Crunchbase

My role includes providing feedback on database features, user experience, and new service offerings. I also provide feedback on sales funnel management, SaaS GTM strategies and enterprise engagement.

User Advisory Board Member

Chivini Drone Photography

Creative

Ultra Consultants

I lead the enterprise sales initiatives focused on business process optimization, software selection, and implementation services for mid-sized manufacturers, distributors, and private equity-backed portfolio companies. My role, centers on driving new business growth, refining demand generation strategies, and strengthening strategic partnerships to deliver measurable value to clients.

Key Achievements:

Revenue Growth and Market Expansion – On-Target for $3M+ in new logo sales within 12 months by executing targeted go-to-market strategies and leveraging industry expertise.

Demand Generation and Lead Optimization – Develop and implement multi-channel demand generation strategies, refining lead scoring, attribution modeling, and campaign performance in collaboration with marketing operations.

Account-Based Marketing and Outreach – Leads ABM initiatives targeting private equity and venture capital-backed portfolio companies, helping improve EBITDA and operational efficiencies.

Digital Marketing and Data-Driven Insights – Optimize digital and outbound marketing campaigns, utilizing data analytics to enhance conversion rates and maximize return on investment.

Strategic Partnerships and Industry Positioning – Strengthen Ultra Consultants’ position in the market by building partnerships with private equity firms, venture capital groups, and key industry stakeholders, ensuring long-term business growth.

Through a combination of strategic market engagement, data-driven decision-making, and operational alignment, I help accelerate revenue growth, improve sales efficiency, and enhance client outcomes in industries undergoing digital transformation.

Core Expertise:

Enterprise Sales and Business Development
Demand Generation and Marketing Operations
Private Equity and Venture Capital Engagement
Business Process Optimization and ERP Strategy
Account-Based Marketing and Sales Alignment
Digital Marketing and Data Analytics

Director, Enterprise Sales

Armanino LLP

I played a pivotal role in driving business automation, analytics, and data solutions to enterprise clients. My mission was to refine and expand demand generation strategies for Microsoft Power Platform, Power Automate, and related solutions.

Key Achievements:

Pipeline Growth & Revenue Impact – Increased pipeline growth by 275 percent, driving $5.1 million in revenue over 13 months through targeted digital marketing, account-based marketing (ABM), and paid search campaigns.

Demand Generation Acceleration – Designed and executed multi-channel demand generation strategies that outperformed prior benchmarks and significantly improved conversion rates.

Client Engagement Strategy – Leveraged buyer intent signals and marketing automation to craft targeted engagement strategies across manufacturing, healthcare, technology, and service-based organizations.

Marketing Automation & Data Insights – Implemented data-driven marketing automation strategies to enhance customer engagement, optimize conversion rates, and improve return on investment.

By integrating cutting-edge technology and market intelligence, I helped position Armanino as a leader in business automation and analytics, delivering tangible outcomes for clients across multiple industry verticals.

Key Technologies & Expertise:

Microsoft Dynamics 365 (CE, FSC, F&O)
Microsoft Power Platform (Power Automate, Power BI)
Account-Based Marketing and Digital Marketing
Demand Generation and Sales Enablement
Business Process Optimization
ERP, Tax, Audit, and BPO Solutions

Senior Sales Executive - Business Analytics and Automation

Saint Viator High School

As a Development Committee Member at St. Viator High School in Arlington Heights, my role encompassed a diverse range of responsibilities aimed at bolstering the institution's growth, enhancing its educational programs, and securing financial sustainability. Throughout my service, I was dedicated to:

- Strategic Planning and Execution: I contributed to the formulation and implementation of comprehensive development strategies, ensuring alignment with the school's mission and long-term objectives. My focus was on identifying and leveraging opportunities to enhance educational offerings and infrastructure.
  
- Fundraising Initiatives: I played a pivotal role in planning, organizing, and executing fundraising campaigns and events, aimed at generating necessary funds to support the school's initiatives and projects. This included engaging with alumni, parents, and community stakeholders to foster a culture of giving.
  
- Alumni Engagement: Recognizing the importance of a strong alumni network, I worked on strategies to better engage with alumni, aiming to involve them more deeply in the school's development efforts and to harness their support, whether financial or through mentorship programs.
  
- Advisory and Consultancy: I provided ongoing advice and consultancy on development-related matters, leveraging my professional expertise to guide the school towards effective and sustainable growth strategies.

Through these responsibilities, my goal was to ensure that St. Viator High School not only achieved its immediate financial goals but also laid a solid foundation for future growth, enhancing its ability to provide a high-quality education to its students - especially as an Alum.

Development Committee Member

Clockwork

I led the development and execution of a strategic Go-To-Market (GTM) strategy focused on the top 200 accounting firms in the U.S. My efforts were instrumental in driving market adoption, strategic partnerships, and revenue growth for the platform.

Key Achievements:

Strategic Market Penetration – Identified and engaged key decision-makers within target firms, effectively communicating Clockwork.ai’s value proposition to drive adoption and commitment.

Enterprise-Level Negotiations – Led contract negotiations and successfully secured agreements with top accounting firms, significantly expanding the platform’s market footprint, resulting in $500k in ARR within 6 months.

Industry Positioning and Thought Leadership – Leveraged deep industry insights to position Clockwork.ai as a preferred partner, resulting in high adoption rates and long-term partnerships.

Comprehensive Partnership Management – Designed and implemented a structured partnership management framework, ensuring a seamless onboarding process and high satisfaction levels among new users.

This role underscored my ability to drive strategic partnerships, market adoption, and business growth by leveraging industry expertise, relationship-building, and a results-driven approach.

