Helping clients protect their financial future with life insurance, mortgage protection coverage, tax-advantaged retirement plans and annuities.

Defying the haters, and restoring reputations of good businesses that support their customers and communities.

Sales consulting with SMB to grow revenue and build the structure, KPIs, and messaging for long-term sales success.

Sales management of a high-performing SaaS sales team with best practices in sales for today’s world. Created the sales playbook, optimized the sales process, installed new KPIs and dashboards, hired two rockstar salespeople, and provided individual and team coaching to rebuild funnels and set up the year for quota-crushing success. RMS and Solonis deliver smarter cloud Property Management System (PMS) technology in the Americas, enabling millions of bookings, greater revenue and happier guests.

Coached individuals to improve effective results singularly & as a teamImplemented repeatable processes & metrics for selling new business & account managementCreated framework for reporting with my team, later adopted by the organization Created company-wide training on sales techniques, methodologies & how to winOrganizational efficiencies including time management, technologies, & collateral efficiencyResults:Grew revenue WELL above 50% YoY for two years in a very established commodity marketDrastically improved profitability (EBITDA) 3X during my tenureGrew core team from 3-6, managing up to 9 great people in the US and EMEA

At SRi we build, fix, optimize, and enable winning sales teams. From coaching to playbooks, training to process, we optimize sales teams.My role:Coached CXOs & VP Sales on how to drive results, identifying & correcting areas of needGuided executives responsible for 2-200 sales reps & managers to achieve quotas & goalsEnsure sales coverage, territory models & compensation plans align with company goals Assisted 13 clients across 28 engagements in Software, SaaS, PaaS, CMS, manufacturing, eCommerce, Distribution, Accounting, Energy, Rental Equipment, Promotional Marketing, Healthcare, and more.

As an Account Executive, I established and maintained strong business relationships throughout client organizations, with the goal of improving their business outcomes. My team was responsible for helping multiple large clients, including a Fortune 20 company, overcome obstacles to their success. Working efficiently with various internal teams, I am able to package and deliver exceptional service in all aspects of customer relationships. Specifically working with large national accounts, I am uniquely positioned to understand, and help create innovative solutions to the hurdles facing large payer organizations today.