Bluntd Cones

Co-Founder | Chief Executive Officer

Final Bell

Operations Advisor

Mabel Manufacturing

• While working with Pura Vida Health, saw the opportunity to help other businesses scale their operations
• Businesses had product concept, marketing, and distribution dialed, but needed to manufacture the products to fill the demand for their products
• Expanded our trimming and white label-services to over $5M in annual revenues
• Sold the business in 2024

Lesson Learned: How to become a strategic partner. What makes a great client. Scaling manufacturing processes to reach client goals. Software implementation and process management.

Co-Founder | Managing Partner

TrendHaus Distribution

• Managed facility buildout timeline and budget
• Set up accounting, inventory management, METRC, and production tracking systems
• Documented all SOPs relating to compliance, manufacturing processes, and systems management
• Managed hiring process, scaling out management teams and manufacturing teams
• Scaled wholesale distribution business to $1M in monthly revenues
• Managed processing agreement negotiations

Lesson Learned: How to further standardize processes to scale operations. How to build a multi-dimensional team. California cannabis compliance.

Co-Founder | Chief Financial Officer & VP of Operations

Pura Vida Health, LLC

• Developing systems to more efficiently track company data in order to develop better decision-making practices
• Working with board of directors and advisory board to plan and execute sales and marketing strategy
• Developing strategic partnerships inside and outside of the medical marijuana industry to increase revenues and brand awareness

Lessons Learned: The definition of sweat equity. Building a business is a marathon, not a sprint. Be organized, manage your time, listen, take notes, and keep knocking items off of that checklist. Eventually you'll find the point where knowledge and preparation meet opportunity.

Co-Founder | Chief Operating Officer

J.R. Davis & Associates

• Communicate directly with current and prospective clients in regard to financial needs
• Manage the accounting functions for small to medium sized businesses in a variety of industries
• Budget and cash flow analysis

Lessons Learned: Reading and analyzing small business financial statements in a multitude of industries, figuring out what clients really want, and providing the deliverable to them.

Business Analyst

Stifel Financial Corp.

• Part of Cal Poly Senior Project: Managed $500,000 of the Cal Poly Endowment Fund Portfolio with 15 other members of an Investment Committee
• Made long-term decisions with analytic backing that will have lasting impressions on the managed portfolio
• Developed quarterly analyst reports on Illinois Tool Works, Inc. (NYSE: ITW) using the Dividend Discount Model, Discounted Cash Flows, and Comparable and Multiples valuation methods
• Presented analyst reports and relevant findings directly to the Senior VP of Investments

Lessons Learned: How to use data and analysis to validate decision-making processes, report to superiors, and debate in a way that promotes out-of-the-box thinking.

Financial Analyst Intern

Cal Poly Consulting Club

• Communicated directly to prospective businesses to speak to our group about job opportunities
• Participated in weekly board meetings to discuss goals of the club, action items, and current events
• Worked with the Event Management Team to host our annual Big Four Consulting Panel

Lessons Learned: How to work with a team in a democratic manner to make decisions that effect an entire organization.

Board Member

The Putney Financial Group, Registered Investment

• Customized Saleforce.com to company specifications to improve efficiency and communication in tracking leads 
• Trained employees in the functions of Salesforce.com
• Attended communication focus groups with high net worth clients
• Conducted administrative tasks including inventory management, printing, copying and faxing client documents, and kept my supervisor up to date

Lessons Learned: How the financial services industry works, customize Salesforce templates, and teach new tricks to old dogs.

Summer Intern

Placer Partners

• Assisted in the development of a film project to promote the Museum of American Finance Center for Financial Education
• Worked to produce a "Five Year Book" that catalogs and documents the past five years of our philanthropic efforts

Lessons Learned: Communication is key, interviewing and video are great additions to a marketing piece, and how to organize information in a meaningful way.

Cannabis industry business owner with over 10 years in manufacturing operations, sales & marketing, accounting, and compliance.

Team and results-oriented individual with a track record of success. 

I'm currently working on a few new projects in the hemp/cannabis/smokeshop industries here in California. Connect with me to find out what I'm doing at Bluntd Cones!

I am interested in Start Ups, Sales, People, Consulting, Data-Driven Decision Making, Strategy, Finance, Economics, Travel, Money, and Negotiation.

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