Healthcare and Medical Technology

Education, Government, and Nonprofit

Energy, Utilities, and Renewables

Consumer Products and Professional Services

Medical Technology Training Company

Interim COO and Business Development VP

Doubled sales. Negotiated a key industry strategic partnership that produced 90% of sales. Restructured company for spin-off including a major product level financial reporting system. Acquired new customers and directed product development program management.  

Medical Training Software as a Service (SaaS) Startup

Interim EVP Sales and Marketing

Facilitated a key industry partnership with largest community-owned healthcare system in the country. Built the business plans that opened 5 new markets with 2 new product offerings. Helped attract first investment to the company which continues to acquire customers.

Telemedicine Hardware and Software as a Service Startup

Product Development and Product Launch Advisor

Authored product roadmap, preliminary business model, and go-to-market strategy for this early stage surgical telecommunications technology startup. This included market research interviewing medical thought leaders and costing out the design and product development phases of the project.

Dental Product Company

Business Advisor

Built business growth plans, including forecasts, valuations, and detailed launch plans for expansion into new markets and geographies.

Medical Diagnostic Company

Business Advisor

Helped build business growth plans, including forecasts, valuations, and investor pitch decks for expansion into new markets and geographies. Observed several investor pitches given by the CEO and helped him revise scripts, presentation delivery methods, and build better rapport during question and answer sessions.

Consumer Health and Dental Products Company

Strategic Marketing Consultant

Built detailed launch strategy and business plans including full financials and market launch for multiple products into several new channels. Asked to join staff as Marketing Director. Retail launch was successful.

Global Healthcare Ingredient Manufacturer

Marketing Advisor

Prepared a business plan and an investor pitch deck outlining forecasts and channel strategies in multiple sectors including pediatric care, animal health, and human health and safety.

Tele-Surgical Communication System Startup

Product Development and Product Launch Advisor

Authored product roadmap, preliminary business model, and go-to-market strategy for this early stage surgical telecommunications technology startup. This included market research interviewing medical thought leaders and costing out the design and product development phases of the project.

Keene City Council, Publicly Televised in New Hampshire

City Councilor, Finance Operations and Personnel Committee, Planning Licensing, and Development Committee, New Hampshire Municipal Association Legislative Policy Committee - Energy and Infrastructure

Along with 14 other Councilors, helped prepare and manage a budget of $69 million including community input and public hearings. Operated as Board of Directors over 17 different businesses including water, sewer, parking, public works, police, fire, and a regional airport. Created municipal ordinances and policies that protected people during the Covid-19 pandemic, including one of the first mask ordinances in New Hampshire. Created ordinances and land use code that opened up housing development. Advocated for city residents in economic development and important social change matters.

Keene Board of Education, a Large, Publicly Televised School Board in New Hampshire

Vice Chair, Board Member, Liason to the New Hampshire State Schools Boards Association (NHSBA), Board Member, Liason to the New Hampshire State Schools Boards Association (NHSBA), Served on Finance, Policy, Education, Personnel, and Facilities Committees.

Along with 8 other Board Members, helped prepare and manage a budget $77 million including community input and public hearings. Board was nominated for fiscal responsibility best practice award from the NHSBA; achieving much lower cost per student driven in part by Energy Efficiency strategy. Advocated publicly through debate and public speaking with NHSBA and New Hampshire legislature for education and funding policy changes. Approved plans for key life safety, cyber security, and facilities renovation programs. Approved plans for high school curriculum updates including graduation requirements. Approved plans to change to later start times for high school and middle school students consistent with recommendations from the American Academy of Pediatrics and several other education and health authorities.

Public Title 1 Urban Alternative High School

Licensed Science, Technology, Engineering and Math (STEM) Teacher

Achieved State of Arizona teaching license and Level One Department of Public Safety Clearance. Taught in an inner city Title 1 high school for the second-largest school district in the state. In this role, was able to create student engagement that doubled the student pass rate (C grade or better), improved student rate of A and B grades to 7 times that of predecessor, and created new Math Honor Roll.

Arizona’s Department of Commerce (ACA)

Entrepreneur-In-Residence

As a judge for the Arizona Innovation Challenge, influenced selection of 60 small companies who were awarded a total of $15M by the ACA which operated as a Public-Private Partnership. Appointed by ACA to Entrepreneur-In-Residence (EIR) role to mentor 3 promising tech startups through stage-gated review process called Venture Ready small business accelerator program that took 9 to 12 months for each.

The Cleantech Open Startup Accelerator Program

Regional Corporate Partnership Chair, National Organizing Committee, Lead Mentor, and Generalist Mentor

Raised money from corporate sponsors, organized events, recruited, selected, coached, and mentored start-up companies in clean energy generation, energy storage, efficiency, building products, sustainable materials, low environmental impact chemicals, sustainable transportation, supplier traceablility, water treatment, and infrastructure. This business acceleration program is international in scope and the largest of its kind in the world. Also provided rigorous investor pitch-training sessions with regional winners to prepare them for the annual Global Forum which was equated to the Academy Awards for Clean Technology. Regional winners coached became National Overall Runner Up, National Sustainability Runner Up, and National Sustainability Honorable Mention.

