Track Record

The work, documented.

Twenty years of building, fixing, and scaling AI-driven companies in capital-intensive, regulated industries. Quantified outcomes, organized by the type of problem solved. Full chronology below.

01 — By Category

Four kinds of work. Four kinds of evidence.

Turnarounds & Operational Repair

Fixing companies where the product, the operation, or the engineering organization has stalled.

  • AuthenticID — Eliminated 90% of technical debt and reduced production defects 85% in five months. Retained $15M in ARR and strengthened the company's valuation through its acquisition by Incode.
  • Ford Motor Co. (via LeadingAgile) — Cut technical debt 71% across EMEA and India product organizations. Reduced employee work hours 30% (60 → 42 per week). Drove production defects to zero on new releases.
  • Sunset Technologies — Unified operations across three merged healthcare MSPs serving 250+ clients. Delivered 8% EBITDA growth and 12% revenue growth in 9 months. Customer satisfaction 6.2 → 9.3. Employee turnover 22% → under 10%.
  • Ivinex — Restructured Product and Customer Success post-funding. Retained $1.4M in MRR through renewals. Improved NPS 15 points.

Founding & Building

Companies started from a blank page and built into operating businesses.

  • Paragon Energy AI — Founded October 2024. Architected and personally coded the platform end-to-end. Built Sentinel, the autonomous edge agent. Designed the multi-tier AI architecture and proprietary LLM training pipeline. Anchor partnership with Radiant Energy Capital.
  • S1M Ventures — Founded 2024 as a holding company for AI-enabled SaaS and managed-services acquisitions. Built the operational playbook for MSP roll-ups: acquire at 5–7x EBITDA, scale to 25% EBITDA within 12 months. Modeled IRR above 30% on the platform thesis.
  • Forge, Inc. — Founded 2002, operated through 2014. Built into a custom software studio serving 200+ small and mid-sized business clients. SaaS, eCommerce, CRM, and automation platforms. Full P&L responsibility, capital formation, and product delivery.

Roll-ups, Diligence & M&A

Acquisition strategy, integration execution, and value creation across platform plays.

  • S1M Ventures Roll-up Thesis — Built $100M+ integrated platform thesis combining healthcare IT (Shield One) and renewable AI (Paragon Energy AI). Designed portfolio-wide investor governance, KPI dashboards, and reporting systems. Modeled platform IRR above 30%.
  • Active Diligence — Leading diligence on three acquisitions ($30M aggregate value) with portfolio-level synergies and modeled IRR exceeding 30%.
  • Sunset Technologies — Executed the integration of three merged MSPs into a single operating company. Delivered $3.2M in annual cost savings and 8% EBITDA uplift within nine months.
  • AuthenticID → Incode — Drove the turnaround that materially strengthened the company's valuation through its acquisition by Incode.

Product Launches & New Growth

Adding new revenue lines into mature or stalled organizations.

  • Henry Schein — Added $14M in net new recurring revenue after eight years of zero product innovation. Assembled and led the executive team that planned and launched the new portfolio. Negotiated white-label partnerships to accelerate time-to-market.
  • Bright MLS — Delivered a new platform with 90% feature equity in six months, enabling post-merger expansion into five new markets and competitive positioning against Redfin, Zillow, and Realtor.com. Led the data lake design combining five MLS datasets and the initial AI predictive analytics build.
  • AuthenticID / Capital One — Architected a personalized security protocol with Capital One that drove a 20% increase in ARR. Established the acceptance criteria, testing protocols, and cross-organizational delivery cadence that made the program achievable.
  • IREX.AI — Leading commercial strategy and market expansion across the United States and Middle East. Introduced pricing and distribution models improving gross margins 15% and accelerating enterprise acquisition 18%. Reduced average sales cycle 22%.

02 — The Chronology

Two decades, role by role.

Oct 2024 – Present · Founder, Executive Chairman & CEO · Paragon Energy AI LLC

Self-healing AI platform for distributed energy infrastructure. Anchor partner: Radiant Energy Capital.

  • Architected and personally coded the platform end-to-end, including Sentinel, the autonomous edge AI agent that monitors, diagnoses, and self-heals across multi-manufacturer renewable fleets
  • Designed the three-tier AI inference architecture (edge / cloud / fallback) and the continuous-learning pipeline that compounds the platform's accuracy with every system deployed
  • Designed and structured the multi-entity corporate stack for ITC/PTC transferability, QSBS eligibility, and patentable IP separation
  • Negotiated and closed the anchor commercial partnership with Radiant Energy Capital

Oct 2024 – Present · Founder & CEO · S1M Ventures

Holding company for AI-enabled SaaS and managed-services acquisitions in energy, healthcare, and public safety.

