Reporting to the Executive Chairman, responsible for defining & executing all strategic growth efforts. Initiatives span all disciplines (see below). Direct responsibility of IT, Marketing, Training, Data/Automation & Transition teams. Additional “dotted line” responsibility across all other major back-office functions.**Technology**Created a comprehensive technology roadmapLed a full migration of all technology infrastructure from premise to cloud.Modernized collaboration with cloud voice, video, IM, team spaces & SMS.Architected & led full stack development of a proprietary business intelligence platform. Established internal Data, Tools & Automation BureauLead RFP of a new full service wealth management platform & managed migration/conversion.Overhauled IT practices, including: ticketing, monitoring & change management**Training**Designed holistic curriculum, including self-paced & group courseware via Google Classroom.Re-platformed & re-architected an organization-wide intranetDeveloped/launched a Junior Advisor program.Defined a Developmental Advisor program.**Marketing**Re-imagined a new & modernized brand (and standards)Re-architected corporate website, adding rich collaboration features to support engagement with public.Launched marketing campaigns across email, social, banner/digital/adwords, print, radio & other.Created a Marketing Support Desk, an internal marketing support capability for Financial Advisors. Developed a toolkit & information sessions to support & enable a distributed recruiting team.**Process Re-engineering**Created an Advisor transition process & accompanying dashboard/workflow tool.Modeled streamlined Advisor onboarding process & checklist. Created a lead generation funnel tool.**Go-To-Market**Created Hybrid & Affiliated models, extending the addressable marketArchitected a Hybrid Advice offering for millennial & generational investors.Defined Wealth Management Firm Analytics “as a Service” offering.

Responsible for global business development of $36M Services offerings for Cisco’s Hosted Collaboration (HCS). Fully refreshed professional services portfolio. Led 15 initiatives in support of the HCS FY18 services strategy; spanning new offerings, incentives & partnerships.Developed ROI calculator/model for inclusion in proposals for key service offers.Created a new market prospecting campaign for Cisco WebEx services opportunities.

Developed delivery methodology, including: key methods/procedures, engagement QA & critical overlay functionsCrafted the team charter, strategy & fiscal year business plans.Created tools for classifying opportunities, consolidated regional pipelines & assessing opportunity risks.

Lead delivery for Americas professional services region (Canada 🡪 South America).Staffing manager for services engagements (typically ~10 concurrent projects & 20+ customers).Created/defined new service offerings; defining minimum of 2 new services offerings/year.

Lead 2 teams in delivery of Cisco WebEx Social services across 10 concurrent engagements.Enabled/trained regional teams to deliver WebEx Social solutions globally.Principal contributor to the “Collaboration Index Tool”, a methodology to qualify collaboration opportunities.

• Created “Collaboration Reference Architecture”; driving prescriptive approach to developing enterprise collaboration strategies.• Created end to end collaboration services methodology • Defined 4 new Cisco-Microsoft interoperability services • Key contributor to development of high-level design for multi-tenant, hosted IPT offer for major national Insurance carrier.

Led architecture, deployment & operations transition of Microsoft Hosted Collaboration for national ISP and cable provider “Business Class” offering.Sold service extensions/customizations to national ISP and cable provider for the evolution of their “Business Class” platform.Presented to Microsoft leadership to guide their “OEM to SaaS” strategy.Key contributor to Accenture’s SaaS operating model & implementation strategy.Contributor of national telecommunications provider “go to market” team. Incubated new offerings, developed business cases & GTM approaches.Helped develop architecture for major consumer electronics retailer's SMB offering (small business application services platform).Led architecture & implementation of a custom billing engine for an Australian Unified Communications service.

Architected SaaS “toolkit” for multi-national telecommunications provider, including metering & provisioning tools for service providers. Developed a Windows Digital Media Rights Management framework.Requested specifically by a national telecommunications service provider to lead their team in creation of a Microsoft Exchange hosted solution.Supervised development team in creation of an administration portal for national telecommunications service provider’s hosted email platform. Developed transactional batch engine (and framework) enabling rapid provisioning of accounts SaaS platform.

Built ecommerce sites built on Microsoft Commerce Server for 2 national retailers. Conceived/Architected custom hosted management/monitoring platform, later sold/implemented at a leading datacenter and technology provider.Supervised operations team providing hosting services to several enterprise clients.