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Work Background
Independent Client Advisor | Customer Success & IT Strategy (Expert Networks)Self-employed
Jun. 2025United States, New YorkProvide on-demand client advisory through expert networks, supporting investors and operators with Customer Success, service delivery, and IT strategy insights, often in the context of managed services operating model evaluation and diligence.
• Advise on Customer Success operating models, including retention levers, executive alignment, QBR/TBR structure, value realization, and escalation management.
• Share practical guidance on service delivery design, portfolio health, and growth strategy (cross-sell/upsell motions tied to strategic reviews).
• Support diligence and decision-making by translating hands-on leadership experience into clear frameworks, key risks to watch, and actionable recommendations.
• Maintain strict confidentiality and compliance standards; discuss themes and frameworks, not client-specific details.
• Speaker/Panelist (Feb 2025): Hexnode Live (moderated by aheadCRM) on digital workplace modernization and UEM, connecting security/compliance decisions to adoption, stakeholder alignment, and long-term customer value.
• Speaker/Panelist (Sep 2025): CRMKonvos (with Thomas Wieberneit) on CRM-led growth, adoption/retention drivers, and value realization. (Recording linked in Featured.)
Consultations delivered via: Atheneum, Dialectica
VC3Manager, Strategic Advisors/vCIOs
Sep. 2022 - May. 2025New York, New York, United StatesLed a high-performing team of Strategic Advisors responsible for client IT strategy, retention, and business growth across a national portfolio. • Oversaw $2.4M in monthly recurring revenue, maintaining strong client engagement and contributing to consistent revenue growth.
• Increased overall client satisfaction by 20% through improved communication, strategic alignment, and team accountability.
• Developed and maintained strategic IT roadmaps, leading to a 15% boost in technology alignment across clients.
• Implemented client retention strategies that achieved a 90% retention rate.
• Drove 20% quarterly revenue expansion through cross-sell and upsell initiatives tied to strategic client reviews.
• Standardized IT processes and held regular business reviews, resulting in 80% solutions alignment across the client base.
• Handled major client escalations and resolved 90% of high-impact issues swiftly and effectively.
• Managed client portfolio performance through effective hour rate and utilization oversight.
VC3Senior VCIO
Feb. 2022 - May. 2025New York, New York, United StatesActed as a strategic technology advisor for key accounts, aligning client IT infrastructure with business objectives to drive operational and financial outcomes. • Improved operational efficiency by 30% through strategic IT planning and process optimization.
• Led detailed reviews of internal and external workflows, introducing streamlined solutions to eliminate friction points.
• Collaborated with executive leadership teams to position IT as a growth driver and value-add.
• Served as the dedicated vCIO for multiple high-value clients, enhancing satisfaction and strengthening long-term partnerships.
Axiom Technology GroupClient Services Manager
Apr. 2021 - Sep. 2021New York City Metropolitan Area• Built and managed a Technical Account Executive Program to facilitate client engagement and satisfaction
• Planned and implemented a client strategic guidance model through Technology Business Reviews
• Facilitated alignment of client technology with business goals/needs while meeting industry best practices
• Hired, trained and managed Technical Account Executive team members
• Provided leadership and guidance to Technical Account Executive team members
• Reviewed and improved internal/external processes and workflows to meet company business goals
• Served as dedicated Technical Account Executive to key accounts
Axiom Technology GroupTechnical Account Executive
Dec. 2020 - Sep. 2021New York City Metropolitan Area• Planned and implemented client strategic guidance model through Technology Business Reviews • Served as dedicated Technical Account Executive to key accounts
• Facilitated alignment of client technology with business goals/needs while meeting industry best practices
• Provided leadership and guidance to fellow Technical Account Executive team members
• Reviewed and improved internal/external processes and workflows to meet company business goals
S7 Technology GroupVirtual CTO Manager
Nov. 2019 - Dec. 2020Greater New York City Area• Built a Technical Account Management Program to facilitate client engagement and satisfaction
• Planned, facilitated, and managed implementation of Technical Account Management team
• Planned and implemented client strategic guidance model through Technology Business Reviews
• Facilitated alignment of client technology with business goals/needs while meeting industry best practices
• Hired, trained and managed Technical Account Management team members
• Provided leadership and guidance to Technical Account Management team members • Implemented weekly team review meetings
• Reviewed and improved internal/external processes and workflows to meet company business goals
• Completed implementation of new company quoting system - Quoter
• Served as dedicated vCIO/CTO to key accounts
Atlantic Tomorrow's OfficeVirtual CTO Manager
Jun. 2019 - Sep. 2019Greater New York City Area• Managed day-to-day Virtual CTO Group Operations • Facilitated the process of Technology Business Reviews
• Conducted weekly team review meetings
• Conducted cross-functional team meetings between service delivery, operations and sales
• Provided leadership and guidance to vCTO team members • Hired, trained and managed vCTO team members • Improved internal and external processes and workflows
Atlantic Tomorrow's OfficeEnterprise Virtual CTO
May. 2017 - Sep. 2019Greater New York City Area• Managed large enterprise client accounts
• Acted as client's chief technology officer facilitating effective executive IT decisions
• Collaborated with client's executive management team showing value as an IT partner
• Developed and managed client's strategic initiatives, business goals, and needs • Performed contract management and negotiations
• Completed assessment and standardization of client's technologies via technology business reviews • Performed Pre-sales and Post-sales engineering • Conducted technology assessments for existing clients and new business
• Improved of internal and external processes and workflows • Provided guidance to virtual CTO colleagues --------
