Cynexlink is a fast-growing provider of cybersecurity, IT infrastructure, managed and professional IT services. I am serving as the lead sales producer and also created the processes and methodologies that serve as the foundation for growth.

Acquired by Paycor in May, 2019, Ximble was a cloud-based workforce management system, simplifying employee scheduling and time tracking for small and mid-market businesses. Ximble’s Advanced Scheduling Plan includes payroll integration with ADP, BambooHR, QuickBooks and others. I was proud to join as the 8th employee, pre-series A, and help lead the growth efforts through a successful exit.• Production -- 160% quota attainment 2015, 120% in 2016, 100% in 2017, 120% in 2018• Team building – Hired and managed a full-time, remote team of 14 sales, support and customer success reps• Efficient sales management – Took over sales team training. Accounts opened per sales rep increased 22% per year over 3-years while time spent on weekly meetings was cut by more than 50% • Commercialization – Introduced a structured sales process that yielded a 10-fold increase in both customers and overall company revenues in less than 3 years• Strategic partnerships – Established and/or enhanced partner relationships with BambooHR, Quickbooks, ADP, Gusto, Lightspeed POS, partnerships which grew to account for fully 30% of new clients won• Organizational leadership – Created and led weekly meetings of the 7-person management team, including the CEO, fostering clearer communication, greater coordination and sharper focus on top company objectives and accountability• Cross-functional training – Trained Customer Success and Tech Support reps to recognize and forward sales opportunities. Created the systems and processes to document and service prospective clients and implemented the systems to measure results. Churn decreased by nearly 40%.• Sales forecasting –Led Salesforce CRM implementation, providing greater efficiency, visibility to the sales channel and to reps’ activities

Started a consulting practice focused on SaaS solution implementation and specializing in the counseling of early-stage businesses on growth strategies and initiatives.Engagements included:• Provided sales and marketing strategy to a company with a SaaS solution that connects businesses to non-profit causes and their supporters for a win-win-win relationship resulting in more than 400% growth over 2 year, full-time engagement• Implemented cloud-based property management solution on behalf of a 500+ unit property management company, transforming operations to nearly paperless. 100% of online rental applications and 95% of rents now collected online vs. 0% previously• Advised a financial services company in establishing a new service offering: securing multi-year tax rebates for property owner water usage assessments based on actual vs. Sanitation District’s estimates. First-year revenues to company exceeded $800,000

An investment firm and portfolio consultant on 11 unit investment trust (UIT) portfolios with a specialty in foreign markets. Carried a personal annual production quota of $1.5MM from 2006 forward. 100% to plan 2006, 133% to plan 2007, 67% in 2008 (crash year), 93% of plan in 2009 and 106% in 2010.

Founded in 1980 and headquartered in Westport, Connecticut, Euro Pacific Capital, Inc. is a full-service, registered broker/dealer specializing in foreign markets and securities.

An independent investment firm and industry publisher acquired by Euro Pacific Capital in 2003.

A 140-year old investment firm founded in San Francisco, subsequently acquired by Royal Bank of Canada and combined with Dain Rauscher. Youngest Vice President's Club member in firm history.