Svelte Contracting and Consulting

I help early stage companies with Go-To-Market strategies and execution to enable smart and profitable long term growth. I use a model that identifies 10 contributive elements towards growth success - ie. your bottom line.
1.  Understand the Model - what is the business model? How do you get paid?
2. Market Research - Understand and identify your target audience (ICP's), find hungry customers, and create differentiation. 
3. Product-Market Fit -  Understand nuances to the product-market fit, and provide options for improving/optimizing customer conversion.
4. Pricing Strategy -  Assist in developing a competitive pricing strategy that aligns with the value proposition and the target market's appetite to pay. 
5. Customer Acquisition -  Be gritty! Collaborate on a comprehensive customer acquisition strategy, not only to encompass digital marketing, etc but to leverage partnerships, connections, alliances etc, utilizing video and in-person connecting opportunities and mediums.
6. Customer Success/ Value Mapping - Develop strategies for retaining and expanding the value of your customer base. Focus on engagement through the onboarding process, user mechanics and feedback, and customer support/experience processes to lessen churn, increase referral and improve customer value opportunities.
7. Sales Optimization - Sales playbook and process, defining clear sales funnels, and implementing effective CRM practices.
8. Metrics and Analytics - Establish (KPIs) and analytics to monitor the company's progress. Ensure that data-driven decisions guide growth efforts, and make adjustments based on the collected data.
9. Scaling Strategy - Collaborate and develop a unique scaling plan that balances mission, growth and culture. This includes considerations for hiring, infrastructure, and funding.
10. Feedback mechanisms - Establish feedback mechanisms that elucidate the infrastructural implementations across the organization.

Chief Business Curator

PTLX Global, LLC

1. Project Initiation and Planning:
Spearheaded the strategic relaunch of an established lighting business specializing in LED solutions for Heavy Industry, Marine, Mining, Construction, and Resource Management sectors across the U.S. and Western Canada, deploying a new strategic sales approach.
2. Project Execution and Team Management:
Successfully relaunched business after strategic divestiture in 2020, rebuilding GTM strategy and operations to achieve almost 1MM in annual revenue in first 18 months.
3. Financial Oversight and Resource Management:
Reengineered financial strategies post-division sale, fortifying vendor relationships and securing credit arrangements tailored to the streamlined business model. Focused on lean operations with meticulous management of working capital and inventory, creating a platform for sustainable growth and operational resilience, in a post Covid environment.
4. Sales Strategy and Customer Relations:
Redesigned and executed a client-centric sales strategy, capitalizing on our deep understanding of developing, managing, and optimizing channel partnerships and customer engagement practices.  Worked to solidify the business’s reputation as a solutions-oriented partner, keenly responsive to evolving business to business needs and requirements.

Managing Membe

First United Bank

In this role with First United Bank, my endeavor was to create the best commercial banking relationship possible, working with Entrepreneurs, CEOs and Business owners to provide a tailored commercial lending solutions, treasury management services, and a consultative but entrepreneurial approach to growing their business.  First United Bank is a purpose-driven, community bank, that is endlessly committed to helping the communities we serve; and as such, driven to help support my customers towards their purpose and assist them in Spending Life Wisely.

Vice President Business Development Officer

Dedicated to offering customized commercial lending strategies to support the financial growth and success of our customers. Our expertise lies in top-performing commercial lending programs, treasury solutions, and building strong, indelible relationships with our banking clients.

In this role, having been an experienced business owner, I was able to relate to the first-hand challenges of accessing the right financing and appropriate banking tools to grow and manage a successful company. This real-world perspective, combined with over 15 years of crafting go-to-market strategies gave me a unique ability to connect with commercial lending clients and design solutions tailored to their needs. My customers appreciated a partnership that understood their business priorities and growth vision and could translate these into customized banking products that empowered their financial success.

Vice President Commercial Loan Officer

PTLX Global

Started and directed a specialized lighting business targeting key industrial sectors, overseeing project lifecycles from conception to delivery across North America. Implemented a multi-faceted project sales strategy to penetrate diverse and niche markets.

Successfully created and executed a business plan with limited resources, scaling operations to reach over $1M in revenue within three years through strategic financial management and team leadership, later expanding to exceed $2.4M in annual B2B sales.

Managed comprehensive sales and financial projects, including vendor negotiations, credit line arrangements, capital allocation, and project initiatives, aligning operational efforts with business growth objectives.

Developed project plans for establishing sales territories and industry-specific engagements, enhancing customer engagement and relationships through on-site visits and tailored product demonstrations, and delivering solutions-based project consulting.

President, CEO

US Air Force Reserve

Certify that weight distribution of the aircraft with cargo, baggage and passengers is in accordance with safety regulations and aircraft limits.
Review aircraft weight and balance records and cargo manifest.
Determine quantity, type and priority of cargo and personnel to be properly loaded on aircraft.
Compute load and cargo distribution, weight, balance and other factors to ensure safe transport of cargo and personnel.
Operate Military Load Planning Systems to develop Load Plans for USAF cargo aircraft.
Coordinate with other Military units and Air Force Loadmasters to ensure proper cargo coordination and placement.

Enlisted - Transportation and Logistics

Jabil

Recruited as part of Tempe’s Senior Management team, to create and implement market strategy and tactical framework to position, grow, and galvanize Jabil’s operations capacity and capabilities to external market.

Developed and implemented new business and marketing strategy for Jabil’s domestic EMS sites, leading the initiative towards domestic revenue growth and contract opportunities.
Cultivated a ‘renewables’ pipeline to the site; including battery storage, (CSP) solar, EV chargers and other Tech related organizations, bringing on 18 new customers with a potential spend of 100,000,000 with Company. 
Oversaw the design and implementation of strategic solutions, guiding change management, and troubleshooting technical problems associated with customer concept to product.
Coalesced with business units, buyers, distributors, operations, and finance teams to align objectives and manage throughput of new product opportunities and prototypes.

Market Manager - Strategy, Sales and Customer Development

The Biltmore Bank of Arizona

Recruited to grow and enhance consultative sales, portfolio and relationship management, deal negotiation, customized credit solutions and risk mitigation for growing boutique bank.

Vice President - Relationship Manager

First National Bank of Arizona

Worked with a great team of people in helping grow the institutions assets and credits through an established network of corporate and business contacts, networking, cold-calling and consultative sales.

Vice President - Business Banking

My passion is in business and growth strategies, primarily in the early to mid growth stages of a company.  I focus on strategic marketing, pricing and customer evolution strategies to help grow organizations more quickly and profitably.  I am known for my intensity and strong drive, and as such I am very much focused on execution/ getting it done.  I am a believer in doing right from the first engagement, using trust and collaboration to help inspire and motivate others, towards fostering an environment of productivity and innovation.  I have an unwavering dedication to continuous improvement and often through this I grow organizations through identifying differentiated ways of connecting with and building customer relationships.

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