A premier consulting and independent contracting firm offering a variety of services – including Business Development, Sales & Marketing (direct sales, indirect channels, alternative distribution, alliance/affinity marketing, etc.), and Strategic Partnerships – to companies serving the high tech (software developers, hardware manufacturers, cloud/SaaS/AI-based solutions) and insurance spaces. Chosen Systems has specific experience in serving courts and administrative agencies that need to capture and manage an official record of proceedings (digital recording, archiving/storage, playback, automated speech-to-text transcription, cloud-based request & content management, etc.) and focuses on workflow automation, audio and video recording, meetings, interviews, interrogations, voice logs, content management, and improving access to information and services for Court, Law Enforcement, Hearing Room, Council, Boards, Commissions, Agencies, and Public Meeting venues.Chosen Systems also has experience in the property & casualty insurance space, focusing on job functions such as Account/Relationship Management, Partnership Marketing, Alternative Distribution/Embedded Technology Solutions, Field Sales Engagement (field agency force, agency operations, regional marketing management), Marketing Alliances, and Affinity Solutions. Our experience includes customer acquisition efforts by developing a presence within non-insurance partners’ flow of commerce, working with auto dealers/maintenance, mortgage providers, home improvement/security/services companies, associations, franchises, real estate, professional employer, practice management, sporting goods, legal, identity theft, home cleaning, location tracking, satellite radio, pet supplies, and other select retailers.

Chosen Path caters to and mentors the serious high school student-athlete during their recruitment journey on how to pursue their dreams of playing the sport they love at the collegiate level via self-marketing efforts (including highlight video creation/distribution/content hosting) and direct communications (e-mail and other) to college coaches and athletics staff. Working with area coaches and trainers at various levels, Chosen Path’s mission is to help those student-athletes – who value academics, who have the skill set and IQ to play at the next level, and who are looking to secure opportunities from roster spots to athletic scholarships – gain exposure while navigating the various NCAA rules, NIL, transfer portal, and other challenges. Our specific focus is on those male and female student-athletes pursuing athletic opportunities at all collegiate levels (D1, D2, D3, NAIA, and JUCO) across multiple sports. Chosen Path also looks to coach and offer guidance to student-athletes on life and career paths after sports.

For courts and administrative agencies around the world that need to capture an official record of proceedings, TheRecordXchange (TRX) is a comprehensive SaaS-based court reporting solution that works with any digital recording provider. TRX works with Amazon Web Services (AWS) to provide cloud-based archiving, playback, and the creation of automated text from the digital recordings. TRX manages all aspects of the record creation, including storage, AI-based transcription, and analysis. Unlike digital recording solutions and live court reporters, TheRecordXchange can manage all types of new and legacy digital content, and can produce a reliable, secure and cost-effective court record ready to review in minutes.

In addition to responsibilities outlined below, held dotted line responsibilities for the Alternative Distribution team in Allstate’s Protection Products and Services business unit. Provided a circle of protection including auto, home, and protection plans to consumers through partnerships with auto dealers, mortgage providers, home services companies, and select retailers. Developed a presence within non-insurance partners’ flow of commerce. Led one direct report.Built out an alternative distribution channel via cross-AoR matrixed teams to secure and launch policy producing partnerships to provide a strong insurance moment of truth for customer acquisition via personalized and relevant digital shopping experiences not available for purchase via standard media channels, succeeding in identifying new partners with best situational fit for acquisition tests and leveraging existing partnerships for acquisition expansion.Leveraged Allstate’s embedded insurance technology and solutions to drive growth against a broader 2023 alternative distribution team goal of signing and launching ten partner and acquisition tests.Signed six partnerships year to date, 60% of team goal, with four having launched acquisition tests in Q3 2023 and two scheduled to deploy acquisition tests by end of 2023.Developed direct report to lead partnership marketing’s day-to-day value-add partnerships with minimal to no supervision.

In addition to responsibilities outlined below, demonstrated additional value to customers using the Allstate brand via a portfolio of partnerships and solutions that stand at the ready for “right time, right place” messaging to positively influence customer satisfaction and retention. Drove Allstate brand and customer acquisition opportunities via new partnerships. Optimized and expanded existing strategic partnerships for year-over-year YOY growth in traffic, quotes, and sales production. Led one direct report (Partnership Marketing Senior Consultant).Increased customer engagement in NPS by +5 points over company average for continued consecutive quarters.Encouraged 616K+ customers to take advantage of value beyond partnerships, representing customer savings of $192M+.Drove results and year-over-year growth while building capabilities and capacity for partner distribution.Increased total site visit traffic by 1.2%, completed quotes by 25%, sales by 3%, and premiums by 6%.