Core Expertise:

Go-To-Market Strategy
Strategic Partnerships and Negotiations
Enterprise Sales and Business Development
Market Expansion and Adoption
Account-Based Marketing and Demand Generation

Vice President of Partnerships

Wipfli LLP

I was responsible for driving business growth across the Manufacturing, Retail, Distribution, and Technology sectors in key markets, including Illinois, Iowa, Indiana, Michigan, Ohio, Kentucky, and Tennessee. My focus was on audit and assurance services, business process optimization, and consultative technology solutions, particularly in Microsoft Business Central, NetSuite, and Salesforce.

Key Achievements:

Revenue Growth and Market Expansion – Led business development initiatives that generated $3.4 million in annual sales, significantly expanding Wipfli’s footprint in the FinTech and Technology markets.
Technology Advisory and Implementation – Provided consultative expertise on Microsoft Dynamics 365, NetSuite, and Salesforce, guiding clients through technology selection, implementation, and optimization to enhance operational efficiency.

Sales Process Optimization – Enhanced sales efficiency and profitability by streamlining internal operations and refining business development processes, leading to improved revenue generation.

Leadership in Strategic Growth Initiatives – Selected for the Growth Leadership Council for the Lower Great Lakes region, contributing to strategic planning and execution efforts that accelerated regional growth.

National Recognition in Technology Solutions – Appointed to the National Technology Center of Practice, reinforcing expertise in delivering technology-driven business solutions.

Crisis Leadership During COVID-19 – Played a key role in Wipfli’s COVID-19 response team, addressing client challenges and ensuring business continuity during a critical period of economic uncertainty.

Through a combination of strategic planning, technology advisory, and business development, I helped position Wipfli as a trusted partner for organizations seeking to modernize their operations and achieve sustainable growth.

Core Expertise:

Technology Advisory and ERP Strategy
Business Process Outsourcing
Leadership and Crisis Management

Business Development, Senior

Association for Accounting Marketing (AAM)

Volunteer position: I'm currently a Member-at-Large in the Chicago Chapter, connecting members with professional development and networking opportunities to further their careers within accounting marketing and business development.

Chicago Chapter - Member at Large

Peritius Consulting, Inc

As the Director of Business Development, I was instrumental in spearheading the firm's sales and business development initiatives. My role was pivotal in driving market expansion by harnessing an extensive network of subject matter experts (SMEs), mid-cap, and enterprise-level firms across the Great Lakes region, focusing on delivering specialized project/program management consultancy services. Key responsibilities and achievements included:

- Strategizing Sales and Business Development: I led the formulation and execution of comprehensive sales and business development strategies, aiming to position Peritius Consulting as a leader in project and program management consultancy.
  
- Driving Market Expansion: Leveraging an expansive network of subject matter experts and key industry contacts, I significantly expanded the company’s reach within the Great Lakes region, tapping into new and under leveraged markets.
  
- Managing Sales Funnel: From lead generation through to closure, I ensured a consistent flow of potential business opportunities, maintaining a robust pipeline for sustainable growth.

Director Of Business Development

UHY LLP, Certified Public Accountants

At UHY Advisors, I leveraged my expertise in financial services to elevate the brand and catalyze growth within the 32nd largest accounting firm in the U.S. My primary focus was delivering impactful services to a diverse client base, including VC/PE firms, SMBs, and Fortune 500 companies in the Chicagoland area.

I was instrumental in designing and implementing a strategic business development roadmap aimed at achieving ambitious five-year growth targets. This involved conducting in-depth performance evaluations and spearheading the adoption of innovative revenue streams such as cloud-based solutions and outsourcing services for back-office functions.

My tenure was marked by the successful negotiation of several national contracts for SaaS implementations, demonstrating my strong negotiation skills and strategic acumen. These efforts generated over $4.5 million in new annual revenue, significantly boosting the firm's market presence and contributing to its financial resilience.

My strategic initiatives not only enhanced our financial footprint but also positioned UHY Advisors as a leader in integrating cutting-edge technological solutions with traditional financial services, ensuring robust growth and client satisfaction.

- Outsourced Solutions
- Accounting
- Bookkeeping Services
- Tax
- Leasehold
- QBO
- Sage

Business Development Director

As a results-driven leader in enterprise sales and business transformation, I specialize in driving revenue growth, optimizing marketing strategies, and aligning sales with technology-led solutions. With over two decades of experience in B2B sales, I have successfully led high-impact initiatives that improve operational efficiency, increase profitability, and enhance business scalability.

I excel in developing data-driven demand generation strategies, leveraging cutting-edge tools like Salesforce, Marketo, and ABM platforms to drive measurable outcomes. My expertise spans multiple industries, including manufacturing, private equity, and technology, where I have built and executed go-to-market strategies that deliver tangible business value.

Key Achievements:

Accelerated Demand Generation – Increased pipeline growth by 275% at Armanino LLP by deploying targeted digital marketing and sales enablement strategies.

Market Expansion & Partnerships – Led a Go-To-Market strategy at Clockwork.ai that secured partnerships with the top 200 U.S. accounting firms, driving new revenue streams.

Revenue Growth & Transformation – Generated over $4.5M in annual revenue at UHY Advisors by implementing strategic business development initiatives and SaaS solutions.

I thrive at the intersection of sales, marketing, and technology—partnering with C-suite executives to implement automation, improve EBITDA, and align business processes with long-term strategic goals. Whether scaling enterprise accounts or optimizing sales pipelines, my focus remains on delivering sustainable growth and transformation.

Let’s connect and discuss how I can help drive success for your organization.

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