Consult to Five Arrows Capital Partners as a subject matter expert for go-to-market issues. Collaborate with portfolio management teams and private equity sponsors to advance value creation plans, implement operational improvements and achieve strategic objectives.

In December 2021, Accel-KKR closed the merger of CA-based Mavenlink and London-based Kimble Applications to create Kantata: a purpose-built, verticalized cloud solution that helps professional services organizations win more business, ensure the right people are always available at the right time, and delight clients with product delivery and outcomes.As CRO, I was responsible for accelerating growth and scale for this industry-leading, vertical solutions provider. I did this by leading the global "SMarketing team" for two years, which incorporated sales, marketing, account management, and BDR teams.I moved to an advisory role in fall of 2024.

On January 17th, 2018, Thoma Bravo acquired Motus, LLC and Runzheimer International - leaders in the mobile workforce technology space. As more drivers took to the road to do their jobs, fleet solutions flourished into a $2+ billion industry, and integrating Runzheimer's 80+ years of expertise with Motus' cutting-edge technology empowered true mobile workforce optimization. In 2021, we added Perimira as a strategic investor, with a valuation that placed Motus as the 7th best-returning investment in Thoma Bravo’s history.As CRO, my job was to lead the integrated sales, marketing, and customer success teams that served over 500k end users each work day. In each of my years with the company, we grew organic revenues by 18-20%, executed a number of strategic M&A deals - and we significantly cut operational costs to produce world-class EBITDA margins, too.

* As CEO for the Americas, I led all commercial and operational activities in the region, and held ultimate P&L responsibility for this 165-person business unit. My direct reports included the heads of sales, services, and customer success, with regional oversight of HR, Finance, and IT.* At hire, this $106M company was looking for significant growth in the US, Canada, and Latin America. They’d had no significant revenue growth in the region for 3 years, and was operating at negative margin.* In my first year at Bravo, I grew revenue in the region 37%. Simultaneously, I implemented cost savings strategies that made the region the second-largest margin contributor in the world.* Collaborated with 8 global peers to implement an American-style, SaaS-oriented sales and operations culture in what had operated as a consulting-oriented Italian-based company for 17 years.* Redefined job responsibilities and go-to-market strategies to increase number of salespeople making quota by 225%* Success in the region created enough shareholder value to successfully position the company for sale to a PE buyer; a process that had failed twice prior to my tenure in the region, and culminated in the sale of Bravo to Accel-KKR in January of 2018.

Workplace Systems helped retail, hospitality, restaurants, bars, and transportation organizations to create smart schedules that drive revenue. It was held by private equity company Lloyds Development Capital. My work establishing the UK-based company's presence in the Americas was directly responsible for creating a company valuation that allowed for a successful exit. In June of 2016, Workplace Systems merged with WorkForce software to become the second largest Workforce Management company in the world. As VP of the Americas, I was responsible for the company's revenue and growth plan in the US, Canada, and Latin America - leading a team of 62 Americans. Highlights include:* Turning region from lowest-performing to 68% of global new client wins in first year on job* Shortest sales cycle of any region in the world; 22% faster than next best performing global region.Significant growth was driven through social selling (LinkedIn SSI score is top 1% of technology sales professionals), and content-based marketing (77% of my LinkedIn content in 2016 was featured on a LinkedIn Publisher channel, including 13% as site-wide "Editor's Picks.") Having established Workplace as the leading provider of Smart Scheduling solutions in the US, I've been invited by Congress, the White House, and a variety of state and local government agencies to provide insight on legislation that impacts the use of technology by retailers.

* Led Runzheimer's national business development team in the advancement of their $62M SaaS based product sales. Managed team to assigned revenue, profit and contribution quotas- 2011 new business growth 178% over 2010 performance- 2012 new business growth 21% over 2011 performance- 2013 new business growth 20% over 2012 performance* Identified, hired, developed, and led Commercial Field Sales, Government Sales, Healthcare Sales, and Inside Sales teams. - 2011: Grew number of team members making or exceeding quota by 32% over 2010- 2012: Grew number of team members making or exceeding quota by 50% over 2011* Defined target accounts, strategy and execution of account planning to ensure successful team goal attainment. * Managed revenue forecasting process with 94% accuracy in 30-60-90 day projections.* Collaborated with marketing, product development, and implementation teams to develop strategy and execute on cloud sales and support programs. * Introduced Runzheimer to new tactical field marketing programs, doubling number of leads for the product suite. Built inside sales team from scratch, which identified 62% of all active opportunities.