  • Built the operational playbook for MSP roll-ups: acquire at 5–7x EBITDA, scale to 25%+ EBITDA in 12 months through automation and recurring-revenue discipline
  • Structured the $100M+ integrated platform thesis combining healthcare IT (Shield One) and renewable AI (Paragon)
  • Designed portfolio-wide investor governance, KPI dashboards, and reporting infrastructure
  • Leading diligence on three acquisitions ($30M aggregate) with modeled platform IRR above 30%

Apr 2024 – Present · Chief Product Officer · IREX.AI

Computer vision AI for security and public safety. Human analytics for crime deterrence, missing-person location, and disaster prevention.

  • Leading commercial strategy and market expansion across the United States and Middle East
  • Introduced pricing and distribution models lifting gross margins 15% and accelerating enterprise acquisition 18%
  • Reduced average sales cycle 22% through go-to-market realignment
  • Translating computer vision capability into productized offerings for enterprise security and public-sector buyers

Jul 2021 – Dec 2023 · Senior Director of Product — Core IDV Platform, APIs, Decisioning & AI · AuthenticID

Digital identity verification engine used by Capital One, Wells Fargo, Morgan Stanley, the IRS, AT&T, and other Fortune 100 institutions.

  • Owned product vision, strategy, roadmap, and execution for the AI-driven identity verification and anti-fraud platform; ensured SOC 2 and PII compliance throughout
  • Eliminated 90% of technical debt and improved delivery predictability through revised backlog management and feature refinement
  • Slashed production defects by 85% in five months through new quality gates and pre-release leadership approvals
  • Drove a 20% ARR increase by partnering with Capital One to architect a personalized security protocol with clear acceptance criteria and testing standards
  • Turnaround materially strengthened valuation through the company's acquisition by Incode

Aug 2021 – Aug 2022 · Senior Consultant — Product Strategy & Agile Transformation · LeadingAgile (Client: Ford Motor Co.)

Consulting firm supporting large enterprises through product and engineering transformation.

  • Transformed Ford's EMEA and India product organizations through restructured product taxonomy and core competency alignment
  • Cut technical debt 71% (from 7 to 2 months)
  • Drove production defects to zero on new releases
  • Reduced employee work hours 30% (60 → 42 per week) while improving delivery outcomes
  • Established a standardized delivery model adopted across multiple global divisions

Jan 2021 – Jul 2021 · Head of Product and Customer Success (Contract) · Ivinex

Cloud-based SaaS platform: lead management, support ticketing, and CRM with Script Pop technology.

  • Interim operator restructuring Product and Customer Success post-funding
  • Retained $1.4M in MRR through renewals
  • Improved NPS 15 points; shortened implementation timelines
  • Enhanced cross-functional productivity through process redesign and leadership coaching

Dec 2018 – Sep 2019 · Head of Operations — Product, Customer Experience & Service Delivery · Sunset Technologies

Comprehensive IT services provider specializing in custom technology solutions for healthcare practices.

  • Unified operations across three merged MSPs serving 250+ healthcare clients
  • Delivered 8% EBITDA growth and 12% revenue growth in nine months
  • Customer satisfaction 6.2 → 9.3 by addressing 30+ minute hold times and 24+ hour issue resolution
  • Employee job satisfaction 6.5 → 9.7; turnover 22% → under 10%
  • Strengthened collaboration between sales and product delivery, increasing organizational throughput

Oct 2017 – Sep 2019 · Data Scientist / Senior Product Manager · Bright MLS

Multi-market MLS platform competing against Redfin, Zillow, and Realtor.com.

  • Rescued the post-merger product program after two years of zero innovation
  • Delivered new platform with 90% feature equity in six months, enabling expansion into five new markets
  • Led the design and architecture of the data lake combining five MLS company datasets
  • Built the initial AI model for predictive analytics and market research

Oct 2014 – Jan 2017 · Senior Product Manager — New Growth · Henry Schein

Fortune 500 distributor of healthcare products and services.

  • Key role in adding $14M in net new recurring revenue after eight years of zero product innovation
  • Assembled and led the executive team that planned and launched the new portfolio
  • Leveraged the distribution organization to negotiate white-label partnerships and accelerate time-to-market

Apr 2002 – Oct 2014 · Founder, CEO · Forge, Inc.

Custom software development studio. SaaS, eCommerce, and CRM solutions for small to medium-sized businesses.

  • Built the consulting practice from inception to 200+ active clients
  • Hired and led cross-functional teams across product, engineering, and customer delivery
  • Full P&L ownership: operations, budget, board meetings, strategic partnerships, capital raises
  • Delivered platforms improving client revenue performance, customer relations, and operational efficiency
  • Operated through 12 years of small-business technology cycles

03 — Governance

Board and investor-facing roles.

Active

  • Executive Chairman, Paragon Energy AI — strategy, governance, AI deployment, and partnership oversight
  • Chair, Shield One Management Board — overseeing MSP integration and investor reporting
  • Chair, Forge Management Board — overseeing technical output and investor relations

04 — Scale

The aggregate.

$98M

Largest division P&L

250+

People led across divisions

20+

Years operating