Download PDF


Reading technology related books, blogs, articles, etc. I enjoy the game of golf because of the mental aspect.


Recognized as a top performing senior level executive with years of proven success in sales, management & business development. Proactive & results driven – always met or exceeded quotas from 1m - 5m An expert in Sage Software ERP solutions, business-to-business direct sales & marketing strategy development. Led successful executive level sales in environments where growth & accountability were paramount. Adept at analyzing opportunities, developing marketing campaigns & managing operations to meet corporate objectives. A proven record of building profitable & successful businesses with extensive qualifications in the following competencies: Business Development Strategic Planning Account Management Marketing Strategies Sales Management Contract Negotiations Relationship Management Account Penetration C-Level Presentations Multi-State Territory Management Customer Relations Strategic Alliances Market & Competitive Analysis Staff Management & Development

Work experience

Jan 2002Present

Scholar Member Software Consultant

Gerson Lehrman Group
The Technology Council of Advisors is an international association of academic & industry thought leaders consulting for leading investment professionals worldwide. Council members collaborate with Gerson Lehrman Group's clients to discuss business issues & trends occurring within their industries. My specialty is ERP solutions such as Sage, Dynamics GP, SAP, Peachtree, & QuickBooks
May 2008Nov 2008

Manager, Business Development

M-Theory Consulting Group
Developed a sales strategy for this start up through strategic planning, leadership & implementing marketing initiatives. Identified new prospects & performed comprehensive market & demographic analysis. Represented the company at Sage Software Consulting Academy. Initiated an alliance with Sage Software 4 Star prospecting partner Prepared content for company website. Prepared pricing & media collateral for presentations Put business processes in place for developing new prospects in all new opportunities Prepared weekly, monthly & quarterly reports to insure adherence to a “One Voice, One Message” mentality & to guarantee that all opportunities are tracked.
May 2007Mar 2008

Sales Manager

Barsa Technology Solutions, Inc.
Barsa is a San Diego based Sage MAS90, 200 & 500 VAR for the past 20 years. They also offer Microsoft Dynamics GP, Deltek & Intuit to offer a broader spectrum of solutions. They offer a partial menu of related services, with most of it outsourced due to a limited staff. Their products & services assist companies meet the accounting & information technology challenges associated with today’s changing business climate. They specialize in outsourcing accounting services, offering on or offsite programs. Increased sales revenue by utilizing an aggressive cold calling strategy to secure new accounts and assist nationwide companies upgrade & maximize their current system. ▪ Utilize the “Sell With Value” concept ▪ Improved relationship with Sage Software to guarantee “flow” communications . ▪ Setup monthly meetings with Sage Software
Dec 2001May 2007

Sales Manager

Blytheco LLC
Blytheco is the largest Sage MAS90, MAS200 VAR in North America. They offer a broad spectrum of Sage solutions to prospects & clients Lead the inside sales team to introduce new solutions to the market place. Maximize existing clients systems by offering system upgrades Created presentation protocol for inside team to gain consistency. Supported sales personnel in proposal negotiations & closings to our clients Managed a team that sold over $3.5 million. Increased team sales by 180% over prior year Prepared & delivered formal presentations to executive decision makers. Utilized effective calling methods & account penetration techniques to build a larger customer base Identified prospects, determined their needs & positioned the company to provide the proper solution Created sales & technical consultant teams to position the team effort approach Created better reporting to insure a minimum gross profit on each closed deal
Dec 2001May 2007

Software Sales Consultant

Blytheco LLC


Tom Hatton

Wayne Schulz

Lee Hagen

Chris Joco

Ed Kless



Business Administration

University of California, Los Angeles


The greatest CRM solution ever. Too bad it's no longer around
Sage CRM
Sage's Flag Ship CRM Solution
MAS90, MASS200
Sage Accounting Solution
Microsoft Word, Excel, Access, Power Point, Publisher