Michael Boudreau

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Michael Boudreau is a partner in TechCXO’s Finance & Accounting practice and supports clients as an interim and fractional CFO and COO. 

Michael applies his knowledge and experience in strategic financial services, debt and equity capital, financial planning, strategy, M&A, and strategic alliances for clients across a broad range of industries, including Healthcare, Insurance, and SaaS. 

During his distinguished career, Michael built his own consulting firm supporting clients, including Health New England, HSA Insurance, Atrius Health, Aarete Inc., and DentaQuest. 

As an executive, he served as:

Chief Financial Officer for SmartKargo – Michael led this airline cargo technology company’s Finance and Accounting, HR, Legal/Regulatory and administrative functions. He directed the firm’s scaling with CAGR of 40+ percent over four years, and average EBIT of 25%. He also led the expansion of the company’s global operations footprint into three new global regions (Brazil, Canada & Mexico), including all legal, financial and human resources set-up and ongoing administration functions. SmartKargo also raised more than $15M in early-stage funding.

Chief Operating Officer for Minuteman Health, Inc. – As a senior executive for this $120 million commercial health insurance company, Michael was in charge of all multi-state operational functions as well as network contracting and analytics, risk management, product management, corporate reporting analytics, facilities management, and the finance and human resources functions. He directed the firm through an average annual enrollment growth rate in excess of 300%, reaching 38,000 members across both Massachusetts and New Hampshire.

Chief Operating Officer and Chief Financial Officer for Ametros Financial Corporation – Michael was responsible for all aspects of this startup firm’s operational, financial, and sales support activities, including frequent interaction and presentations to the firm’s private equity partner, The Clarion Group. He led the firm through 300% growth without additional staffing, resulting in 75% reduction in cash burn rate.

Michael has also held leadership positions with Fish & Richardson, BMC HealthNet Plan, and Private Healthcare Systems (PHCS). 

Michael received his BS in Business Administration and Management from Merrimack College, and his MBA in Finance from the University of California, Riverside’s A. Gary Anderson Graduate School of Management.

Kerri Anthony

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Kerri Anthony is a Partner in TechCXO’s Human Capital Practice and has 20+ years of experience in Human Resources as a CHRO/Head of People.

Kerri has built, managed, and mentored HR teams across various industries and company sizes, from corporate giants like McCann-Erickson Worldwide, Turner Broadcasting System and Weather Channel to startups like Walmart.com, Weather Underground, and Flipboard. She’s a strong communicator and coach, a consummate problem solver, and a passionate advocate for the employee experience. An expert at navigating employee issues and steering the company away from legal risks, Kerri excels at creating win-win solutions to sticky situations.

Kerri also has a long track record of improving people processes and recruiting operations and is a firm believer that building a successful and thriving business is predicated on investing in people and culture.

Kerri’s core proficiencies include:

During her distinguished career, she has served in the following leadership roles:

Head of People, Flipboard – Kerri managed a team of 5 overseeing people operations, culture, talent acquisition, and total rewards (i.e. benefits, comp, etc.) for this VC-backed digital media platform. Flipboard received more than $200M in funding. As a member of and key advisor to the executive team, Kerri provided counsel on people strategy, talent management, and organizational design. Kerri also spearheaded training programs, employee engagement surveys, and led change management initiatives for improved efficiency.

Head of People, Presence Learning – Kerri built out the People function and managed recruiting, people ops, and administration during the rapid growth phase at this leading-edge teletherapy provider to K-12 schools. She evaluated and implemented a new HRIS system and built company engagement and recruiting metrics. She partnered closely with the leadership team on organizational design, retention, employee engagement and employee relations issues.

Senior Director, People, The Weather Channel –  Kerri was responsible for setting up Weather Underground’s HR systems and processes prior to its sale to Weather Channel. She worked closely with the M&A team and was hired by Weather Channel after the sale to head up workforce planning, organizational design, employee relations, performance management, and process improvement.

