With a focus on small business, I serve companies with 2 to 200 employees as well as self-employed individuals. Solutions provided in the following areas:Affordable Healthcare for individuals and groups PayrollBenefits AdministrationHuman ResourcesLegal SupportHealth Matching Accounts

Insperity, a trusted advisor to America’s best businesses for more than 30 years, provides an array of human resources and business solutions designed to help improve business performance. I worked directly with CEOs, business owners and non-profit executive directors to keep their business running and workforce employed. Insperity offers the most comprehensive comprehensive suite of products and services available in the HR services marketplace. Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization® solution. Additional company offerings include Human Capital Management, Payroll Services, Time and Attendance, Performance Management, Organizational Planning, Recruiting Services, Employment Screening, Financial Services, Expense Management, Retirement Services and Insurance Services. Insperity solutions support more than 100,000 businesses with over 2 million employees.

Since 2001, PCIO been designing, implementing, and supporting IT solutions for companies in the San Francisco Bay Area. PCIO manages 100% of a firm’s technology needs, combining CIO-level advice with senior project management skills and seasoned IT technical consulting. The company's portfolio spans customers from multiple industries ranging from software and healthcare to legal, construction, property management, manufacturing and more. - Partnered with owners on strategies to take company to its next level of growth.- Led initiatives to refine company’s value proposition, market position, logo, website, and target market.- Company’s new website www.pcioit.com has been successful at influencing prospects’ decisions to move forward with Portable CIO’s IT solutions.- Identified and facilitated implementation of CRM system trouble ticketing system, including the vendor vetting process and system adoption and rollout.- Led new client acquisition initiatives for IT managed services in the small to mid-market space including market positioning, email marketing, presentations closing, implementation, project management, and ongoing account management.- Forged partnerships with IT companies offering complimentary IT solutions, including Code42, and Cisco.

- Assessed needs of small and midsize companies clients’ needs and tailored efforts to win new business, increase existing business, and drive revenue realization. - Developed and implemented proven methodologies integrating the power of technology with standard business practices to enable scalability and faster revenue realization (supply chain and business systems integration). - Set up outsourced sales fulfillment process along with web video production that generated 130% increase in sales for client.- Produced high-impact video showcasing new product rollout that attracted national consumer outlets for client, including ACE and Home Depot.- Secured and accelerated distribution at national consumer outlets for manufacturing company.

- Designed and implemented original sales systems in advance of initial launch via a freemium distribution model. - Created sales distribution strategy (agent program) to drive sales of video e-messaging solutions that can easily be shared via email or online posts.- Build out back office sales systems (NetSuite) to enable future scale.- Launched channel forum for consistent communications with corporate offices.

‒ Hired to turnaround underperforming sales team and build new business in Western region.‒ Refined existing CRM formulas to improve qualification, and generate larger sales funnel and shorter sales cycles.‒ Weeded out ineffective sales producers, hired new reps with positive personalities and records in sales productivity, and provided field training. Turned around performance of sales team within 6 months.‒ Influenced team to religious adopt company’s previously unused Pivotal CRM system, which resulted in improvements in sales reporting and forecasting accuracy.‒ Grew sales to 125+% of plan for the quarter, leading to team expansion and identification of 1st vertical market.‒ Advanced sales of outsourcing and IT infrastructure management solutions to CFOs and CEOs. Trained field reps and personally closed sales.‒ Instituted consultative sales approach with key focus on addressing needs and value for higher profit margins and the delivery of client business value.

‒ Directed sales and business development initiatives (e.g., territory management, financial analysis, recruitment) in the San Francisco Bay area. ‒ Advanced sales of IT services, ranging from SAP consulting and large scale outsourcing to system integration and management of IT infrastructures. and managed 6 direct reports.‒ Guided sales rep and directly sold into Siemens largest prospects. Grew territory sales by 36% over 3-year period. ‒ Marketed IT consulting and managed services outsourcing to Fortune 1000 and public sector.‒ Personally closed $85M deal with California State Superior Court System, the company’s largest single outsourcing deal in California at the time. Deal included housing servers at company’s data center in Newark and providing SAP application and helpdesk support a the 58 county based superior courts throughout the state.