Principal

• Nov 2021 - Present

Somerset Technology Solutions delivers the best-in-class cloud-based financial management solutions and services through a cost effective and easy to understand subscription model. Our approach focuses on aligning your unique business structure and controls with optimizing efficient workflows, integrations and insightful business intelligence. Somerset helps clients using multiple disparate legacy systems transition to a single integrated platform assessible to everyone in their business, from anywhere, anytime. Show less

Owner

• May 2016 - Present

Principal Consultant and Corporate Manager

• Jan 2018 - Nov 2021

Key Accounts Manager & Director of Complex Projects (Sage CRM integrated with Sage ERP platforms)

• Jun 2007 - Jun 2016

As a founding employee of Azamba, I helped our clients reach their optimal level of "effecticiency" - a narvarnic state blending superior levels of lean and productive operations. Azamba is a leading Sage CRM reseller in North America with over a decade of Sage CRM experience whose mission is to help organizations become more profitable through effective and efficient usage of Sage CRM. Azamba is a five-time winner of the Sage Spirit Award due to its dedication in helping other Sage partners with their clients' Sage CRM implementations and a three-time winner of top Sage CRM sales in North America. Show less

Manager, Products & Promotions

• Feb 2005 - Feb 2007

Spearheaded a major turn-around, generating a net income increase for 2006 of $1,2500,000 versus 2005 on year over year flat gross sales ($11,000,000). Responsible for the division’s back-of-the-house including Product Management, Marketing and Sales Promotion, Warehousing and Logistics, Information Technology, and Accounts Receivable. Full P&L responsibility for the $11,000m division and reported directly to the Vice-President. Maintained monthly P&L review and reforecasting protocol (“Latest Estimate”) improving predictability of division’s financial performance. Led brand “makeover” and re-launch in the gift marketplace, including marketing materials, website, showroom and e-communication initiatives. Improved former profit drains as a percentage of net revenue to add nearly TEN percentage points to net margin in one year: inventory reserve down 4.75%, freight in/out down 2.25%, gross margin down 1.5%, bad debt down 1.1%, and warehouse fulfillment expenses down 0.5%. Show less

Chief Operatin' Officer

• Apr 2004 - Jan 2005

As the manager for this start-up, was responsible for the oversight of all functions: general management, finance, production, administration, and sales. With the CEO/Owner, collaborated to develop a new line of hip, branded apparel items. Modernized the small business, enabling it for growth via software solutions and integrating accountability processes including: Goldmine! CRM software suite to manage the sales process, QuickBooks software to manage accounting and production, and various, original methodologies related to production and QC. Serviced key accounts including: the House of Blues entertainment venues, Metallica, Righteous Babe Records/Ani DiFranco, Santa Fe Natural Tobacco, and the Jackson Hole Film Festival. Sharply reduced production time by expanding vendor network, acting on low-risk buying opportunities, and streamlining product mix. Show less

Director, Business Development

• May 1999 - Jan 2004

Served as the chief marketing executive, reporting to the CEO, for a group of businesses operating in the Dietary Supplement and Personal Care industries. Directed the strategy and execution of marketing, branding, and promotion. As a member of the executive team, was responsible for P&L, budgeting, revenue and profit growth, and sales management. During tenure, realized annual revenue growth in excess of $1,500m through innovative business and branding programs across four business units. Authored, or co-authored, three original business plans, two of which received funding from the owner/CEO and were brought into operating businesses. Orchestrated conception of more than 60 unique SKUs, managing their creative development, overseeing their manufacture, and promoting their initial sell-in. Won 2001 Mobius Awards for “Excellence in the Creation of Package Design” and "Best in Show", considered the highest honor available in consumer product packaging. Show less