HR Director / Strategic Business Partner, Walmart.com – Kerri was the first senior HR generalist hired to help build the HR infrastructure from the ground up. During her 6.5 year tenure, she continued to build the infrastructure necessary to scale the organization to over $1.5B and 500 employees. Kerri managed a three-person team of business partners and advised on employee relations issues, talent review, recruiting, organizational design, compensation, people development, general policies and legal compliance.

Kerri also served in HR leadership functions with Evite, Turner Broadcasting Systems (TBS) and McCann-Erickson Worldwide.

An alumnus of the University of California, Santa Barbara, with a Bachelor’s in Communications, Kerri’s loves include traveling the world, gastronomy, pilates, hiking, concerts, and making memories with her four boys (including the furry one).

Rajiv Bhagat

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Rajiv Bhagat is a Partner in TechCXO’s Finance & Accounting practice. His experience spans across three decades, and he is called on by Boards, investors, and senior management teams to serve as an interim and fractional Chief Financial Officer (CFO), primarily within SaaS, IT Consulting, and Software companies.

Rajiv’s core proficiencies include:

  • Financial Planning & Analysis (FP&A)
  • Forecasting & Reporting
  • M&A Due Diligence, and post-merger integration
  • Strategic planning and Business Metrics Design & Implementation
  • Fundraising and IPO proceedings
  • Review and negotiation of contracts

Rajiv’s career highlights include:

Ushur, Inc., Consultant & Senior Vice President of Finance – Rajiv steered Ushur through its Series C funding, skillfully building and leading the finance team for this groundbreaking SaaS company.

rfXcel Corporation, VP of Finance – Rajiv was the linchpin behind rfXcel’s Series B funding. He was instrumental in the company’s acquisition by Antares Vision S.p.A., having also set up the necessary infrastructure for its growth.

Structural Integrity Associates, Head of Financial Planning Analysis & Corporate Controller – Rajiv’s leadership in financial planning and as Corporate Controller enhanced the company’s forecasting and revenue recognition, streamlining financial processes and introducing efficiency-focused tools.

Veraz Networks, Director of Finance – Treasury and Business Operations & Financial Planning & Analysis – Rajiv established a robust global treasury function and adeptly managed $72 million from IPO proceeds while revitalizing the company’s financial forecasting and analysis function to ensure stakeholder transparency.

Velosel Corporation, VP of Finance – Rajiv bolstered all financial planning avenues, culminating in raising Series C funding and overseeing the company’s acquisition by TIBCO.

Ariba, Inc., Finance Director – Rajiv collaborated closely with senior leadership, ensuring robust financial planning, forecasting, and oversight across two main business units.

Cadence Design Systems, Inc., Finance Director – Rajiv spearheaded financial strategies for software units, overseeing sales contract reviews, and facilitating the successful integration of two acquisitions into the company’s operations.

Rajiv is a distinguished alumnus of the University of Chicago Booth School of Business, holding an MBA in Finance. He also secured an MBA in International Business from KU Leuven and a Bachelor’s in Business Administration from the University of California, Berkeley.

Dan Benetz

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Dan Benetz is TechCXO partner within the firm’s Finance Practice.  He assists start-ups and fast-growth companies as an operationally-focused CFO. He primarily focuses on firms in the Technology, Manufacturing, Life Science/Biotech and AI spaces, as well as SaaS businesses in Digital Healthcare, Digital Transformation and Education Technology. Dan spends his time in both Nashville and California.

Boards, investors and senior management teams call on Dan to apply his 25+ years experience — much of it in Silicon Valley — and skills in financial analysis and business modeling, along with his extensive commercial and operational experience in order to accelerate growth.

During his distinguished career, Dan held the following positions:

CFO, Xsolis Inc., Xsolis is a Digital Healthcare SaaS company using predictive AI to eliminate waste in the healthcare ecosystem between providers and payers. Dan helped close a significant round of private equity as well as scale up financial reporting.

