Entrepreneur Cooperative

The Entrepreneur Cooperative (ECO) brings together experienced founders, operators, and investors to share insights, make introductions, and navigate key decisions.

Member

Data Aviator

Data Aviator is a privacy-first audience intelligence and activation platform built for agencies, brands, and platforms that want fresher intent data, simpler execution, and measurable lift.

We bring together online, offline, and public data sources-verified opt-ins, census and financial datasets, and real-time behavioral signals-to deliver compliant, multi-source audiences you can’t buy off the shelf. With nearly 100 data points per individual, from household and device IDs to purchase intent and lifestyle markers, we help you see not just who people are, but what they’re actively searching for and ready to buy.

What sets us apart:
• Real-time intent: refreshed daily or weekly - never stale lists
• Multi-channel ready: programmatic, social, CTV, email, SMS, direct mail
• Identity resolution: deterministic matching across B2B and B2C
• Flexible delivery: LiveRamp, DV360/CM360, or direct DSP/DMP integrations
• Cost efficiency: cut redundant vendor contracts while improving recency and conversion

Clients use Data Aviator to modernize their audience stack, replacing static, high-CPM lists with dynamic, intent-driven audiences that convert 10-20% better while reducing costs by up to 25%.

Think of it as Google-level search intent, layered with verified identity and behavioral context, delivered straight into your campaigns.

Co-Founder

Pinnacle Wealth Advisory

Founder & President

The Greenberg Group @ MS

I spent 24 years as an Executive Director at one of the world’s top wealth management firms, where I was regularly ranked in the top 2% of financial advisors across the country. I was also part of the firm’s exclusive Chairman’s Club, which recognized top advisors for their service and success.

During that time, I led a trusted advisory practice in the Pacific Northwest, helping high net worth clients, business owners, and institutions with their financial goals. My work included retirement plan design, managing corporate cash, and building investment strategies using hedge funds, private equity, equity and bonds.

What made my approach stand out - then and now - is a strong focus on honest communication, clear strategies, and always acting in the client’s best interest. Today, I bring that same experience to Pinnacle Wealth Advisory, where I help business owners feel confident and in control of their financial future.

Executive Director, Wealth Advisor, Senior Portfolio Manager, Alternative Investments Director

Merrill Lynch

I launched my financial services career as a Financial Consultant at Merrill Lynch, laying the groundwork for what became over 30 years in investment advisory and wealth building.

In those early years, I focused on building strong client relationships - working with individual investors, small business owners, and emerging entrepreneurs. I developed skills in portfolio management, investment analysis, and comprehensive financial planning, while learning how to make complex financial ideas simple and actionable.

I gained experience in market research, securities analysis, and risk management, with a focus on asset allocation, mutual fund selection, and retirement planning. I exceeded new client acquisition goals and built a solid referral base through consistent, high-quality service. Most importantly, I learned that real trust comes from clear communication and a deep understanding of each client’s goals.

The foundation I built at Merrill Lynch prepared me for the sophisticated wealth management challenges I would later take on at Morgan Stanley and ultimately gave me the expertise and perspective to launch Pinnacle Wealth Advisory, where I continue to serve high net worth clients and business owners with clarity, care, and confidence.

Financial Consultant

Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg, CIMA®

BST Global

✅ Designing and implementing customer success frameworks tailored to the unique needs of diverse client bases.
✅ Building strong client relationships through proactive communication and personalized support strategies.
✅ Driving product adoption and maximizing customer lifetime value through targeted training and onboarding programs.
✅ Leveraging data-driven insights to identify opportunities for process optimization and continuous improvement.
✅ Collaborating cross-functionally with sales, product, and support teams to ensure alignment and exceed customer expectations.

Customer Success Lead

Disability Rights Florida

Our Board of Directors establishes our goals and priorities each year. Along with the leadership team at Disability Rights Florida, the Board approves Disability Rights Florida’s budget and policies on a regular basis.

