We specialize in Salesforce consulting services, focusing on clients in the Financial Services industry.

With a 25+ year career in IT, I've stayed up-to-date on the latest needs, trends and threats out there. As Co-Founder of Tailwind, we are a trusted IT Managed Services and Cybersecurity partner for our clients. We take the complexity out of running their day-to-day IT infrastructure so they can stay laser-focused on their core business growth.

Responsible for managing client projects and doing configuration work on client's CRM systems. When Faye Acquired MasterSolve in Feb 2022, I continued on with Faye. See: https://fayedigital.com/press/faye-acquires-mastersolve-crm-and-cx-practice-to-add-presence-in-midwest-and-canada/

Responsible for creating, managing and scaling our Managed Services (CRM Success) Program. I work very closely with Sales, Marketing, Customer Success, and Software Development teams to help streamline processes and deliver results for our clients. As such, I also served as the Interim Director of the Customer Success and Sales teams. This was a very hybridized "Swiss army knife" kind of role, adding a tremendous amount of value for the Leadership team and to the company overall.

FrontSpin is the industry's leading-edge sales communication software and power dialer. Our innovative platform implements your playbooks across all touch points, helping you engage with up to 3x more prospects and customers in less time, closing more deals and accelerating sales.Rocking the Customer Success Game: • Assists sales team with all pre-sales material needs (technical documentation, video and graphical content and live product demonstrators).• Trains and on-boards FrontSpin customers, handling initial implementations, setup and configuration, user training and administrative training. • Provides rapid, high quality support via email, phone and video conferencing. • Maintains highest customer satisfaction rates, effectively addressing customer issues and complaints while utilizing pragmatic resolutions best-suited to each customer's needs. • Created and manages online knowledge base, continually produces more written and video-based content to better support customers (online how-to videos, feature walk-through, troubleshooting guides, etc.)• Manages booths at industry trade shows, providing on-the-spot product demonstrations.

Reztech is a Tempe, Arizona-based software development firm specialized in building cloud-based applications on the Microsoft Stack (.NET, C#, SQL Server, Azure, etc.) and mobile apps (iOS, Android). Key Highlights: • Strategically advised the CEO and team, implementing strategies that led to a nice 12x gain in annual revenue in just 18 months! • Acted as interim Director of Business Development, building out the sales process and team to support efficient growth.

Axosoft provides award-winning Agile Project Management software (SaaS) to software development teams around the globe. Core Responsibilities: • This position was newly created and had never existed before at Axosoft, so my key challenge was to see if we could successfully create a Global Channel Partner Program for this SaaS. • I developed 4 key types of partnerships: Referral Partners, VAR Partners, Community Partners and Integration Partners. • I worked with US-based companies and International companies to develop relationships that would lead to indirect sales for Axosoft through those channel partners. • I worked internally to develop new sales and marketing materials, special promotions, webinars and initiatives aimed at growing and supporting these channel programs.

Clarisoft provides custom software development services, building web-based platforms, mobile apps and specialized large-scale software systems. Career Highlights:• I was hired as Clarisoft's first ever full-time Director of Business Development, effectively becoming a sales and marketing team of one, working directly alongside the CEO. • As a sales and marketing team of one, I helped spur company growth by 70% in 2011, 80% in 2012, 50% in 2013, and by 80% again in 2014! All were record years for us and yes, I crushed my quotas ;-) • I successfully developed and implemented strategies that acquired us some very large and profitable clients, the largest of which were in the healthcare and financial services spaces. • When my CEO moved to NY to open our first expansion office, I took over the local Scottsdale office and managed it for a year, working alongside and managing the new folks I helped hire.

Pro Softnet Corp is better known by its product names: IDrive Online Backup and IBackup. Both are SaaS products for Secure Online Backup. IDrive is the consumer-level product, while IBackup is the enterprise-level product. Core Responsibilities: • Managing multi-channel advertising, product strategies, developing partnerships and managing the reseller channel, attending key trade shows and expos, adding content to the product websites and exceeding assigned business development quotas of 20%-25% growth year over year.• My activities increased annual revenues from $8,000,000 /year in 2007 to over $12,000,000 /year in 2009, with projected annual revenues of $15,000,000 for 2010.

I put this on my resume to highlight my ease and enjoyment with public speaking. I enjoy having fun and being dynamic in front of an audience. I opened many shows at this comedy club, creating funny and engaging scenes on the fly, and was considered a key member of our comedy troupe.

Source Labs sold enterprise subscriptions for enterprise support, maintenance and upgrades for open source software, including SASH (Spring Axis Struts and Hibernate). They offered a proprietary Open Source Management System and a community wiki website called SWiK, which documented issues with open source software.Responsibilities & Exit: • Successfully supported 3 outside sales reps (representing East, West and Central USA), making a lot of cold calls and exceeding assigned sales quotas of $250,000 /month or $3,000,000 /year.• The reason my time here was so short was because Source Labs was acquired and the entire sales team was disbanded (laid off) during that acquisition process; we were no longer needed.

GoAhead Software sells COTS (commercial off-the-shelf) solutions for equipment manufacturers who recognize that scarce development resources should be allocated to building applications and not infrastructure. Their software platform includes high availability middleware to ensure 99.999% high availability of applications as well as a management infrastructure for networked devices that require multiple management interfaces.Core Responsibilities: • Lots of cold calling, assisting the VP of Sales in managing the full sales life cycle, and exceeding assigned sales quotas of $2,000,0000 /quarter or $8,000,000 /year, mostly focusing on Government agencies and the Telecom vertical market.

Aventail (which was later acquired by SonicWALL) sold a Secure Remote Access (SRA) family of SSL VPN appliances (remote access systems for the SMB and Enterprise markets).Core Responsibilities: • Successfully supported 3 outside sales reps (representing East, West and Central USA), making a lot of cold calls and exceeding assigned sales quotas of $200,000 /month or $2,400,000 /year.• Started out as Inside Sales, but was later promoted into the brand new position of "Inside Systems Engineer" and was tasked with supporting the inside sales team for all technical product demos.

• This particular Microsoft product team was contracted through VMC Consulting and was dedicated to selling Visual Studio.NET and MSDN subscriptions to enterprise accounts. • Responsible for supporting eight dedicated Microsoft Account Managers, cold calling and lead generation, cross-selling to Microsoft customers of other product lines, and exceeding assigned sales quotas of $500,000 /month or $6,000,000 /year, focusing specifically on the Healthcare vertical market. • Became the MSDN Product Champion (Specialist) and won multiple performance bonuses and sales awards.

• The company is a hardware and software reseller, a national provider of IT products and solutions to businesses and consumers.• Responsible for cold calling, managing the full sales life cycle, and exceeding assigned sales quotas of $80,000 /month or $960,000 /year, focusing on the SMB and Enterprise markets.

• Trained and mentored hundreds of students on the fundamentals of computer programming and application design, database design, web development and administration, network administration and troubleshooting computer issues.• Troubleshot, repaired, upgraded and maintained a local area network of more than 100 computer systems as well as multiples servers and network devices.