Treforma is a passive income proprietorship with a focus on real estate, property management, and projects specializing in antique home restorations and designing and building exterior living spaces.

SOCi is a social media MarTech platform that leverages AI to provide data analysis and automation solutions specifically for helping multi-location brands (like Ace Hardware, Jersey Mike's, and Ford) manage their local digital presence across various social networks. The SOCi platform offers marketing-focused workflows, approval processes, and analytics tools consolidating data from search, social media, reviews, surveys, and chatbots; integrating with popular social/ad networks.I joined SOCi during a critical high growth phase as a key member of the R&D Team. I played a vital role in establishing and scaling the Product Management and Engineering functions at a time when the team and company were more than tripling in size. My responsibilities centered around developing and executing an innovative Agile strategy to align and scale SOCi's Product Development Life Cycle (PDLC) and Software Development Life Cycle (SDLC) activities and teams. Leveraging industry-leading tools such as Productboard, Pendo/Gainsight PX, FullStory, Jira, and Confluence, my team implemented comprehensive practices covering documentation, product planning, development, release strategy, program management, go-to-market (GTM) readiness, and cross-team coordination. By integrating these practices with team, departmental, and enterprise OKRs (Objectives and Key Results), we ensured a laser focus on achieving desired outcomes.

SequentAll is a resource identification and work management solution specifically engineered to achieve enterprise agility employing both Product-Led and Software as a Service (SaaS) GTM models. I joined SequentAll at the pre-seed stage, tasked with defining the product and service business from the ground up; synthesizing analysis from internal and external resources into product and feature concepts aligned with the broader product and business strategy; including but not limited to product positioning, voice-of-customer feedback, competitive landscape, commercial strategy, market opportunity valuations, UI/CX/UX, development timelines and investment requirements. Also, defining the business infrastructure for a successful launch and post-launch operations, driving ongoing product strategy, including sales, marketing, product marketing and go-to-market plans; and thought leadership materials. Hosted UI/UX research sessions leveraging low-fidelity prototypes created with Balsamiq.

Intrado is the rebranding of West Corporation after being acquired by equity investor Apollo Group and includes the restructuring of the IP Communications and Conferencing divisions to a single entity. As a seasoned leader in product management, product development and analysis, I was tapped to lead and mentor a new global team (USA, EMEA, APAC) supporting UC, UCaaS, and CCaaS products. We each performed Product Owner and Scrum roles, maintaining and coordinating resources for multiple product roadmaps to ensure timely and high-quality delivery of releases. We leveraged Agile ceremonies and cross-functional team leadership to operationalize launches and manage all go-to-market activities. Using data analytics tools like Excel, Tableau and Power BI, we provided recurring and ad hoc data analysis, delivering reports via dashboards and other tools. With collaboration and communication tools like WebEx, Microsoft Teams, and Zoom, we ensured seamless communication throughout the organization and with OEM partners.

A key member of the Product Team, I leveraged strong communication, problem-solving, and cross-functional collaboration skills, to integrate acquired products and services into existing offerings or developing them into new brands. I utilized analytical abilities to drive operational planning, business insights, and the measurement of key performance indicators to drive strategic decision-making on whether to combine acquired solutions with other products or to transform them independently. With a spotlight on systems and labor resolutions, my expertise in product road mapping, product development, and process improvement contributed to successful integrations and transformations. This resulted in the role being expanded multiple times throughout my tenure.Additionally, I effectively managed the end-of-life stages and activities for acquired products not selected for integration or transformation, with some programs spanning multiple years to meet revenue preservation and stabilization goals. With a focus on driving results, I also brought extensive experience in Salesforce.com and sales enablement environments.