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Work Background
Apollo.ioSales Advisory Board
Jul. 2023As a founding member of the Apollo Sales Advisory Board, I was handpicked from amongst Apollo’s one million+ users to join their first ever community. This community includes access to Beta products, research, peer-learning opportunities, an invite-only slack community, and more. Stay tuned…”
FreelanceGenerative AI Advisor and Speaker
Dec. 2022Here’s a revised version that acknowledges your extensive experience without overstating the impact: Applied advanced LLMs, including ChatGPT, Gemini, Claude, Perplexity, CoPilot, and DALL-E, across hundreds of business use cases, dedicating thousands of hours to refining and enhancing practical applications. Earned certificates from MIT Professional in Applied Data Science and Generative AI with LLMs from Deep Learning / AWS to further my knowledge and experience.
Quant FusionFounder
Nov. 2022Florida, United StatesQuant Fusion delivers SaaS solutions that enhance supply chain visibility by combining diverse data sources. Using proprietary algorithms and Data Science, these solutions integrate and transform siloed data to accelerate decision-making processes. • Developed software that automates manual supply chain processes, saving 400 hours annually per CSR & Supply Chain FTEs
• Deployed AI tools for internal use across most functions, improving productivity up to 90%
• Reduced company operating costs by leveraging fractional talent and implementing lean principles
Welbilt Inc.Product Lead - Convotherm at Welbilt Inc.
Sep. 2016 - Nov. 2022Tampa/St. Petersburg, Florida AreaResponsible for U.S. P&L, go-to-market strategy, channel and partner strategies, forecasting and supply chain optimization, pricing strategy, sales strategy, and national account support. Worked closely with factories in Germany & U.K. President’s Award Finalist 2020 • Transformed a line of business by conducting an in-depth business analysis then authoring and implementing a strategic plan, resulting in sales growth of 57% over 6 years, including a new $13M customer, making it the fastest-growing Welbilt brand
• Ensured executive KPI visibility by developing an innovative dashboard inclusive of customer status metrics, sales, margin, competitive pricing status, and after sales metrics by integrating nine siloed data sets
• Built C-level relationships with Buying Groups and dealers, growing dealer count 12% and winning awards from SEFA
• Crafted research-based product positioning and sales materials fueled by fact-based claims and communicated through compelling storytelling. Received the highest dealer training ratings among the 12 Welbilt brands.
• Pioneered the category’s first in-country inventory, fueling revenue growth 20% + annually
• Improved margins 7% through a surgical pricing strategy informed by analyzing six hundred competitive models and conducting a decision tree analysis of dealer purchasing behavior • Architected an integrated sales and service tool to accurately identify warranty costs, improving contract margins 2.5% • Led Welbilt’s first company-wide implementation of a Wi-Fi-enabled equipment control panel. Guided a cross functional team of thirty-five including sales, service, customer service, finance, production, and procurement representatives as well as hardware, software, and cloud engineers.
.Consultant: Tech and CPG Data Science Driven Product, AI, Marketing, and Sales Enablement
Mar. 2016Tampa/St. Petersburg, Florida AreaProvide product, marketing, and sales enablement guidance to C-suite clients
Quotient Technology Inc.Regional Sales Director-Media
Jun. 2015 - Aug. 2016Tampa, FLHeld responsibility for media sales for accounts including L’Oréal, Unilever, Colgate, Campbell’s, GSK, Perdue, Dr. Pepper, Snapple Group, and Publix and their agencies, Mindshare, Metavision, Assembly, 22Squared, and PHD. • Delivered $4.1M in back-half 2015 revenue, 114% of quota.
• Analyzed media execution and provided campaign targeting and messaging improvement recommendations
TREMOR™, a Dentsu Aegis companySenior Vice President Business Development
Apr. 2014 - May. 2015Tampa/St. Petersburg, Florida AreaSenior Vice President, Business Development, Apr 2014 - May 2015
Developed experiential marketing events for Bayer, Walmart.com, Mary’s Gone Crackers, AARP, Gallo, SodaStream, and InStyler
Tampa Bay WaveStart up Mentor
Jan. 2014 - Dec. 2016Tampa/St. Petersburg, Florida AreaI mentor tech founders selected to participate in the Tampa WaVE Tech incubator.
