I am responsible for the Sales Development team in the US and UK along with leading the Direct Sales team where we have a focus on helping direct clients with CostSeg, Energy, SALT, and R&D. This is the fastest growing area of our business and with the steady decline for CPA support now more than ever the services we offer are in high demand.Source Advisors is a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), and LIFO inventory solutions for over 40 years. We are committed to partnering with CPA firms - and their clients - as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives.Our team of experienced CPAs, attorneys, engineers, technology experts, and Big Four professionals help companies save money and create cash flow to stimulate businesses and drive overall growth. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change. Our industry experience and expertise within these tax codes has helped businesses claim billions of dollars in tax credits and incentives.

Hired, trained, managed and led a team of 27 (3 Sales Managers, 24 Account Executives).3 teams included 8 strategic reps ($1.3M quota), 8 mid-market ($1M quota) and 8 commercial reps ($750K quota). All solely focused on net new logos.Consistently ranked top 3 out of 30 Directors globally2023 – 96% YTD, quota $25M2022 – 103%, quota $24M2021 – 127%, quota $23M2020 – 111%, quota $23M2019 – 129%, quota $22M2018 – 154%, quota $11M (partial year)Initiated, created and standardized all Salesforce dashboards for KPIs for the entire sales team resulting in more consistent quota attainment, larger deal sizes and more strategic selling. Worked with Sales Enablement to build new hire training program and a standard AE playbook.Most successful team to land 30 $100K+ net new logos (including American Express, PNC Bank, Ceridian, JazzHR, Ring Central and LiveNation). All other teams had less than five 6-figure deals. Company average deal size $14K, my team’s average was $25K.Built and established the ZoomInfo Sales Advisory Council with 8 founding emerging leaders, 7 of whom are full time leaders now.

Implementing processes associated with content management, leveraging and evaluating name development and marketing automation tools. These are global responsibilities that cover North America and EMEA.First ever sales leader hired to manage the team and develop an outbound sales motion.Hired, trained, managed, and led a team of 15 (6 Sales Directors, 5 BDRs and 4 Marketing) with a dedicated focus on net new account acquisition.Implemented and built a BDR program from the ground up increasing outbound activity by ~500%. Grew from a fully inbound team to close to 200 net new meetings booked every month.Achieved 15% growth in 2017 for consulting sales, deal sizes doubled from $20K to $40K during my tenure.

Established, created, built and developed inside sales team from the ground up. Focus was selling to companies under $0.5B. To this day, is still one of the strongest and most successful teams at Forrester.Hired and led 16 account executives each with a quota of $300K net new business.2016 – 101%, #1 of 8 sales teams in the division 2015 – #1 new business team out of 1080+ % of sales team consistently at or above plan every quarterGrew revenue from $800K in 2014 to $3M in 2017.Implemented culture of success with measurable accountability, gamification and results board.New reps closed first deals in less than 3 months. Company average was 6.

Established and built Midwest enterprise team (targeting Fortune 100 net new clients) from the ground up. Averaged 115% growth YoY. Hired, trained, managed and lead a team of 11 net new logo AE’s each carrying $750K quota.2014 – 110 %, #1 team out of 8 2013 – 116%, #1 team out of 82012 – 105%, #1 team out of 82011 – 136% Q4, #1 team out of 8

Managed 3 SDRs and 5 Account Development Managers.Promoted 6 of the 8 to quota carrying roles within 6 months.Created a net new business environment in what was traditionally a current account world.

• Responsible for accounts in Fortune 500• Closed relationships Fortune 500 companies (Lowes Home Improvement, Macy’s, Inc, Johnson & Johnson, Raytheon, Milliken, Erie Insurance, The Hershey Company, United States Steel, HEB, Toro, Shire Pharmaceuticals, CF Industries, HNI Corporation, The Getty Group, FrostBank, and many more)• Closed first new hire deal for 2006• Finished 2007 Q1 at 109%, Q3 at 176% • 2008 Achievement: Q1 at 140%, Q2 at 138%, Q4 – 147%• 2009 Achievement: Q1 at 103%, Q2 at 209%, Q3 at 109%, Q4 at 105%• 2010 Achievement: Q1 at 125%. Q2 at 155%, Q4 at 105%• Help to develop and uncover consulting engagement involving Technology strategy, vendor selection• Built internal relationships to help with my professional growthAwards: Forrester Research Quota achievement 2006, Top sales executive for Q1 2007, Q3 2007, Q1 2008, CEO club for Q1 2008 and Q2 2008, Q4 2008, Q1 2009, Q3 2009, Q4 2009, Q1 2010, Q4 2010. Forrester Research Quota achievement for 2006, 2008, 2009, 2010

Awards: 2005 Q4 Executive of the Quarter, 2005 Quota Club Winner, 2006 1st and 2nd Quarter Quota Club.