Background
CFO across six industries. Now fractional, with custom software.
Operating-CFO experience across consumer, retail, business services, tech, media, and entertainment. Now running a fractional practice built around custom software — the same kind I've been deploying for my own companies.
May 2025 — present
COO/CFO, Handld Home
Launched a tech-enabled home services platform from concept. Built the operating systems — pricing, customer intake, scheduling, billing, contractor management — using Airtable, Zapier, Stripe, Twilio, and custom Next.js apps. Recurring maintenance with automated workflows and AI agents handling the work that normally needs office staff.
Nov 2023 — Apr 2025
CFO, Martin Management Group
Family office: 17 auto dealerships, $150M real estate portfolio, an airport, 725 employees across 19 locations in 6 states, $650M annual revenue. Refinanced $28M of commercial debt with two new lenders, consolidated banking from nine banks to one (lifting yield 0.45%), audited and overhauled multi-state payroll compliance. 19 direct reports across accounting, finance, HR, payroll, and legal.
Apr 2022 — Nov 2023
CFO, Nebula
Largest creator-economy company in the world — 103 employees serving 212 creators across agency, streaming, merchandise, syndication, and studio businesses; $37M annual revenue. Grew revenue 60% year one, instituted OKRs across five business units, evaluated multiple M&A opportunities, navigated the loss of a sponsor representing 41% of sponsor revenue while growing cash 6% YoY.
Apr 2016 — Mar 2022
COO/CFO, VT Pro Design
Experiential technology firm serving Fortune 500 clients (Google, Nike, Netflix). Grew revenue from $3M to $55M, EBITDA margins from -4% to 17%, headcount from 8 to 61. Sourced $4.5M of commercial debt to acquire and renovate three real estate properties for office space. Acquired by BUCK Design in 2022.
Apr 2014 — Apr 2016
President & CFO, ZBoard
Electric skateboard company with patented modular technology. Raised $500K in equity (Tech Coast Angels finalist), generated $912K in pre-orders on Indiegogo for the second-gen product, and helped pass California Assembly Bill 604, which legalized electric skateboards in California.
Sep 2010 — Apr 2014
Equities Analyst, Trust Company of the West
Co-founded the TCW Global Real Estate Fund (TGRYX), which raised $2.2B AUM in its first 12 months. Pitched stock recommendations to seven portfolio managers running $32B of AUM, resulting in six investments totaling $330M. Macroeconomic research alongside the firm's CIO for media appearances and investor presentations.
2010 — 2015
UCLA Anderson MBA · USC, BS Finance
MBA at UCLA Anderson, emphasis in Finance & Operations (GPA 3.7). BS in Business Administration / Finance at USC — recognized as one of USC's top 40 student leaders, selected for President Steven Sample and Dr. Warren Bennis's leadership and communication course.
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