Fractional leadership and advisory for CEOs scaling revenue with digital innovation.
Revenue Operations — Designed and deployed lean revenue engines—analytics-driven forecasting, CRM automations, and go-to-market experiments—that unlocked faster sales cycles and sharper growth strategy.
Product Marketing — Sharpened messaging and customer segmentation to deliver a clear value proposition and optimize growth for digital products (B2B SaaS and Marketplaces).
Product Management (Deal Fintech) — Architected databases, ingestion pipelines, and AI agents to process unstructured deal flow (emails, messages, transcripts) into actionable business intelligence.
Digital Strategy — Scoped and delivered low-code platforms (WeWeb, Supabase, n8n/Make.com) for client portals, dashboards, and automation layers that cut manual processes and unlocked new revenue lines.
StackSource
Jan 2016 – Mar 2024
Co-founder
Inc. 5000 #777 (2023)
Co-founded a commercial real estate capital marketplace.
Raised $3.5M across two rounds by pitching investors on a venture thesis much of the industry called impossible.
Led 0-to-1 product development for a two-sided marketplace matching CRE borrowers with 500+ capital providers; defined core matching logic, lender intake flows, and borrower deal submission UX that ultimately facilitated financing for more than $2 billion of real estate investment deals.
Developed revenue operations processes integrating core product to CRM (Pipedrive), analytics, and marketing automation. Grew from $100M to $750M in GMV ($7M ARR) over 2 years.
LiveRail & Facebook (via acquisition)
Oct 2013 – Dec 2015
Sales Operations Manager
Pioneered the Sales Operations function for a 100-employee ad tech startup, setting the foundation for growth analytics and efficient collaboration between two sales teams (supply and demand) and customer success.
Implemented and integrated a Salesforce-based sales automation system, improving pipeline visibility and reducing customer onboarding time.
Managed the business IT integration post-acquisition by Facebook, aligning tools and processes across departments to ensure seamless operations within the ad tech division.
Grew programmatic ad tech accounts for strategic Sports & Entertainment publishers as Google's platform SME, driving optimization, upsell, and high-value deal closes through deep account reviews and ad hoc analytics.
Built Salesforce reporting and OKR-cascaded forecasting for a 100-person publisher ad tech sales team, partnering with finance and managing directors on revenue projections and incentive compensation plans.
Education
Techstars, New York Fintech Accelerator
Summer 2016
Whipped into fundraising shape and disabused of false startup notions.
Liberty University
B.S. Business Finance — Magna Cum Laude
Aced classes, forged friendships, learned through internships, and played intramurals.