Backstory: Senior Executive in global operational roles with Fortune 100 technology companies. CEO of a venture-based start-up. Coach start-up/early-stage companies/ entrepreneurs and held leadership roles. Consulting - M&A in healthcare industry, coaching entrepreneurs for funding readiness, sales/business development in healthcare.
At this stage of my career - I am helping business owners recoup on average six figures of money through the Research and Development Tax Incentives. 90% of small-medium size businesses don't claim these valuable tax incentives because they don't know about them and are eligible. You can say I am in the happiness business of bringing good news to business owners.
All Industries except Retail | CXOs, Business Owners | Revenue: $2M to $100M+
I love what I do! I bring wonder, happiness, and delightful surprises to my clients and help them get what they don't think is possible! and deserve.
I am also committed to helping the next generation of students graduating from college. At California State University, San Marcos, I am an Executive In Resident, coaching students for career readiness, and am a Faculty Advisor for the Senior Experience Capstone in the School of Business.
My volunteer work extends to my church and I am currently See More
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