Utilities Infrastructure Sales Training Company

Interim VP Business Development and Executive Coach   

Performed an internet security upgrade that prevented a major operations crash for a training and development company exclusively contracted with a large regional water works supply company. Advised President on major restructuring and subsequent press release. Redesigned website and relaunched marketing program after ownership change.

Water Infrastructure Company

Chief Business Advisor

Recruited Chief Operating Officer and served on the team that selected Chief Marketing Officer. Advised on governance matters. Facilitated first outside investment in company including investor introductions. Mentored company executives through Cleantech Open and Venture Ready business accelerator programs. Company successfully acquired first customers.  

Electric Fleet Vehicle Conversion Startup

Business Development Advisor

Put together investor roadshow including pitch deck and scripts for Chief Executive Officer and Chief Financial Officer. Facilitated discussions with several investors. Asked to come on board as Chief Operating Officer.

Distributed Energy Resources (DER) Hardware Startup

Business Development Advisor

Advised Chief Executive Officer by reviewing terms of funding deals and helping refine the operating business plans. Mentored company in the Cleantech Open business accelerator where they were awarded the distinction of the Highest Impact Award for the Rocky Mountain Region.

Distributed Energy Resources (DER) Artificial Intelligence Software Platform Startup

Business Development Advisor

Advised CEO by helping refine the operating business plans for an Platform as a Service startup operating in the Internet of Things (IoT) space. Coached CEO on pitching to investors. Advised Board on governance matters. Mentored company in the Cleantech Open business accelerator. Facilitated introductions with strategic corporate venture partners. Company subsequently became fully funded with investment and began acquiring customers.

Low Emission Marine Fuel Startup

Business Development Advisor

Advised on business development strategy and governance strategies. Identified and made introductions to several angel investors and strategic partners, resulting in first angel investor to the company.

Advanced Solar Technology Startup

Business Development and Product Launch Advisor

Authored product roadmap, funding strategy, business plan, and go-to-market strategy for this early stage technology startup. This included market research interviewing solar technology thought leaders, and making strategic introductions to the company’s founders.

In-Home Drinking Water Startup

Chief Marketing Advisor and Board Member

Guided this startup from the prototype stage starting with 3 founders. Within first 16 months, company achieved its first field test with customer feedback, first production, international branding, IP protection, first commercial strategic partner, selection and training of distributor sales force, and build out of management team and board.

In-Home Water Softening Startup

Interim Chief Marketing Officer and Board Member

When this highly sustainable and extremely low energy intensity industrial-quality water treatment technology was selected for evaluation on the International Space Station, wrote the press release picked up by 88 media outlets that enabled a crowd funding of first consumer production. Pitched company at Sustainable Brands San Diego Conference and made connections with 35 investors.

Sustainable Locally Sourced Vegetarian Meat Alternative

Strategic Marketing and Business Development Consultant

Performed customer and product level Profit and Loss (P&L) analyses to drive business development strategy. Provided in-situ observation of sales process with its Fortune 500 prospects and coached client privately. Achieved sustainability and quality award and recognition for the client.

Laboratory Information Systems Integration Company

Business Growth Consultant

Performed detailed customer and product level P&L and analyses to build strategic growth plan and build a new investor pitch. The work yielded insights that drove 40% growth for the company within 2 years. 

Strategic Management Consulting Partnership

Interim Business Development VP

Built out the customer prospect pipeline with more than 70 prospects. Designed the customer Response Management (CRM) process, and acquired contracts for $150,000 in annual billings within 3 months. Achieved a closing rate of over 33%. Filled the the short term highly qualified client prospect pipeline with over $450,000.

International Intellectual Property Law Firm

Business Development Consultant

Performed a review of partner’s individuals strengths and client portfolios. Updated bio’s with more targeted positioning, Built a new database of clients and prospects organized by industry and aligned with partner’s strengths. Directed expansion of the firm by acquiring new clients through marketing events and targeted networking. Recruited a new legal partner into the firm with small business expertise.

Business Law Firm with Small Business Specialty

Marketing Consultant

Performed a marketing analysis of each partner’s individuals strengths and client portfolios. Updated partner’s bios with more targeted positioning. Performed a comprehensive analysis of clients across multiple databases to uncover important strategic insights that resulted in operational changes. Organized a new database of clients and prospects organized by matter expertise including general counsel, litigation, contracts, intellectual property, and liquidity events. Added industry classification for each client so website and newsletter content could be more effectively targeted by industry groups.