In addition to responsibilities outlined below, managed key partner relationships to deliver customer needs. Charged with identifying customer needs and solutions, offer positioning, and go-to-market strategies, deployment and management of in-market offers, management of partnership and cross-enterprise stakeholders, continual improvement of solutions and go-to-market strategies, and creating a differentiated customer experience. Developed and managed programs and partner relationships that delivered customer-based solutions and for driving field sales engagement (field agency force, agency operations, and regional marketing management) to demonstrate the added value of the Marketing Alliances organization.Increased customer engagement in NPS by +5 points over Allstate average for 20 consecutive quarters.Boosted customer engagement and savings while improving customer loyalty and retention.Increased the number of engaged agents and licensed sales professionals (behavioral measures) by an annual average of 38% from 2016 to 2019, exceeding targeted goals by an annual average of 25%.Assisted in moving the department from a cost center to a profit center despite budget cuts, a 42% reduction in marketing tactics, and 50% staff reductions.

Sought out, engaged, and contracted with strategic B2B partners to explore and execute mutually beneficial business development and marketing initiatives (co-branding, lead generation, customer acquisition, customer retention, and customer loyalty). Charged with finding innovative paths to growth and profitability by prospecting and contracting partnerships to distribute the Allstate product portfolio.Developed and launched regional and national prospecting initiatives focused on accounts in company’s “sweet spot” verticals, including the associations, franchise, real estate, professional employer, practice management, B2B/SMB, and Connected Home spaces.Added hundreds of prospects to company’s sales pipeline, resulting in numerous qualified potential alliance partners.Closed and managed revenue and non-revenue generating partnerships with many well-known and respected U.S.-based companies within home, auto and life stages markets, including online backup, home improvement, real estate, sporting goods, mortgage, legal, retail, home security, identity theft, home cleaning, location tracking, auto maintenance, satellite radio, and pet supplies.

A Chosen Enterprises company, I led this premier consulting and services firm, offering distribution and channel sales consulting and manufacturer’s representative services to high tech software developers and hardware manufacturers. Chosen Systems also offered sales, installation, training, support, and other value-added products and services. Focused on workflow automation, audio and video recordings of proceedings, meetings, interviews, interrogations, and voice logs, content management, and improving access to information and services for the Law Enforcement, Court, Hearing Room, Council, Boards, Commissions, Agencies, Public Meeting, First Responder and Voice Logging, Transcription, Public Safety, Homeland Security, Emergency Management, Transportation, Utility, and Construction markets.Formulated and executed global sales and marketing strategies.Assisted in driving the direction of client companies.Generated global sales, with a focus in the Americas.Recruited, hired, trained, and managed global field and inside sales resources, whether focused on direct-selling or via distribution channels.Launched global channel sales and marketing initiatives, including recruitment, and signing of new, focused channel partners, rebuilding strategic distribution plans, and creating revenue-generating channel programs.Achieved double- and triple-digit percentage sales revenue growth for client companies.Increased profit margins by double-and triple-digit percentages for client companies.

Responsible for formulating and executing the Company’s global channel marketing strategy, leading to a significant rebound in revenue and an increase in recorder sales over prior years.Had North American field sales responsibility. Also had North American inside sales management responsibility, having as many as five direct reports.Led an inside sales team who contributed to generating an increase in overall recorder sales in FTR’s 2006 fiscal year of more than 12% over 2005.In FTR's 2007 fiscal year, continued to generate an increase in overall recorder sales of more than 32% over 2006. With regard to law enforcement recorder sales, generated an increase of more than 43% over 2006.In FTR's 2008 fiscal year, increases in overall recorder and upgrade sales were projected to continue by approximately 5% over 2007. In addition, by executing a plan to double the number of specialized law enforcement resellers and rolling out several targeted marketing initiatives, growth in law enforcement recorder sales was projected to continue by more than 185% over 2007.

In a temporary one-year role, charged with resuscitating and increasing sales revenues and rebuilding a network of distribution channel partners to market and sell its solutions in the Midwest U.S.Focused sales, marketing, support and training efforts on end-users and channel partners that resulted in the region achieving over 105% of the targeted goal in that year.The Midwest Region was the only North American region that year achieving over 100% of the targeted goal.

Responsible for generating sales in North America. Charged with recruiting, hiring, training and managing 8 regional contract manufacturer’s representatives in North America.Inherited a group of channel partners who exhibited a trend of flat and/or declining sales in the past two years; Signed new, focused channel partners, rebuilt the strategic distribution plan, and created revenue-generating channel programs.Generated channel sales in 2004 of almost $7.3M, achieving a channel revenue growth rate of +55% (an increase of ~$2.6M) over the prior year.

