Strategic executive operator with 20+ years of experience partnering with CEOs, COOs, and boards across fintech, crypto, AI, banking, and MedTech. Expertise in driving operational transformation, developing enterprise partnerships, and scaling organizations in high-growth environments. Skilled in financial markets, crypto infrastructure, AI platforms, real estate investing, and M&A strategy, providing trusted advisory to founders and senior leadership.
Overview
21
21
years of professional experience
2
2
Certifications
Work History
Strategic Advisor | Fintech, Crypto & M&A
Ybyrá Capital S.A.
10.2025 - Current
Facilitated M&A target identification in crypto and blockchain markets to align with strategic growth objectives
Assessed fintech platforms, blockchain infrastructure, and crypto ecosystems to inform investment decisions
Provided strategic advice on regulatory posture and long-term growth positioning to enhance market competitiveness
Developed institutional investment strategies for blockchain and crypto technology
Advising executive leadership on U.S. market entry and expansion strategy
(Brazilian Fintech)
Strategic Advisor | AI Platform, Go-to-Market & M&A
Multicortex
10.2025 - Current
Advised CEO on U.S. go-to-market strategy for AI operating system platform, aligning product offerings with market demand
Advising on product-market fit, enterprise positioning, and long-term platform strategy
Supporting strategic positioning and commercialization planning
Identified priority market sectors for adoption, focusing on healthcare and clinical services to drive strategic initiatives
Led sector analysis for deployment of AI assistant solutions for physicians, enhancing capabilities in clinical listening, diagnostic decision support, automated prescription workflows, and clinical documentation
Supporting strategic alignment during acquisition negotiations with Spectral Capital
(AI Operating System Platform)
Advisor to CEO & Board | Acting Chief of Staff
BMI OrganBank
Winston-Salem, North Carolina
04.2025 - Current
Trusted advisor to CEO and Board supporting executive decision-making, strategy, and organizational planning
Operated in Chief of Staff capacity, facilitating capital allocation for FDA-required testing and regulatory milestones
Supported regulatory positioning and operational prioritization to align with growth strategy
Supported executive operations, strategic planning, and board communications
Led marketing and messaging initiatives during critical organizational transition, enhancing stakeholder engagement
Role positioned for formal Chief of Staff appointment upon funding availability
Senior Account Manager
adaQuest, Inc.
Bellevue, WA
02.2017 - Current
Established strategic partnership with Amazon, engaging at VP level to enhance collaborative opportunities
Developed and managed enterprise partnerships, driving growth within key markets
Led enterprise operations and delivery initiatives, ensuring alignment with organizational goals
Led global recruiting teams across North America, India, and LATAM
Functioned as primary liaison to CEO, promoting communication on organizational priorities
Active Investor & Trader
Global Markets
01.2012 - Current
10+ years active trading and investing in public equities and cryptocurrency markets
Advised institutional capital on crypto, blockchain, and AI investment strategies to optimize portfolio performance
Developed strategies for navigating crypto market trends and analyzing blockchain infrastructure to enhance portfolio construction
Managed risk through volatility modeling and macro trend analysis to inform capital deployment decisions
Founder / Operator | Real Estate Investments
Multiple Ventures
, WA & NC
05.2005 - Current
Founded, scaled, and operated multiple residential and commercial real estate businesses
Led acquisitions, underwriting, financing, compliance, renovations, leasing to enhance asset value and maximize returns
Managed capital allocation and portfolio strategy to optimize long-term asset performance
Built scalable operational systems and recurring revenue models to support business growth
Global Business Development Manager
DISYS
Seattle, WA
11.2015 - 02.2017
Led global enterprise business development initiatives that expanded market presence
Led revenue expansion strategies across global markets
Developed strategic alliances with Fortune 100 organizations to drive collaborative growth
Built international partnerships that enhanced enterprise modernization efforts
Partnered with executive leadership on growth planning
Led enterprise account expansion initiatives, increasing market share
Created targeted client portfolios to improve engagement
Led regional sales growth strategy
Managed sales teams and recruiting operations, enhancing team effectiveness
Chief of Strategy & Co-Founder
TechOne Solutions
Burien, WA
12.2012 - 12.2014
Co-founded technology integration and managed services company
Directed corporate strategy, enterprise positioning, and growth architecture to align with market opportunities
Directed long-term business planning, market expansion, and platform strategy
Established three recurring-revenue business channels to drive sustainable income
Designed go-to-market strategy and revenue architecture
Negotiated and secured enterprise partnerships and channel alliances to expand market reach
Led enterprise sales operations and strategic partnerships
Built multi-year growth roadmap
Enterprise Account Manager
e-Cycle
Seattle, WA
04.2012 - 12.2012
Managed Boeing, largest enterprise account, driving significant revenue growth
Closed strategic enterprise contracts, enhancing long-term partnership value
Led enterprise expansion strategy
Developed executive-level client relationships, fostering collaboration and trust
Built long-term enterprise revenue relationships
