Track Record
AI is new. Running operations isn't.
Twenty years of building, scaling, and exiting operating companies in healthcare, real estate, and logistics. This is the discipline behind every AI install.
- $0 → $265M
- Revenue built in under 5 years (Align Networks)
- 12X EBITDA
- Exit to General Atlantic (Techhealth)
- $1B
- Real estate portfolio operated as COO
- $15M → $75M
- Revenue in under a year (One Call)
AI Operations Expert
Founder & Principal
2024 – Present · AI operations consulting
- ▸Builds governed AI automation, integration, and agent systems for SMBs
- ▸Library of reference builds across lead intake, document processing, knowledge bases, dashboards, and multi-agent systems
Max AI Pros
Senior Consultant
2023 – 2024 · AI & automation consulting
- ▸30% reduction in client operational costs through Zapier and Make automation
- ▸25% increase in client profit margins through AI-driven CRM and process improvements
Lux Community Living
Chief Business Officer
2019 – 2022 · Multifamily real estate ($40M portfolio)
- ▸Occupancy from 89% to 94%
- ▸Net Operating Income up 28%
- ▸30% portfolio growth through acquisition and renovation
The Klotz Group of Companies
Chief Operating Officer
2018 – 2019 · Real estate ($1B portfolio, equity partner KABR)
- ▸Occupancy from 94% to 98%
- ▸Built the operating platform across property management, construction, brokerage, and procurement
- ▸Class C to Class A transition while exceeding NOI budgets
GO T&T
Chief Operating Officer & Equity Partner
2015 – 2018 · Transportation & logistics
- ▸96% year-over-year revenue increase
- ▸50% operational efficiency gain through KPI frameworks
One Call Care Management
Vice President, Consulting
2014 – 2015 · Workers' compensation healthcare
- ▸Clinical patient performance platform: revenue from $15M to $75M in under a year
Executive Coach Professionals / Techhealth
President
2011 – 2014 · Workers' compensation healthcare
- ▸40% revenue increase
- ▸Exit strategy leading to a 12X EBITDA sale to General Atlantic
Align Networks
Senior Vice President, Operations
2006 – 2011 · Workers' comp outpatient rehab network
- ▸Revenue from $0 to $265M in under five years
- ▸Built national payer relationships including Liberty Mutual and Zurich
- ▸Led operations through acquisition by an equity firm
Companies I've worked with
Try them yourself
Eight interactive reference builds
Click through working tools for lead follow-up, sales, onboarding, delivery, knowledge, billing, reporting, and support. They run on sample data and are reference builds, not client results.
- Reference buildLeadPilotMarketing & Lead GenSortable lead table — pick a lead and get a data-driven follow-up draft.Open app →
- Reference buildPipelineIQSalesDrag-and-drop deal board with live totals and weighted forecast.Open app →
- Reference buildOnboardOnboardingStaged checklist — finishing a stage unlocks the next and updates progress.Open app →
- Reference buildFlowDeskDeliveryTask board with an SOP panel that drafts a first pass from task and SOP data.Open app →
- Reference buildKnowledgeBaseCommunication & KnowledgeLive search and tag filters across an SOP article set.Open app →
- Reference buildLedgerFlowFinance & BillingInvoice table — mark one paid and AR aging and DSO recalculate.Open app →
- Reference buildPulseBoardReporting & AnalyticsDate and segment filters redraw a chart and a plain-English trend summary.Open app →
- Reference buildRetainAIRetention & SupportTicket queue by priority and account health, with a tailored draft reply.Open app →
Find the three workflows worth automating first.
A 20-minute operations call. No pitch deck — we look at where your team's hours go and whether AI is the right fix.