Oversees all financial operations and directs municipal financial planning and structure. Coordinates, analyzes, and reports financial performance for use with internal management and external parties.

Part-time position geared toward developing and delivering proof of concept presentations and assisting with business process automation projects.Migrated significantly customized internal CRM system from SalesLogix (Infor) to Microsoft CRM.Automated integration projects for clients including transactional and GL transactions from subsidiaries into parent company business systems.Supporting client-side & reseller developers with integration and automation projects.* Note, I have worked with Fisher Technology for years as a reseller and client using their solutions for BPA (Business Process Automation)

Planned transitional role post acquisition. Worked with West Corporation to integrate the PhoneTree business into their organization.

PhoneTree was a leader in business to individual mass communications. The bulk of the business was in Healthcare appointment reminders and confirmation. We were also servicing clients in numerous other industries including Faith Based organizations, Business, Utility, Municipal and others to provide group communications via phone, text and email delivery.My primary areas of focus were to increase market share in the healthcare space, reduce costs, and ultimately prepare the company for acquisition. Other key accomplishments include: - Design, development and deployment of BI Dashboarding solutions based on the QlikView platform - Selection and implementation of a new ERP solution - Implementation of Business Process Automation (BPA) effectively automating over 200 repetitive processes - Upgrading existing CRM solutions utilized in Sales, Service, Marketing, and Account Management.

Brought in by company founder after a failed buyout. Worked with the founder to re-organize operations, improve systems and re-structure the employee pool and locations, with option to acquire company.

• Drive technology alignment to the business needs of this high growth organization• Manage day-to-day operations of a department of six employees, focused on delivering high quality, strategic and scalable technology solutions• Responsibilities and accomplishments include but are not limited to: o Customization, maintenance, and upgrades of ERP and CRM solutionso Design and rollout of Business Intelligence (Dashboard) reporting solutions, integrating ERP, CRM, and unified communication data sourceso Development of the blueprint for design and rollout of Business Continuity planso Supervision of the review, selection, installation and integration of unified communications (UC) solution to replace legacy phone solutiono Consolidation of staff through process refinement, modification of methodology and rollout of new helpdesk/monitoring/remote connectivity solution

• Hired to develop & manage a CRM practice to complement the company’s existing ERP business• Built the division from start-up to profitability within the first 12 months• Responsible for client relationships before, during and after the sale, including directing the configuration, implementation and customization of the solution

Focused on providing outsourced CIO services to midmarket companies. Specifically focused on helping businesses maximize the capabilities of their technology investments. Denali Partners is also a Microsoft Cloud Partner as well as a reseller of the Orbis TaskCentre Business Process Automation and workflow solution.

• Direct sales growth and management for one of the largest Microsoft Great Plains enterprise applications resellers in the United States. • Chief management consultant to clients for strategic planning, solution design and organizational evaluations.• Key contributor to company’s growth from seven-member staff in one location to over 40 professionals in three states.• Achieved national recognition as a top sales performer for two consecutive years.

Responsible for an 11 state district generating $22,000,000 in annual sales to multiple industries including Oil/Gas, Glass, Ceramics, and Foundry. Also initiated SalesForce automation through the use of ACT! and other technologies.