Small Business Advisor / Solution Account Manager
AT&T Wireless
Seattle, WA
01.2006 - 04.2012
National top-performing sales leader
Presidents Club and VP Club recipient
Engaged with C-level executives to present tailored solutions
Created revenue pipeline strategies to identify and prioritize high-value opportunities
Developed and executed regional sales growth strategy, driving increased market share
Enterprise solution sales
Coached and managed sales teams to enhance skills and achieve performance targets
Built and led enterprise sales teams
Education
Some College (No Degree) - Psychology
Bellevue College
Bellevue, WA
Skills
Chief of Staff
Operations
COO Enablement
Executive Strategy
Board Advisory
Strategic Planning
Cross-Functional Leadership
Operational Execution
Enterprise Partnerships
M&A Strategy
Fintech
Crypto
AI
Infrastructure
Capital Allocation
Risk Management
Regulatory Strategy
Market Expansion
Financial Analysis
Investment Strategy
Real Estate Investing
Banking & Credit
Organizational Transformation
Go-to-Market Strategy
Global Operations
Stakeholder Management
Executive Communications
Institutional Strategy
Enterprise Operations Leadership
Senior Account Manager, adaQuest, Inc., Bellevue, WA, 01/01/17, Present, Direct report to CEO, Strategic enterprise partnerships and growth, Built strategic Amazon partnership (VP-level engagement), Led global recruiting teams across North America, India, and LATAM, Enterprise operations and delivery leadership
Global Business Development Manager, DISYS (Digital Intelligence Systems), Seattle, WA, 01/01/15, 01/01/17
Business Development Manager, Comforce, Pacific Northwest, 01/01/15, 01/01/15
Chief of Strategy & Co-Founder, TechOne Solutions, Burien, WA, 01/01/12, 01/01/15, Co-founded technology integration and managed services company, Led corporate strategy, enterprise positioning, and growth architecture, Built three recurring-revenue business channels, Designed go-to-market strategy and revenue architecture, Closed enterprise partnerships and channel alliances, Built multi-year growth roadmap, Led enterprise sales operations and strategic partnerships, Directed long-term business planning, market expansion, and platform strategy
Advisor to CEO & Board | Acting Chief of Staff (Pro Bono), BMI OrganBank, Remote, 01/01/24, Present, Trusted advisor to CEO and Board supporting executive decision-making, strategy, and organizational planning, Operated in Chief of Staff-level capacity while capital was allocated to FDA-required testing and regulatory milestones, Supported executive operations, strategic planning, and board communications, Led marketing and messaging initiatives during critical organizational transition period, Supported regulatory positioning, operational prioritization, and growth strategy, Role positioned for formal Chief of StaƯ appointment upon funding availability
Strategic Advisor | Fintech, Crypto & M&A, Ybyrá Capital S.A. (Brazilian Fintech), Remote, 01/01/25, Present, Advising executive leadership on U.S. market entry and expansion strategy, Supporting M&A target identification in crypto and blockchain markets, Evaluating fintech platforms, blockchain infrastructure, and crypto ecosystems, Advising on regulatory posture, strategic fit, and long-term growth positioning, Supporting institutional investment strategy in blockchain and crypto technology
Strategic Advisor | AI Platform, Go-to-Market & M&A, Multicortex (AI Operating System Platform), Remote, 01/01/25, Present, Advising CEO on U.S. go-to-market strategy for AI operating system platform, Supporting strategic positioning and commercialization planning, Identifying priority market sectors for adoption, including healthcare and clinical services, Leading sector analysis for deployment of AI assistant solutions for physicians, including: AI-enabled clinical listening during patient visits, Diagnostic decision-support systems, Automated prescription workflow support, Clinical documentation and workflow automation, Supporting strategic alignment during acquisition negotiations with Spectral Capital, Advising on product-market fit, enterprise positioning, and long-term platform strategy
Founder / Operator | Real Estate Investments, Multiple Ventures, WA & NC, 01/01/10, Present, Founded, scaled, and operated multiple residential and commercial real estate businesses, Led acquisitions, underwriting, financing, compliance, renovations, leasing, and asset optimization, Managed capital allocation, portfolio strategy, and long-term asset performance, Built scalable operational systems and recurring revenue models
Financial Markets Experience
Active Investor & Trader, Global Markets, 01/01/12, Present, 10+ years active trading and investing in public equities and cryptocurrency markets, Crypto market strategy, blockchain infrastructure analysis, portfolio construction, Risk management, volatility modeling, macro trend analysis, capital deployment, Trusted advisor to institutional capital on crypto, blockchain, and AI investment strategy
Banking Investment Foundation
Personal Banker, U.S. Bank, Mill Creek, WA
Loan Officer, WLN Financial, Kent, WA
Investment Intern, The Main Stream Fund, Seattle, WA
Community Leadership
Board of Advisors - BMI OrganBank
Founder & Former Board Member - TechOne Solutions
Volunteer - Make-A-Wish Foundation, Habitat for Humanity
Youth Basketball Coach & Mentor
Accomplishments
AT&T #13 Business Development Manager in the Country 2010
Certification
Axiom Sales Kinetics Certification
Timeline
Strategic Advisor | Fintech, Crypto & M&A
Ybyrá Capital S.A.
10.2025 - Current
Strategic Advisor | AI Platform, Go-to-Market & M&A
Supervisory Contract Specialist at United States Patent and Trademark Office (USPTO)Supervisory Contract Specialist at United States Patent and Trademark Office (USPTO)