Los Angeles Metropolitan Area
I am a seasoned professional with experience at three Fortune 100 companies in business planning and innovation strategy. I specialize in leading collaborative, cross-functional teams to cultivate new products and technologies by leveraging industry intelligence as well as developing strategic and tactical execution plans. I have reviewed and dispositioned over 500 innovations and my strategic analysis has led to the funding justification of US$600M in R&D investment and over US$1.8B in M&A. Specialties: Market Research Corporate Strategy Innovation Strategy Technical / Legal M&A Due-diligence Technology and Product Roadmaping / Planning Market Analysis Competitive Intelligence / Benchmarking Product Management New Product Introduction (NPI) New Technology Introduction (NTI) Legal / Intellectual Property Support Patent Search Patent Clearance / Freedom to Practice / Freedom to Operate (FTO)
Providing Consulting Services for: - Market Research - Competitive Intelligence Assessment - Innovation Strategy - Brainstorming / Invention Cultivation - Licensing / Patent Acquisition / Valuation - Patent Search / Clearance - Technical / IP Due Diligence Developed pioneering wind industry patent landscape with analysis and classification of over 62,000 global patents in 69 countries. Winner of Best Poster award at EWEA 2013 and 2014 for research study findings. Clients include Vestas Wind Systems A/S, Gamesa Corporación Tecnológica, Revolution Energy LLC, Alstom Wind, Nordex Energy GmbH, United Technologies Corporation, Clipper Windpower LLC, Dehlsen Associates / Ecomerit Technologies LLC, Boulder Wind Power Inc., Bajou Engineering, Inc. Published in Windpower Engineering & Development, Windtech International, Power Engineering, Greentech Media, and the Green Patent Blog Interviewed for Bloomberg, Windpower Monthly, World Wind Technology, ClimateWire, and SNL Financial news articles on renewable IP matters. Quoted / Referenced in research entitled "Wind Power & IP" published by ClearPathIP in August 2013 and "The Supply Chain and Industrial Organization of Rare Earth Materials" published by Resources For The Future in February 2012. Speaking engagements with AWEA, EWEA, Green Power Conferences, EUCI, and World Research Group
Supporting Landmark Software PSL
Corporate / Strategic * Leader of intellectual property (IP) due-diligence for United Technologies $207M equity investment and $111M buyout. * Secured perfection of security interest of all company IP assets for post-closing requirements on $60M Florida Power and Light (FPL) / HSBC financing deal. * Drafted and submitted $83M of Department of Energy (DOE) research and development grants. * Received $8.4M+ from DOE for wind turbine research and development (R&D). * Provided valuation and crafted section on company IP assets for $300M DOE underwritten loan application. Technical and Market Competitive Assessment * Competitor company profile assessment and product / technology roadmap development. * Tracking of wind farm RFPs, turbines sales, PPAs, and commissioning events. * M&A target identification and deal analysis on company structure, financials, and product portfolio. * Developed Cost of Energy (COE) model to benchmark company product offerings vs. competitors. * Provide timely research, intelligence, and news articles on competitor activities to strategic decision-makers. * Work with Communications on public domain disclosure via brochures and articles. * Competitive assessment of technical and intellectual property landscape. * Create and disseminate monthly report of newly published applications and patents. IP Portfolio Management * Oversee IP portfolio and provide Sr. Management with monthly reports. * Exceeded invention disclosure targets for 2008 and 2009. * Responsible for invention disclosure docketing, prioritization, and advancement of filing status working with Outside Counsel. * Draft and prosecute provisional, utility, and Patent Cooperation Treaty (PCT) applications. * Secure trademark protection on company branding elements identified by Marketing department. * Developed and managed Capital and Operating Expense budgets for 2008-10 totaling over $2M. * Created and implemented domestic and foreign filing strategy.
* Led the cross-functional roadmapping initiative which linked together divisional and departmental strategic goals, program Critical to Quality characteristics (CTQs), and technical approach. * Oversee the cultivation of the Gas Turbine Combustion intellectual property portfolio. * Created record of all invention disclosures and patents from 1960's to present. * Report invention disclosure metrics and conduct monthly review with IP Counsel and Management. * Created the method and approach to ensure that process improvement targets are met. * 65% reduction in average review time of invention disclosures since hire date. * Complete elimination of invention disclosure backlog within first 5 months of hire date. * 3X invention disclosure rate increase in Q2 vs. Q1, 2007. * Surpassed annual Combustion Department invention disclosure target in only 9 months. * Developed portfolio classification method for ease of prior art searching. * Created intellectual property strategy based on technology gaps in our patent portfolio as well as competitive blocking patent opportunities. * Conducted competitor intellectual property portfolio assessment to landscape the combustion technology being pursued by the industry and identify intellectual property white-space to target. * Review invention disclosures and recommend improvements to strengthen potential patents. * 2008 Session II resource planning leader. * Aggregated all headcount, Shop Work and Lab (SW&L) costs, and lab tests for 83 planned programs. * Performed portfolio analysis in conjunction with the Program Managers to define the necessary headcount required to meet the desired program scope.
* Generated 49% YOY increase in 1Q revenue, 38% increase in 2Q revenue, and a 42% increase in 3Q revenue * Worked with C-level executives at over 40 companies including Northrup Grumman, Boeing, Lockheed Martin, Textron Systems, Johnson and Johnson, Medtronic, Corning, TransUnion, AMD, Charles Schwab, and CSC to recognize the value of strategic roadmaps and deploy them in their corporate planning process. * Educated the industry about strategic roadmapping through workshops, trade shows, webinars, and demos. * Trained customer trainers via professional services engagements on software use and industry best practices. * Developed IP strategy primer for functional consultants to assist clients with identifying IP capture opportunities being tracked by technology roadmaps. * Formulated functional specs, sales demo, value proposition, and marketing message for future products.