Building relationships with leading global organizations at the crossroads of mobility, automotive, tolling, technology, and infrastructure spaces.

Business development leader for SaaS FinTech solution that allows financial institutions (Banks and Credit Unions) to provide their account holders with transparency and control over NSF and Overdraft fee situations. Appeals to executives in risk, compliance, digital experience, lending, and marketing.• Built and managed a $10M direct and channel-driven pipeline of FI C-level executives. • Personally drove and closed the largest win in company history, a $6B credit union.• Led fundraising discussions with venture capital and private equity companies.• Bridged operational gaps, from marketing to pricing, to drive customer awareness and acquisition.

Hired by VC investors to work alongside founder to improve and run internal processes for peer-to-peer marketplace growing at 150% Y/Y, ahead of planned Series A funding round. • Secured $1.3M in bridge equity and debt capital.• Rebuilt investor-friendly business models and 24-month forecasts.• Ran company operations, including finance, payroll, OEM partnerships, banking relationships, customer support team, and business development. Collaborated with product team to create a robust claims management system, and worked contracts with outside vendors to support new functional needs.

Drove new revenue and customer growth for niche transportation marketplace. Later was advisor to Board, CEO, and senior leadership for growth/innovation strategies and business development.• Increased company monthly revenue by 75% over 4 months to support B2B and B2C transportation marketplace transactions in automobiles, motorcycles, boats, and more.• Closely collaborated with founder, lead investor and product to set strategy and drive execution on new vertical segments and partner marketing campaigns which yielded $2M+ in revenue.• Managed cross-functional teams across 4 continents.

Built operational foundation for one of the USA's first short-term (6-24 months) leasing services for electric vehicles. Lead collaborator between founder and investors to close $4M Series Seed raise. • Developed the business model, including pricing, unit economic models, structured finance options. Delivered pitches and detailed business walk-throughs to 20 prospective VCs and private equity investors, marketing partners, software suppliers, 7 OEM partners, and top-tier global banks such as Goldman Sachs. • Stood up company structure, systems, and processes including Austin-based US headquarters, Germany-based subsidiary, payroll for 10 global employees and 16 contractors, HR policies, compliance, credit process, payment processes, CRM, procurement, financial reporting/P&L, software requirements, and data room.• Collaborated with legal teams to create consumer auto leasing contracts, SPVs, structured finance options for lenders, and investor term sheets.

Executive running point for portfolio of $3M+ in annual revenue from large channel partners seeking transportation solutions for big and bulky items, such as eBay, Ritchie Bros. Auctions, and Anheuser-Busch. • Consistently exceeded revenue targets by 10% from strategic enterprise account partners.• Reignited company business relationships to spur new creative growth opportunities with MDF and related go-to-market, product marketing, affiliate marketing, favorable contract negotiations, and more.• Hired team of account executives and account managers; developed $10M pipeline in the LTL supply chain and automotive transportation spaces, a mix of SMB and large enterprise logo accounts. • Provided daily trusted strategic and tactical counsel to senior executive, marketing, product, and finance teams. Introduced finance team to a new FinTech solution, eliminating $2M in credit risk exposure.

Founder of UpgradeUSA (dba Uncap Financial), a FinTech company that provides leasing services of technology products to businesses. Built a $20M pipeline, developed a differentiated product and customer experience, and found product-market fit. Successfully steered a pivot from B2C to B2B, growing the customer base across multiple verticals. Raised $2.5M from outside investors for operations and lending capital. • Sales, business development, and partner development: Achieved 100% growth rate every year. Built strategic account partnerships, including Best Buy. Sold products and services to 1,000 customers including education, retail, hospitality, entertainment, construction, and tech verticals. Registered deals with Microsoft, Google and hardware OEMs Dell, Lenovo, Cisco, and Acer. Also built 6 distributor relationships such as Synnex, Scansource, Ingram-Micro. Created and managed pipeline, CRM, and repeatable processes in business development. • Marketing: Drove competitive analysis, analytics, customer research, platform selection, PR strategy, go-to-market, collateral creation, partner marketing, product marketing, AdWords campaigns/SEM, emails, and advertising. Wrote 80 unique pages of content for SEO. Managed customer acquisition to almost $0.• Operations: P&L management for parent and 2 subsidiaries. Negotiated favorable terms with banks, investors, customers, partners, and attorneys. Created credit model and risk-based pricing strategy that delivered up to 20% average annual yield with low loss rates. • Tech: Product-managed a multi-vendor API-driven technology stack to deliver a seamless digital customer experience and sales funnel process for this SaaS-like recurring payment model, while adhering to complex regulatory/compliance requirements across 35 states.• Team: Built experienced 5-person team in Texas and Minnesota, aligned to company vision.• Exit: Company was taken over by our private equity investors in 2018.

• Advised enterprise-level clients Intel, Dell, The Green Grid, and Offers.com on marketing strategy, and executed on outbound programs. • Created and executed on content strategy, drove press and social media coverage, collaborated with outside events management and PR agencies.• Specialized in IT energy efficiency and growth-oriented startups. • Exit: Company was shuttered to focus on UpgradeUSA

Held a variety of global leadership roles with increasing levels of responsibility at Dell over a 10-year span:• Product group leader; led 10-person team to design and execute dozens of global go-to-market solutions marketing initiatives related to data center energy efficiency, virtualization product marketing, systems management, cloud computing, channel development, software, and professional services. • Ran 3-year-planning process for server product group to evaluate new growth strategies; hired and managed global team split between US and Slovakia.• Directed global partnerships with SAP, Citrix, parts of Microsoft. Doubled deployments of Dell into SAP environments. Led Quarterly Business Reviews, executive interlocks, and customer workshops in US and EMEA.• Developed global process to manage and discover inbound partnership opportunities;. Built cross-functional team with 10 business unit stakeholders including sales LOBs, services, engineering, marketing, and corporate strategy.• Led a team to manage Michael Dell’s communications activities; wrote 12 speeches for industry events, employees, executive peer groups, and students. Vetted 1,000 annual requests to create speaking and PR calendar. • Collaborated with sales to deliver an aggressive customer win marketing program that provided critical credibility for Dell’s enterprise customer successes and services capabilities.• Drove PR and analyst relations efforts, yielding thousands of unique stories, for Dell product launches including: Dell Precision Workstations and ISV certifications, point of sale (POS) systems, PowerConnect networking, factory installation of Linux, and offshoring.

Drove hundreds of business- and trade-press stories for the worldwide launch for HP Kayak PC workstations, propelling them to No. 1 in market share.

Drove strategic planning and execution for the external launch of Sprint Spectrum, the 1st all-digital wireless network in the US.

Researched the backgrounds of 4 candidates running for political office in the 1994 election cycle.

Provided support for crisis management drills and exercises for multinational corporations in petrochemical and consumer products industries. Clients included Amoco, Mobil and Bethlehem Steel.