Dallas-Fort Worth Metroplex
I’m a Chief Operating Officer with 20+ years of experience scaling SaaS/PaaS, e-commerce, and manufacturing organizations on a global basis. I’ve delivered 500% EBITDA growth, led digital and enterprise transformations, launched new products, and drove a successful $270M cash exit. JD-trained, with a strong legal and contracting background, including licensing, vendor agreements, and IP protection, bringing both operational rigor and strategic clarity to fast-growth environments. Whether implementing enterprise systems, reducing costs through smart automation, or managing strategic global operational plans, I bring a results-focused, collaborative mindset to every challenge. Core Competencies: ✔️ SaaS & PaaS Operations | ✔️ Strategic Planning | ✔️ Cross-Functional Leadership | ✔️ Mergers & Acquisitions | ✔️ P&L Ownership | ✔️ AI Integration | ✔️ OKRs & KPI Systems | ✔️ ERP & Data Platforms | ✔️ Legal Strategy & IP Protection | ✔️ Regulatory/Security Compliance (GDPR, SOC2, NIST CSF, PCI, ISO 27001, HIPAA, CCPA, ePHI, etc.) | ✔️ Lean Implementation | ✔️Continuous Improvement | ✔️ Global Supply Chain
I serve as the lead operating executive overseeing Customer Success, Legal & Compliance, Customer Service, Training & Communications, and Administration, with enterprise accountability for service delivery, scalability, and profitability across a multi-million-dollar recurring revenue SaaS platform.
(Acquired by Symplr Software) I directed global operations spanning the U.S., UK, Taiwan, and Canada, where we delivered a health tech platform to over 130K+ customers. A significant part of my role involved facilitating two major transitions: first from a private entity to a public listing on the HKEX, and then back to private equity ownership, all while ensuring strategic continuity and reporting directly to the CEO. • Boosted operational efficiency by 83% through analytics and process automation, minimized response times by 36%, and strengthened security compliance as well as co-invented AI patent (U.S. Patent #12,100,504). • Delivered exceptional EBITDA growth over five plus years by leading global business operations with full P&L ownership – company sold for $270M. • Led global supply chain improvements that cut inventory costs by 65% and lead times by 75%. • Augmented customer satisfaction increased NPS by leading cross-functional teams across Corporate Development, DevOps, Security, IT, HR, Talent Acquisition, Professional Services and Legal. • Achieved 99.99% platform uptime and audit readiness by implementing AWS DR and security strategies. • Recognized for saving millions in potential liabilities by leading legal strategy and managing external counsel, resulting in favorable rulings in U.S. District Court and Court of Appeals in a complex patent infringement case. • Managed Company against key KPI’s that include Customer Acquisition Cost, Average Revenue Per User, Customer Average Lifetime Value, Total Subscribers, Annual Recurring Revenue and Churn.
Led operational transformation across e-commerce, retail, designer, and wholesale channels to support omni-channel growth. Negotiated supplier, customer, and manufacturing agreements across the U.S., Europe, and Asia to optimize cost, quality, and long-term partnerships. Implemented lean manufacturing practices and integrated Tableau analytics to drive data-driven decisions, improving visibility into BOM planning, inventory, capacity, warranty, logistics, and supplier performance. • I increased profitability by overhauling operational and manufacturing workflows, reducing expenses and shrinkage, implementing technology solutions, defining KPIs, streamlining reporting, and introducing performance-based staffing strategies across all operational departments. • Collaborated with the executive team in setting and driving organizational vision, growth strategy, product offerings, release schedules, and hiring levels. • Translated strategy into actionable steps for growth, implementing organization-wide goal setting, performance management, and annual operations planning. • Boosted profit by assuming full P&L control during a critical business transformation phase of operations, manufacturing and inventory management • Drove 68% growth in e-commerce sales and improved profit margins by 27%+ with the launch of the company's first Shopify-based online store, reducing stagnant inventory and expanding digital market reach. • Led warehouse automation initiative that reduced order processing times by over 66% by implementing new shipping system and structured warehouse bin system to enhance fulfillment efficiency.
Consulted on operational and legal strategies for this seed funded to Series A SaaS platform company targeting the home décor market. • Supported Series A fundraising and operational scale-up. • Enhanced rendering workflows and SaaS service delivery models.
I led global operations and collaborated closely with executive leadership to ensure our strategy was aligned with the company's growth objectives, deployed scalable technologies and upgraded fulfillment operations across multiple business units. My role involved directing cross-functional teams in lean manufacturing, product development, international sourcing inventory planning, logistics, and customer service to enhance service delivery. I also coordinated the implementation of enterprise resource planning systems to improve data visibility. Negotiated and managed complex agreements with international suppliers and partners to strengthen commercial relationships and brand presence. Furthermore, I administered legal and intellectual property initiatives, focusing on safeguarding our design patents and trademarks to protect our brand integrity. • Drove 400% revenue growth and led global operations while reporting to CEO by positioning luxury design and furniture manufacturing company for private equity acquisition. • Optimized customer service efficiency by 23% and improved planning accuracy through deployment of Microsoft Dynamics ERP system to enhance operational visibility and data integration. • Boosted online sales by 24% via close collaboration with Marketing and IT to improve website UX, enhanced digital capabilities, digital product catalogs and tear sheets. • Generated millions in new revenue by negotiating private label, distribution and licensing agreements with international suppliers, designers, and third-party retail partners. • Elevated fulfillment speed by 53% and decreased inventory by 28% through strategic operations management across manufacturing, product development, logistics, and improved service functions. Additional Experience Venue Marketing Group, LLC, Managing Partner & CEO B & E Industries, Inc., Chief Operating Officer Intervoice, Inc., Corporate Attorney Future Electronics, Inc., Sales Executive & Marketing Manager