Functional Skills
Go-to-market Strategy
Business Development
Tax Preparation
Communications
Financial Modeling
Strategic Planning
Customer Experience
Revenue Growth
Forecasting / Projections
E-commerce Implementation
Digital Marketing / Advertising
Leadership Development
Sales and Operations Planning (S&OP)
Product Data Management
Business Analysis
Software Skills
Salesforce
Looker
Sector Experience
Business Services
Financial Services
Manufacturing
Social & Public Sector
Technology
Notable Clients
Credit karma
EasyVote
Fusion3
Intuit
Truist Financial
Experience
Flywheel Advisors, Inc.
Management Consulting
Consultant and fractional executive
1/2014 - Present
Consultant and fractional executive leadership to SaaS, Hardware and Technology companies with emphasis on partner-focused go-to-market strategy, product positioning, and technology commercialization.
Selected results:
• Fusion3 3D Printers (Manufacturer – B2B/Enterprise/EDU/GOV): Improved sales process, driving 550% growth in three years, through increased efficienc and deeper collaboration with channel sales partners.
• OnePriceTaxes.com (SaaS – Financial Services / Tax Preparation): Increased revenue in one year by 1400% through a successful transition from direct-to-consumer to a partner distribution model, securing multi-year partnerships with top consumer tax preparers. Resulted in reduced customer acquisition costs and eventual acquisition by Credit Karma, now part of Intuit (Nasdaq: INTU).
• EasyVote Solutions (SaaS – Election Infrastructure / GovTech): Led customer acquisition strategy using referrals and partnerships, creating playbooks, generating 50% revenue increase.
Selected results:
• Fusion3 3D Printers (Manufacturer – B2B/Enterprise/EDU/GOV): Improved sales process, driving 550% growth in three years, through increased efficienc and deeper collaboration with channel sales partners.
• OnePriceTaxes.com (SaaS – Financial Services / Tax Preparation): Increased revenue in one year by 1400% through a successful transition from direct-to-consumer to a partner distribution model, securing multi-year partnerships with top consumer tax preparers. Resulted in reduced customer acquisition costs and eventual acquisition by Credit Karma, now part of Intuit (Nasdaq: INTU).
• EasyVote Solutions (SaaS – Election Infrastructure / GovTech): Led customer acquisition strategy using referrals and partnerships, creating playbooks, generating 50% revenue increase.
Fusion3 3D Printers
Other
Chief Executive Oficer
12/2018 - 12/2022
Manufacturer of high-performance 3D printing solutions for manufacturers, government & education. Chief Executive Oficer
• Reduced legal and financial risks by revamping business controls and systems. Enhanced reporting, policies, and training. Decreased risk exposure, aligned with industry standards.
• Grew gross margins by 37% in two years through customer support improvements, reductions in warranty expense, and sales process enhancements. Resulted in increased working capital for new product development.
• Boosted product satisfaction by overhauling customer support and streamlining communication with all departments, resulting in more eficient interactions.
• Led two product launches, "REACTOR" software (2020), and "EDGE" 3D printer (2022), delivering increased revenue 72%/unit and 313% improvement in gross margins.
• Reduced legal and financial risks by revamping business controls and systems. Enhanced reporting, policies, and training. Decreased risk exposure, aligned with industry standards.
• Grew gross margins by 37% in two years through customer support improvements, reductions in warranty expense, and sales process enhancements. Resulted in increased working capital for new product development.
• Boosted product satisfaction by overhauling customer support and streamlining communication with all departments, resulting in more eficient interactions.
• Led two product launches, "REACTOR" software (2020), and "EDGE" 3D printer (2022), delivering increased revenue 72%/unit and 313% improvement in gross margins.
Lenovo Group
Corporate Strategy & Development
Alliance Director, Consumer Business Group
1/2008 - 1/2014
Global technology company, designing, manufacturing, and marketing consumer electronics, PCs, and enterprise hardware.
Director, Corporate Global Alliances
• Boosted profitability by negotiating a $700MM investment in 2014 from AMD for product development of Think brand notebooks, desktops, and servers.
• Partnered with global enterprise hardware and networking companies, resulting in a 5% increase in gross margins each year, for 3 years, and fueling expansion into new markets. Alliance Director, Consumer Business Group
• Business leader for strategic alliances, business development, and partner management in support of the successful launch of the company's global consumer PC business, reporting to senior executives in the US and China.
• Spearheaded $32M+ marketing/cost rebates for Tier 1 alliance partners AMD, Intel, Microsoft, and McAfee, to drive market expansion in US, UK, and France.
Director, Corporate Global Alliances
• Boosted profitability by negotiating a $700MM investment in 2014 from AMD for product development of Think brand notebooks, desktops, and servers.
• Partnered with global enterprise hardware and networking companies, resulting in a 5% increase in gross margins each year, for 3 years, and fueling expansion into new markets. Alliance Director, Consumer Business Group
• Business leader for strategic alliances, business development, and partner management in support of the successful launch of the company's global consumer PC business, reporting to senior executives in the US and China.
• Spearheaded $32M+ marketing/cost rebates for Tier 1 alliance partners AMD, Intel, Microsoft, and McAfee, to drive market expansion in US, UK, and France.
Dell EMC
Corporate Strategy & Development
Business (General) Manager, US Consumer
1/2002 - 1/2008
Global technology solutions provider of PCs, Software, and Hardware for Consumers and Enterprise Customers. Alliance Marketing Lead, US Consumer & Small & Medium Business
• Selected by Division SVP ($14B/year revenue) to turn around neglected partnerships with Tier 1 suppliers and grow ecosystem of strategy alliance partners. Landed $98MM of additional co-marketing investment in 2007, earning multiple awards. Business (General) Manager, US Consumer
• Led Dell's highly profitable retail distribution initiatives, with full P&L and operational management. Delivered 5x revenue growth in FY04-05, exceeding operational benchmarks and expanding customer base by 80%.
• Executed distribution deals with QVC, HSN, ShopAtHome, and ShopHQ (formerly ShopNBC), securing #1 US PC market share for 2004-2005, elevating brand reputation.
• Selected by Division SVP ($14B/year revenue) to turn around neglected partnerships with Tier 1 suppliers and grow ecosystem of strategy alliance partners. Landed $98MM of additional co-marketing investment in 2007, earning multiple awards. Business (General) Manager, US Consumer
• Led Dell's highly profitable retail distribution initiatives, with full P&L and operational management. Delivered 5x revenue growth in FY04-05, exceeding operational benchmarks and expanding customer base by 80%.
• Executed distribution deals with QVC, HSN, ShopAtHome, and ShopHQ (formerly ShopNBC), securing #1 US PC market share for 2004-2005, elevating brand reputation.
NaviSite, Inc. / CMGI
Product Management / Strategy
Director, Business Development
1/2000 - 1/2002
Application hosting and streaming media delivery provider to enterprise. Director, Business Development
• Boosted event streaming for 5MM concurrent users. Expanded edge streaming supply with 7 new providers, exceeding growth targets (2001).
• Boosted event streaming for 5MM concurrent users. Expanded edge streaming supply with 7 new providers, exceeding growth targets (2001).