Medicat is an operating company of Banyan Software (acquired November 2017).Medicat provides software to support electronic health record management at 500 colleges and universities across the US. My role with Medicat is to create and nurture a high-performance culture that extends the company's college health EHR market leadership and broadens Medicat's growth opportunities.

TrackMy is an operating company of Banyan Software (acquired September 2023). TrackMy provides software to support occupational health management within hospitals and public health agencies. My role with TrackMy is to provide strategic guidance and oversight to TrackMy's executive team to help sustain high growth as the company matures.

Challenger, formerly a division of CEB / Gartner, was spun out into a separate, independent entity owned by Marlin Equity Partners as of September 2018.Role: Executive team member responsible for Strategy, Corporate Development, Partnerships and Research for PE-owned business (have also led Product Development, HR and Legal functions as well as Challenger's mid-market Customer Success team at various points)Focus: Creating growth through new products, partnerships, business intelligence, and GTM enhancements

Role: Board Director & Treasurer for local homeless shelterFocus: Creating sustainable long term strategy and efficient financial management

Role: Advisor to CEB's corporate venture capital programFocus: Sourcing, vetting and supporting strategic investments in high growth SaaS companies including Calibermind, Consensus, CrystalKnows, Heighten (acquired by LinkedIn)

Role: Chief of Staff for $1b revenue, 1000+ employee global commercial function (sales, customer success / account management and marketing)Focus: Creating effective, consistent operating cadence and protocols across a large, global workforce; evaluating return on strategic initiatives

Role: Led $5m ARR business serving Chief Human Resource Officer's ~ 70 federal agenciesFocus: human capital strategy, employee engagement surveys

Role: General Manager for eFiling product line @ start-up eCommerce companyFocus: Improve product usability, attract new customers

Role: Co-led CEB’s $15m employee survey businessFocus: Managing customer success teams in support of employee research and analytics projects with Fortune 1000 businesses; providing sales rep coaching and support in pursuit of new customer acquisition

Role: Senior Investment Banking Analyst Supporting Mergers & Acquisitions (CW Downer was subsequently acquired by Alantra)Focus: Performing financial and market analysis, competitive intelligence, deal marketing

Role: Sell-side investment banking analyst - venture capital fundraising for mid and late stage startups; private investment in public entities (PIPEs)Focus: Performing financial and market analysis, competitive intelligence