https://www.provisiopartners.com/about-us/Industry / Markets / Programs Served: HMIS (CoC) - Shelter, Emergency, Transitional, Permanent, & Supportive Housing Workforce/Employment/Job Development – Goodwill Industries nationwide Community Action Programs/Agencies (CAP) / County Programs (CSBG, ROMA) Children’s Advocacy & Child Welfare Initiatives (TIC) Foundations / Funders / Grants Management Veterans Services – PTSD Counseling, Veteran Housing Services, SSVF, DVOP Mental/Behavioral Health & Substance Abuse Clinical Counseling Aging, Elderly (Seniors) & Intellectual and/or Developmental Disabilities (DD) Domestic Violence & Human Trafficking – Advocacy, Education, Crisis Hotline, Shelter Refugee Services Legal Aid Services Volunteer/Mentor Management Food Pantry, TANF, Basic Needs, Utility Assistance – LIHEAP, CEAP & Weatherization (WAP)  HIV/AIDS, Ryan White Care Act Initiatives, HOPWA Faith-Based Initiatives – Organizations with worldwide footprints Foster Care/Adoption/Pregnancy Programs & Services Self-Sufficiency, Financial Literacy, Life Skills Out-of-School (OST)/After-School Time – Academic & Social/Behavioral Re-entry (Youth and Adult) & Juvenile Justice Programs Call Centers, 211 / Information & Referrals Early Childhood Education / Head Start

Serving hundreds of nonprofits whose organizations cumulatively touch thousands of lives, Exponent Partners employs a "managed package" database solution on the Salesforce AppExchange called Exponent Case Management (ECM) which runs on the unified Salesforce.org platform.***A different VP of Sales was hired 2 months after I joined the company

CaseWorthy™ is a Case Management SaaS database software & funder compliance reporting solution for Nonprofit, Human/Social Service (HHS), Mental/Behavioral Health (MH/BH) & State/City/County Government agencies. I facilitated the sales needs analysis discovery & data education process and identified & developed strategic partnership opportunities with organizations in the Central/Midwest United States which includes: TX, KS, MO, OK, LA, IL, MN, WI, IA, ND, SD, NE.

Social Solutions is a provider of Outcomes & Case Management SaaS software solutions for Nonprofits (NGO's) and Human/Social Services (HHS) providers#3 Account Executive - Total Software Revenue - Q3, 2013 - 89% of quota#2 Account Executive - Total Software Revenue - Q4, 2013 - 114% of quota#1 Account Executive - Total Software Revenue - Q1, 2014 - 134% of quota#2 Account Executive - Total Software Revenue - Q2, 2014 - 88% of quota***Social Solutions was acquired by Vista Equity Partners in July, 2014- Closed the fastest sale in company history from prospect discovery-to-close (6 weeks) - Q3, 2013- Closed the largest Food Bank Collaborative in the United States - Q4, 2013 - Houston, TX- Closed 1st company account in New Mexico with an accredited University - Q1, 2014- Closed 1st company account in Fort Worth, TX with an institution of higher learning - Q1, 2014- Closed the 2nd largest Youth Center in Chicago, IL - Q1, 2014- Closed the largest faith-based organization in Kansas City - Q2, 2014Daily responsibilities:• Create quarterly Regional Territory Sales/Revenue plans with the VP of Sales to sell annual, recurring SaaS (Software as a Service) license revenue within assigned territory• Prospect/Network for new clients in major markets and previously uncanvassed cities/regions in target territory• Respond to and qualify RFP's/RFI's, web/marketing leads and networking prospects• Work closely with internal/external Software Implementation and Technical Support teams to facilitate seamless pre- and post-sale prospect-to-customer transition• Engage persons of influence, industry Thought Leaders and Nonprofit organizations via various social media and extensive networking• Build customized presentations and solution quotes/pricing proposals for engaged and qualified prospects• Attend several Nonprofit and Human/Social Services related trade shows and conferences representing Social Solutions all across the country as a speaker and/or exhibitor

Southwest Key Programs is a national Nonprofit operating innovative social programs including community, mentoring, basic needs, youth justice programs and schools, safe shelters for unaccompanied immigrant children and workforce development services impacting thousands of youth and families each day. Founded in 1987, Southwest Key Programs employs a creative and diverse workforce of over 2,600 staff in 6 states for this COA Accredited (Council on Accreditation), $180M operating budget, leading edge human services organization.Daily responsibilities included:• Project/Data management, design, Quality Assurance (CQI/PQI) and program analysis/reporting of 63 organizational programs/services in 6 states including, TX, CA, WI, GA, NY and AZ. Programs included Community Action Programs, Adult/Youth Education, Adult/Youth Alternatives to incarceration, Juvenile Justice (JJAEP), After-School/OST Youth Services, basic needs and Family Emergency Services, Youth Mentoring, Health/Wellness, Reentry Services, Workforce Development (DOL), Refugee/Immigrant/Unaccompanied Minors shelter programs• Worked with Executive team, Program Directors, Clinicians and Case Managers to architect activity/output program design to quantify and measure overall program Outcomes, service delivery effectiveness through the creation and development of Program Logic Models and process workflow Blue-Prints• Provided employee education, support, design, revisioning and maintenance of SWK Program's Advanced Case Management database, ETO (Effort To Outcomes Software) to over 2,600+ employees• Provided on-site training at program locations throughout the United States (25-30% travel required) to educate/train SWK staff on the organization's focus on Outcomes-based programming as per the Logic Models created by the Executive Team and the Quality Assurance department• Educated staff on meaning, importance and their role in the Council on Accreditation (COA) standards and organization best practices

