STRATEGIC & TRANSFORMATIVE EXECUTIVE  |  GROWTH STAGE  | M&A, CAPITAL STRATEGY, AND OPERATIONAL SCALE    


Proven executive with a strong track record of scaling high-growth, venture backed companies from early stages through exit. Deep expertise in aligning operational and financial strategy with long-term growth, profitability, and investor expectations. Adept at building resilient infrastructure, leading cross-functional teams, and navigating complex inflection points from capital raises and M&A, to business model pivots and technology adoption. Known for bridging vision and execution, with a unique ability to drive transformation while maintaining financial discipline. Trusted partner to founders, executives, boards, and investors.

EMPLOYMENT HISTORY

Co-Founder, CEO,  & Board Member at Onto Health, San Francisco

April 2024 — Present

  • Lead Onto Health’s mission to democratize access to specialty healthcare, with a primary focus on fertility.

  • Oversee strategic growth, operations, compliance, and financial performance, positioning the company for scale and sustainability.

  • Spearhead innovative business models, including embryology lab standardization, mid-level fertility specialists in clinics, and strategic partnerships to expand access.

  • Drive business development, fundraising, and investor relations, securing key partnerships and setting milestones for Series A funding.

  • Execute a merger and acquisition strategy, including the acquisition of Rocky Mountain Fertility (December 2024) and the opportunistic evaluation of other assets to build a comprehensive fertility ecosystem.

  • Develop revenue-generating models, optimizing clinic partnerships, and care pipelines to improve patient outcomes.

  • Champion people-first culture, integrating ONTO values: Outcome-Driven, Noble Actions, Trailblazing Innovation, and Offering Connection.

CEO & Board Member at Mate Fertility, Los Angeles

January 2022 — April 2024

  • Led Mate Fertility from an early-stage startup to a successful exit, positioning the company as an innovator in fertility care.

  • Developed and executed a strategic plan to drive both short- and long-term growth, ensuring financial sustainability and operational excellence.

  • Raised capital through a Series A fundraise and executed a debt facility, securing critical funding to scale operations.

  • Established and led a Medical Advisory Board, bringing together key clinical experts to strengthen company credibility and strategy.

  • Designed and implemented business development strategies, expanding partnerships and revenue channels to fuel company growth.

  • Built a data-driven culture by defining OKRs, key performance metrics, and operational systems to enhance decision-making and efficiency.

  • Managed Board relations, investor communications, and key strategic partnerships, ensuring long-term success and stakeholder alignment.

  • Standardized key processes in clinical operations, embryology labs, and patient intake, setting the foundation for sustainable scalability.

Head of Finance at Mate at Fertility, Los Angeles

August 2021 — January 2022

  • Built Mate’s financial infrastructure from the ground up to support rapid scaling. 

  • Designed and implemented GAAP-compliant accounting systems, pro forma models, and scenario-based forecasting. 

  • Managed financial reporting, hiring models, burn analysis, and investor-ready metrics. 

  • Created and operationalized foundational OKRs and KPIs to align teams with strategic goals. 

  • Built investor and corporate data rooms to ensure compliance and facilitated fundraising. 

Director, Financial Planning & Analysis at RFX, Inc, Boston

July 2020 — June 2021

Oversaw financial strategy, planning, and performance analysis for a multi-division organization. 

  • Led budgeting, forecasting, and audit oversight across business units, driving operational improvements and accountability. 

  • Delivered strategic reporting and decision support to C-suite leadership across functions.

  •  Initiated and implemented cross-functional systems changes that enhanced transparency and scalability.

Consulting Controller / CFO at Keen Business Solutions, Los Angeles

June 2011 — July 2020

Partnered with early-stage and growth companies to align financial operations with strategic objectives.

  • Delivered full-stack finance leadership across accounting systems, cash flow, compliance, and board reporting.

  • Implemented scalable infrastructure and KPIs to support rapid growth and margin expansion.

  • Provided hands-on operational guidance to protect business continuity and ensure audit and legal compliance.

Senior Analyst / Assistant Controller at Income Research + Management, Boston

September 2007 — April 2011

Supported the firm’s financial planning and reporting functions through modeling and performance analysis.

  • Managed monthly close process, reconciliations, payroll, and full AP/AR cycles across departments.

  • Built dynamic forecasting and ABC (Activity-Based Costing) models to enhance planning accuracy and resource allocation.

  • Partnered cross-functionally to standardize reporting processes and improve data visibility.

  • Assisted with audit preparation, internal controls, pricing models, and compliance documentation.

  • Strengthened internal reporting infrastructure to support ongoing business growth and regulatory readiness.

Lead Operations Specialist / Custody Fund Accountant at Investors Bank & Trust, Boston

March 2004 — April 2007

Executed daily fund accounting operations and financial reporting for institutional portfolios.

  • Calculated NAV, processed trades, and prepared audit packages.

  • Played a key role in system testing and implementation of new operational workflows.

  • Ensured compliance with reporting standards across all funds.


EDUCATION

BA, Simmons College, Boston

September 1999 — May 2003

SKILLS

  • Fundraising

  • Business Transformation

  • M&A

  • Strategic Planning

  • Business Development

  • Governance

  • Legal & Compliance

  • FP&A

  • Audit

  • Operations