CFO, The Tugboat Group. Tugboat Ventures and Tugboat Institute, a CEO-membership organization focused on building Evergreen businesses (without VC or PE funding). Dan worked on investment models, capital optimization, operational KPIs and evaluation tools to help businesses benchmark performance across various scales and industries.

CFO at NuGEN Technologies. NuGEN was a  provider of Genomics sample preparation solutions enabling scientists to access true biology in all samples.  Dan helped NuGEN expand operations internationally to serve Pharma, Diagnostic and Academic researchers worldwide. Dan worked to secure funding for the business to scale, as well as handle a significant technology replacement cycle in the Genomics market. Dan applied business analysis and modeling, go-to-market strategies, capital efficiency, partnerships, mergers and acquisitions to help the firm’s success.

Dan’s public company experience was with Affymetrix, a mid-market Life Science business where Dan worked in Corporate and International finance and contributed in various areas, including: SEC reporting, Sarbanes Oxley, financial systems, financial planning and analysis and management reporting, as well as international business and tax.  Dan began his career at Intel Finance, where he worked in various roles across corporate finance, supply chain, microprocessor pricing & competitive analysis, Intel Capital, new businesses and M&A.

Dan received his BS in Mathematics/Applied Science from the University of California, Los Angeles.

Rose Lee

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Rose Lee
Managing Partner, TechCXO – Fractional Chief Marketing Officer

Rose Lee is the Co-Managing Partner of TechCXO’s Revenue Growth practice. In this role, she offers strategic marketing leadership and go-to-market expertise to help businesses accelerate growth, optimize revenue operations, and drive market differentiation. Rose is a strategic and results-oriented Fractional Chief Marketing Officer (FCMO) with extensive experience accelerating the development of B2B companies across various industries. She specializes in developing and executing high-impact go-to-market (GTM) strategies, brand positioning, demand generation, and revenue marketing initiatives that produce measurable business outcomes.

With a proven track record of success, Rose has spearheaded marketing transformations for organizations providing SaaS solutions, managed IT services, financial services to the automotive industry, and government technology procurement software for local governments and municipalities. She has also spearheaded the GTM strategies for design and digital collaboration lifecycle software platforms for global iconic brands, optimized marketing for a reflective material and trim manufacturer, and developed thought leadership and content marketing strategies for a venture capital firm.

Expertise:
• GTM Strategy & Execution
• Demand Generation & Lead Nurturing
• Brand Positioning & Messaging
• Marketing & Sales Alignment
• Revenue & Growth Marketing
• Revenue Operations & Analytics
• Digital Transformation & Content Strategy

How Rose Has Helped Businesses Grow

• Fractional CMO – Accelerated Market Expansion for Value Management Software Firm
Developed and executed a data-driven go-to-market (GTM) strategy that repositioned the company as a reliable partner for mid-sized businesses. Implemented automated lead nurturing and content marketing, resulting in a 140% increase in average website engagement and driving double-digit revenue growth.

• Fractional CMO – Launched a revised brand positioning, messaging, and website for a global brands’ digital collaboration lifecycle software platform. Led the market introduction and product positioning of a cloud-based collaboration platform utilized by iconic global brands. Developed a multi-channel demand generation strategy, achieving a 40% increase in enterprise adoption and significantly accelerating the pipeline.

• Fractional CMO – Revitalized Marketing for a Reflective Material and Trim Manufacturer
Conducted a brand and market analysis, identifying untapped opportunities in the safety sectors. Developed an omnichannel marketing approach, increasing customer engagement by 35% and driving a record-high number of inbound sales inquiries.

• VP Product Marketing, Corcentric, Inc. – Integrated and spearheaded a comprehensive international go-to-market (GTM) strategy for a leading Source-to-Pay and Order-to-Cash software, advisory, and payment services firm. She repositioned a complex and sizable B2B four-way merger alongside an 8+ product portfolio of solutions and services aimed at highly targeted personas through campaigns, thought leadership, and strategic product development marketing.

