Employee #18 at Openpath. FP&A across a $1.5B portfolio at Motorola. Co-owner of Epic Mountain.

Employee #18, pre-revenue, no finance function yet. I built finance, HR, legal, supply chain and operations from nothing, grew the team from twenty to eighty-four, and ran the finance and board relationship through a $36M Series C from Greycroft, Emergence Capital and Sorenson Capital, then the $300M sale to Motorola Solutions. The systems I put in are still running, five years and an acquisition later.

2018 – 2026

Openpath and Ava Security were combined to form Avigilon Alta. I integrated the finance and operating models, established recurring-revenue metrics across sales, product and finance, and owned capital allocation through several years of rapid growth. I also built the business case for what became the portfolio's largest commercial deal.

2021 – 2026

Twelve acquired companies, Alta among them, spanning cloud, on-premise, hardware, SaaS, services and channel routes to market, each arriving with its own systems, revenue definitions and reporting cadence. I built unified OpEx and cloud-cost governance across $200M+ of spend and more than 1,000 employees. I also led demand-planning and S&OP modernization across $800M+ of annual inventory. The portfolio grew 10% organically year over year.

2024 – 2026

As co-owner, I built management reporting across revenue, margin, inventory, memberships, labor and cash, re-established financial controls, and designed a new go-to-market model. That work supported the decision to expand the private club to a second resort and roughly double its scale.

Current

OpenX Technologies

Senior Manager, Strategic Financial Projects

Reporting to the CFO through pre-IPO scale. I built the business case and secured a $125M syndicated line of credit, and owned the integrated forecast across P&L, balance sheet, cash flow and valuation inputs.

Green Dot Corporation

Manager, SEC Reporting, Technical Accounting & Investor Relations · NYSE: GDOT

Owned SEC reporting and investor relations for a public company.

Deloitte & Touche

Assurance Senior Associate

Started in audit. Fifty-five-plus financial audits since, from both sides of the table. B.A. in Accounting, University of San Diego. MBA, UCLA Anderson.

CFO and COO leadership

Planning, capital allocation, executive decision support, board and investor communication.

M&A diligence and integration

~4 dozen transactions over ten years; diligence, integration, systems and operating model.

Recurring revenue

ARR/MRR, retention, expansion, renewals, pricing and unit economics.

Planning & operations

Forecasting, margin, cash, inventory, cloud infrastructure and operating cadence.

Governance

Audit, strategy, ERM and board reporting. See the board work →

Teams

Built and led finance organizations from one person through multi-region teams.