Company Info for simplyinsured.com | IcebreakerMembers
I'm a technical product exec who turns emerging technologies into revenue-generating products. With 20+ years scaling products from prototype to millions of users, I specialize in taking complex technology and making it work in the real world - where customers have choices, budgets matter, and product-market fit isn't guaranteed.
Currently building AI-powered conversational agents and exploring Product Leadership opportunities at growth-stage companies ready to scale their AI innovations into market-leading businesses.
Technical Foundation: Computer Vision/3D Systems (Purdue MS), Business Strategy (Dartmouth MBA)
Current Focus: AI agents, enterprise automation, conversational interfaces
Product Experience: eBay, SAP, Lucid Motors, Xtime, Marketplaces B2B SaaS, AI applications 
I am NOT entertaining job offers at this time. Thank you for not contacting me.
I am a passionate software engineer and manager with over a decade of professional front and back-end software development experience. I am comfortable working on a team or in a leadership role and have successfully helped start-ups navigate funding, go through acquisitions, navigate hyper-growth, and scale their technology and organizations.
I am competent designing, implementing and optimizing all parts of modern web applications; including infrastructure and deployment, the database, API and client layers, user interfaces and product flows using tools in the Ruby, Javascript, SQL, Unix and Cloud ecosystems.
I am able to and enjoy fulfilling multiple roles during early stage development, on task-force teams, and company growth periods including management, product design and ownership, project management, testing, technical and content marketing, and team growth and on-boarding.
My greatest strength is my ability to communicate with technical and non-technical stakeholders, executives and users. This allows me to effectively design technical solutions that meet company objectives and goals.
Above all, I value environments that support quality engineering. I have a proven track record of delivering high-quality products and features and believe in agile development, comprehensive testing and generally building things to a high standard of quality. 
I have been CFO for over 70 VC/PE-backed startups, including Etsy, Bitly, Donut, Writer, Udio, Globix, MakerBot, Code Climate, NoWait, Ghostery, Dashlane, Clickable, and LC39. I provide strategic CFO services on a fractional/consulting basis in AI, SaaS, Marketplaces, Healthcare, Adtech, eCommerce, and Hardware.
Investors I have worked for include: Union Square Ventures (USV), FirstMark, Accel, NextView, ICONIQ, Insight Ventures, Warburg Pincus, TPG, Level Equity, Transformation Capital.
Before I began this journey in Startup Land, I did time at Young & Rubicam, United Technologies, and Mitsubishi. I have an MBA from Wharton, an MA in International Studies from UPenn's Lauder Institute, and a BA in Asian Studies from Connecticut College. I have fond memories of being proficient in Mandarin Chinese. 
Adaptable founder, cross-functional leader and advisor for early-stage tech startups, particularly B2B SaaS. Genuinely loves the challenge, camaraderie and satisfaction of building new products and companies. Built two businesses from product concept to $5-10 million in annual revenue and successful acquisition exits. Experience building teams and installing the process to scale organizations. Strength in defining the strategic direction, translating for day-to-day execution, and coaching high-performance teams to achieve the vision.
Key areas of expertise:
* Go-to-market strategy (direct and channel sales)
* Marketing messaging platform creation
* Sales architecture and process
* Building sales, sales/revenue operations, customer support, customer success, business development and operations teams
* Pricing strategy
* Strategic partnerships
* Streamlining operations, including contracting, forecasting, and compliance
* Sales execution 
I am a product leader and entrepreneur with 10+ years of experience building and managing products and teams, focused on product management, business strategy, executive leadership, team management, and creating & executing upon go-to-market strategies.
As co-founder of SimplyInsured, I built the growth channels for our small business health insurance benefits product through sales and digital marketing, and built and led the teams that supported them through the company's Series A. As the strategy shifted to partnerships with major payroll and small business services and benefits providers, I led the product team to build the only 100% self-service small business health insurance benefits product on the market. I also worked closely with major partners to integrate our product into their payroll platforms.
Prior to SimplyInsured, I focused on software investments at Sverica International, a mid-market private equity fund, and worked as a management consultant in Bain & Company's financial services team. I have a BS in Computer Science from MIT.
Specialties: Product Management, Executive Leadership, Consumer Internet, eCommerce, Insurance, Healthcare, Fintech, Small Business, Employee Benefits, Team Building and Management, User Experience, Metrics, A/B Testing. 
