Retained to assist in development and execution of U.S. go-to-market strategy. Koios provides a conversational AI insurance chatbot and voice platform for insurance agents & brokers called Olivo. Olivo determines customer needs, provides insurance quotes, and enhances customer interactions enabling human staff members to focus on high value client interactions.

Three years following sale of EZLynx, it's time for a break. Worked directly with Applied leadership and EZLynx team members to successfully transition all sales process, operations and customer relationships. I am confident EZLynx will continue in its path of innovation and provide effective market solutions for independent agents. Proud of my role growing EZLynx revenue to record breaking levels six consecutive years.

Division head responsible for collaborating with the largest U.S. independent insurance network organizations and align initiatives with technology solutions. Success was measured by benefit to both customers and provider. Through strategic partnering, focusing collective resources and creating value within the channel, record revenue growth and dominant market share (75%+) were achieved.

Head of sales with responsibility for new logo acquisition and revenue generation. Scaled record setting sales team (% of quota achievement). Grew revenue from $38M to $79M annually. Company sold to Applied Systems March 2021.

Responsible for generating new revenue through business development of Broadridge / Matrix products and services by partnering with the largest and most complex insurance organizations. Brought in several new insurance company customers and substantially grew revenue within existing base.

Senior sales leader with responsibility for top line revenue generation and sales expense management. Vertafore provides core technology solutions including CRM, information services, customer facing value add, sales productivity, and connectivity tools to the insurance industry. Lead top producing sales team (% of quota achievement) made up of three VPs. Company sold for $1.4B in June 2010.Head of sales and marketing organization for division that grew revenue from $16M to $50M annually.