Experience

Docupace

• United States
• Software Development
• 1 - 100 Employee

• SVP, Enterprise Business Solutions at Docupace

  • Mar 2023 - Present



InMoment

• United States
• Software Development
• 500 - 600 Employee

• Director, Enterprise Sales

  • Mar 2021 - Mar 2023

  Improving experiences is why InMoment exists. Our mission is to help our clients improve experiences at the intersection of value—where customer, employee, and business needs come together. The heart of what we do is connect our clients with what matters most through a unique combination of data, technology, and human expertise. With our hyper-modern technology platform, decades of domain authority, and global teams of experts, we uniquely deliver a focus on Experience Improvement (XI) to help… Show more Improving experiences is why InMoment exists. Our mission is to help our clients improve experiences at the intersection of value—where customer, employee, and business needs come together. The heart of what we do is connect our clients with what matters most through a unique combination of data, technology, and human expertise. With our hyper-modern technology platform, decades of domain authority, and global teams of experts, we uniquely deliver a focus on Experience Improvement (XI) to help our clients own the moments that matter. Take a moment and learn more at inmoment.com Show less



Asset-Map

• United States
• Software Development
• 1 - 100 Employee

• EVP, Enterprise Business Solutions

  • Sep 2019 - Mar 2021



Docupace

• United States
• Software Development
• 1 - 100 Employee

• EVP, Enterprise Business Soutions

  • Oct 2014 - Sep 2019

  Greater Salt Lake City Area Based in Los Angeles, Docupace Technologies is the premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA compliant Straight-thru-Processing (STP) platform. Driven by increased levels of competition, privacy issues, document protection and government regulation, industry-leading firms are adopting the company’s solutions in order to sustain… Show more Based in Los Angeles, Docupace Technologies is the premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA compliant Straight-thru-Processing (STP) platform. Driven by increased levels of competition, privacy issues, document protection and government regulation, industry-leading firms are adopting the company’s solutions in order to sustain profitability and audit-risk assurance. Show less



CapitalROCK

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Sales and Marketing

  • Jan 2012 - Oct 2014

  Greater Salt Lake City Area Responsible for top line growth at CapitalRock, a fast paced, growth software company in the financial services industry. Supporting that responsibility includes building and training a team of highly successful, consultative sales professionals. CapitalRock is the maker of RightBridge, the most innovative sales solution for financial professionals available on the market today.



SunGard - now part of FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Director of Sales, Sungard Wealth Management

  • Nov 1997 - Jan 2012

  Located in Salt Lake City A software professional in financial services with great success at building and leading strong, highly productive sales teams. Individually, a proven producer that consistently exceeds personal and team quota. A classic hunter who is committed to consultative sales methodology. Coached and mentored many sales professionals to attain or exceed quota.