Twenty-five years building, scaling, and exiting high-growth vertical SaaS.
Four successful exits across PE, NASDAQ, and strategic acquirers spanning bootstrapped, VC-backed, PE-backed, and publicly traded operations. Founder & CEO of CRM, MarTech, and AI software platforms across both horizontal and vertical markets — with deep experience in complex, high-growth operating environments.
A track record built across the full company lifecycle — bootstrapped, VC-backed, PE-backed, and publicly traded. Each exit by a different kind of acquirer: top-tier private equity, NASDAQ-listed strategic, NYSE-listed strategic, and currently leading an OTCQB-listed public company.
Founder & CEO · B2B Account Intelligence SaaS
Founder & CEO · CRM & MarTech for Financial Services
Founder & CEO · Vertical SaaS CRM & Loyalty
Chairman, CEO & President · AI MarTech & Loyalty SaaS
Chairman, CEO & President
March 2025 — May 2026
Boca Raton, FL
Led the turnaround of a publicly traded AI marketing automation and omnichannel CRM platform serving cannabis, iGaming, casino, alcohol, and nutraceutical retailers across the U.S. and Canada. Recruited as CEO in March 2025; appointed Chairman in August 2025. Delivered a successful operational turnaround across three consecutive quarters of positive Adjusted EBITDA.
New executive team recruited — COO, CFO, and additional senior leadership. Board strengthened. VICE CRM acquisition closed and integrated. Platform message volume grew to 147M+ messages distributed (+11% YoY).
Selectively exploring fractional or full-time CEO & President opportunities at SaaS, MarTech, CRM, and AI software companies in the $1M–$200M ARR range — where multi-stage operator experience and a repeatable scaling playbook compound.
1:1 advisory sessions for founders building software companies in high-growth, complex, or hard-to-crack markets. Twenty-five years of pattern-matching across bootstrapping, fundraising, GTM, and exit strategy.
The best opportunities arrive through warm introductions. If you're a board member, search consultant, VC firm, PE firm, or founder building something interesting in vertical SaaS — let's connect.