Conversant Inc.Vice President, Business Development at Conversant (acquired by Alliance Data Systems)
Dec. 2011 - Mar. 2014Tampa/St. Petersburg, Florida AreaBuilt team of five business development salespeople. Developed strategic sales plan, identifying, and addressing opportunities and barriers. Notable Accounts: Victoria’s Secret, L.L.Bean, Western Union, Express. Verticals included retail, travel, auto, financial • Grew revenue $4.9M, +41% on top of +146% prior year
• Secured C-suite approval (CEO, CMO, CIO, COO) for this complex solution due to the requirements of critical data integration and sharing, and alignment with organizational governance
• Navigated IT and legal challenges, securing privacy modifications and approvals, and establishing data security measures to build executive trust and compliance
• Built a granular sales pipeline measurement process that included success probability and duration for each sales funnel stage
Catalina MarketingVice President, Business Development
Mar. 2005 - Dec. 2011Tampa/St. Petersburg, Florida AreaDelivered product innovation and growth from new channels with a cross-functional team of twelve and three direct reports. Strong technical sales skills were necessary to gain approval from multiple C-level members since this solution impacted marketing, operations, IT, legal, and privacy • Secured contract from a top national retailer at a 300% CPM premium vs. legacy accounts. Technical implementation required approval by CEO, CMO, COO and CTO as it required retailer to integrate and share their live POS data with Catalina
• Delivered first-ever C-store pilot, leading to a rollout of 5,000 locations
• Inventor and technical lead for an IoT TV coupon solution pilot which leveraged Automated Content Recognition (ACR), TV OEMs, and Catalina’s retailer network to present coupon offers as overlays on TV ads and load electronic offers to shopper cards in real time using the TV remote control; test delivered 10-80% increase for advertisers; participation rate of 30,000 registrants beat expectations by 2,000%. • Collaborated with finance to analyze pricing and profitability scenarios for new products and customers
• Researched all M&A opportunities including probability of success and financial models and provided recommendations to the CEO & CFO. Collaborated and shared best practices with European Catalina executives.
• Conducted target, market, and competitive analyses and built plans for Strategic Business Review process
Catalina USASenior Director Business Development
Dec. 1998 - Mar. 2005Minneapolis, Minnesota, United StatesDeveloped strategic relationships with CPG clients. Sold and serviced $80M in revenue across five divisions at a top 5 CPG company • Drove first-time contracts in new division, resulting in sales 231% of quota
• Secured a $1 million contract with a historically inactive division of a Fortune 200 customer—3,233% above the average contract value. Winning this contract paved the way for the first enterprise agreement, marking it as the largest deal to date
• Conceived and commercialized a new product, Catalina Category Marketing, which delivered over $75M in the first 5 years
• Conducted dozens of research studies using a longitudinal data set with 65M persistent IDs to identify brand loyalty, price sensitivity, seasonality, cross purchase, regional differences, impact of payment type. Used visualization to communicate findings
• Identified product gaps for a national snack brand by authoring a “Healthy Snack Continuum” study, categorizing all snacks by healthfulness using shopping basket and longitudinal analysis methods, resulting in a $25M brand extension
• Invented a shopping basket-based method to target consumers by their affiliation with real-time POS data and Boolean logic
The Pillsbury CompanyGroup Marketing Manager
Jan. 1994 - Dec. 1998Minneapolis, Minnesota, United StatesWorked with brands including Create-A-Meal!, Harvest Burgers, Hungry Jack and Green Giant. • Identified and launched a a category-first brand extension delivering $20M in annual sales Division and then the economy has been published on things this will be available and not when there's the **** being enough
• Developed a time-series model using excel that integrated six data sources, resulting in 98% forecasting accuracy
• Custom research: Household Usage Test, Attitude & Awareness, Sensory, Focus Groups, Concept Testing, Ad Testing
• Nielsen expert: syndicated data and custom analysis (Marketing Mix Analysis, BASES, Price Elasticity)
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