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Summary

Sales and Marketing Multi-channel CRM Strategy, Analytics, Operations and Technology Consultant specializing in leading organizations and departments through change management that optimizes their sales and marketing initiatives based on enhancing their people, process, data and technology roadmaps.  Turn-around specialist for any technology-driven or service-driven organization.

Founded Pursuit in 2008, built up to 50+ Employees, $10MM annual revenue, sold to IMS Health in 2016.  Experience in many aspects of Entrepreneurship: Venture Capital, Financing, Accounting, Legal, HR, Operations, Marketing, Sales.

Work experience

2016Present

Senior Principal, Multi-channel Marketing Center of Excellence

IQVIA (formerly Quintiles & IMS Health)

Lead the Multichannel Sales and Marketing Team for over 20 life sciences clients.  The 35+ team members provide operational and strategic support to IMS's multi-channel marketing clients for marketing technology, campaign management, business intelligence and marketing database systems.  The team leverages a measurable process for all marketing programs, which demonstrates cost savings as well as process optimization for our clients' marketing programs.  

20082016

Founder, President & COO

Pursuit Consulting & Pursuit Solutions

Provided strategic planning for CRM and multi-channel strategy, data strategy, building or enhancing clients' CRM infrastructure, marketing operations best practices, and organizational change management.

Formed Pursuit as a sole-proprietor, and expanded to 50+ people and $10MM in Revenue.  Executed successful exit strategy with sale of the company to IMS Health in early 2016.

20072008

Senior Director, Partner, Marketing Enablement

Ogilvy, OgilvyOne

Led the Marketing Enablement team supporting CRM and multi-channel technology and process implementations for life sciences, financial and consumer goods clients. Managed 10+ client engagements, with measured improvement in MCM process execution and marketing performance ROI. 

20052007

General Manager and Vice President, Client Services

EPSILON DATA MANAGEMENT

Managed annual revenue of over $20MM and P&L goals.  Governed existing client Strategy, Analytics and Operations, and Technology teams.  Managed several large multi-channel CRM technology implementations of marketing database, business intelligence, and campaign management platforms.

20012004

Senior Director, Client Relationships

EPSILON DATA MANAGEMENT 

Managed CRM implementations and client strategy for life sciences, financial and consumer goods clients. Managed over $10MM in annual Revenue and P&L goals.

20002001

Marketing Technology Project Director

EPSILON DATA MANAGEMENT

Managed teams of over 100 people across five departments, managed revenue alignment and P&L.  Implemented CRM technology systems for credit card, consumer goods, non-profit and pharmaceutical clients.

19992000

New Business Models Project Specialist

ANDERSEN CONSULTING  (Accenture)

Supported business development efforts Andersen Consulting's financial services BPM/Outsourcing sales and solution architecture team. Managed the project development efforts for team of 20 experts involved in sales of long-term outsourcing contracts to existing and new clients, usually consisting of $250MM to $1B+ revenue for minimum five-year contracts.

19981999

Senior Systems Analyst

ANDERSEN CONSULTING  (Accenture) Business Process Management
Senior Systems Analyst: Responsible for implementation and management of a healthcare client's medical billing system and a Hyperion financial reporting system. Trained 20 users of the new financial system and provided ongoing business and technical support, enabling receivables to be invoiced and collected in half the time previously benchmarked. Established policies and practices for the consulting team to follow in ongoing system maintenance, which enabled cross-training processes for the engagement.
19961998

Client Relationship Manager and Portfolio Performance Analyst

STATE STREET BANK & TRUST, CO
Client Relationship Manager and Portfolio Performance Analyst: Responsible for daily client relationship management of eight Fortune 500 Pension Trust clients. Provided customized monthly performance measurement and analysis of over 80 pension trust portfolios, net asset value of $10B.
19921994

Registered Representative and Life Insurance Producer

FIRST INVESTORS

Registered Representative and Life Insurance Producer: Managed assets as a NASD Series 6 & 63 licensed representative and Life Insurance Producer for over 50 private and small business clients.

19911992

Campaign Director

Public Interest Research Group (PIRG)
FUND FOR PUBLIC INTEREST RESEARCH(PIRG) Campaign Director: Recruited, trained, and managed over 60 fundraising staff members in several state offices for non- profit organization whose total fundraising efforts averaged $1.5M annually.

Education

19941996

M.B.A.

Boston University Graduate School of Management

Finance and Organizational Behavior

19871991

B.A.

Bucknell University

English Literature and Political Science

Certifications

Project Management Certified (Boston University) - 2001

Member of the Project Management (PMI.org) - 2000

Six Sigma Greenbelt Certification (IBM Consulting) - 2001

Personal Profile

Enjoy reading, skiing, hiking, golf and tennis with my family.  Lived in London, UK, and Copenhagen, Denmark.  Volunteer as coach for soccer, basketball and baseball.