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Work Background
OneHouston FinancialFinancial Services Professional
Jan. 2017Houston, Texas AreaLicensed Agent in the State of Texas and Louisiana, appointed with the companies of OneAmerica and American Prudential Capital. Areas of focus: Executive Discriminatory Benefits, Alternative Funding for Growth and Working Capital, Buy-Sell Agreements, Tax Deferred Compensation Plans, Long-Term Care, IRS Qualified Plans, and Retirement Income and Wealth Strategies. Net Results: Won “Rookie of The Year” award for outstanding sales performance in 2017.
ArcMail Technology / Wala Inc.VP of Sales and Marketing
Jan. 2014 - Nov. 2016Houston, Texas AreaSpearheaded ArcMail’s channel sales and marketing approach in the SMB market segment nationwide. Reorganized sales and marketing departments, including vision, business planning, recruiting, training, and setting performance / financial targets. Developed brand awareness campaigns through strategic content placement with online domain experts such as Tech Target and Spiceworks. Implemented and tracked all lead generation campaigns from initial conversion to purchase order. Implemented Marketo marketing automation infrastructure to integrate company’s CRM, website, and all marketing campaigns. Restructured company’s direct and alternate sales channels to exceed corporate sales, revenue, and gross margin goals. Net Results: Improved margin contribution to 60% of sales through new pricing strategy and sales channels; streamlined sales processes to increase sales team productivity by more than 50%; developed and implemented marketing strategy to increase tenfold (10X) the number of Qualified Sales Opportunities (QSOs).
Independent ConsultantStrategic Financial Intermediary and Management Consultant
Jun. 2013Houston, Texas AreaAssist companies in raising funds through equity and/or debt instruments for growth or working capital as well as consulting services to assist founders and CEOs with setting strategy, corporate structure, valuation, financial modeling, debt, financial advisory, finding key personnel, business development, forming strategic partnerships, financial planning, and reviewing internal processes to support growth and gain liquidity, with an emphasis on managing risks and improving margins.
Virtual Dynamix (VDX)South Central Regional Sales Manager
Oct. 2012 - Jun. 2013South Central RegionAssisted in the opening of an office in Houston, TX and coordinated teams of IT engineers, IT consultants, and project managers for multi-million-dollar private cloud initiatives, data center transformation, Windows 7 migration and IT regulatory compliance projects. Net Result: Contributed to the growth of the South-Central region by identifying $9 million in IT opportunities and establishing key relationships with Microsoft, Citrix, Flexera, RES, Quest, 1E and others.
Software Guidance & AssistanceBusiness Development Manager
Jan. 2012 - Sep. 2012Houston, TexasResponsible for opening the Southern region office for SGA, a 30-year old, certified woman-owned, I.T. staffing company with over 550 active consultants working in Fortune 500 companies. SGA's subject matter expertise includes all phases of the project lifecycle ranging from Project Management, Architecture, Application Development, Quality Assurance Testing, and Desktop Support to Network and Server Infrastructure. Net Result: Jump-started South-Central region by identifying $10 million in revenue opportunity in 22 global enterprise clients within six months.
EPT Technologies, LLCExecutive Vice President
Feb. 2003 - Dec. 2011Houston, TXConsultant for CEOs, founders and lead investors of several startups and early stage companies, providing strategic direction, branding, raising funds, forming strategic alliances, sales and marketing, sales channel development, product design and development, software development, and fiscal & capital planning and execution. • Led the deployment of a $30 million global IT network in 48 countries for a billion-dollar oil & gas services company. Developed KPIs to assess the progress of network providers, hardware, software and professional services vendors and consultants. Responsible for tracking and meeting delivery schedules and monitoring compliance for all deployment activities and requirements. Net Result: Successfully completed project at 10% below budget. • Co-founded a mobile banking middleware software company. Responsible for system deployments, rollouts of new software, negotiating complex terms within long-term contracts; and managing vendor, supplier and consultant relationships. Net Result: Led Seed & Series A rounds. Led initial sales and marketing teams, reduced launch cycle time by 20% and product development costs by 15%. • Co-founded an adult Stem Cell collection and cryogenic storage business with private healthcare practices located in fifteen Tier 1 markets nationwide. Responsible for developing pricing model, marketing strategy, and physician network. Led Seed & Series A funding rounds. • Negotiated major OEM contracts and partnerships for a Japanese hard drive manufacturer, breaking into new strategic sales and marketing channels. Net Result: Exceeded annual revenue goals by 20% during ramp-up and by 35% in the second year. • Negotiated and secured approval for $4 M in matching funds from State and City business incentive programs for a television show’s production company. Net Result: Production Company raised $8 M in funding and was able to produce 48 episodes for Nickelodeon.
River Logic, IncExecutive Vice President, Sales & Marketing
Jul. 2001 - Jan. 2003Beverly, MAResponsible for leading the sales, marketing and channel strategy efforts, go-to-market initiatives, performance-based milestones, and conducting market intelligence. Assisted in raising Series C round funding with lead investor. Participated in board meetings with institutional investors such as Intel and other large organizations. Net results include: • Negotiated, managed and monitored strategic alliances with companies such as PricewaterhouseCoopers, Deloitte & Touche, MicroStrategy, Jaakko Poyry, EBSCO and others to integrate RLI software technology in their standard core offering. • Responsible for lowering the monthly burn rate from $1.2 million per month to $240K per month by downsizing my department and setting up a new sales process and support structure to interact more effectively with strategic partners.
Integrated Business Transactions, IncPresident
Oct. 1994 - Jul. 2001Washington D.C. Metro AreaFounded IBT, an Internet and data services reseller, one of only three companies selected by MCI to manage their sales channel of VARs, MSPs, SIs and consulting firms on their behalf. Responsible for all P&L segments and guided the company through unique set of industry challenges. Managed hyper-growth by developing sales programs, partnerships and strategic affiliations with companies such as Anixter, Anderson Consulting, Ernst & Young Technologies, Ingram Micro, and others. Supported over 360 companies in the sales channel with effective strategies to penetrate new market segments, implemented national training programs, and created resources and tools. Net Result: Built organization from the ground up, generating over $50 Million in annual sales.
MCI CommunicationsMajor Accounts Executive
Mar. 1993 - Oct. 1994Identified new opportunities and negotiated complex service and support contracts for MCII services into quasi-government and global financial accounts such as the IMF, Inter-American Development Bank (IADB), World Bank and the American Red Cross. Exceeded sales quota objectives by 160%.
AT&TDirector of Technical Support, Mid-Atlantic
Aug. 1990 - Mar. 1993Promoted from Technical Support Specialist to Technical Support Manager to Director of Technical Support. Responsible for technical support teams in Mid-Atlantic region. Led pre-sales technical meetings which helped acquire global accounts such as MTMC, MSC, Reynolds Metals, States Street Bank, NAM, James River Co. and the American Red Cross. Responsible for maintaining support team, opportunity analysis/budget requirements and responding to very large RFQs and RFPs. Net Result: Led the development of the "Emergency Communications Network" at Hickham Air Force base in Honolulu, HI; Contributed towards annual sales growth of 20% in the mid-Atlantic region.
Europ Assistance USADirector of Information Technology Systems
Jul. 1987 - Aug. 1990Managed the Information Systems (IS) department for a global medical emergency service company with locations in more than 120 countries. Responsible for wide-area network, recruiting, company-wide online training, programming, setting departmental goals and all global software development projects. Net Result: Saved $2 million in software development costs and led the development of a global medical application in RPG III, SQL and IBM Control languages.
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