CasselRoad Consulting

Founded a Technology Advisory startup as Chief Advisor to numerous SaaS startups through various stages of incubation. Mentor Founders to navigate VC fundraising, roadmaps, market fit, legal/ regulatory compliance, and product & talent scaling.

- Oversee strategic direction and mentorship on fundraising, product/market fit, competitive analysis, GTM strategy, product scaling, team development, HR functions to rapidly accelerate clients’ product and headcount growth 
- Partner with Founding teams to develop robust investor presentations
- Establish  vision to utilize technology that boosts operations and drives alignment with short/long-term organizational technology

Founder & CEO

UCLA Anderson School of Management

- Coach teams of Anderson MBA candidates through an intensive, 2-quarter course with the objective to build a startup business. 
- Advise and mentor students on all aspects of produce development, financial modeling, competitive analysis, and GTM strategies, to create a financially viable, scalable product/service

Lecturer

Somos, Inc.

Member of the Board of Advisors

Mobile Ecosystem Forum

Develop compelling, persuasive content guidance for industry trade group.
•	Planned content for all North American events; First event at Mobile World Congress Las Vegas was the trade group’s most well attended event in North America

Content & Strategy Advisor 

CTIA

Strategy Advisor

Wireless History Foundation

KogentAI

EZ Texting

Co-Founder

Strategic Advisor

Board Observer

Pioneered, managed & scaled end-to-end operations for industry-leading Text Messaging/SMS Marketing company utilizing SaaS-based cutting-edge technologies as Co-Founder & C-Suite executive. Created & executed vision, mission & roadmaps. 
Product Development, Operations Management & People Leadership:
- Directed & managed all phases of product development, technical operations, GTM strategy IT, Enterprise Sales, regulatory compliance, HR, and P&L to firmly solidify EZ Texting as a global leader in Text Message/SMS Marketing 
- Managed cross-functional team of Technology, Produce Management Marketing & Business Intelligence employees globally distributed to drive business alignment, advance product features & process improvements to support expansion efforts

Financial Management, M&A and Revenue Growth Highlights:
- Established & maintained industry-leading gross margins by facilitating high-value contract negotiations with key vendors to reduce costs, obtain optimal rates, and exceed competitor pricing, which delivered 80% margins vs 70- 75% industry average
- Oversaw acquisition of EZ Texting by CallFire; Oversaw the acquisition and divestment of FireText;

IT Operations, Digital Marketing Oversight:
- Built & scaled end-to-end technical operations; developed technical direction & managing $20M annual operations budget

Enterprise Sales, Carrier Relationship Management:
- Led corporate development efforts as a savvy negotiator & Enterprise Sales Manager
- Regulatory Strategy & Compliance Highlights:
- Spearheaded company’s regulatory strategy; lobbied for EZ Texting’s position to FCC & FTC in Washington, D.C.; designated as Person Most Knowledgeable (PMK) for all company Section 30 (b)(6) depositions

Chief Operating  Officer

Board Member

CallFire

CallFire is part of the trusted EZ Texting family of companies.

Co Founder

Healthcare On Demand 

- SaaS founder who enabled multiple rounds of funding. 
- Chief Operating Officer with 22 years of technology experience
- Track record of scaling  from seed to Series A/B
- Proven leader experienced in global team building and  management 
- Board director, strategic advisor, and industry association leader

Key strengths:
- Product, tech, and GTM Scaling.
- General management and business operations
- M&A integration and business transformation
- Direct end-to-end technology operations
- Business development and strategic partnerships
- Governance, risk, and compliance management

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