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Work Background
Host GenieCo-Founder - CTO & CFO
Jul. 2024San Francisco, California, United StatesAt Host Genie, I lead the development of our AI analytical software that empowers short-term rental investors to maximize their returns. In my dual role, I oversee both technological innovation and strategic financial management, driving growth and delivering value to our clients.
DataAnnotationPython Developer
Feb. 2024 - Jun. 2024San Diego, California, United StatesConduct A-B testing and analysis on LLM models, specializing in optimizing Python programming language-specific prompts related to application development and data science functions.
SQWADFounder & CEO
Jan. 2024 - Jun. 2024San Francisco, California, United StatesSQWAD is a personalized AI Executive Team to empower Young Entrepreneurs.
Pure Madness Brewery GroupFinancial Controller & Analyst
Dec. 2022 - Aug. 2023Jackson, Wyoming, United States- Led finance department from due diligence through financial integration in a leveraged $11mm acquisition, developed internal/external accounting team, new customer & vendor relationships - Directed cross-functional collaboration and financial KPI reporting; presented comprehensive financial analysis and strategic insights to Executives, Investors, and 6 Department Heads
TJO Consulting, LLCFounder & CEO
Jan. 2022 - Jul. 2024Jackson, Wyoming, United States-Specializing in custom AI software application development and financial management services for real estate and small business owners.
-Focused on delivering innovative solutions and financial clarity to drive strategic growth.
B. Full ManagementCo-Founder
Aug. 2021 - Aug. 2022Jackson, Wyoming, United States- Real Estate development & management services for owned and operated Short Term Rentals.
Pure Madness Brewery GroupAccountant
Nov. 2020 - Dec. 2022Jackson Hole, WY- Independently led full-spectrum finance operations in a growth-oriented Series C brewery
- Managed highly constrained cash flow, maintaining an AP deficit while always ensuring operational continuity, timely payroll, and debt payments without fail
Pure Madness Brewery GroupBookkeeper
Nov. 2019 - Nov. 2020Jackson Hole, WY- Responsible for all Bookkeeping operations, including the management of Accounts Payable and Accounts Receivable
Avér SkinPrincipal, Director of Operations
Dec. 2017 - Jul. 2019Jackson, Wyoming- Core contributor in the pre-launch phase of Avér, a luxury cannabis topical brand focusing on health and wellness through CBD-infused skincare
- Involved in scientific product design, packaging development, logistics strategy, marketing, financial modeling, and development of fundraising materials
Issue FixersBusiness Development Strategist
Jul. 2016 - May. 2017Greater San Diego Area- New Business Development & Project Mangement at Issue Fixers, assisting startup founders in early-stage development and strategic growth of their business ideas
Y HempFounder & CEO
Mar. 2016 - Dec. 2017Jackson, Wyoming- Launched Y Hemp, my first full-time solo start-up, promoting industrial hemp as a sustainable solution in nutrition and cosmetics.
- Pioneered the revival of industrial hemp, managing all aspects of startup operations from concept to launch, achieving USDA organic certification.
- Successfully marketed and sold organic hemp products both locally and online, while contributing 1% of revenue to Teton Conservation projects.
WealthEngineField Sales Executive, Financial Services & Luxury
Apr. 2015 - Sep. 2015Greater New York City Area- New Business Development targeting enterprise-level finance and luxury sectors with B-to-C insights
- Leveraged strategic partnerships with Salesforce, LexisNexis, and others to enhance their market intelligence and prospect pipeline
FactSetAccount Executive - New Business
Jan. 2015 - Apr. 2015Greater New York City Area- New business account Executive for midcap Institutional Asset Management industry in New York City.
FactSetAccount Executive - Global Asset Management
Jan. 2014 - Dec. 2014Boston- Managed and developed accounts for major Investment Management firms in Toronto, fostering long-lasting client relationships through personalized service and understanding their investment and reporting processes.
- Conducted product demonstrations and client training sessions, while leading an internal team of consultants on special projects and sales initiatives.
- Yearly managed ACV $9mm
FactSetConsultant - Investment Management
Jun. 2011 - Dec. 2013Boston- FactSet, is a $7B market cap global leader in financial research and portfolio analytics software
- Developed bespoke advanced financial and portfolio management analysis for institutional asset managers
- Provided financial research consulting to over 200 users at top investment firms in Boston and Toronto, advising on FactSet’s applications and models, and managing client relations to meet unique needs.
Golf Coach DirectMarketing & Sales Team Leader
Feb. 2010 - May. 2011- Joined Golf Coach Direct as the first employee and became the Sales Team Leader while a Junior in college
-Developed the coaching base for a pioneering live video conference platform for PGA Golf Professionals
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