Experience

PatternAI

• United States
• Software Development
• 1 - 100 Employee

• Sales Executive

  • Nov 2023 - Present

  Menlo Park, California, United States

• Head of Sales

  • Feb 2023 - Nov 2023

  Nashville, Tn PatternAI is your personal AI Agent for Enterprise Conversational Intelligence. Organizations using Pattern have perfect recall of conversations, analytics for insights and pattern recognition, and full generative capabilities using multiple meetings and files as context.



TechCXO

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Partner - Revenue Growth

  • Mar 2023 - Present

  Nashville, Tennessee, United States I help leaders of companies improve revenue growth and durability. I develop lead generation methods, qualify and prioritize leads, and guide opportunities through the evaluation and negotiation phase. TechCXO is a pioneer in providing companies across the country with industry-relevant interim or fractional executives. More than 5000 companies, from startups to global 1000, have entrusted TechCXO to help with their critical functions as their CFOs, CEOs, COOs, CROs, CTOs, CMOs, CHROs… Show more I help leaders of companies improve revenue growth and durability. I develop lead generation methods, qualify and prioritize leads, and guide opportunities through the evaluation and negotiation phase. TechCXO is a pioneer in providing companies across the country with industry-relevant interim or fractional executives. More than 5000 companies, from startups to global 1000, have entrusted TechCXO to help with their critical functions as their CFOs, CEOs, COOs, CROs, CTOs, CMOs, CHROs, and other executive roles. TechCXO's major practice areas are Finance & Accounting, Product & Technology, Revenue Growth, Human Capital, and Executive Operations. www.techcxo.com Show less



Pavilion

• United States
• Think Tanks
• 400 - 500 Employee

• Member

  • Jul 2020 - Present



Modern Sales Pros

• United States
• Think Tanks
• 1 - 100 Employee

• Member

  • Jan 2020 - Present



Discovery Based Sales

• Principal Consultant

  • Jan 2017 - Mar 2023

  Nashville Metropolitan Area Find profitability faster. Who is your true ready buyer? How efficient are you in developing your durable slice of TAM? Is your team trained for this sales enviroment? DBS is a sales and market development consulting service that works with leadership and the sales team to gain confidence, improve sales process and close deals.



HAVEN Lock

• United States
• Manufacturing
• 1 - 100 Employee

• Chief Revenue Officer (CRO)

  • May 2021 - Dec 2022

  Nashville Metropolitan Area We help leaders protect their staff and community by improving internal security with our smart locks for anti-threat and making secure safe-rooms out of classrooms, offices and other internal rooms.



PatientFocus

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• EVP Business Development

  • Oct 2017 - May 2021

  Greater Nashville Area, TN Led sales and market development. Closed multi-year deals and developed a large vertical that allowed the company to post long-sought-after financial results. Trained the team on sales and negotiation.



Planview LeanKit (Now Planview AgilePlace)

• United States
• Software Development
• 1 - 100 Employee

• Vice President of Business Development

  • Apr 2014 - Jan 2017

  Greater Nashville Area, TN Developed the new market verticals of construction and advanced manufacturing for LeanKit. LeanKit was funded by Insight Venture Partners - July 2015 LeanKit was acquired by Thoma Bravo for Planview - 2017.

• Director of Business Development

  • Aug 2013 - Mar 2014

  Franklin, Tennessee Raised and closed a Series A round of capital from angel investors. Sales and Market Development

• Director of Special Projects

  • Aug 2012 - Jul 2013

  Franklin, TN Part of the founding team and senior management. I managed Investor relations, business development, attracted key hires and SaaS sales.



NueCura Partners, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Member

  • May 2014 - May 2016

  Nashville, TN



The Gardner School

• United States
• Education Administration Programs
• 200 - 300 Employee

• Member

  • Jul 2005 - May 2015

  Greater Nashville Area, TN Raised seed capital in 2005.



Non-profit endowment

• Investment Committee Member

  • Jan 2011 - Oct 2012

  As part of the committee we set allocation policy, monitored performance and recommended managers. We evaluated and executed on rewriting the Investment Policy Statement of an 110 year old endowment.



TrustCore Financial

• Financial Planner

  • Feb 2002 - Aug 2012

  Greater Nashville Area, TN Owner and manager of a private wealth management practice at TrustCore Financial. 10 years experience in delivering strategy-based personal financial planning to Middle Tennessee individuals and families. Advisory services included managed portfolios, stock options, real estate investments, private equity, debt strategies, college and retirement planning.

• Investment Committee Member

  • Jun 2007 - Jul 2009

  Greater Nashville Area, TN Served a two-year term with the TrustCore Research Department with $1 billion AUM - maintained and monitored the rigorous standards of the TrustCore Select Fund List, set allocation policy, monitored global macro economics, reviewed and recommended managers.



Viacom

• United States
• Entertainment
• 700 & Above Employee

• Special Projects Supervisor at Country Music Television

  • Jul 1997 - Jan 2002

  Greater Nashville Area, TN CMT experienced a robust period of growth from roughly 15 million homes to 40 million homes from 1995 to 2002. I managed and led several teams of mobile marketing and promotion professionals. I supported the sales representatives in demonstrating local demand for the cable operators. I implemented a variety of grassroots promotional efforts at events nationwide to build awareness.