Sourcing Advisory Group was created to leverage extensive experience and expertise to help private equity firms and Fortune 1000 organizations maximize value and opportunity costs by leveraging best-in-class indirect sourcing optimization and GPO strategies. We have worked with over 30 private equity firms and over 400 portfolio companies ranging from multi-billion-dollar global organizations to new startups. We focus on strategies to optimize indirect categories such as HR/HCM, IT, Logistics, Telecom, MRO, and Energy....etc.

Trinity Packaging Supply is changing how businesses think about packaging. By harnessing state-of-the-art technology and its network of manufacturing and distribution partnerships, Trinity has become the premier wholesale source of pallets and packaging supplies for manufacturers, retailers, and logistics companies.

SupplyStream is a custom product information management platform (PIM) utilizing proprietary software that aggregates supplier catalogs into one master catalog. This allows businesses to find the lowest cost option and the fastest shipping times for packaging and industrial products sold by multiple vendors. SupplyStream will enable online storefronts, regardless of industry, to be the Amazon of wholesale.

UKG is the leading cloud provider of human capital management (HCM) and workforce management (WFM) solutions. Operating with a commitment to always putting people first, UKG's award-winning UltiPro delivers HR, payroll, talent, compensation, and time and labor management solutions that seamlessly connect people with the information and resources they need to work more effectively.

As a Sales Director, I led a team responsible for advisory services, business strategy, account management, business development, and relationship management for 30 private equity firms and their portfolio companies. I served as the primary executive contact for private equity Managing Partners and Operating Executives to develop strategic account and portfolio plans for cross-portfolio sourcing and indirect sourcing optimization. I worked with PE Operating Executes to develop a strategy to maximize cross-portfolio value creation opportunities in categories such as HR/HCM platforms, IT, Logistics, Energy, MRO, and warehouse/office consumables. Leveraged Buyout Value Creation- Worked directly with PE firm executives to identify the needs of new portfolio company acquisitions- Worked with operating executives to develop a high-level repeatable solution roadmap to deliver value creation during the M&A first 100-day engagement plan- Served as the primary executive contact for portfolio company CEOs, CFOs, CIOs, and CPOsM&A Integration- Executed value creation strategy for platform investments- Developed a plan to integrate bolt-on acquisitions into existing platform companies

Worked with senior-level supply chain executives helping them to strategically align their global supply chains to their business strategies and goals through Gartner's data-driven research and advisory services.

- Falcon Award winner- President’s Club winner- Four-time Century Award winner - Nominated and selected for the Leadership Development Program- HRSP - Human Resources Sales Professional CertificationADP provides integrated Human Capital Management solutions including highly functional Talent Management tools, such as Talent Acquisition, Performance Management, Compensation Management, Succession Management and Learning Management.

Entrepreneurial agency ownership of a State Farm Agency. Responsible for all operations and P&L of a State Farm insurance agency. Developed marketing plan and office systems. Hired, trained, and managed staff to execute business and marketing plan for insurance and financial services.

- 112 % of quota in rookie year

Developed and executed territory marketing plan to sell new clients and increase revenue and profitability with Tier 1 clients in an assigned territory.130% Quota Attainment for 2005108% Quota Attainment for 2004106% Quota Attainment for 2003

Accuship.com, purchased by Iron Data, provided Transportation/Supply Chain Business Intelligence (BI), Analytics, and Business Process Outsourcing (BPO) solutions for Fortune 1000 organizations in an a ASP/Cloud environment.- # 1 ranked Business Development Manager in 1999, 2000, & 2001- Promoted from Account Manager, Business Development Manager, to Senior Business Development Manager- Helped train and mentor customer service team- Helped hire, mentor & train national sales force consisting of 24 sales representatives