Building out a new market for the worlds largest and most innovative exchange for insurance

GXA accelerates organizations towards rapid growth by building strategic go-to-market capabilities. We specialize in guiding companies onto an upward trajectory by leveraging technology and innovative practices.We work alongside you, turning visionary strategies into tangible results, ensuring you not only scale but also meet and exceed your customers' expectations. Selected Projects:• Fintech Growth Acceleration: Reconceived the value proposition of a growth-stage fintech firm, shifting from a product-centric to a benefit-driven narrative, enhancing market appeal with data-backed messaging.• Data/AI Market Re-entry: Shifted seed-stage data/AI company’s product-market fit by reevaluating industry targets, value propositions, and product capabilities for refined market alignment.• Supply Chain Expansion: Strategized with a growth-stage supply chain entity to extend their market reach. Redefined the target market, realigned stakeholder prioritization, and laid groundwork messaging and processes for sustained growth.• AI Platform Positioning: Provided both strategic counsel and crucial industry connections for a seed-stage AI platform, facilitating a redefined product-market fit and expanding business opportunities.Let us help you better deliver on your customer needs.

Development investment company focused on community-enhancing projects. Pescadero Tennis Club Opened: Q4 2023.

IBM (NYSE: IBM) is a technology company dedicated to help organizations thrive by leveraging the principles of design thinking, co-creation and agile iteration to unleash the power of cloud technology, data and AI.As the General Manager, Financial Services Industry, I am responsible for how we serve our global financial services clients. In this rapidly evolving landscape, business and technology strategy and execution need to be optimized and our team helps clients do just that. The complexity of technology can be daunting for many senior executives. My success as an IBM executive leader has derived from my strengths as a strategic technical advisor, and my ability to show ‘non-technologists’ how tech can be used more effectively to improve businesses and make customers happier.In the role, I bring a unique mix of business strategy expertise, technical programming knowledge and leadership skills that I combine to drive strategic innovation and execution in financial services. Through my leadership, our teams leverage the full suite of IBM capabilities to transform business models and processes. Ultimately, vision and innovation are nothing with strategic direction and execution. At IBM, I have achieved the following highlights:• Drove growth in IBM Financial Services Market by leading team of CTOs for 50 of IBM's largest Financial Services clients.• Built IBM Food Trust from concept to 50+ customers (e.g., Walmart, Dole, Driscoll’s, Golden State Food), from strategic vision to full production version.• Developed industry-leading blockchain solution governance framework and policy.• Started incubator for top solution ideas including supply chain optimization, food safety, document workflow, KYC, and others.• Closed first IBM financial services Watson (Artificial Intelligence) saleTo find out more about how I can support your business’s digital transformation, please connect with me here.

Drove single digit growth leading team team of Client Technical Leaders/CTOs for 50 of IBM's largest Financial Services clients. Responsible for working as strategic technical advisors to our clients to help optimize the investment in technology to drive the best possible business results. Improved NPS/client satisfaction +7% by elevating go-to-market approach to focus on business-driven digital transformation and technology strategies for evolving client needs

Responsible for driving strategic innovation and execution to transform business models and processes in financial services by leveraging the full suite of IBM capabilities. Improved NPS/client satisfaction +9% by enabling sales force with market-relevant tools to address key industry-specific opportunities. Partnered with sales teams and customers to evolve and optimize

Built IBM Food Trust from concept to full production offering with 50+ customers (e.g., Walmart, Dole, Driscoll’s, Unilever, Nestle) and 100+ employees. Developed client and partner ecosystems and industry-led Advisory Council. Developed key relationships and signed initial 12 Foundation Program members prior to building sales teamIBM Food Trust is a collaborative network of growers, processors, wholesalers, distributors, manufacturers, retailers and others enhancing visibility and accountability in each step of the food supply. Powered by the IBM Blockchain Platform, IBM Food Trust directly connects participants through a permissioned, permanent and shared record of food origin details, processing data, shipping details and more.

Responsible for driving the growth of Blockchain for IBM, including leading partnerships, alliances, acquisitions and ecosystem development - Including successful Walmart Food Safety pilot (June 2017) and recently announced Food Safety collaboration (including Dole, Driscoll's Kroger, GSF, McCormick and Company, McLane Company, Nestle, Tyson Foods, Unilever and Walmart) and Maersk trade/supply chain partnershipBlockchains are an emerging technology pattern that can radically improve banking, supply-chain and other transaction networks, giving new opportunities for innovation and growth while reducing cost and risk.

As a member of IBM’s senior strategy team, driving efforts to define IBM’s next phase of revenue growth. Leading multiple teams exploring opportunities for IBM to leverage existing data and analytic capabilities as a foundation to innovative opportunities across multiple industries/domains (e.g., Banking, Digital Marketing). Responsible for identifying and scoping growth opportunities including identification of potential M&A targets and due diligence support• Member of Enterprise Risk Management Executive Council

Managed global team for the IBM Citigroup relationship (one of IBM’s top global accounts). Responsible for selling the full breadth of the IBM product line (hardware, software, services, SaaS). Drove increasing focus on new areas of opportunity including Cloud/Utility Computing, Big Data/Analytics/Artificial Intelligence and Transformation• Achieved 100% Club and Sales Eminence Award (2013)

Responsible for identifying and growing new areas of opportunity. Results included closing first IBM financial services Watson sale. Other areas of innovation included Big Data/Analytics, Security and Transformation• Achieved 100% Club and Sales Eminence Award (2011)

Drove analytics-focused transformation efforts in IBM. Primary focus was development of strategy for IBM’s 2015 roadmap and the analytic tools and models designed to support ongoing execution

Drove analytics-focused transformation efforts in IBM. Primary focus was increasing sales productivity through innovative use of business analytics to prioritize, enable and measure/ manage cross-IBM growth initiatives

Responsible for development and execution of Honeywell (NASDAQ: HON) strategic plans for access control and video surveillance businesses, with a focus on increasing demand and improving segment targeting and negotiating OEM contracts

Grew established US account base by over 10%; increased AP base with 60% of 2003 customers new additions. Expanded into new client industries (e.g., gaming)Territory: US, San Francisco, Asia Pacific, and Latin America

Developed independent strategic consulting business looking at growth and innovation opportunities leveraging technology. Clients included start-ups, established CPG, IT companies, etc.

Led Business Development efforts to introduce content streaming network capabilities. Signed first major partnership/deals with Sun Microsystems and Digital Island. AppStream subsequently acquired by Symantec

First marketing hire for early-stage startup; developed market plan, overall product strategy and funding presentations (closed $5.5M in Series A funding). Pivia subsequently acquired by Swan Labs, now part of F5

Managed teams of consultants and clients focused on strategic, operational and organizational transformation initiatives. Developed relationships with leaders at all levels of client organizations to help drive these initiatives. Specific focus included financial services and technology

Helped drive rollout of Japan’s first digital celluar system with management of the testbed and software releases

Designed and developed a scheduling system with EDI capabilities as a member of a cross-functional team