* Directed a five-office, 16-person sales and marketing team in the advancement of West Monroe Partner’s $47M business. Managed team to assigned revenue, profit and contribution quotas- 2010 revenue growth 38% over 2009- 2011 revenue growth 42% over 2010* Recognized among top 10% of people managers at the firm, based on a rigorous 360 review process. * Created and executed go-to-market strategies for 17 lines of business, spanning software and services offerings in seven key industries (Banking & Insurance, Capital Markets & Trading, Energy & Utilities, Healthcare, Manufacturing & Distribution, Professional Services, Private Equity, and Retail).* Managed the sales integration and onboarding of one acquired firm and one newly-launched office in 2010.* Designed business development objectives and related compensation for sales and co-owners/partners of the firm, conducted ongoing performance monitoring and coaching in achievement of targets.* Sponsored and developed sales training program for 250 customer-facing professionals of the firm.* Managed media and public release of exclusive strategic global alliance with BearingPoint Consulting.* Directed re-branding/go-to-market messaging initiative strategy for the firm, including web, print, social media, and PR strategies.* Business owner of CRM, Salesforce Automation, and Sales Forecasting tools.* Oversaw redevelopment of end-to-end customer experience, incorporating a portfolio of 72 sub-projects that resulted in consistent branding across the business.

MANAGEMENT SKILLS* As “player coach” for 8-person sales team, created operational plan for a $15M business unit.* Recruited and mentored 9 new sales reps and 2 sales engineers. • Ran Client Development Academy, a monthly seminar series provided to employees of professional services firms. The training in business development techniques also is a lead generation tool for LexisNexis CRM and Analytics products and services.• Prolific keynote speaker at industry conferences and events in areas of marketing, social networking, and Web 2.0 technology as they related to business development, CRM, eMarketing, and business intelligence/analytics.SALES SKILLS* Top salesperson on team in number of transactions for all years employed. * Received LexisNexis “Total Practice Solution” Top Deal of The Year Award in 2008.* 98% client retention rate, measured by maintenance and support renewals.* Key account wins at Huron Consulting, Navigant, BDO Seidman, Ernst & Young, Duff and Phelps.* Established LexisNexis’ presence in nine “new and emerging” non-legal markets; led market research, direct sales, solution definition, and sales enablement. * Represented sales constituency in LexisNexis CRM and Analytics innovation/product roadmap/product development efforts.

MANAGEMENT SKILLS* First employee in 13-state Midwest Sales Region, grew to team of eight.* Mentored 10 new-hire SEs, developed Intraspect’s quarterly “SE Summit” training program.* Developed Intraspect’s “Customer Intimacy Program” for client satisfaction, cross-sell/up-sell identification.* Established and managed various technology partnerships.* Led Intraspect’s in-house competitive intelligence analysis.SALES SKILLS* 100%+ quota all years employed.* Recipient of Vignette’s “Get Smart” sales award for collaborative knowledge management, project management, and business intelligence tools.* Recipient of Intraspect’s “2000 All Star”/Employee of the Year award, repeated in 2003. * Average win-rate of one new client per month. * Key industries included Advertising/PR, Consulting Services, Financial Services, and Telecommunications.* Developed extensive product collateral, marketing messaging, and field-developed products.This experience began at Intraspect Software, which was acquired by Vignette in January 2003.

MANAGEMENT SKILLS* Release Manager for V 6.1.01 of SSA’s flagship Supply Chain Management and ERP Product* Designed, planned and project managed implementation of SSA’s global knowledge management portal and document management system* Contributing member of reorganization task force; downsizing a 3,000 employee organization to 1,200 employees in 18 months* Select experience running a financial products call center/helpdesk PRODUCT DEVELOPMENT/TECHNICAL SKILLS* Quality Assurance engineer in SSA’s R&D organization.* Ensured compliance with ISO 9000 methodologies and protocols

* Various clerical and administrative support tasks for President William Jefferson Clinton* Various constituent/citizen communication and coordination tasks.