• Supported Business Development and sourced capital to fund consumer product, software, and healthcare opportunities.• Established relationships with active and passive investors to drive investment growth.• Led operational elements related to marketing and sales to enhance portfolio company performance.

GrowPath is an integrated intake, case management, and business intelligence software, designed by a leading plaintiffs’ firm to avoid wasted time, redundant processes, and to provide real-time, actionable business insights. The unique software features 17 active patents and is highly configurable.

Strategic sales and marketing consulting: marketing and business strategic planning, product marketing, marketing spend/return assessment, product development, product road-mapping, go-to-market strategy, business development, sales and marketing enablement/alignment, exit strategies for technology and software owners.Selected Engagement: Successfully implemented and executed several marketing automation solutions and CRM integrations for major SaaS company based in Triangle. Utilized Marketing Automation technologies and integrated lead-generation campaigns using telephone, direct mail, and email channels. Results have included two successful exit strategies. Multiple engagement completions included: successfully doubling web traffic; growing webinar attendance by 100%; increasing tradeshow seminar attendance by 450%; growth of inquiry of 16% and base dive ROI of 6.1%; improving web visit time by 45%; improving website page visits by 120%; growing LinkedIn community by 10% and increasing LinkedIn activity by 30%; increasing blog activity by 500%. Analyze engagement scope; lead and manage marketing consulting firms specializing in marketing development, go-to-market product branding, and sales and marketing alignment. Oversee major client accounts in various verticals and industries, including Healthcare, Technology, Business Services, Software and SaaS, Manufacturing and Logistics. Create and maintain business intelligence messaging utilizing current data, industry research, and metrics combined with strict ROI-focused business analysis.Current Client Engagements include BrightLeaf Accounting, Brightleaf Consulting Group -Sr Business Strategist, MakesBridge -Startup Advisor, CloudFuze -Startup Advisor, Solanimus - Board and advisorPast engagements include ResponsePoint, Bausch and Lomb, Inspextion Expert, Raleigh Anti-Aging, Radar Medical, Tiger Eye - Startup Advisor, VoteBash -Startup Advisor, Radar Medical, Certitrek,

ResponsePoint is a B2B marketing company focused on integrated lead and demand generation programs. Programs include integrated marketing and lead nurturing; telemarketing, direct mail, marketing automation all supported by a full suite of marketing & sales support services.

• Led marketing efforts for the large law customer segment at LexisNexis, supporting software solutions for CRM and BI in the legal industry.• Collaborated with the leadership team to drive strategic initiatives and enhance customer experience.• Developed and executed marketing campaigns to promote InterAction and Redwood Analytics, contributing to increased product awareness and adoption.

Provided long term consulting through 4 Action Marketing. Served in leadership role for this 5th year start-up in healthcare software industry. Activities included new branding new website and tactical sales shift from direct to channel driven as well as developed go-to-market strategies for newly launched SaaS driven solution insurecommunications.com. Actively participate in driving channel, OEM partners and business development for this healthcare communications platform. Acquisition by Radnet occurred in 2011.

Organization Building, Re-branding, Marketing Communications.Reported to company president, This Director-level position was the most senior marketing role in the organization, responsible for overseeing all marketing and communications across all domestic product lines and 6 business units.Organization building: Restructured the marketing department to improve the team’s ability to earn first-mover status in a highly competitive market—an effort that resulted in better alignment of spend to objectives; improved product management and enhanced corporate communications across a broad spectrum of products.Re-branding: Identified the opportunity to improve the company’s competitive position via branding. Devised and implemented a refreshed brand, including a new tagline, key messages, etc.Marketing Communications: Devised and introduced all new supporting sales collateral, including tradeshow exhibit, materials and website. Managed the development, product go-to-market and launch, lead generation and search engine optimization (SEO) and corporate web presence.

As vice president, managed divisional marketing department for operating unit of BOWE BELL + HOWELL, including developing strategic marketing plans and launching new products.Product Extension: Developed a product extension strategy to drive revenue and position the company more competitively industry-wide—an effective move that differentiated the brand in a mature software market. Reinvigorated the company’s innovative spirit by finding and driving new SaaS product development and key partnerships resulting in new revenue and products sales. Branding: Initiated branding strategy and sharply improved positioning by updating the brand and refocusing it on the company rather than on individual products.Succession Planning: Instrumental in establishing the business case behind the need to invest in additional development and innovative products. Established clear direction for owner exit strategy, actively pursing investment and participating in discussions with the owners that ultimately resulted in the company’s acquisition by BOWE BELL + HOWELL. Ultimately transferred and promoted to Director of Communication of parent company.

Hired initially as an Account Executive; promoted soon after to key leadership position overseeing sales and marketing—a team of three Sales Executives and two Account Managers. Managed the budget process for marketing and advertising, sales forecasting and customer service.Sales achievement: Exceeded $1,000,000 quota for new business development within six months, taking revenue from $1.2 million to $2.9 million in one year. Doubled revenues for each of the next two years, earning a ranking as the 172nd fastest growing company on the Inc. 500.

Starting out initially in sales, produced $500,000 in the first three months, thereby earning a promotion to Production General Manager. Coordinated pre-press, litho, laser/inkjet imaging, finishing, fulfillment and warehouse/distribution. Oversaw and directed three Project Managers and two shifts of 28 employees. Production management: Developed and implemented new operations program, which increased daily output by more than 1,600% while simultaneously taking manufacturing costs from 45% to 22%. Performance improvement: Increased monthly on-time performance ratings from 60% to more than 90%. At the same time, decreased employee turnover 80% by initiating ISO 9000 standardization.

Black Fox was an investment management company where I held two roles at Presort, LLC I was an Account Executive selling services related to the print, mailing, and fulfillment industries, where I doubled base business in six months and was promoted to a sister company. I was promoted to National Sales Manager at Integra, LLC where I established their first national OEM sales channel for manufactured products to: Jacuzzi, Goulds Pumps, Campbell supplies, Ingresoll Rand, Franklin Pumps and others.