• Chief Customer Officer & SVP Marketing, Determine, Inc. – Rose was responsible for the global marketing strategy, go-to-market initiatives, and customer relationships for a $30M+ enterprise SaaS software company. She and her team of 50 international marketers achieved a 150% increase in revenue and enhanced customer satisfaction advocacy.

• Vice President of Demand Generation and Customer Marketing, Youbet.com – Thanks to Rose’s effective B2C digital marketing, customer engagement, and win-back strategies, Churchill Downs, Inc. acquired this online gaming enterprise valued at over $500 million

Katherine Hunter Blyden

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Katherine Hunter-Blyden is a results-driven marketing expert, specializing in maximizing marketing ROI and increasing efficiency for her clients.  She leverages her P&L management experience, honed through roles with Fortune 500 companies, mid-tier businesses, and startups, to deliver data-driven, quantifiable results. Katherine’s expertise is frequently sought by boards, executive leadership teams, and investors for interim and fractional Chief Marketing Officer engagements.

With a strong analytical foundation and entrepreneurial spirit, Katherine brings a unique blend of discipline and resourcefulness to her client engagements. She provides honest, insightful feedback to business leaders, enabling them to craft and optimize high-performance marketing plans that align with growth objectives. She believes in focusing on what’s right and relevant for each business, rather than chasing fleeting trends.

Katherine’s career spans from founding startups to leading initiatives within multi-billion-dollar corporations. This breadth of experience, coupled with her work coaching small business owners, has provided her with a deep understanding of the challenges and opportunities businesses face across various stages and industries.

Her track record includes developing multi-million dollar advertising campaigns at Ford Motor Company, driving significant revenue growth at Progressive Insurance, and turning around an underperforming $1.3 billion product line at Farmers Group, Inc.

Katherine is particularly passionate about helping small and middle-market businesses achieve stellar growth. For over a decade, she has consulted with organizations in diverse sectors, including software, legal, climate tech, insuretech, education, and non-profit.

Katherine’s skills include:

  • Marketing Budget Optimization
  • P&L Management
  • Customer Acquisition, Retention & Loyalty
  • Digital Marketing
  • Product & Brand Management
  • Strategic Marketing Planning

Drawing inspiration from Warren Buffett’s long-term investment philosophy, Katherine emphasizes sustainable growth strategies and builds lasting client relationships.  Her commitment to community work reflects this same dedication to long-term impact.

Katherine holds an MBA from Dartmouth College’s Amos Tuck School and an MS and a BS in Mathematics from Creighton University. She is actively involved in community organizations, including SCORE Greater Los Angeles, City of Hope, and the Pasadena Tournament of Roses.

Brian Rauls

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Brian Rauls is an Interim and Fractional CFO and Operations Executive, driving finance, accounting, HR, operations and legal for startups in the technology, financial services, healthcare and retail sectors. His areas of expertise include cash management, financial controls, accounting policy & systems, the implementation of best practices and assistance with fund raising. In addition, he serves as an innovative, strategy-oriented CFO/COO capable of building high-performing teams, implementing rapid transitions, and positively impacting the bottom line and corporate culture.

As a highly skilled communicator, he manages relationships with C-level executives, investors, internal teams, partners, and clients and is adept at identifying critical issues and formulating and implementing solutions quickly, decisively, and cost-effectively while maintaining the highest level of professional ethics and personal integrity.

He has assisted many startup software companies to grow their business from the ground up by raising capital, improving and expanding banking relationships, managing lenders, and working with Board of Directors and investors. He works closely with CEO’s in managing the day-to-day operations and assisting with complex business issues that new CEO’s face as they start and grow their businesses.

Brian has over 25 years of progressive financial and operational leadership experience with privately held high-growth technology (SaaS) and service companies in many different verticals. He has worked with over 60 start-ups during his career.

Brian also has extensive experience as an independent management consultant specializing in reorganization of troubled companies. His typical clients were operating under Chapter 11.

Brian holds a BA in Operations Management, Production, and Inventory Control from California State University, Fullerton.