Softdocs is the leading provider of document management and process automation solutions for higher education, K12, and government institutions. Founded in 1998, we partner with nearly 1000 organizations to provide secure and compliant forms, workflows, esignatures, and content storage to enable the public sector to do more with less. Softdocs is a rapidly growing, private equity backed SaaS company that is consistently voted a top place to work due to our commitment to client success, employee success, and inclusivity.

Liaison acquired TargetX in October 2020. Liaison is a private equity backed SaaS edtech company that helps colleges and universities recruit and enroll best-fit students with improved outreach, application, and enrollment processes. More than 7,000 programs rely on Liaison's family of solutions including marketing automation, enrollment, and AI software and services to reach prospective students, streamline administrative tasks, and create exceptional experiences for students across the full enrollment cycle—from first interest to alumni.

TargetX is a private equity backed SaaS product company and Salesforce.com ISV partner (acquired by Liaison International in October 2020). Responsible for all go-to-market and revenue performance including marketing, sales, client success, and revenue ops. The company’s enterprise CRM helps colleges build relationships with their most important constituencies, including prospective students, current students, and alumni. With its 20-year reputation for innovative technology and industry expertise, TargetX has become one of the most trusted CRM providers in higher education.

Head of sales, marketing, and partnerships. Exponent Partners is a Salesforce.com systems integrator (SI) and makers of Exponent Case Management (enterprise SaaS solution) that helps nonprofits and NGOs use CRM to expand capacity, improve reporting, further missions, and increase impact. We've successfully delivered over 900 projects in our 10-year history as one of the leading SI partners of Salesforce.org. Our solutions have addressed needs across the nonprofit enterprise, including fundraising, enrollment, student data management, client case management, and organizational outcomes management.

Founding COO: 2009-2012Board Member: 2012-2018Advisor: 2018-presentBeyond 12's mission is to increase the number of first generation, underrepresented and low-income students who graduate from our nation’s colleges and universities. Beyond 12 has developed a robust alumni tracking platform on Salesforce.com (winning a Force For Change grant from the Salesforce Foundation), a Facebook student engagement application, and a personalized coaching service that helps hundreds of high schools, institutions of higher ed, and student support organizations across the country ensure that students succeed in college.

Subsidiary of MRU Holdings, NASDAQ: UNCL. Highest ranking executive reporting directly to the board (parent company). Embark was formerly a Princeton Review business division and a leading provider of admissions solutions (CRM) to institutions of higher education in a SaaS model. Led the launch of Embark as a separate company following the sale of the Embark assets from The Princeton Review to a then NASDAQ student loan company. During leadership tenure, Embark had over 100 employees with clients that included Harvard, Princeton, Brown, Michigan, University of Texas, University of California, London School of Economics, and hundreds of other top colleges and universities.This represented the last stage after 10 total years with the Embark business through two exits. Held president position from 2007 to 2008. Prior positions listed below.

NASDAQ: REVU. Led implementations, client success, support, sales engineering, and training within the Admissions/Higher Ed Division, including SaaS admissions CRM (Embark), SaaS K-12 college counseling software (ECOS), and supplemental counseling services for underfunded K-12 secondary schools (staff of 25 college counselors in Colorado and Texas). During this time, The Princeton Review was a publicly traded (NASDAQ) ed and ed tech company focused on test prep, K12, and higher ed. Was part of the post-merger leadership team after the acquisition of Embark, and the leadership team that led the sale of the Embark business to MRU Holdings, resulting in the launch of Embark as a separate subsidiary of MRU Holdings.

Embark.com was a venture (VC) backed SaaS solution that provided recruiting and admissions solutions to hundreds of colleges and universities. Investors included DCM and Norwest Ventures. Led all customer implementations (over 500 projects) with a team of over 50 employees. Embark was acquired by The Princeton Review in 2001.