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As an MBA-educated Management Consultant with over 20 years in business, I specialize in driving sales growth, optimizing operations, and enhancing financial performance. As an Operations Manager, I have led a company to consistent year-over-year double-digit growth, streamlined operational processes, and significantly improved cash flow. My sales expertise shines from my role at State Farm, where I helped launch one of the state's most successful agent offices, set record-breaking sales, and mastered Salesforce CRM to streamline client management. I deliver strategic solutions for businesses, from revenue growth and process optimization to financial planning and CRM implementation. With a proven track record of boosting profitability and efficiency, I offer tailored consulting to help clients achieve measurable results.

Fractional Construction Project Manager | Owner’s Rep | Multi-Project Oversight OVERVIEW Managing construction projects without reliable oversight is where costs, delays, and problems start. I help owners, developers, and investors keep their projects on schedule, on budget, and under control—without needing a full-time construction manager. I’m a Fractional Construction Project Manager and Owner’s Representative providing remote oversight across multiple projects nationwide. With 30+ years of experience and dozens of consulting engagements, I step in to bring structure, accountability, and clarity to active construction projects. How I Support Your Project • Monitor schedules and prevent delays • Track budgets and control costs • Review contracts, RFIs, submittals, and change orders • Coordinate contractors, architects, and consultants • Identify risks early and prevent costly mistakes • Provide consistent updates so you always know where things stand Who I Work Best With • Developers managing multiple active projects • Real estate investors with renovation or construction portfolios • Owners building without an in-house construction manager • Companies needing part-time or fractional project oversight Why Clients Work With Me • Owner-focused — no contractor bias • Experienced managing multiple projects simultaneously • Clear communication and structured reporting • Ideal for ongoing engagements, not just one-time help Let’s Talk If you need someone who can step in, take control, and keep your projects moving without micromanagement, send me a message and tell me what you’re working on.

Notion Consultant + Notion Partner helping small teams turn messy operations into calm, usable systems. I build relational databases, dashboards, and SOP hubs that reduce handoffs living in texts/DMs—and make it easy to see what’s next. Collaborating with Non‑Code Studio on client workspace builds. Pet-friendly + neurodivergent-friendly.

I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.

Are you looking for an AppFolio expert to optimize your property management accounting and operations? I specialize in account reconciliation, financial audits, tax preparation, and team training to ensure your business runs efficiently and stays compliant. Look no further, I do both accounting and operations and excel in both fields! With extensive experience in property management accounting, I have successfully: ✅ Reconciled complex accounts to maintain financial accuracy and compliance ✅ Conducted financial audits to identify discrepancies and improve reporting ✅ Optimized AppFolio workflows to enhance operational efficiency ✅ Managed tenant ledgers, rent rolls, and financial reporting ✅ Handled tax preparation support, including 1099 filings and expense categorization ✅ Implemented best practices for accounts payable, receivable, and bank reconciliations ✅ Trained teams to maximize AppFolio’s features and improve processes I have worked with portfolios ranging from single-family homes to large multifamily properties, overseeing leasing, maintenance coordination, and financial operations. Whether you need data cleanup, bookkeeping support, tax prep, or a full audit of your AppFolio setup, I can help you get the most out of your software. 📩 Let’s discuss how I can support your property management business. Message me to get started!

Certified ClickUp Expert | monday. com Consultant | Project Management Systems | Workflow Automation | Business Operations Specialist If your business is growing but your workflows are becoming harder to manage, I can help you build organized systems that bring clarity, automation, and efficiency to your operations. Many teams struggle with scattered tasks, unclear responsibilities, missed follow-ups, disconnected tools, and manual processes that slow down growth. I help businesses transform these challenges into structured, scalable systems using ClickUp, monday. com, Notion, Airtable, Zapier, Make. com, n8n, and AI-powered automation tools. I specialize in designing and implementing project management systems, CRM workflows, business operations systems, dashboards, automations, and integrations that help teams save time, improve accountability, and get complete visibility into their work. 🟣 ClickUp Expert & ClickUp Consultant Services I help businesses maximize ClickUp by building efficient workspaces tailored to their workflow. My ClickUp services include: ✅ ClickUp workspace setup and implementation ✅ ClickUp hierarchy design (Spaces, Folders, Lists, Tasks) ✅ ClickUp project management systems ✅ ClickUp CRM setup and client management workflows ✅ ClickUp dashboards and reporting ✅ ClickUp custom views and templates ✅ ClickUp automation and recurring workflows ✅ ClickUp permissions and workspace organization ✅ ClickUp migration from Asana, monday. com, Notion, Trello, and spreadsheets ✅ ClickUp cleanup, optimization, troubleshooting, and maintenance ✅ ClickUp team training and documentation 🔵 monday .com Expert & monday. com Administrator Services I design and optimize monday. com systems that improve collaboration, tracking, and operational efficiency. My monday. com services include: ✅ monday. com workspace setup ✅ monday. com implementation and optimization ✅ monday. com CRM setup ✅ Sales pipeline and lead management systems ✅ monday. com project management boards ✅ Workflow automation and status-based automations ✅ Dashboards, KPI tracking, and reporting ✅ monday .com forms and WorkForms setup ✅ Cross-board workflows ✅ monday. com integrations with other business tools ✅ Team onboarding and training Workflow Automation & Integration Specialist I help businesses eliminate repetitive tasks and connect their tools into seamless workflows. Automation solutions include: ✅ Zapier automation ✅ Make. com scenarios ✅ n8n workflows ✅ CRM automation ✅ Lead capture automation ✅ Client onboarding automation ✅ Email and Slack notifications ✅ Google Workspace automation ✅ Data synchronization ✅ API integrations and webhooks ✅ Multi-step workflows with filters, routers, and conditions I connect platforms such as: ClickUp | monday. com | Notion | Airtable | HubSpot | Pipedrive | GoHighLevel | Google Sheets | Gmail | Slack | Calendly | Typeform Project Management & Business Operations Systems I help businesses create operational systems that make projects easier to manage and teams more accountable. I can build: ✅ Project management workflows ✅ Agile and Scrum systems ✅ Task tracking systems ✅ Timeline and Gantt chart setups ✅ Workload management systems ✅ Resource planning workflows ✅ KPI dashboards ✅ Executive reporting dashboards ✅ SOP libraries and documentation systems ✅ Internal knowledge bases ✅ Client delivery systems Notion Consultant & Workspace Builder I create organized Notion systems for businesses that need better knowledge management and operations. Services include: ✅ Notion workspace setup ✅ Notion CRM systems ✅ Notion project management dashboards ✅ Client portals ✅ SOP databases ✅ Documentation systems ✅ Templates and databases ✅ Relations, rollups, and formulas ✅ Business operating systems AI Automation & Modern Business Systems I help businesses leverage AI and automation to improve productivity through: ✅ AI-powered workflows ✅ AI agent implementation ✅ Automated data processing ✅ Smart business assistants ✅ AI-enhanced operations ✅ No-code automation systems Why Clients Choose Me ✅ I combine project management knowledge with technical automation skills ✅ I build systems around your business process, not generic templates ✅ I simplify complex workflows into easy-to-use solutions ✅ I focus on scalability, documentation, and long-term usability ✅ I understand both the business and the technology side of operations I have supported agencies, startups, coaches, consultants, and service-based businesses by creating systems that improve productivity, visibility, and team performance. You are not just getting a software setup you are getting a complete operational system designed to help your business run better. Clickup | ClickUp expert | ClickUp consultant | ClickUp setup | ClickUp automation | ClickUp workflow | Notion expert | Notion systems builder | Notion workspace setup | Asana expert | Asana project manager | task automation