Welcome to my bio, so glad you dropped by! Here’s a bit about me…
I’m currently the Chief Strategy Officer at The Predictive Index. I joined PI when they acquired my company Charma where I was co-founder and CEO. Previously, I was part of the founding team and President/CMO of NextRoll (fka AdRoll.)
Charma’s mission was to help people become great managers by providing a system for one-on-ones, recurring team meetings, employee recognition, feedback, and goal setting. At the time of the acquisition, we were a team of 10 with over 300 paying customers.
At NextRoll, I helped build the company brick by brick from 3 of us in a literal garage to over 700 employees, and from $0 to over $300M in annual revenue. I played a variety of hands on roles as our stage demanded, and ultimately built teams in product, sales, account management, and marketing.
I love solving customer problems, anticipating market developments and building highly effective and tight-knit teams.
I also do a bit of angel investing and CEO advising where I have a strong “vibe” with the founder(s) and think I can add value beyond my middling check size. If you think I can help you, feel free to reach out here.
To recharge, I spend as much time as possible in the water, either surfing or kiteboarding. Favorite spots? OBSF, Asu (Indonesia), Namotu (Fiji), and a few other places that would be inappropriate to mention on the internet.
Achievements
Keynote speaker and panelist at events including South by Southwest, Dreamforce, DMEXCO, OMMA, SES, and quite a few other acronymed trade shows
Writer, contributor, and occasional talking head on Bloomberg, CNBC, Mediapost, AdExchanger, ClickZ, and Martech Advisor
Founder of My Ride to Vote, a super PAC focused on voter enablement which has paid for tens of thousands of rides to polling stations
Author of The Retargeting Playbook (Wiley 2014)
Direct Marketing News 40 under 40
Young Presidents Organization (YPO) member Norcal chapter