Charged with increasing sales revenues and building a network of distribution channel partners to market and sell its solutions in half of the U.S. and Canada.Revised the Company’s strategic sales and marketing plan.Focused sales, marketing, support and training efforts on end-users and channel partners that resulted in a +45% increase in revenue growth on average for three consecutive years.Increased sales revenue over the same time frame one year prior of +90%.

National Sales Manager - Distribution: Charged with national sales management responsibility for 8 – 10 regional and national distributors and their 500 – 600 dealers in the U.S.; Responsible for two direct reports. Developed and implemented action plans to increase the number of distribution partners by more than 25%, resulting in an increase in distribution sales of just under $1 million within a 3-month period.Channel Sales Manager: Charged with increasing sales revenues and managing a national distributor and their resellers and end-users in the Midwest U.S.; Responsible for setting short- and long-term sales strategies; Tasked with improving customer satisfaction, sales forecasting, defining action plans and setting sales goals. Generated sales of +$15 million, achieving 103% of revenue plan.

Sales Manager - Midwest RegionSales Manager - Eastern North AmericaOEM Sales Manager - Eastern North AmericaSr. Account Manager, Reseller Accounts - Midwest RegionTook on several roles over a three-year period and, in those roles, charged with increasing sales revenues in the respective territories and maintain existing distributor, dealer and end-user customer accounts.Established productive working relationships, assessed mutual goals, and set definitive expectations, action plans and sales goals for the year.Generated sales in 1998 in excess of $1.2 million, representing performance of 155% of revenue plan for the region.Generated sales from June to August of 1997 in excess of $627,000, increasing sales during that period by more than $445,000 (+244%) over same time period one year prior.Generated sales from September of 1996 to June of 1997 in excess of $1.0 million, increasing sales during that period by more than $378,000 (+54%) over same time period one year prior.On a pace to increase 1997 sales to at least $2.3 million (58% over 1996).Generated sales from May to August of 1996 in excess of $566,000.

Charged with increasing sales and the company’s market position in the large-format scanner market. Also had responsibility for the company’s thermal plotter product. Developed pricing and marketing strategies. Evaluated the financial analysis of product development. Formulated, directed and coordinated market research. Generated sales forecasts, strategic business plans, and sales support strategies.Instrumental in increasing the company’s large-format scanner sales by 179% over same period one year prior; Large-format scanner sales for that year projected to increase by 134% over the year prior.Improved the company’s U.S. market position and rank in the large-format scanner market to approximately third from fifth the year prior.Improved the company’s U.S. market share to approximately 19% from 9% the year prior.In a declining market, maintained the company’s thermal plotter sales from one year to the next.

Charged with increasing sales revenues and managing a network of reseller and distribution channel partners to market and sell its solutions in half of the U.S. and Canada. Revised the Company’s strategic sales and marketing plan.Focused sales, marketing, support and training efforts on end-users and channel partners that resulted in a +30% increase in revenue growth on average for two consecutive years.On a pace to increase 1995 sales to $2.1 million (+40% over 1994).Generated sales in 1995 (through October) in excess of $1.8 million, increasing sales during that period by more than $535,000 (+40% over same time period in 1994).Generated sales in excess of $1.5 million in 1994, increasing sales that year by more than $265,000 (+20% over 1993).

Senior Sales Representative - Midwest Region - ELP GroupAccount Manager - Midwest Region - Digitizer Products DivisionMidwest Area Sales Manager - Display Products GroupTook on several roles over a three-year period and, in those roles, charged with increasing sales revenues in the respective territories and maintain existing reseller and end-user customer accounts.In Q3 of 1993, generated sales more than $1.3 million.Through first half of 1993, generated sales more than $1.8 million, increasing sales during that period by more than $1.0 million (+125% over same period in 1992).Prior to 1993 company restructuring, on track to increase sales for 1993 to more than $3.6 million (+151% over same period in 1992).In 1992, generated sales in excess of $1.4 million, increasing sales that year by more than $363,000 (+33% over 1991) and earning CalComp President's Club honors (CalComp President's Club - Hong Kong, China - 1992).In 1991, amidst two company restructurings (1990 and 1991), generated sales in excess of $959,000, increasing sales in the first half of 1991 by 200% over the same period in 1990 and earning CalComp President's Club honors (CalComp President's Club - Huntington Beach, CA - 1991).

Distributor Sales RepresentativeSales Representative - Midwest RegionAfter 1990 company restructuring, assisted in generating $60 million in sales, representing approximately 50% of total Hayes business.Generated sales of approximately $8 million in 1989, increasing sales that year by approximately $1.8 million (30% over 1988).

Marketing Support Assistant; Administrative Support Assistant - Oak Brook, ILProduct Cost Accounting - Endicott, NY