Member Board of Directors

NielsenIQ

Responsible for the leadership of three different verticals, supporting the Finance & Human Resources technology for the organization.
●	SAP SD/Billing – Senior Director leading the SAP technical team that supports $3B in billing and contracts annually. E-Invoicing, Revenue Recognition, & Service Delivery functions. 
●	Redesign/Implementation of major business processes such as Opportunity to Cash (Revenue Cycle), Procure to Pay (Procurement Cycle), Record to Report (Retorting Cycle), and Hire to Retire (Human Capital Cycle).
●	Road mapping - Led over 30+ Modernization & Operational improvement efforts to reduce severity issues to less than 1% a year for the last 3 years. Created Legacy Application and future technology roadmap to drive decision making and investments.
●	CRM Integration – Maintain technical interfaces between SAP Billing & SaaS CRM integrations.  MS Dynamics, Experlogix, Conga & Salesforce
●	Managed Analytics, KPI's, 40+ SAP consultants, Program Managers, & cross-functional teams to deliver multiple projects on time and within budget.
●	Mergers & Acquisition – Provide due diligence and post-sale of over $1.5 Billion in acquisitions and led SAP integration of over 25 global companies. 
●	Weekly team calls, training, mentoring and process resolution.

Global Director Of Technology, Mergers & Acquisitions

Nielsen Company

Prioritize initiatives and requests against diversity focus areas and provide leadership for Asian Americans Links (AAL) Employee Resource Group for the Southeast region.

ERG Leader: AAL SE Region

Manage international digital engineering programs, coordinating multiple technology stacks, and integrating solutions to meet clientele need.

Managing latest mobile ratings solution, providing the latest technologies in reaching and understanding what resonates with our clients.

Program Manager

Successfully managed a team that oversaw 20+ M&A efforts over 3 years.   Chief responsibilities included: 
●	Leveraging technology automation to identify and develop project efficiencies. 
●	Created new operating procedures that reduced integration lifecycles by 30%.
●	Developing and managing strategic partnerships within the company to facilitate faster integrations, and more precise resource needs.
●	Integrated 15+ companies, on-time, under budget, and implemented new automation in parallel.

Director Of Technology

Leading the Global integration practice for Enterprise Platforms. This team works to integrate new companies into our HR, Billing, Finance and Payroll portfolios, powered by SAP.

Successfully managed a team that oversaw 20+ M&A efforts over 3 years.   Chief responsibilities included: 
•	Leveraging technology automation to identify and develop project efficiencies. 
•	Created new operating procedures that reduced integration lifecycles by 30%.
•	Developing and managing strategic partnerships within the company to facilitate faster integrations, and more precise resource needs.

Director Mergers & Acquisitions Integration Leader

•	Responsible for assembling project plans and teamwork assignments for online platform. Direct and monitor work efforts on a daily basis, identifying resource needs, performing quality review; and escalating functional, quality, timeline issues appropriately. 
•	Responsible for tracking key project milestones across multiple teams, and time zones, while adjusting project plans and/or resources to meet the needs of customers. 
•	Work with Program Manager(s) in partnering with senior management of the business community to identify and prioritize opportunities to achieve the goals of the enterprise.
•	Provides subject matter expertise in areas including project management & infrastructure, setup of local project offices, project scope definition, risk identification, project methodology, resource allocation, facilitation, and other areas of expertise based on professional knowledge and background.
•	Co-Leader of Professional Development for Asian American Leaders, Employee Resource Group

Engineering Project Manager

Sustany Foundation

•	Responsible supporting the organization’s projects and mission to create awareness in for a more Sustainable Tampa Bay.
•	Contribute to social media and blogging efforts to raise awareness and promote organization
•	Create strategic relationships with local and national businesses to further the reach of the organization
•	Ran organizational planning and development events and offsites for multiple years.

