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I design executive KPI dashboards and operational performance systems in Excel, Google Sheets, and Apple Numbers. My focus is simple: turn messy, fragmented data into clean, decision-ready reporting that leaders can use immediately. With 15+ years leading multi-site operations, I have built real-world performance systems for teams responsible for revenue, labor, margin, and productivity across multiple locations. I understand not just how to build dashboards, but how to structure the right KPIs so they drive behavior and accountability. I specialize in: • Executive summary dashboards • Multi-location performance reporting • Weekly operational scorecards • Automated KPI tracking • Financial forecasting models • Spreadsheet optimization and rebuilds • Excel ↔ Google Sheets conversions My work is built for clarity, usability, and long-term scalability. Clean formulas. Logical structure. Dynamic filtering. No unnecessary complexity. Clients typically come to me when: Their reporting is manual or inconsistent Leadership lacks clear visibility into performance Spreadsheets have become cluttered and unreliable They need an executive-ready dashboard for decision-making They want KPI systems that actually reflect business drivers I combine operational experience with advanced spreadsheet architecture to deliver tools that are practical, reliable, and easy for teams to maintain. If you need a clean, professional dashboard or performance tracking system that improves visibility and accountability, I can help.

I help B2B companies build a sales process that actually converts. My background spans 10+ years in B2B software, HCM, SaaS, and professional-services sales, including full-cycle selling, pipeline development, sales strategy, account growth, and team coaching. I’ve sold to owners, executives, HR leaders, Finance, Operations, and other senior stakeholders, and I’ve consistently worked in environments where I had to create pipeline, manage complex deals, and move opportunities from first conversation through close. I’m best suited for companies that have leads and activity, but need a stronger sales operating system around them. I can help you: • Audit your current sales process and identify where deals are stalling • Build or improve your ICP, messaging, and outbound strategy • Structure your pipeline, stages, qualification criteria, and next-step discipline • Improve discovery calls, demos, follow-up, objection handling, and closing • Clean up CRM workflows and improve pipeline visibility and forecasting • Build sales KPIs, dashboards, and accountability rhythms • Review calls and coach reps through real opportunities • Create sequences across email, LinkedIn, and phone • Support founders transitioning from founder-led sales to a repeatable sales process • Step in as a fractional sales leader or hands-on sales consultant My approach is practical and execution-focused. I’m not interested in handing you a strategy deck and disappearing. I prefer to work inside the process, review real opportunities, improve the CRM, coach the team, test messaging, and help implement the changes. A few performance highlights from my sales career include exceeding 160% of target in a strategic sales/account-growth role and multiple years above quota in HCM sales, including President’s Club performance. If your pipeline is inconsistent, deals are getting stuck, reps are struggling to convert, or your sales process has grown without much structure, I can help you diagnose the problem and build a system your team can actually use.

I help founders, investors, fund sponsors, and established companies buy and sell businesses, raise capital, form funds and joint ventures, and negotiate the agreements that protect their transactions. I am a New York- and Texas-licensed corporate attorney, former senior associate at Clifford Chance and Thacher Proffitt & Wood in Manhattan, and Top Rated Plus on Upwork. During more than 20 years in practice, I have worked on over $100 billion in domestic and cross-border transactions involving startups, private and public companies, investment banks, private equity sponsors, and investment funds. Clients engage me for sophisticated legal drafting and analysis combined with direct attention, practical business judgment, responsiveness, and cost-conscious execution. My JD/MBA background enables me to evaluate legal provisions in their commercial context—not merely explain what the contract says. M&A AND BUSINESS TRANSACTIONS • Buy-side and sell-side acquisitions • Asset purchase agreements, stock purchase agreements, and membership interest purchase agreements • Letters of intent, term sheets, due diligence, disclosure schedules, and closing documents • Earnouts, rollover equity, escrows, indemnification, and purchase-price adjustments • Founder and member buyouts, business separations, and succession transactions • Domestic and cross-border M&A SECURITIES AND CAPITAL RAISING • Rule 506(b) and 506(c), Regulation D, Regulation S, Regulation A, and Regulation CF offerings • Private Placement Memoranda (PPMs), subscription agreements, investor questionnaires, risk factors, and offering materials • SAFEs, convertible notes, promissory notes, bridge notes, and warrants • Form D filings, Blue Sky compliance, and offering-process advice • Securities-law review of pitch decks, websites, investor communications, and placement arrangements FUNDS, SPVs, AND JOINT VENTURES • Private funds, real estate funds, special-purpose vehicles, and project joint ventures • LLC operating agreements, subscription documents, investment agreements, and governance provisions • Distribution waterfalls, sponsor economics, management compensation, and investor protections • Investment Company Act and related structural considerations CORPORATE AND COMMERCIAL COUNSEL • Company formation, capitalization, shareholder agreements, and operating agreements • Board, shareholder, and member consents; governance policies; and corporate records • Customer, vendor, services, licensing, confidentiality, and independent-contractor agreements • Contract drafting, review, negotiation, and risk analysis • Outside general counsel and strategic advice to founders, executives, and boards MY APPROACH • Business-minded: I explain what matters commercially and how the legal terms affect the transaction. • Practical: I distinguish genuine risks from points that do not justify unnecessary time or expense. • Responsive: I communicate clearly, meet deadlines, and keep transactions moving. • Flexible: I offer hourly representation and defined fixed-fee scopes where appropriate. “Joe helped me buy back my company from my former partners and navigate difficult waters. He saved my business.” If you are buying or selling a business, raising capital, forming a fund or joint venture, or negotiating a high-stakes agreement, send me a message describing the transaction, jurisdiction, timeline, and available documents. I can then recommend an appropriate scope and next steps.

Most AI projects fail in production — not because the model is wrong, but because the surrounding system isn't built to handle it. I fix that. I am an Expert-Vetted AI CTO and former enterprise CIO with $200K+ earned on Upwork, 100% Job Success, and 24 years building systems that have to be secure, auditable, and reliable from day one. I currently lead 30 engineers and remain hands-on in architecture, critical code paths, evaluation, security, and production delivery. Recent outcomes: • Built and led an autonomous AI customer-operations platform to $1M ARR; a ground-up v2 rebuild and agent launch increased customer resolution rates by an average of 30%. • Deployed HIPAA-compliant NLP-to-SQL analytics across 50 pharmacy locations for an approximately $100M enterprise. • Built a multi-intent support agent operating across a $1M ARR portfolio of Shopify businesses, integrating email, commerce, shipment tracking, knowledge rules, policy gates, and human escalation. • Delivered an enterprise AI API secured with Entra ID, OAuth2/JWT, tenant/user access controls, strict JSON contracts, and production Azure deployment. • Built private on-premises legal intelligence, corporate credit-risk automation, technical-document AI, and conversational lead qualification with live-call transfer. • As CIO, led technology strategy while a major enterprise grew from $800M to $1.71B, reduced IT operating expense approximately 20%, and retired approximately 70% of legacy applications. I work across agentic AI, RAG and hybrid retrieval, NLP-to-SQL, tool execution, human approval, evaluation, LLMOps, observability, multi-tenant isolation, APIs, cloud, and production hardening. Best-fit engagements: fractional CTO/CAIO leadership, architecture rescue, production agent systems, regulated enterprise AI, technical diligence, or end-to-end product delivery. You get my direct involvement on architecture and consequential decisions, with a senior team available when the delivery needs more than a solo contractor. If the system has to work in the real world — not just in a demo — let's talk.