Lucero

Lucero is an engaging game-based and evidence-backed behavioral health solution that combines connection, prevention, measurement, and triage into scalable wrap around care for youth and families.

Lead commercialization and growth efforts which include, payer, health system, provider, agency/school/govt channel strategy, execution, partnerships, sales & marketing.

Co-Founder, Chief Commercial Officer

Feinberg Advisory Services

Provide outsourced executive services (coaching, strategy, capital formation, team development, board and investor management, growth, partnerships & alliances, operations) and capital/fund raising advisory services to both for and not for profit organizations.  

Also provide outsourced third party assessment and executive and operations support to VCs, PE and investors.  

Focus Industries:  Health/Wellness/Mental Health, CPG, Food & Beverage, Education, Equity

☛ Serve as an outsourced Chief Commercialization Officer to multiple clients. 

☛ Assisting multiple mental health companies on strategy, partnership alignment, capital raising and go to market execution.  

☛ Advising investment group on consolidation strategy in the integrated healthcare space.  

☛ Assisting multiple CPG companies on strategy, partnership alignment, capital raising and go to market execution.  

☛ Provide coaching, fractional executive services, strategy & advisory consulting to numerous founders, entrepreneurs, creators and executives across industries and sectors. 

☛ 2004-2008 - Served co-Chief Investment Officer for multi-billion-dollar investment company and as Managing Director for real estate development and brokerage company. Transacted real estate development deals and developed retail centers. Raised capital for and managed public equity micro-cap fund. Incubated real estate valuation and analytics company.  

☛ Multiple not for profit board and fundraising roles.

Managing Director

Sylvan Lake Consulting

Sylvan Lake Consulting provides expert advice and guidance to healthcare/mental health, senior/aging, venture capital, private equity and other business organizations utilizing deep industry understanding and a passion for helping clients improve their performance and successfully complete complex transactions.

Principal Advisor

19Y Advisors

Partner with clients to identify, develop and capture big disruptive opportunities. 

Our specialized teams provide insight, strategy, operational excellence and creativity to move ideas from the whiteboard to the marketplace and everything in between.

With offices in Atlanta and San Francisco we are entrepreneurs and seasoned executives who've built businesses, answered to shareholders and consistently delivered results.

We work with some of the most innovative companies in their respective industries including Novels, Getaround, Singer Vehicle Design, Prologis, Hevo, Actasys and a number of other high growth companies across multiple sectors.  

Our specialties are:

Corporate Venture 
Venture Growth
Strategy & Activation
Market Analysis
Venture Scouting
Advisory Board activation
Fundraising
Financial structuring

Advisor/Coach

TQIntelligence, Inc.

Leveraging AI and voice to address the mental health crisis especially in kids, teens and adolescents in underserved communities. 

Retained to accelerate commercialization of this early-stage National Science Foundation, BCBS and Google funded digital mental health company.

☛ Developed and executing alliances & partnerships strategy across provider, payer and healthcare ecosystem.

Chief Commercialization Officer / COO

OTHRSource

Corporate spin out and venture backed gig based retail merchandising and analytics company. Navigated the company through launch and expansion. Led team of direct reports and seven figure P&L serving hundreds of retailers and CPG companies. Let product development, growth, operations and capital raising efforts.  Recruited and developed senior leadership team. Drove technology-centric innovation. Designed service delivery model considered industry gold-standard. 

☛ Built one of world's first comprehensive on-demand processes for managing “gig workers”. Led company from launch to 2000%-plus revenue growth. Raised capital. Expanded field staff. Led M&A exploration on merger with public company.

Co-Founder / CEO

The Farm - Atlanta

NBCUniversal/Comcast Accelerator. Provide strategy coaching and consulting for early-stage company founders. Focus on capital raising, alliances and partnerships, go-to-market strategy, and other key business functions. Assisted early-stage music licensing technology company secure Series A; assisted SaaS martech company secure partnership with Coca-Cola.

Lead Mentor

Leadership Atlanta

Class of 2020

NonProfitEasy

Board Member / Advisor

Appointed to lead this software solutions provider for non-profit and community association management companies. Led P&L, executive team and hundreds of employees. Provided vision, strategy, and execution for organic and acquisitive growth. Established and led technology roadmap. Recruited senior leadership. Negotiated enterprise deals. Secured growth and acquisition capital. Managed large account relationships.

Led M&A and integration efforts.  

☛ Grew business by high seven figures. Arranged capital and acquired and led integration of Fundly, multi-million-dollar non-profit fundraising technology company.

President

High Road Craft Brands

Recruited by board and CEO to this deep frozen food company to navigate through the highest growth phase. Recruited senior leadership across manufacturing, supply chain, finance, accounting, HR, marketing and sales and operations. Built manufacturing and frozen food supply chain processes. Oversaw development and roll out of new products. Implemented cross department enterprise management solution, price, and cost control optimization. Built out shipping and logistics infrastructure.

☛ Secured/restructured, asset-based multi-million-dollar lending (ABL) and inventory financing deal. Grew business from under $100K to deep eight figures. Implemented ERP company-wide. Negotiated new plant terms. Helped capture and support Vegas Strip business. Built and managed national broker network. 

Co-led investment strategic alternative process including investment bank selection and execution process.

Chief Operating Officer

Board Member | Advisor | Shareholder

Dad | Coach | Top 1% LinkedIn SSI | Mental Health Advocate | Capital/Fund Raising | Growth Leader | Innovation | Health | CPG | Technology

Leading growth and commercialization efforts at Lucero which includes channel strategy and execution focused on payer (Commercial, Medicaid and TPA), health systems and provider channels.  Also includes partnership and alliance management and execution.  

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