing engine and underwriting decision tool that reduced origination costs by 37%.
Designed a fully automated financial planning product for middle-market consumers, which was ultimately acquired by a national bank.
