Partner with growth-stage companies in B2B SaaS and tech-enabled services, providing strategic business advisory to Boards and executives in such areas as long-range strategic planning; M&A initiatives; sales, business development, and go-to-market planning; building and scaling operations; risk management and mitigation; digital transformation; and leadership coaching.

(NASDAQ: QRHC) Leadng national provider of waste and recycling solutions, helping customers meet business efficiency, sustainability, and ESG goals.

(NASDAQ: TACT): Leader in software-driven technology and printing solutions for high-growth markets.

(NASDAQ:TSC) Commercial and private bank serving middle-market businesses and high-net-worth clients. TriState Capital Holdings Inc. was acquired by Raymond James Financial Inc. (NYSE:RJF) in June of 2022.

Fourth District of the Federal Reserve, the central bank of the United States.

Large, full-service, regional, independent community bank founded in 1855.

Managed the combined Great Lakes Region business unit—including 500 employees—with total P&L responsibility, working diligently to integrate the entire Summa Technologies business in an aggressive 90-day timeframe to align with CGI’s fiscal year expectations. Expanded business with a key strategic joint customer while leading change and risk management initiatives.»» Led the sale of Summa Technologies to CGI, becoming SVP of a $200M business unit and extending Summa’s capabilities to include nearshore / offshore product development, application outsourcing, and managed services.

Led this digital solutions consulting company, combining human-centered design, technology strategy, and agile software development capabilities to power businesses and deliver engaging customer experiences. Expanded into new geographic footprints and high-growth service areas through identification, leadership, and integration of strategic acquisitions. Championed technology investments with clients in Financial Services, Retail, Technology, Manufacturing, and Healthcare industries.»» Achieved and maintained an exceptional reputation and growth trajectory—listed as an INC 5000 company for 7 consecutive years—expanding the business through organic and acquisition-based growth.»» Built a thriving culture recognized as a Greater Pittsburgh Top Workplace—for multiple consecutive years—by both the Pittsburgh Business Times and Pittsburgh Post-Gazette with similar honors from customers and business partners.»» Launched Summa University to focus on growing and enabling talent across multiple disciplines, committing to the development of Summa’s talent and reputation as a leading consulting partner and top employer of IT talent.»» Consistently maintained enviable retention rates of 90%+ with the majority of new hires joining Summa through employee referrals, reflective of the company’s commitment to culture and giving all employees a seat at the table to share ideas.»» Acquired and integrated high-growth practice areas in Salesforce.com and Product Design.

Established Summa’s presence as a premier services provider in the Pittsburgh region and surrounding areas, developing and executing sales and marketing strategies, driving short- and long-term business decisions, and directing growth planning.»» Built, grew, and sustained performance of a revenue-generating sales operation from the ground up, leading all marketing functions, cultivating strategic partnerships, and managing all phases of the customer acquisition and servicing lifecycle.»» Architected a multidimensional sales infrastructure and implemented the sales processes, tools, and resources critical to catalyzing efficiencies and effectiveness, driving the overall GTM plan to achieve revenue and market share objectives.»» Created strategic partnerships with long-term customers including Crown Castle, Federated Investors, Highmark, PNC Bank, and Sheetz; recognized as a top software group implementation partner through strategic alliance with IBM.