My consulting work tends to begin where technology, operations, finance and ownership collide. Some engagements are strategic. Some are forensic. Some are hands-on rescue work. The common thread is getting close enough to the business to understand what is actually happening, then building a practical path forward.
ADVISORY + EXECUTION
From diagnosis to recovery.
Technology strategy, investigations, business recovery, compliance and implementation.
WORKING STYLE
Executive advice, hands-on when needed.
Boardroom-level context without losing touch with the underlying systems, data and operating details.
ENGAGEMENTS
Startups to established operators.
Healthcare, media, solar, professional services, ecommerce, SaaS and owner-operated businesses.
SELECTED CLIENT WORK
Consulting engagements where the work had to hold up in the real world.
FORENSIC ANALYSIS · BUSINESS RECOVERY
Ortiz Specialty Sewers
Fraud investigation, embezzlement tracing, document analysis and business recovery for an owner-operated company dealing with serious financial irregularities.
THE WORK
Reconstructed financial activity, reviewed business records and transactions, traced suspected diverted funds, and organized supporting documentation for financial, legal and accounting follow-up.
TOOLS BUILT ALONG THE WAY
The engagement also became a proving ground for a core suite of AI-assisted document and investigative tools designed to accelerate evidence review, transaction analysis and document organization while keeping conclusions under human review.
OUTCOME FOCUS
The work extended beyond finding discrepancies: helping stabilize the business, recover operational control and give ownership a defensible picture of what had happened.
HEALTHCARE · BUSINESS OPERATIONS · COMPLIANCE
MBJVM Holdings
Financial consulting, business startup services and ongoing operational support for a Southern California in-home healthcare company with approximately 30 employees.
The engagement spans the intersection of business operations and regulated technology, including HIPAA and SOC 2 considerations, Medicaid billing, insurance billing and the supporting administrative systems.
Areas: financial consulting · startup support · healthcare operations · HIPAA · SOC 2 · Medicaid · insurance billing
TECHNOLOGY TRANSITION · IP · RECOVERY
JBM Holdings
Advised new owners of AuthentiClick technology following the original company’s ownership transition.
Helped establish core services and the legal/operational framework around the technology, while also performing data recovery and audit work in support of patent attorneys reviewing the underlying intellectual property and historical records.
Areas: technology transition · service architecture · data recovery · technical audit · patent support
FRACTIONAL TECHNOLOGY LEADERSHIP
Solar Edge
Served as virtual CTO for a solar design and sales company, acting as the executive technology function for the business.
Established and maintained IT strategy, security practices, procurement standards, vendor relationships, technology budgeting, systems planning, backup and disaster-recovery expectations, and operating policies. Evaluated infrastructure and software decisions, managed technical risk, and served as escalation point for significant technology issues and implementation work.
Role: vCTO · IT strategy · security · procurement · vendor management · business continuity · systems leadership
FRACTIONAL TECHNOLOGY LEADERSHIP
Webb Chiropractic · Glendale
Provided virtual CTO services for the practice, combining executive technology planning with hands-on oversight of the systems supporting day-to-day operations.
Established IT and security practices, advised on compliance-sensitive handling of business and patient information, managed technology procurement and vendors, reviewed backup and recovery needs, guided workstation and network decisions, and provided escalation support when operational issues crossed from routine IT into business risk.
Role: vCTO · IT strategy · security · compliance support · procurement · vendor management · business continuity
MEDIA · INTERACTIVE EXPERIENCE
IndigoTV · Norway
Served as virtual CTO for a Norwegian television company, owning technology direction, platform decisions, vendor and infrastructure planning, security considerations, procurement, and technical delivery.
Alongside the broader vCTO role, designed an OpenGL-based 3D web interface that presented streaming local-access content inside a virtual living-room experience, combining media delivery with an interactive spatial user interface.
Areas: vCTO · technology strategy · infrastructure · procurement · OpenGL · 3D web interface · streaming media · interactive UX
BUSINESS CONTINUITY · RISK REVIEW
Alpert & Alpert · Los Angeles
Reviewed the firm’s disaster-recovery plan with an emphasis on practical recoverability, operational continuity and the gaps between a written plan and what would actually happen during an outage or loss event.
Areas: disaster recovery · business continuity · operational risk · recovery planning
ENTERPRISE WORKPLACE · MICROSOFT
ReadyPac
Led SharePoint migration, stand-up, build and upgrade work to modernize the company’s collaboration environment and move existing content and workflows into a more maintainable platform.
Defined the target farm and site architecture, established permissions and governance, inventoried existing content, planned migration waves, mapped users and access, validated customizations and dependencies, coordinated testing, migrated document libraries and collaboration content, and supported cutover and post-migration validation.
Areas: SharePoint · platform stand-up · migration · farm/site architecture · permissions · governance · content migration · testing · upgrade
ENTERPRISE ENDPOINTS
Warnaco
Served as a technical lead on an enterprise Windows XP-to-Windows 7 migration using Norton Ghost for standardized workstation deployment.
Worked across hardware readiness, application compatibility, standardized image creation, driver and patch integration, pilot testing, staged rollout, user-data backup and restoration, domain and Group Policy validation, endpoint-security checks, peripheral compatibility, technician escalation, rollback planning, and post-migration acceptance.
Areas: Windows XP → 7 · Norton Ghost · deployment imaging · application compatibility · endpoint security · staged migration · technical leadership
COLLABORATION PLATFORM · TORRANCE, CA
Lakeshore · Torrance
Implemented and stood up SharePoint for an educational-materials company, creating a centralized collaboration and information-management environment for the business.
Designed the site and information architecture, established permissions and access groups, structured document libraries and metadata, configured collaboration areas, planned content migration, moved existing files and business information into the new environment, and supported user transition and post-launch cleanup.
Areas: SharePoint · platform stand-up · information architecture · permissions · document libraries · content migration · user transition
THE PATTERN
The engagement changes. The method does not.
Understand the business context first. Get close enough to the systems and records to separate symptoms from causes. Explain the material risks in plain language. Then leave the client with something usable: a recovered business, a migration path, a working platform, a defensible record or a clearer decision.
Investigate
Financial irregularities, document authenticity, historical data and technical evidence.
Stabilize
Business recovery, operational continuity, compliance and systems that have become liabilities.
Build
Platforms, migrations, collaboration environments and custom technical solutions.
Advise
Fractional CTO work, business startup support and technical decisions with business consequences.