MRI Software

MRI Software is a leading provider of real estate software solutions that transform the way communities live, work and play. MRI’s comprehensive, flexible, open and connected platform empowers owners, operators and occupiers in commercial and residential property organizations to innovate in rapidly changing markets. MRI has been a trailblazer in the PropTech industry for over five decades, serving more than two million users worldwide.

Senior Director, Marketing – M&A Strategy and Corporate Standards

Oversaw all marketing and communications efforts for TRG, a global managed solutions provider focused on enterprise mobility, point of sale and payments. With facilities across the United States, Canada and Europe, TRG provides the most comprehensive suite of lifecycle management services – from warehouse to boardroom and deployment to retirement.

Director of Marketing

TruWest Companies

Oversaw all marketing and communications initiatives for the four B2B business units of TruWest Companies, a family-owned holding company. Headquartered in Westlake, Ohio, TruWest is comprised of TRG (managed solutions provider focused on enterprise mobility, point of sale and payments), MRK Technologies (IT security, storage and networking solutions), River Capital Finance (IT equipment financing), River SaaS Capital (financing for software-as-a-service businesses) and Sibling Revelry Brewing (craft brewery and taproom).

Nordson Corporation

Maintained overall product vision and strategy for two business units focused on the precision dispensing of industrial coatings and paints

Product Portfolio Manager - Container & Liquid

Western Reserve Partners LLC

•	Oversaw all marketing and communications initiatives for the 30-person mergers and acquisitions (“M&A”) advisory firm in Cleveland and its seven-person valuation services firm in Columbus
•	Managed the implementation and administration of Salesforce.com

Marketing Manager

Cleveland Clinic

•	Coordinated with 25+ units to develop long-range financial forecasting models for the overall health system
•	Supported the implementation of a new financial forecasting system, StrataJazz

Analyst, Financial Planning & Budgeting

•	Prepared financial models that analyzed historical and projected financial performance, as well as potential transaction structures and their implications
•	Drafted marketing documents for prospects and clients (pitch books, confidential information memoranda, etc.)
•	Researched potential buyers / investors and their strategic rationale; solicited acquisition / investment interest

Investment Banking Analyst

Nearly 15 years in marketing & communications, mergers & acquisitions (M&A), product management and financial planning. Experience across a wide variety of industries, with organizations ranging from <$5M to $2B+ revenue, family-owned to publicly-traded and U.S.-only to global leader.

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