• Managed successful merger of Cooper Technologies into TOTLCOM• Lead on integrating Managed Services into TOTLCOM• Oversaw unified marketing strategy for company after merger and successful roll out of new branding• Managed the creation and integration two different TigerPaw and ConnectWise ERP systems for correct financial reporting and billing under a single ERP• Implemented time tracking and reporting for 20+ telecom engineers • Virtual CIO for managed service customers

• Purchased company from single owner operator and grew company into 10 full time employees and $1.2M in revenue with yearly average of 10% EBITDA• Implemented Labtech -RMM, ConnectWise-ERP and standardized documentation• Created and implemented SOPs for client’s technology needs, security, employee management, operations, accounting, engineering, marketing, and sales using ITGlue for real time documentation• Developed financial reporting and dashboards for real time visibility into client contracts and projects with Tableau Software and MSSQL server• Oversaw financials and budget management• Oversaw and actively participated in Executive Sales and Marketing• Implemented time tracking for fixed fee agreements / professional services and tied to bonus program with the ability to track daily profitability• Virtual CIO for 100’s of companies throughout Santa Cruz and United States• Oversaw quarterly business meeting for clients to review value of services including, technology budget, hardware /software lifecycle, near term and midterm project financial planning and ROI technology investments• Oversaw project management with critical path timelines and budgets on projects ranging from $10K to $2.5M• ERP/CRM implementation and conversions• RFP creation and bid selections and subsequent financial and implementation management• Oversaw creation of standardized web accessible documentation sets for all clients including using, VMware systems, NetApp storage, Cisco and HP networks, WatchGuard, SonicWall, LastPass, Microsoft Server, Microsoft Azure, Informix, IBM AS400, Google Cloud and Amazon AWS, Veeam and Shadow BDR system, and disaster emergency procedures and risk mitigation• Created five-year technology plan for all active SLA’s clients including budgeting and staged replacement, application lifecycle Presented and built consensus with client’s management team and owners to implement technology changes within the five-year technology plan