Executive Board Member

Nielsen

Drove initiatives to assist the company in environmental responsibility strategies and collaborate with our colleagues, clients and vendors to drive forward a holistic approach that will optimize our positive impact on the environment.

Green Team Leader SE Region

PMI Tampa Bay

Member of the Professional Development team responsible for researching highly qualified speakers for professional development workshops to provide top quality, relevant education events to the chapter.

Director of Professional Development

Leslie Controls

Led team of staff & consultants, working with Senior Leadership team of the business in a rebuilding effort to fix a key Circor business unit.  
•	Manage, direct, and implement operations strategies and objectives to ensure the achievement of division’s goals.  Focuses for short-term goals are systems up-time, on-time-delivery, cost of sales, quality, gross margin, and human resources throughout the Value Stream Management (VSM) value chain. Focuses for long-term goals are the formulation, planning, and implementation of strategies for ongoing process improvements throughout the VSM value chain. 
o	Led strategies to create first IT roadmap for Power & Process organization to lay out a plan for integration of multiple companies across the globe. 
o	Development of KPI and metrics to departmental information to the business.
o	Supported corporate datacenter by providing facilities support, and scheduling and establish preventative maintenance for critical support systems (UPS, Generator, Fire Suppression, HVAC, etc.)  
o	Managed Epicor Vantage ERP environment
o	Improved system performance by 30% (response time to user) and reduced server/database processing bottlenecks by over 70% through virtualization, hardware migrations, and establishing SOP’s.
o	Enterprise PDM deployment to Circor India business and supporting the VP of Engineering o	o	Development of ECN (Engineering Change Notices) solution
o	Managed IT project to upgrade all systems to latest CAD software
o	Shop Floor software management and support (DNC,CNC, Kiosks, & Barcoding)
o	Assisted in the Quality Management System rollout 
•	Budget planning for $120 million dollar business unit.  Reduced 2013 budget by 10%.
o	Reduced capital leases by 35% on copier fleet and negotiated Managed Print contract to reduce toner cost by 70%
o	Negotiated telecom expense reduction of 50% that will save $10K/year at minimum.

Senior Information Technology Manager

CIRCOR International, Inc.

Additional role to begin leveraging expertise in managing multiple projects that are at many sites, yet similar in overlapping needs, and be able to streamline the work in those projects while creating sustainable solutions that can be shared within the organization. 
•	SOX/ITGC controls project to diagnose and remediate deficiencies within business units. 
•	Assist in the definition of the SOX/ITGC framework that will be followed by the whole organization
•	Designing Segregation of Duties standard processes to assist the business units in securing their systems. Assist global business units in completing financial risk reviews.
•	ITIL Process definition project 
•	Software Licensing Discovery and Application Portfolio project
•	Global Trade Compliance & Data Segregation project (ITAR, Import/Export Compliance)
•       Telecommunications project - 15% reduction in monthly bill by negotiating and consolidating existing service providers.

Special Projects Manager

Collaboration Portal 
Document Imaging Laserfiche 
Global ERP selection & business case projects.  
Application maintenance & development
Contracts & license management

Project Manager & Web Dev Lead

Customer Success, Executive Leadership | Strategy | M&A | Advocacy | Automation | SAP | Board of Directors

As a global tech & operations executive, I lead the IT strategy and execution key verticals: Finance, Human Resources, and Mergers and Acquisitions. With over 20 years of experience and direct leadership of teams in 12 countries, I have been fortunate to create a proven track record.  Delivering complex and high-impact projects that enhance efficiency, drive value, and foster innovation for the organization, as well as investing and building up those I am fortunate to collaborate and lead.

I am passionate about leveraging technology to solve business challenges and create opportunities for growth and improvement. I am also a diversity advocate and a community supporter, having contributed over 5000 hours of service to various non-profits. My mission is to use my leadership and expertise to make a positive difference in the world.

taplio

The Battle

Doug Greenberg, CIMA®

Santosh Mathew

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