Comprehensive examination of strategic, commercial, and financial support during the process of deploying new or existing products to market. Bringing expert insights based on more than 20 years of sales and GTM experience. Rating and reviewing market analysis, channel mapping, distribution alignment, and go-to-market planning.

During this tenure, I spearhead strategic sales, marketing, and client success initiatives for a rapidly growing fintech organization, enhancing financial well-being management solutions. I cultivate and diversify target markets to include education and manufacturing sectors aimed at broadening the company's impact. I execute a robust direct sales force and recruitment of senior leadership roles to fortify market presence and operational efficiency. I lead the integration and procurement of key tools, such as HubSpot.Key Accomplishments: • Elevated MRR from $42K to $435K+ through strategic partner management and new partnerships, with forecasts projecting over $1.2M MRR by December FY 2024.• Boosted platform adoption by 47% via mutually beneficial propositions for employees and employers.• Drove process improvements in the "quote to cash" cycle, resulting in significant enhancements for efficient prospect engagement and transition to client success.

ShieldCo is the Visitor, Identity, and Risk Management SaaS company, providing cloud-based solutions to manage visitors, employees, workspaces, and beyond. Shieldco is backed by PSG, a growth equity firm. PSG was recently named to Inc.'s 2021 List of Founder-Friendly Investors. This partnership provides us with the financial strength to assist middle-market software and technology-enabled service companies. Helping them navigate transformational growth, capitalize on strategic opportunities and build stronger teams. PSG has backed more than 85 companies, facilitated over 325 add-on acquisitions, and raised over $10 billion in capital since 2014.

Chief Executive Officer, 2016 – 2021City Advisory Board Chairman, 2018 – 2023I lead the transformation of struggling 501(c)(3) organization and optimized reach and impact across 10 major cities by transitioning to a respected non-profit leader in assisting individuals and families out of homelessness. I directed organizational strategy, operations, development, marketing, and partnerships. I generated non-profit partnerships from <35 to 175+ and industry partnerships to 45 through partner programs, while designing effective marketing materials. I devised a hiring model that curtailed the continuous financial drain in sourcing specialized talent. I initiated City Advisory Board (CAB) program in five targeted cities, fostering community engagement and a sustainable support structure. I championed adoption of industry best practices within the non-profit sector and created an ecosystem for operational excellence and resource optimization.Key Accomplishments:• Successfully guided S2S through revitalization, program growth, and operational change, while acting as Board Chairman until December 2023.• Expanded revenue streams by 1,500%, resulting in millions of dollars in annual revenues from 2016 to 2020.• Pursued "designated charity" affiliation with a prominent industry association, NMHC, leading to a $300K partnership.• Initiated annual fundraising gala and established a corporate sponsorship program, increasing contributions from less than $10K to $400K+.• Sought out and obtained foundation grants, boosting funding to $250K+ within 18 months.

I supervised sales initiatives and cultural transformation, managing a diverse team of 90+ professionals across North America and EMEA. I steered implementation of sales plans for data solutions, security services, and marketing services. I guided representatives in establishing enduring relationships with Neustar's key accounts. I cultivated ethos of diligence and honesty, bringing diverse groups and inspiring teams to excel, while attaining low attrition rates and promoting team members. Key Accomplishments:• Elevated company revenue from $442M to $750M+, surpassing revenue targets and sales goals.• Recognized with the CEO Award in 2013 for exceptional leadership during the company's structural transformation.• Pioneered go-to-market strategies that substantially increased lead generation and conversion rates.• Boosted sales and services team growth to 140+ members with a 20% surge in EMEA.• Led 31% increase in diversity and enhanced success rate by 27% through solution selling and target account selling methods to infuse structure and focus in sales operations.

Promoted into this role to innovate and drive North American strategy for fast growing Data Services sales division. Directed all marketing activities. Identified marketing opportunities and developed new projects. Played key role in development of corporate three-year and five-year business plans. Directly managed major existing accounts, critical developing clients, customer success and professional services organizations.IMPACTIncreased revenue from $300M to $442M; grew sales force from 31 to 50 people. Shifted account management methodology, segmenting teams by account type versus geography. Involved product marketing team on sales calls, enabling hands-on understanding of specific client needs, product stability and uptime, a company first, as well as facilitated potential joint marketing promotions. Exceeded and/or met all revenue and bookings goals; recognized Circle of Excellence winner every year.

VoIP was growing rapidly in the industry and technology needed to adapt to accommodate new advances and customer needs. Brought in to 1) work closely with product team to adapt solution to target a new generation of voice operators, as well as close gaps in solution sets to customers; and 2) transition sales team mindset from transactional to strategic long-term relationship based view. Set strategy, sales and marketing programs. Directed operating budget, and all advertising/promotional activities. Established and maintained relationships with industry influencers and key strategic partners.IMPACTBuilt team that focused solely on multi-system operators, growing revenue from ˂$10M to $113M+, including winning an $85M contract with Time Warner Cable, the largest single commercial deal in company history. Grew team from 18 to 31, transitioning it from a transaction-focused entity to a high performance, strategic and relationship-driven group.

Sales Director, Western US Region 2002 - 2003Senior Account Executive, Texas – NightFire Software (now Neustar) 2000 - 2002

Sterling Software made business software for data storage management, systems management, applications development, and business intelligence and also engages in consulting for the federal government.

Hired into software development tools company with no experience in selling technology software, and quickly rose to one of the top sales reps, including selling one of the most complex products (Performance Studio) to a telecommunications company over the phone, a feat never before accomplished in the company. (Rational Software, now IBM). Rational provided a software development tools platform for J2EE, .Net, Linux and other environments, and about 600,000 programmers use Rational tools, before being acquired by IBM in December 2002.