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Work Background
eSkillChief Revenue Officer (CRO)
Sep. 2023 - Aug. 2024eSkill is the premier global employee assessment software. As Chief Revenue Officer at eSkill, I was brought in to help the company be acquired, which we successfully achieved in June 2024. In this role, I redefined sales processes and created better systems for how the Go-To-Market teams functioned and interacted. My leadership was instrumental in improving hiring outcomes and customer success, underscoring my ability to lead both product innovation and operational excellence.
MyDATA™©Chief Executive Officer
Mar. 2023 - May. 2023Texas, United StatesHelped create strategy for next steps in founding of company: GTM, Capital raising, advisor to Founder and board.
MyWorkout.AIFounder & CEO
Feb. 2023United StatesJoin as as we put personal back into personal training. MyWorkout.AI is your personal trainer in your pocket. Receive all the benefits of having a professional trainer when you workout, yet you control the schedule, the costs and where you workout. It is an app, it is in your pocket. Customized workouts to meet your goals based on how your individual body moves.
McCombs Center for Global BusinessBoard Member
Feb. 2023Austin, Texas, United StatesAs a member of the CGB Advisory Board I participate with a group of diverse alumni and supporters comprising business leaders from a variety of backgrounds and industries. Together, the Board works to support the advancement of the Center for Global Business and the McCombs School of Business.
Executive Council Network (ECN)Founding Member
Nov. 2022 - Apr. 2024Helped launch this Executive Council Network (ECN), an invite-only platform offered to GM/VP/C-Suite corporate leaders and startup innovators who believe in the power of partnerships, community, learning and driving impact in the world beyond the corporate walls. We achieve this by hosting world-class summits and events and creating opportunities for connection, executive elevation and exclusive angel investments.
GreenLight IoTPresident
Jun. 2022 - Feb. 2023Austin, TXBrought in to this PropTech / IOT company as member of senior leadership to raise first round of funding, create and execute go-to-market plan and provide vision and strategy to grow business and elevate valuation. With P&L accountability oversee operations, finance, capital raising, human resources along with launching next MVP. Redesign board and define board organization and focus. Build systems, processes, and policies for all administrative and operational functions. Develop and execute capital raising strategies including pitch deck, investors, network, presentations, and term sheets. ☛ Converted revenue from project-based to recurring revenue in first six months. Gained acceptance into Newchip Accelerator, Capital Factory and Phase One of NSF/DoD grant program. Launched next MVP and completed successful trial with third largest property manager; secured commitments from top property managers for trials. Completed successful financial external audit
Newchip AcceleratorAdvisor | Startups
Oct. 2021 - Jul. 2023Recruited in highly selective process to this startup accelerator. Provide strategic guidance around capital raising, generating revenue, talent acquisition, growth, operations and other key business management functions.
RedShift AdvisorsMember Board of Advisors
Jan. 2020 - Dec. 2021
KapdecMember Board of Advisors
Jan. 2020 - Dec. 2021
SalesSCALERSFounder | CEO
Jan. 2019 - Oct. 2023Austin, Texas, United StatesConceived and launched this sales leadership and business coaching platform to guide business owners, sales professionals, and executives around performance, strategic vision and strategy, professional growth, and success. Focus on awareness, education, implementation and discipline through proprietary coaching and consulting process. ☛ Generated six figures in coaching/consulting fees annually. Supported clients in crafting and executing business plans that increased profitability by well into double digits.
ActionCOACH Business CoachingHead Coach and Owner
Jan. 2019 - Dec. 2021Austin, Texas Area
PeopleFactsSenior Vice President, Customers and Growth
Sep. 2017 - May. 2019Greater San Diego AreaRecruited to this human capital management/HCM software company in Chief Revenue Officer level role by PE owners to accelerate growth. Provided high impact GTM vision and executive leadership. Led team. pre-sales, sales, implementation, customer success, client retention and growth. Negotiated contracts and closed deals. Restructured sales organization and culture. Redesigned compensation and sales models. Implemented metrics driven KPIs. Advised board and investment committee on company vision. Generated budgets and forecasts. ☛ Grew revenue and EBITDA enabling successful exit earlier than planned. Scaled go-to-market team. Created company’s first formalized recruiting and sales training models. Participated actively in acquisition and integrated new customers. Created and deployed playbook for sales/go-to-market success including new methods and strategies.
First AdvantageVice President of Enterprise Sales - Western U.S. and Canada
Jan. 2016 - Dec. 2017Orange County, California AreaSelected by CRO as member of leadership to create new vertical GTM strategy, compensation plans and sales training programs. Led P&L and team. Implemented vertical strategy and added new sectors. Crafted sales strategy and process. Hired, onboarded, and mentored sales reps. Led sales forecasting and budgeting to support profitability analysis and operational decision making. ☛ Designed new compensation plan that attracted and incentivized top talent. Created robust training program still in effect today. Expanded sales team and developed upsell strategy growing revenue by 120% of quota.
TriNetRegional VP of Sales | Area Manager | Sales Executive
Jan. 2011 - Dec. 2016Orange County, California AreaRecruited to this co-employment HR software company to build book of business, promoted to lead area office and eventually given responsibility for entire Southern CA region. Led team of sales professionals. Drafted sales plans and goals. Targeted new customers via cold-calling and referrals. Trained sales team. Cultivated and coordinated channel partnerships. Oversaw operations for office ☛ Ranked #1 sales office nationally out of 20, achieving and exceeding sales goal. Named Rookie of the Year and ranked #2 rep nationally. Launched national enterprise customer division.
Franklin GroupHead of Sales
Jan. 2009 - Dec. 2011Irvine, CABuilt West Coast office, created sales program; hired, trained and led team of five.
Edelman Financial ServicesRegional VP
Jan. 2008 - Dec. 2009Irvine, CAJoined top-ranked independent investment advisor as one of five new members tasked with starting new wholesale division and building market throughout western region.
Franklin GroupManaging Director
Jan. 2005 - Dec. 2008Honolulu, HIFinancial and insurance services company specializing in projects related to financing, insurance, reinsurance, banking, captive management and offshore risk.
BISYS Fund ServicesRegional Vice President, Head of Mutual Fund Sales
Jan. 2004 - Dec. 2005Honolulu, HIHired to establish company presence in Hawaii by educating and securing contracts with financial services advisors and broker dealers. Created and executed sales and marketing strategy.
Merrill LynchWealth Management Advisor
Jan. 2001 - Dec. 2004Honolulu, HIRelocated to Hawaii following 9/11 Trade Tower attack. Joined Merrill to focus on hedge fund community including educating clients and hedge fund managers on benefits of diversifying investments to manage risks in volatile market.
Credit Suisse First BostonHead of Japan Equity Finance
Jan. 1997 - Dec. 2000New York, NY / Toyko, JapanVice President, Hedge Fund Sales—New York, NY (2000)
Vice President, Head of Equity Finance—Tokyo, Japan (1997–2000) Recruited as member of executive team to build new equity finance business in Japan from the ground up. Directed team of three with soft reports in New York, London, Hong Kong, Australia and Switzerland. Leveraged hedge funds and securities lending community relationships to generate significant income within first two months.
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