Atlantic leverages industry-leading technology and people to identify and implement innovative solutions that enable customers to enhance productivity while managing costs. Atlantic is a Managed Services Provider helping over 20,000 organizations with the following:
• Managed IT Services
• Managed Security Suite
• Managed Print Services
• Document Management Services
• IT Support
• Printers & Copiers
• Production Printers
Atlantic Tomorrow's OfficeVirtual CTO Manager
May. 2017 - Sep. 2018Greater New York City Area• Managed day-to-day Virtual CTO Group Operations • Managed and facilitated Technology Business Reviews • Conducted weekly team review meetings • Provided leadership and guidance to vCTO team members
• Hired, trained, and managed vCTO team members
• Improved internal and external processes and workflows
• Facilitated implementation of new company quoting system - ConnectWise Sell (formally Quosal)
• Facilitated implementation of new client documentation system - ITGlue
Atlantic Tomorrow's OfficeVirtual CTO
Nov. 2014 - May. 2017Greater New York City Area• Represented client as their chief technology officer to facilitate effective executive IT decisions • Completed IT assessments and developed strategic initiatives for existing and new clients
• Developed and managed client's business goals as it relates to their IT infrastructure
• Performed contract management and negotiations
• Assessed and standardized client's technologies via technology business reviews
• Conducted Pre-sales and Post-sales engineering
• Collaborated with client's executive management team to show value as an IT partner • Improved internal and external processes and workflows
• Ran day-to-day status meetings and weekly vCTO Meetings
LloydSystems Architect Team Lead
Aug. 2013 - Sep. 2014Greater New York City Area• Hired, trained and managed System Architects
• Completed implementation of new company quoting system - Quosal • Improved internal and external processes and workflows
• Developed and maintained company strategic initiatives
• Ran weekly priority and project proposal meetings
• Redefined the roles and responsibilities of the Systems Architect
• Developed and managed of client's strategic IT goals
• Assessment and standardization of client's technologies
• Responsible for maintaining company's gross profit margins
LloydSystems Architect
Jan. 2012 - Sep. 2014Greater New York City Area• Responsible for performing technical audits for current and new clients
• Collaborate in creating IT Roadmaps for existing and new clients to maintain, improve and create business solutions
• Maintain customer relationships by providing technical expertise on current technology as well as recommending new technology to improve client's business
• Responsible for designing projects that fit within business needs and financial budgets
• Responsible for on-boarding new clients
• Project proposal generation
• Project quote generation
LloydEscalations Analyst 3
Dec. 2011 - Feb. 2012Greater New York City Area• Provided top level support to resolve complex technical issues
• Responsible for bi-weekly primary care visits to clients involving mini-audits of network infrastructure and computer desktop environment
• Maintained vendor relationships for several clients
• Performed upgrades for major software packages including workstation client rollouts
• Responsible for maintaining and updating client documentation
• Rotated responsibility for providing weekend and after-hours technical support
LloydTier 2 / Project Engineer
Apr. 2011 - Dec. 2011Greater New York City Area**Greenhouse IT has merged with the Lloyd Group**
Effective April 1, 2011, Greenhouse IT has merged with the Lloyd Group. For more information, please visit Lloyd Group's website at www.lloydgroup.com.
Greenhouse ITService Engineer
Feb. 2007 - Apr. 2011Greater New York City Area• Responsible for providing all levels of technology consulting, implementation, and support for several clients in the New York City area
• Responsible for handling and maintaining our largest client during their acquisition of small companies in their business sector
• Configured and setup Netscreen firewalls at remote client locations and configured point-to-point VPN tunnels between remote offices
• Managed, maintained, and supported Windows Servers, Active Directory, and MS Exchange
• Installed, configured, and managed BlackBerry Enterprise Server
• Managed hosted IT services for numerous clients
• Established relationships with appropriate third party vendors to generate quotes and services for clients
• Responsible for documentation and project management for several clients
• End user support
Continuum Health PartnersInformation Technology Coordinator
Mar. 2006 - Feb. 2007Greater New York City Area• Responsible for providing all levels of technology support, hardware and software
• Responsible for providing support for SunCoast patient information database application
• Provide support for Novell GroupWise email system
• Manage, maintain, and provide support for laptops used by field staff
University of Cincinnati College of MedicineComputer-Based Testing Administrator
Oct. 2003 - Jan. 2006• Responsible for transition from scantron to computer-based testing for the college of medicine
• Administrator of TestWare Computer-Based Examination software package
• Coordinated with faculty and course professors to organize, arrange and support computer-based exams
• Managed and maintained 175 laptop computers used for the computer-based examinations
University of Cincinnati College of MedicineTechnology Analyst
Oct. 1999 - Jan. 2006Cincinnati, Ohio Area• Reassessed Lecture Hall Quality Assurance Program to improve customer service
• Managed and maintained over 650 affiliate Exchange email accounts
• Developed and prepared over 850 interactive orientation CDs for medical students & residents
• Conducted Wireless Network LAN testing and developed user manuals
• Managed and created user login accounts on MS Active Directory and Novell Netware
• Provided primary support for mobile devices and Apple Macintosh systems
• Supervised and trained evening shift helpdesk technicians
University of Cincinnati College of MedicineInformation Systems Technician
Jan. 1998 - Oct. 1999Cincinnati, Ohio Area• Researched methods for automated and remote software installations for computer lab
• Created Y2K preparation project plan for inventory, upgrade, and patch deployment
• Researched Internet Video Conferencing methods and provided recommendations
• Created and managed a database of computer hardware for acquisition and redistribution to end users
• Provided technical computer assistance to student, faculty, and staff of the medical center
• Member of Customer Service Steering Committee
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