Experience

MedSuite

• United States
• Software Development
• 1 - 100 Employee

• Chief Executive Officer

  • 2021 - Present

  MedSuite is a growing group of health focused, SaaS software companies backed by Greater Sum Ventures. We provide differentiated clinical and back-office solutions for agencies in a variety of outpatient health facilities. Our solutions help manage Electronic Health Records (EHR) and provide Revenue Cycle Management (RCM) software and services. In short, our mission is to provide solutions to behavioral health facilities which allow them to improve patient care through maximizing reimbursement and providing tools that help them be more effective and efficient. Show less



Intelligize

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Chief Executive Officer

  • 2014 - 2021

  Senior executive responsible for driving top line and bottom-line growth of a Reg Tech, LegalTech & Fin Tech company. Ownership of product roadmap, sales, marketing, finance and customer support. Acquired by RELX in 2016.• In 2020 drove high double digit revenue growth and profit margin while maintaining a 72 customer NPS.• Guided the company through very early-stage revenue through a successful merger transaction returning over 20x to VC investors and other early-stage investors. • Worked with the investment banking team at Quayle Munro to present, position and drive the exit strategy of Intelligize and secure a merger deal with a large strategic acquirer. Sold at a 5X+ multiple on ARR. Show less

• Chief Revenue Officer/Vice President - Sales & Marketing

  • 2010 - 2014

  Responsible for creating market awareness and driving sales for a SaaS based suite of FinTech and RegTech solutions for capital markets, compliance and M&A. Drove sales from zero to over $6MM in recurring revenue while achieving breakeven and profitability. Tripled the size of the organization in less than 3 years. • Exceeded aggressive, 100% + YOY board mandated growth goals every year effectively doubling YOY revenue every year.



Global Securities Information

• Information Services
• 1 - 100 Employee

• Vice President - Sales and Account Management

  • 2001 - 2010

  Set the strategy and focus of the sales function for a bootstrapped compliance software start-up. Drove and managed the day to day business of the sales and account management team with the major responsibility of delivering on the new sales and renewal goals for the organization. Grew to 22MM prior to acquisition by Thomson Reuters 2005. Continued after acquisition doubling revenue and participating in additional M&A. Set the strategy and focus of the sales function for a bootstrapped compliance software start-up. Drove and managed the day to day business of the sales and account management team with the major responsibility of delivering on the new sales and renewal goals for the organization. Grew to 22MM prior to acquisition by Thomson Reuters 2005. Continued after acquisition doubling revenue and participating in additional M&A.



ADP

• Lebanon
• Architecture and Planning
• 1 - 100 Employee

• Corporate Sales Manager

  • 2000 - 2001

  Sales of tax service to National Accounts. Sales of tax service to National Accounts.



Wolters Kluwer

• Media Production
• 1 - 100 Employee

• National Accounts Sales Manager

  • 1995 - 2000

  Drove sales of electronic tax and legal information tools and tax compliance software. Responsibilities include managing all aspects of National Account sales including boardroom presentations, negotiations and partnering with 35 field sales personnel throughout the U.S. with regards to sales of products to national account customers. Drove sales of electronic tax and legal information tools and tax compliance software. Responsibilities include managing all aspects of National Account sales including boardroom presentations, negotiations and partnering with 35 field sales personnel throughout the U.S. with regards to sales of products to national account customers.



A.B. Dick

• Belgium
• 1 - 100 Employee

• Sales Executive

  • 1993 - 1995

  Sales of capital equipment including offset printing presses, digital imaging plate machines, high speed duplicators. Sales of capital equipment including offset printing presses, digital imaging plate machines, high speed duplicators.


Stuart, Moon, C.P.A.'s
• Staff Accountant

  • 1991 - 1993

US Army
• United States
• Law Enforcement
• 1 - 100 Employee
• Tactical Communications Chief

  • 1984 - 1987