I currently lead Workday's Financial Practice for our Medium Enterprise team in Texas, Oklahoma, Louisiana and Arkansas; known locally as TOLA. Ask me how Workday can bring your accounting, consolidation, procurement, projects, reporting, and analytics into one financial management system.

I engage with early start-ups to design and build out their sales and go-to market efforts. Clients include local Houston and Texas companies who are pre-seed to seed stage and are looking to create their initial sales efforts.

I joined Workiva in August 2010 when it was known as WebFilings; a relatively new to market start up that had 40 employees, 40 customers, and less than $1m in revenue. As of 2023, there were 2,500 employees, 5,000+ customers and $500m in revenue.I made a direct impact on those numbers in the following ways:- #1 all time new logo rep with 324 net new customers.- #2 all time net new revenue rep with $24m ARR.- Maintained a steady ACV of $74k for over a decade.- #1 rep in the company for 2012, 2013, 2016, 2017, 2018.- #2 rep in the company for 2014, 2015, 2019.- Grew the Texas customer base from a total of three in 2010 to over 300 by 2023.- Carrying an annual quota of $1m+, exceeded quota every year 2011-2022.- President's Club recipient / qualifier every year 2011-2022.- Closed 25 Fortune 500 ranked logos over 12 years.- Closed the second largest new logo in company history at $656k.- 100% new logo acquisition sales with heavy focus on prospecting, networking and successful partnering with SDR/inside reps for targeted outbound efforts.- Selling SEC filing, EDGAR & XBRL compliance saas solution to the office of the CFO, General Counsel and Investor Relations.Unique contributions I made to the organization beyond revenue generation include:-- In 2011, I developed and executed a campaign to eliminate Thomson Reuters’ EdgarFilings solution from the competitive landscape. Proved it out in my territory first and then was adopted by the sales team at large. In January 2011, they had 500 customers. In 2014, with less than 200 customers, Thomson sold the product, to Summit Financial Printing. Summit was acquired by BroadRidge in 2017.-- Further in 2011, I wrote the business case to add a Board Books solution to the platform, and worked with Founders, Developers and Consultants on the feature set. Board Books would debut as a product offering in January 2013. It would then be repurposed as Digital Support Binders in 2019.

• Ranked #2 Rep 2009• Successes include closing largest new direct opportunity 2009 at $205,000 and largest new partner opportunity 2009 at $300,000.• Product portfolio comprised of software-as-a-service (SaaS) “in the cloud” solution for log and threat management, developed for the network security and compliance needs of the enterprise, small to medium sized businesses, education and healthcare.

• 110% to Quota 2007-2008 / Ranked #1 Rep 2007-2008• Successes include closing the largest new customer opportunity 2007 at $350,000.• Banner accounts include Honeywell, Schering-Plough, United Technologies, Citigroup, Del Monte, Northeast Utilities and Altria-PhilipMorris.• Product portfolio comprised of on-premise desktop-level software and software-as-a-service solution for corporate entity management, Board of Directors confidential materials and Section 16 filings, developed for compliance and communication needs for the enterprise, healthcare, and private financial investment firms.

• 105% to Quota 2005-2006 / Ranked #2 Rep 2005• Successes include growing new customer revenue base by 200% 2005• Product portfolio comprised of on-premise desktop-level software solution for warehouse distribution /ERP, e-commerce, and inventory management, developed for the enterprise and small to medium sized businesses.

• 110% to quota or higher year over year 2000-2004 / Ranked #1 Rep 2004• Successes include closing largest law firm opportunity in Texas 2004 at $75,000 • Banner accounts include the San Antonio Police Department, the 5th Circuit Court of Appeals, San Antonio City Public Service, and the San Antonio Water System.• Product portfolio comprised of software-as-a-service and desktop-level software solution for legal research, published hard-copy legal reference materials, web-based law firm marketing and advertising tools, and time and billing management applications for legal matters to law firms, courts and judges, universities, hospitals, utilities and government agencies, and law enforcement.