Building and launching Renewance Connect into the leading software platform for end-to-end lifecycle management of batteries for grid-scale stationary storage operators and electric vehicle manufacturers.

Recruited as the first general manager for the 20-country Latin American region (Mexico to South America, including the Caribbean). Direct management for a 14-person international organization and a $10M P&L. Set the vision for creating a $100M business unit in three to five years

Hired to consult on sales, marketing, M&A, channel-strategy and International Go-to-Market strategies. Focused on B2B Software & Services companies ranging from startups, PE-backed growth stage and small-cap publicly traded.• Negotiated and executed acquisition of an international distribution partner for a publicly traded automotive aftermarket company.• Advised CEO for a growth stage software company in the nuclear power generation industry on growth and finance strategy in preparation for an M&A event. • Crafted go-to-market strategy for a private-equity investor’s concept for electric vehicle hardware and software-as-a-service

Fundraised over $500K to start and operate a lower-middle market investment vehicle focused on a single $3-6M EBITDA business operating in the B2B software or services space to buy and operate directly as CEO.• Fundraised 2.5 years of operating expenses from 21 institutional, family-office and high-net-worth individuals to enable entrepreneurship through acquisition (ETA) aka "traditional search fund entrepreneurship".• Led quarterly cohorts of top-tier analysts to construct a robust private equity sourcing and diligence platform.• Sourced and analyzed thousands of companies resulting in hundreds of indications of interest (IOIs) and several negotiated letters of intent (LOIs).• Pitched and built trust with hundreds of business owners on ability to directly buy, operate and grow business resulting in over 90% conversion ratefrom initial conversation of qualified prospects.• Led due diligence, including financial analysis, Quality of Earnings reporting, and valuation modeling to validate investment decisions.• Presented deals under LOI to prospective lenders and investors to raise almost $7M of investment debt and equity.

Orchestrated market development and execution of commercial business into a nine-figure sales pipeline for battery-electric bus sales to university, airport and corporate verticals accounting for 20% of total addressable market. Leveraged insights from the sales field to create the first strategic product marketing function to align the product roadmap with the market and better communicate the benefits of the Proterra technology stack to the transit market.• Built commercial sales from zero to $30MM in revenue over three years.• Exceeded sales quota by over 200% for entire North American territory by third year.• Penetrated billion-dollar commercial market, selling battery-electric buses to university, airport, and corporate clients.• Managed cross-functionally across business development, commercial finance, proposal and service teams to develop solutions specific tocommercial customers.• Implemented Go-to-Market Strategy for all new product offerings based on voice of customer research resulting in two new product launches andover a 100% increase in inbound customer interest.

Founded and developed the B2B/fleet program in the US and Canada into an eight-figure order book of incremental sales for a single product within the first year. Led multi-disciplinary teams across sales, service, finance, marketing, communications, delivery and product development to ensure relevant solutions were developed.• Built and executed the fleet go-to-market strategy resulting in incremental, eight-figure revenue with increased profit margin per-unit-sold versus the retail sales channel.• Navigated complex, corporate sales cycles by establishing and building relationships with ecosystem of gatekeepers and stakeholders resulting in increased mindshare of Tesla’s electric vehicle value proposition.• Led the field sales management team in generating demand from influential C-level end-users at corporate fleets.• Managed sales pipeline via Salesforce CRM resulting in accelerated near-term unit sales potential, while nurturing and educating long-term volume customers.• Created sales-channel partnerships with fleet management and leasing companies resulting in decreased cost of customer acquisition and an integrated solution sales process.

Led project management and engineering of equipment used to manufacture, test, transport and launch commercial and defense satellites. Managed material and labor costs of internal personnel and external suppliers. One of 25 midcareer professionals selected for corporate High Potential Leadership Development program (HiPO).• Managed multidisciplinary teams of technical, business and shop floor personnel in executing hardware and logistics requirements in support of satellite manufacture and launch schedules. • Coached team of five structures engineers resulting in on-time delivery and 100% first-pass quality of analysis.• Led employee survey project for division President identifying executable strategies for business improvements.

Designed and analyzed aerospace structures. Co-led Boeing Young Engineers Team’s university relations initiative.• Resolved structural anomaly investigations on manufacturing floor involving flight and ground equipment in support of time-critical satellite manufacturing and testing operations.• Performed design trade study and structural optimization analysis on aircraft structures reducing weight 20% over preliminary targets for production components.• Piloted a program pairing university students with Boeing engineers on real world industry R&D problems as part of the Boeing Young Engineers Team; achieved buy-in from senior management.

Conducted market due diligence in the medical equipment space for a potential investment critical to growth strategy. Evaluated and optimized marketing investments within existing product lines. • Evaluated inorganic investments in a $200M market to expand existing product portfolio in US and Europe.• Identified competitive positioning for organic growth via high level strategic plan.• Utilized Voice of Customer primary research methods via international and domestic customer visits, cold calling, and online surveys to gain a proprietary viewpoint on the market. Developed actionable market segmentations based on geography, equipment, customer facility and end-user workflow.• Analyzed existing marketing lead and sales conversion rates across various marketing methods in order to execute a data-driven decision on designing future marketing campaigns.• Led marketing department to rapidly implement online marketing campaign consisting of direct email with product training content to engage and nurture prospective customers from lead to sales opportunity.

One of four employees selected from over one hundred Boeing employees to take a professional leave to conduct United Way duties. • Promoted and sold the mission of “Creating Pathways out of Poverty” via workplace giving campaigns. • Managed campaign strategies for over two dozen corporate account producing over $5M in donations.