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Global B2B Marketing leader offering 10+ years of experience driving business initiatives, technology implementations and marketing strategies into bottom-line lead-generation, sales, revenue and client growth.

Track record of rapid deployment and adoption of leading-edge technology and business solutions for marketing, inside sales and sales teams.  Thought leader in the fine art and science of Salesforce and marketing automation platform integration, and the operational processes, data cleansing and enrichment necessary for end-to-end full funnel automation.

Adept in leading teams, supporting field marketing and managing budgets. Executive-level Marketing-Sales alignment evangelist, analytics maven and international Go-to-Market strategist.  A cross-departmental team player, expert in crafting multi-channel campaigns for customer, partner and prospect audience engagement.

Marketing Skills

Account-based Marketing Demand Generation Predictive Analytics
B2B Marketing Digital Marketing Product Marketing
Campaign Management Event Management Project Management
Channel Management Go-to-Market Strategy SEO/SEM Management
Content Marketing Marketing Technology Social Media Strategy
Data Management Planning & Budgeting Team Building & Leadership

Work History


Co-founder and Chief Marketing Technology Architect

spearMaven, LLC

On a mission to empower B2B marketers, spearMaven is an advisor and thought leader focused on account-based marketing and MarTech best practices that promote the alignment of data, technology and performance for rapid Marketing and Sales growth.

With MarTech ROI under scrutiny for many marketers, spearMaven addresses the technology execution conundrum by publishing practical "how-tos":

  • Build a solid CRM data foundation for better MarTech performance
  • Increase Marketing workflow efficiency                                               
  • Improve your MarTech stack integration
  • Eliminate MarTech functional redundancies
  • Achieve Marketing & Sales alignment
  • Reduce time to close deals with account scoring & metrics

Vice President, Marketing Operations

Hiperos, an Opus Global Company

Member of Doug Bergeron's (Opus Global CEO, former Verifone CEO) management team tasked to establish a world best practice Marketing operation to support an aggressive top line growth plan ($10M to $100M within 3 years).  Assumed full marketing and sales operations and technology support responsibility for an organization consisting initially of 14 salespeople, 4 inside sales reps and 6 marketers. Sales and marketing expanded by 12 with the Opus Global acquisition of Alacra, LLC in October 2015.  

Automation/best practice goals were achieved by year-end 2015 with the successful implementation of:

  • Lead Enrichment, Matching & Routing Automation
  • Predictive Analytics
  • Marketing Attribution
  • Sales Metrics & Pipeline Automation
  • Partner Performance Metrics   
  • Sales Territory & Forecasting
  • Website Personalization & Visitor ID
  • SDR Call Automation & Metrics                     
  • Data Cleansing & Standardization 

The introduction of full funnel automation and supporting technology achieved impressive results within 5 months:

Increase in MQL Lead Pool                                         315%
Increase in Inside Sales daily call volumes             375%
Increase in Sales Pipeline                                           154%             

Director, Marketing Operations (2014-2015)

Calypso Technology, Inc.

Responsible for the execution of a successful Marketing transformation initiative. Single-handedly implemented Salesforce, ExactTarget and Pardot for multi-channel Marketing Automation and Inside Sales management from scratch to meet high-growth lead generation, MQL, SQL and pipeline contribution goals.

Launched new Treasury product, targeting untapped LATAM, Eastern Europe, Middle-Eastern markets. Identified target accounts, contacts and managed email, event and webinar campaigns for automated lead generation and scoring for inside sales.

2014 Accomplishments

# Email/Digital/Webinar/Event Campaigns 63
# Leads Generated 20,000+
# Accounts Created  8,500+
Total Sales Pipeline Add


Director, Calypso University (2010-2013)

Formed and led a team of instructional designers, trainers and IT support to create an online and classroom training offering for Calypso clients, partners and staff education and on-boarding.  The Calypso University course catalog included learning units covering the full-breadth of Calypso's front-, middle-, and back-office Capital Markets capabilities.

Training media used included a Learning Management System (LMS), eBooks, videos, quizzes, certification exams, surveys and a virtual machine training lab (managed on Skytap) for hands-on Calypso exercises.


Vice President, Marketing and Sales Support

Fiserv, Inc. (Summit Information Systems Business Unit)

Created the parent investment proposal, go-to-market strategy and planning for Fiserv Acumen, a new generation web-based, Blade Server deployed core banking platform. Led highly skilled marketing team to design/produce/manage annual client conference, sales collateral, Website content, press releases, analyst relationships, trade show calendar, branding, advertising, promotional campaigns, newsletters, executive/client/internal communications, presentations and corporate events.

Managed professional sales support team responsible for RFPs, product demos, system trials and all pipeline support activities of an international sales and account management team for Fiserv core banking and financial services technology solutions.


Vice President Sales ASEAN, Country Manager, Singapore (1995-2000)

SunGard Trading & Risk Systems, SunGard Data Systems, Inc.

Opened new markets for risk, trading and back-office solutions targeting Asia-based banks in Thailand, Philippines and India.  Initiated partnerships for joint proposals, implementations and custom solutions with IBM, Andersen Consulting and regional consulting firms.  Generated new business opportunities ranging from US$750K to US$10M in contract value.

Set up successful Singapore office and business infrastructure within corporate budget and time expectations.  Revenue responsibility of US$6M annually.  Managed key implementations and accounts including DBS Bank, Government of Singapore Investment Corporation (GIC), Citibank Singapore/Kuala Lumpur, Standard Chartered and ABN-AMRO Singapore.

Managing Consultant (London & Frankfurt, 2010-2013)

Managed Europe-based key account FX/MM/derivatives/fixed income front- and back-office projects for SunGard's professional services group.  Key accounts included Citibank London & Amsterdam, Deutsche Bank Frankfurt, Dresdner Bank Frankfurt, CSFP London, UBS London and ABN-AMRO Amsterdam.