Today, I’m the CEO of Platinum Cubed, a firm providing custom Salesforce solutions for real estate & financial services businesses. I’m 7X Salesforce certified, and I spend my days working hard to lead our team, grow our business & deliver exceptional results for our clients. I’ve built SF solutions for mortgage lending, real estate investment, property management, private equity, insurance, accounting & just about any other kind of financial services application you can list.I know the industry inside & out, and I know what it takes to help companies overcome challenges and achieve the kind of sustainable growth they want.But it’s been a long road to get here. I started as a front desk receptionist & I’ve learned a lot along the way. I’ve learned what matters (and what really doesn’t) and adopted a few principles that guide my personal career & form the foundation for the work we do at Platinum Cubed.#1 Always do the right thing, not the easy thingIt’s so easy to cut corners, to settle for “good enough”, or to hide behind what’s “technically required.” That’s not for me - or for P3.I do what’s right for my employees, and what’s right for our clients. At P3, We never settle for what’s easiest (or what’s best for us). We go above and beyond to deliver exceptional service and solutions that are right for our clients – no matter how hard it is.#2 Intentionally add value to people’s lives (and businesses) dailyHelping people succeed by intentionally adding value is my favorite thing to do. It’s what gets me up and working every morning.I add value to the lives of our P3 team members by treating them as whole people – not resources – and finding ways to support them both in their careers and other facets of their lives.I add value to our clients by taking the time to understand where they are today vs. where they want to go - and then designing solutions that meet their needs, fit their budget & deliver maximum ROI.I add value to the SF AEs we work with by sharing my industry expertise & helping them understand how SF really helps customers get better results.#3 Balance is non-negotiableThis is the reason I started P3. I ran so hard and so fast for so long. I had success, but I was worn out & not enjoying my life. And I saw the same thing in so many of the people around me.I founded P3 because I wanted a company where people could make a good living while still maintaining balance and having time and energy to take care of themselves and enjoy friends, family, and hobbies.Want to know more about me or P3? Let’s connect!