Bio
Experience
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United States
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IT Services and IT Consulting
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700 & Above Employee
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North America Chief Strategy Officer (CSO) & EVP
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Apr 2021 - Present
As the North America Chief Strategy Officer (NA CSO), I am responsible for developing,managing, and executing the strategic aspects of the organization to ensure that theyare in line with the company's growth targets, in support of the overall business planand strategic direction of the organization. The NA CSO works closely with the boardof directors and senior leadership team to create the company’s long-term andshort-term initiatives and guide the company through the planning process.
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Executive Vice President
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Apr 2014 - Mar 2021
From original co-founder in 2004 to member of the global leadership team responsible for North American Strategy / Corporate Development and West Region GM. As West Region GM, took responsibility for customer lifecycle (sales, implementations, managed services) in May 2019, with amazing team / grew region by 105% to the largest global super region by March 2021. Hitachi Solutions has become one of the largest Microsoft partners in the world with nearly 3,000 team members and $300M in annual revenue. We continue to passionately build a globally dominant Microsoft Dynamics and Azure company with an amazing group of talented team members around the world (US, Canada, UK, Europe, India, APAC and Japan). Industry focus includes financial services (banking and capital markets), insurance, industrial manufacturing, field service related companies and retail / distribution. Member of the North American executive leadership team responsible for strategy, corporate development and M&A. Member of the Hitachi Solutions America Board (April 2014 - June 2016).
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Board of Directors Member
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Apr 2014 - Jun 2016
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Hitachi Solutions America, Ltd.
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Irvine, CA
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Sr. Vice President
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Apr 2012 - Mar 2014
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Irvine, CA
Responsible for the global growth and profitability of Hitachi Solution's Microsoft Dynamics CRM practice. After acquiring Customer Effective in 2014, Hitachi Solutions was ranked the #1 largest Microsoft CRM Partner in the US and #3 in the world. Achieved Microsoft Worldwide CRM Partner of the Year in 2011 & 2014! Grew practice from a start up in 2009 to a $35M practice in 2014. Additionally, responsible for the growth and profitability of the Field Service Automation software solution and services team.
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Hitachi Consulting
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Irvine, CA
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Vice President
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Jun 2007 - Apr 2012
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Irvine, CA
Maintained CFO role through transition/post merger integration period. Part of executive management team responsible for the growth and profitability of the Microsoft Dynamics practice. Additionally, responsible for the growth and profitability of the Field Service Automation software solution and services team.
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Iteration2
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Irvine, California
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Co-Founder / Vice President
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Jan 2004 - Jun 2007
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Irvine, California
One of three original founders. Grew Iteration2 from a start up to a uber high growth (12 month trailing revenue of $23.5M by June 2007), profitable (hit cash flow positive after 5 months of operations), 105 person, debt free company. Two-time Microsoft US Dynamics Partner of the Year within the first three years of operations (first time any Microsoft partner achieved this honor)! Roles included CFO, led large account/strategic seller team, business unit leader of the global field service automation software and services group. Successfully sold company to Hitachi Consulting in June 2007.
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IBM
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Irvine, CA
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Director of Business Development
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Oct 2001 - Dec 2003
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Irvine, CA
Through the acquisition of the Arthur Andersen and PwC consulting practice. Responsible for J.D. Edwards business development practice throughout the western US.
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JD Edwards
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Denver, CO & Irvine, CA
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Marketing Manager & Account Executive
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1997 - 2001
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Denver, CO & Irvine, CA
Started in 1997 as a marketing manger working with the analyst community, driving customer adoption/case studies and performing sophisticated ROI analysis at prospective customers.Became an Account Executive in 1998 - 2001 successfully selling in to the public sector and the CPG industry in the western US.
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Port of Portland
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Portland, OR
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Various roles in Finance, Financial Planning, Strategic Planning and Systems
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Nov 1987 - Jun 1997
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Portland, OR
Held various analyst and leadership roles in Finance, Financial Planning, Strategic Planning and Systems in the corporate and airports division.
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Education
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1990 - 1994University of Portland
Master of Business Administration (M.B.A.), Business Management, Finance and Marketing -
1984 - 1988Lewis and Clark College
Bachelor of Business Administration (B.B.A.), Finance and Marketing
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