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Work Background
Matchbook AIChief of Staff
Apr. 2024 - Jan. 2025Los Angeles Metropolitan AreaMatchbook AI is a cutting-edge SaaS solution designed to tackle data quality challenges by optimizing the matching and enrichment of data. The platform empowers clients to maximize their business potential through robust data stewardship features and access to the world’s leading source of commercial intelligence from top-tier third-party data providers. With Matchbook AI, organizations can unlock valuable insights and drive informed decision-making. Client base are Fortune 500 firms including Google and Visa. * Created C-level hiring processes for future roles of COO, CFO (US based) and CRO.
* Established Vital Priorities Program including KPIs to department and individual contributor level.
* Recruited, interviewed, onboarded and supervised management and administrative personnel. * Coordinated review of over 75 software vendors with the goal of determining business need, productivity and cost-savings.
* Handled confidential information with discretion, including offboarding executives. By mutual agreement, I left this assignment as the CEO was not able to secure VC financing as he had planned.
Sigue CorporationChief of Staff
Jan. 2012 - Jan. 2024Los Angeles, California, United StatesSigue Corp. is the largest family owned, privately held money transfer company in the world. They handle remittances for immigrants sending money home. The company operates in many countries around the world and was founded in 1996. Advised CEO on strategic planning, management style, employee performance, budget, HR, and communications pertaining to retail partnerships. Recommended recruiting, sales and marketing strategies to expand the sales demographic base, optimize operations and grow revenue. Defined KPIs and accountability structure to ensure consistent and timely results. Facilitated BOD meetings, worked with legal on the agenda, oversaw and distributed meeting minutes. Followed up on actionable directives with BOD members and key stakeholders. Align division heads and management on KPIs, strategies, expectations, and revenue goals. * Met with departments to conduct individual SWOT analyses and to strengthen expertise for teams and managers.
* Recruited, interviewed, and hired C-suite team, guided professional development, training, career road mapping.
* Mentored and coached senior management to improve team performance and drive-up job satisfaction.
* Handled confidential information with discretion; a genial liaison between the executive, management and BOD.
* Reduced operational overhead costs 20% because of IT automation. * Helped the firm to secure key domestic and global acquisitions—raising revenue from $30M to $250M
* Facilitated global annual sales convention; ran logistics, wrote CEO keynote speech, recruited speakers. The CEO opted to close his company ending my contract.
Strategic Advisory BoardsChief Executive Officer
Jan. 1994 - Jan. 2024Los Angeles County, California, United StatesStrategic Advisory Boards is a business advisory service based in Los Angeles with clients nationwide. Markets and facilitates formal peer advisory boards for small and midsize business CEOs and leaders regarding growth through strategic partnerships, geographic expansion, operations, and new verticals. Specializes in leadership education, business planning, banking, manufacturing, distribution, financial services, insurance, healthcare, and real estate sectors. Runs manufacturing and service company consulting services on Zoom and in-person. Organizes and runs monthly business sessions using BOD facilitation techniques, KPI planning, execution and tracking. Dissects and analyzes business models and forecasts to identify obstacles and friction points. Partners with industry SMEs to provide expertise, education, and group resources. Conducts mentorship and coaching services. Guide business leaders in surmounting management, operational, HR, and revenue challenges. * Assesses and evaluates client management shortcomings that prevent goal achievement.
* Designs actionable strategies/accountability structures for deliverables that produce results on budget/on time.
* Generates KPIs to measure progress and report project status; offers diplomatic feedback and recommendations.
* Assisted IT client with partner buyout allowing for tripling revenue from $3M to $9M.
* Downsized and refocused healthcare services company business to focus on key product line; boosted margins 20%. * Helped nascent CEO design and execute a management hierarchy and organizational structure.
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