Even though I spent my career as an IT executive supporting CRM and marketing efforts for companies like Capital One, Anthem, Synovus, and Shutterfly, I have been focused on small businesses and solopreneurs for the past 8 years. My mission is to bring the tools and practices that make big companies successful in marketing to the small business owner at a price they can afford.Most of my marketing efforts over the past 8 years have been focused on direct-response email marketing - both cold lead generation and prospect nurturing. I am a trained writer and have a lot of experience creating email and funnel copy. To round out my toolset, I have developed skills in animation, graphic design, and video creation/editing.Working with Clickfunnels and marketing automation is definitely my specialty. I have been building in Clickfunnels for over 5 years and developing marketing automation for over 8 years.

Partner in charge of all technical work, marketing, funnel development, financials, training development, and a major content contributor.

Design marketing strategies, created funnels, email copy, drip campaigns, advanced spreadsheet work, and application integration. Functioned as COO.

Design, development and administration of their Mozenda and Salesforce environments.

Design, development and administration of their Mozenda and Salesforce environments.

Design, development and administration of their Salesforce environments.

• Led a successful effort to install and implement Unica CRM across all brands• Successfully built a highly experienced team of data integration and business intelligence talent• Deliver major BI/DW projects that support the realization of cumulative EBITA gains in excess of $50 million • Drive strategic direction of BI/DW, introducing real-time data integration, agile project management, big data capabilities and self-service BI

• Implemented ITIL-based processes for incident, problem and change management• Managed a staff of over 50 FTEs and contractors• Implemented off-shore support model• Led a successful effort to load-balance the main production business intelligence environment

• Drove MCIF migration project to successful completion in 6 months; project had been stalled for 1 year previous. • Initiated, authored requirements, and sponsored completion of major revisions to ETL process for MCIF system resulting in 25% improvement in accuracy of householding algorithm.• Automated weekly corporate rate analysis processes, cutting preparation time by 75%.• Created previously unavailable data feeds for marketing programs including onboarding, cross-selling, and prospecting.• Cut data service costs by $150K/year through migration of external data to cost-effective vendor

• Managed 18 month project to develop a new consolidated claims data warehouse with a budget of over $5 million• Supervised the work of 9 on-site contractors• Responsible for project plan, progress reporting and customer interactions• Supervised and auditing practice billings and work orders, reducing budget variances from average of 25% monthly to less than 10%.• Developed complex spreadsheets to analyze revenue and utilization data for Healthcare Payer practice, transforming labor-intensive process requiring several days into automated process requiring only minutes/week.

Trigon:Led formation and development the data warehouse and business intelligence services organization, and sponsored creation of data delivery infrastructure facilitating integration of disparate data sources into homogenous business intelligence environment. • Designed and led comprehensive Business Intelligence strategy and implementation plan. • Led Trigon to Anthem technology integration team, delivering $5.5M in synergy savings in year 1.BCBSGA:Spearheaded all IT operations for GA Blue Cross/Blue Shield. Directed large team in development and support of all software. Formulated application technology strategy as key member of senior staff. Implemented increased project management rigor and realigned staff for improved project execution, growing on time deliveries from -50% to 75%+ in 12 months. • Successfully implemented 2 application migrations from legacy BCBSGA software to WellPoint corporate standard.• Dramatically turned around staff morale through weekly meetings and staff appreciation events.

Recruited, hired, mentored, and directed in data warehouse architecture, data modeling, metadata, data warehouse tools, business intelligence tools, and overall decision support strategy.• Designed and implemented 1st Capital One data warehouse, a key factor in winning of Gartner Excellence in Technology award.• Developed strong vendor relationships with HP and Oracle as Capital One project extended boundaries of data size and execution speed. Appointed to Oracle BI customer advisory and was invited to speak at Oracle Master’s conference.• Innovation of information-based strategy received national attention resulting in numerous interviews and speaking engagements with Computer World, Information Week, TDWI, and DAMA.