Jeff Morgen

Experience

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  Morgan Stanley

  Sept 1984 - Aug 1986

  Financial Analyst
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  VSD Publishing, Inc.

  Jul 1988 - Dec 1990

  VP Finance & Business Development
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  PolyGram Records

  Jan 1991 - Dec 1993

  Global film and music recording company (Cyrus, Pavarotti, Marley, U2).Part of management team for home video division company spun off from Netherlands-based media conglomerate. In addition to all financial administration responsibilities (inventory planning, budgeting, and royalty calculations), I oversaw product licensing and content acquisition in sports, children and documentary genres.

  • VP Finance

    Jan 1993 - Dec 1993

  • Director Finance

    Jan 1991 - Dec 1992
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  Mediacopy

  Jan 1993 - Dec 1998

  $100M+ media replication firm serving major motion picture studios.As the Chief Administrative Officer, I had daily responsibility for Customer Service, IT, Human Resources, and Legal Affairs. I was part of the C-Suite team that scaled the company to a multi-state operation with 1,400 employees, resulting in enterprise exit in 2000.

  • VP Business Development

    Jul 1997 - Dec 1998

  • Chief Administrative Officer

    Jan 1993 - Jun 1997
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  ELT, Inc.

  May 1999 - Apr 2001

  VP Operations

  E-learning SaaS software company focused on government, risk, and compliance.I was recruited by the nation’s largest employment law firm to help construct a business plan to secure seed funding. I joined the startup management team and had P&L responsibility for new corporate engagements including workflow design, project costing and training program rollout.

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  Friskit.com

  May 2001 - May 2004

  Chief Operating Officer

  Named one of “Five Technologies That Could Change Your Life” by Newsweek.As Chief Operating Officer, I was Employee #3 at this angel-backed startup that created a multimedia search engine utilizing proprietary P2P file sharing intellectual property. I oversaw the Editorial, Finance, and Business Development functions. I helped restructure our business model to focus on licensing our technology to corporate clients & major music recording labels including Microsoft, Warner Music Group, and BMG. Show less

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  Bricsnet FM America, Inc.

  May 2004 - May 2006

  VP Finance

  SaaS software development company focused on the corporate real estate sector with F100 clientele.As the VP Finance , I worked closely with the CEO to reconstitute the management team, revamp the product development roadmap and recapitalize the Company. I established and/or improved accounting functions and processes including business systems, financial reporting, audit and working capital management. I managed three rounds of venture financing totaling $18M from European institutional investors and partners. Show less

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  Bella Pictures

  May 2006 - Aug 2007

  VP Finance

  Venture-backed digital photography startup focused on the $4B+ wedding photography market.As the VP-Finance, I managed a $20M+ operating budget with 500+ employees and contractors in 40 different markets attempting to build the first national brand in wedding photography. I was responsible the FP&A function including financial reporting, sales forecasting, business affairs, and KPI measurements. I launched and closed a Series A financing within six months of joining.

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  ELT, Inc.

  Aug 2007 - Jul 2011

  Chief Operating Officer

  E-learning SaaS software company focused on government, risk, and compliance.As the COO, I was responsible for overseeing Sales Operations, Professional Services, Customer Support, and Finance departments. Sales Operations responsibilities included negotiation of key customer contracts, pricing oversight and annual remuneration plan establishment. Directed M&A process resulting in enterprise sale to private equity firm in 2010.

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  Morgen & Morgen/Nelson Family of Companies

  Jul 2011 - Jun 2015

  Principal

  As Principal for my boutique consulting firm, I exclusively managed the family office and financial operations for a prominent Northern California family. On a daily basis I provided counsel & oversight to the family’s portfolio of angel investments, real estate holdings, and capital market securities. My responsibilities included managing legal affairs, portfolio reporting and vetting new investment opportunities.

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  HUBB Filters, Inc.

  Jun 2015 - Dec 2017

  Chief Operating Officer

  Early stage venture developing revolutionary technology for the $10B+ automobile oil filtration industry.As the COO, I was retained to help rebuild the organization from the executive leadership team to the operational foundation including restructuring the go-to-market strategies and recapitalizing the venture through multiple rounds of equity and debt financing. I negotiated international supply chain contracts with a third-party logistics provider and custom manufacturing houses to support our product launch. I managed all financial, legal, and administrative duties including capital formation, board communications & materials, and all FP&A tasks. Show less

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  Brightfield

  Aug 2016 - Dec 2019

  Board Director

  A workforce analytics company offering the world’s most advanced AI-driven analytics platform.As a Director, I provided governance, oversight and counsel regarding pricing strategy, organizational development and financing strategies. I worked closely with the Co-Founder and lead investors to bring in external capital and build a new C-Suite team as venture grew from a Founders-led venture. In 2019, Sapphire Ventures led a $53M financing round for Brightfield.

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  Hometown Heart

  Dec 2017 - Dec 2019

  Chief Executive Officer

  Largest regulated cannabis direct-to-consumer logistics company in California.As the CEO, I was responsible for crafting and fostering a successful corporate culture, building operating workflows and delighting our corporate and consumer stakeholders on the cusp of recreational cannabis legalization in California. I managed the daily operations of Bay Area fulfillment warehouses with full P&L responsibility that delivered over 400,000 orders annually & revenue of $30 million+. The venture was sold to a Canadian multistate operator in Q4 2018, who I consulted with post-merger as a Senior Advisor through 2019. Show less

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  Maxine's Heavenly

  Sept 2019 - now

  Senior Advisor

  Acted as Chief of Staff to CEO/Founder of leading wellness brand of gluten-free, soy-free, baked vegan cookies with goals of expanding operations and margin improvement. Efforts resulted in increased distribution to 2000+ retail outlets and successful launch of new e-commerce channels

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  Plant Power

  Dec 2019 - now

  Senior Advisor

  Advised ownership group of rapidly growing retail chain of plant-based fast food QSR outlets on corporate initiatives including accessing capital markets, expansion strategies and human capital planning.

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  Morgen & Morgen, Inc.

  Jan 2020 - now

  Principal

  Boutique consulting firm helping early-stage ventures execute success strategies and tactics, both as an investor and advisor.I work with business founders and leadership teams to drive revenue generation, margin improvement and corporate transactions, usually in a COO, CFO, or Consigliere role. My clients include emerging B2B and B2C ventures across numerous industries including Cartelligent (automobile purchasing platform), Node Labs (cannabis genetics), Maxine’s Heavenly Cookies® (CPG) and Plant Power Restaurant Group (plant-based food retail chain). Show less

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  Marin Sonoma Impact Ventures

  Feb 2020 - now

  Advisor

  First regional venture capital fund focused exclusively on Northern California’s Marin and Sonoma counties. I assist the General Partner of this dual-mission venture fund committed to deploying venture capital locally in order to generate investor returns and stimulate economic development, job creation and the startup ecosystems in Marin and Sonoma counties. My responsibilities include consulting on capital formation, transaction diligence, and activation of concentric/community business networks (startup founders, investors, academic partners, etc.). Show less

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  Node Labs Inc.

  Mar 2020 - now

  Senior Advisor

  Retained by ownership group of cannabis genetics company licensing proprietary strains to several best-selling consumer brands. Partnered with Executive Team to close 1st round of external capital.

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  Cartelligent

  Feb 2021 - Mar 2022

  Advisor

  Served as interim Chief Financial Officer and advisor for leading online automobile concierge service during period of major industry shifts in product design, distribution models and consumer buying habits.