SalesFlow IQ is a conversation intelligence platform designed to help our customers have superpowers in their sales cycle by offering post sales analysis of demo calls as well as real-time AI driven responses using your company's business logic.

DoctorLogic exists to help locally focused healthcare businesses be more successful through a best in class digital marketing software platform and top-notch service.

Senior IT Leadership role, steering ongoing evolution and execution of IT Operations group. Hold robust oversight for annual budget of $10M in support of core IT functions, including Systems and Network Infrastructure, DevOps/Configuration Management, Production Support, Information Security, and Fulfillment Operations. Set direction to ensure corporate alignment across all IT operations, while instilling emphasis on accountability, quality, flexibility, and consistency. Position business with efficient and high-performance IT organization through strong hiring, mentoring, outsourcing, and process improvement. • Spearheaded implementation and cut-over to large contact/call center system with no downtime or impact to customers, leveraging VOIP technologies and multiple vendors to boost efficiency and all-around performance, as well as provide redundancy in technology and network path diversity.• Implemented ITIL processes to improve Production Support function, improving daily ticket resolution by 50% over two months through better process tracking and increased accountability.• Consolidated infrastructure and simplified Disaster Recovery and Business Continuity processes across two data centers through Virtual Private Cloud concept. Introduced ability to run Active/Active services.• Introduced new Information Security team, employing Defense in Depth strategy through implementation of vulnerability management, intrusion detection systems, and additional security tools.• Saved $18K annually by transitioning from third party Network Operations Center (NOC) monitoring to in-house tools that improved real-time alerting and performed work of two FTEs via automatic remediation through scripting.• Improved release success rates by implementing virtualization of “production-like” development, integration, test, and regression environments, increasing ability to identify defects ahead of production.

Entrusted with establishing shared technology service organization to support infrastructure needs of all Penson-owned operating companies. Commanded combined team of ~60 and budgets of up to $12M. Defined corporate direction for IT infrastructure, driving efforts to minimize costs through global WAN, data center consolidation, and vendor contract negotiations. Reported to Global CIO. • Unified and blended disparate IT organizations into cohesive group, merging separate infrastructures and cultures. • Realized $6M in savings over three years and avoided $2M in costs by renegotiating key vendor contract. • Built 24x7 global NOC to monitor all operating companies and provide tier 1 support for customer-facing applications.

Rapidly promoted from Director to VP, providing leadership to geographically-distributed staff of 36 engineers and two administrative employees across Network Operations, Systems and Infrastructure, Database Administration, and Application Support. Guided personnel decisions and provided mentoring and motivation to optimize performance and output of teams. Introduced documentation standards and practices to diversify and solidify team-wide knowledge. Environment included SAN, Microsoft, Linux/Unix and VMware technologies. • Stabilized team and reduced employee turnover by promoting collaboration in process improvement and savings initiatives and aligning team to corporate goals.• Slashed operating expenses and advanced service quality to customers by consolidating two data centers into one.• Realized $1.2M in savings through migration and consolidation of existing data centers in NY and TX.• Standardized laptop/desktop hardware and software to increase efficiency of internal IT operations. • Minimized incidents and outages caused by human error in change life cycle by refining policies for change control.

Retained through Third Coast Media’ acquisition and entrusted with leadership of Hosting Operations team consisting of five system administrators, two network engineers, two technical systems engineers, and one database administrator. Controlled multimillion-dollar hosting cost center budget, leading financial forecasting for anticipated growth. Demonstrated talent for consistently completing key projects on time and under budget. • Saved $600K annually by seamlessly migrating Internet Data Center in Norfolk, VA to collocated data center in Allen, TX, including migration of 53K+ user accounts to new email system with no interruption, DNS migration of 20K zones, 3.2K websites, and data processing systems.• Delivered $1.5M in first-year savings followed by $2M in annual savings by implementing hosting strategy company-wide, moving to collocated environment and re-negotiating contracts to leverage expanded presence in data center.• Propelled uptime to 99.99% by building high-availability hosting infrastructure in collocated environment, meeting SLAs by leveraging cutting edge technology and top-tier staff.

Thrived in start up environment, driving successful transition of hosting services from Managed provider to collocated solution. Directed internal support team for LAN and customer hosting environment. Fostered collaboration with vendor partners and leveraged contractors to execute key projects within aggressive timelines. • Instrumental in due diligence efforts during acquisition by Reynolds & Reynolds. • Masterminded design of collocated environment to host websites, email, and data services for 5K+ automotive dealers and dealer groups.• Completed major move of live hosting environment in just 12 hours with minimal impact to customers.