Private Real Estate Investor/Consultant- Purchased and sold various real estate investment, rental and rehab properties in urban-core Austin and the surrounding metro with commissions earned in previous real estate and mortgage transactionsRealtor® / Investment Consultant- After heeding the sound advice of several real estate clients/colleagues, I obtained my Texas Real Estate license (TREC #586385) and sold high-rise, luxury downtown condominiums and premium real estate as Austin’s “go-vertical” era was beginning to take hold with people from all over the world moving to Austin’s urban-core en masse

Formally Hibernia Bank, Capital One was a traditional Credit Card finance company that is now making a nationwide push to become a full-service, brick-and-mortar bank. Currently, Capital One Mortgage provides Loan services to primarily Texas, Louisiana and surrounding states, but with its acquisition of Northfork Bank, Capital One can now originate loans anywhere in the United States. #1 Loan Originator - Loan Volume/Dollars, Texas Region, Q1 2007 #1 Loan Originator - Loan Volume/Dollars, Texas Region, Q3 2006 #1 Loan Originator - Loan Volume/Dollars, Texas Region, Q2 and Q4 2005 #1 Loan Originator - Loan Volume/Dollars, Texas Region, Q3 2004 Loan Officer/Loan Originatoro Perform New Business Development for new mortgage loans in the Austin and surrounding territoryo Work extensively with Bank branch employees to assist them with providing mortgage loan solutions to their prospective customerso Provide Mortgage/Finance 101 training to Real Estate Agents, Branch Managers and Bank employeeso Perform market and business opportunity analysis via networking within corporate businesses, trade shows, trade associations and luncheonso Manage Database of professional contacts in the Austin and Surrounding areaso Represented and marketed Capital One at Trade Association meetings and various company sponsored events to recruit new talent and to promote the company and its objectives

Mentor 4 was a Start-up subsidiary of the Allegis Group that recruited Home Mortgage, Accounting, Finance and Call Center professionals. The Allegis Group of companies exceeded $3,000,000,000 in annual sales.- Achieved quota for Q3 & Q4 2003, Q1 2004 – Mentor 4 Account Executive/Senior Recruiter – New Business Developmento Perform New Business Development for this Start-up division of the Allegis Group in Austin and surrounding territoryo Perform market and business opportunity analysis via networking with in corporate businesses, trade shows, trade associations and luncheonso Manage Database of professional contacts of various economic backgrounds and skill sets to include Mortgage, Finance, Accounting, Real Estate professionals, CPA’s and “C” and “VP” level Executiveso Make daily outbound "warm" calls into targeted, strategically selected companies to search for both valid client-companies to contract with and the best possible industry candidates to fill those high-visibility positionso Negotiate optimum Fee Agreements and other financial Terms of Contract to maximize company revenueo Represented and was the Corporate Marketing Representative at Client Sites, National Trade Shows, Job Expos, Trade Association meetings, luncheons and various entertainment functionso Clients include: Wells Fargo, Bank of America, Washington Mutual, JP Morgan/Chase, Dell Inc., Dell Financial Services, Silicon Labs, National Instruments, URS Corp, Broadwing, Tokyo Electron, Marsh Companies, Wincor, Emerson, ETS-Lindgren, NexTel Communications, Deloitte Consultingo Manage company expense account

Boulder Valley Partners – a subsidiary of Management Recruiters International - was an Nationwide Executive Search firm that pro-actively recruited Sales Professionals to include VP’s, Directors, Managers, Executives and Engineers in the Enterprise Software Industry; specifically ERP, CRM, Contact/Call Center, eCommerce and Business Intelligence software. This was during the “start-up revolution” and during one of the most significant technology/software “booms” the world had ever seen. #1 Account Executive – Southwest Region Q4 2000, Q3 & Q4 2001 Boulder Valley Partners Top 10% in Sales Revenue, Southwest Region, Q3 & Q4 2000 – Q3 & Q4 2001, Boulder Valley PartnersAccount Executive/Senior Recruiter – New Business Developmento Make strategic decisions to coordinate the optimum needs and fulfillment processes of prospective clients and candidates - processes include: Market research, scripting, scheduling and qualifying target candidates & companies discovered from cold calling, data mining and through Internet email marketing toolso Very proficient at screening resumes, pre-qualifying candidates and the “drill-down”, nuts & bolts interviewo Conduct post-interview follow up with clients and candidates to determine next step processeso Worked daily with Human Resource dept to negotiate optimum Fee Agreements and financial Terms of Contracto 3-4 hours a day was spent prospecting for new business – inside and outside callso Recruited, trained, coached and mentored new incoming Account Executives and Recruiterso Daily engagement with CEO’s, CIO’s, CTO’s, COO’s, VP’s, HR Managers, Sr. Account Reps, Software engineers, Pre- and Post-sales Engineers and Regional Sales Directors to achieve quotas and MBO’so Clients served include: PeopleSoft, Agile Software, Siemens, Asera, Siebel Systems, BaaN, Oracle, e.piphany, Matrix One, EMC, Vignette, J.D. Edwards, InfoNow, i2 Technologies, Quest Software, Witness Systems, Cognos