I help organizations build scalable revenue engines by aligning sales, marketing, and customer success. As a Fractional CRO, I bring 30 years of experience across technology, consulting, and franchise development, blending strategic leadership, CRM expertise, and hands-on execution. 💡 Revenue Leadership I design go-to-market strategies, optimize sales processes, and lead teams to deliver predictable, measurable growth. My focus is building repeatable revenue systems that scale. 🖥 CRM Transformation & Optimization Certified in Microsoft Dynamics 365 CE/CRM, I also work across Salesforce, HubSpot, Zoho, and other CRM platforms to ensure organizations get maximum value from their systems. I specialize in aligning technology with business goals — streamlining processes, improving forecasting, and enabling data-driven decision-making. 👥 Executive Coaching I partner with leaders to strengthen management practices, improve organizational alignment, and build resilient teams ready for growth. 🤝 Franchise & Business Advisory Having led franchise development globally, I advise entrepreneurs and executives on franchise opportunities, partnerships, and expansion strategies. Experience Highlights 🔹Fractional CRO, Hexalinks (2025): Driving growth strategies, partner programs, and CRM-enabled sales operations. 🔹CRM Functional Analyst, DuBois Chemicals (2024-2025), CRM Consultant & Solution Architect: Delivered multi-platform CRM transformations aligning technology to business outcomes. 🔹Franchise Development Leadership (2018–2022): Scaled networks as Global Director (Corporate Connections) and Vice President (Home Helpers). 🔹Business Development & Channel Sales: Led ecosystems with Microsoft, SAP, and Salesforce/Pardot. 🔹Entrepreneur & Franchise Owner: Cruise Planners, gaining firsthand insight into small business growth.

Displayed unsurpassed expertise in strategic, financial, and operational planning for 137 franchised offices across Southern Ohio, Kentucky, and Tennessee as Regional Vice President at RE/MAX Regional Services. Oversaw P&L while driving all efforts to ensure adequate market coverage, increase overall profitability, and optimize broker business operations that serviced 2,050 agents. Successfully managed five direct reports including sales consultants and field operations managers. Designed financial models and capital budget forecasts to maximize operations, sales and marketing activities.

Directed and coordinated daily operational business aspects focusing on account strategy and development, sales, and service of hydrogen fuel cell units as a direct replacement for lead acid batteries in the material handling industry. Performed sales forecasting and strategic planning to ensure the sale and corporate profitability while analyzing business developments and monitoring market trends. Built and cultivated long-term quality relationships with clients by addressing their needs and providing specific solution recommendations.

Applied dynamic leadership talents in sales and marketing of new products and services, contract negotiation, and the internal management of Western Union resources toward fulfillment of corporate goals. Spearheaded 12 key account managers’ sales and marketing activities across 19 grocery and 5 convenience store divisions. Regularly interacted with customers to provide information in response to inquiries about Kroger, as well as to handle and resolve problems in a timely manner.

Presided over account management activities among company field staff, 103 franchised dealers handling UPS, and 58 UPS districts across North America. Rendered superior strategic planning and account management services to the UPS account that included accurate forecasting, marketing and sales planning, and financial analysis. Supervised and mentored a staff of 3 field technical representatives and corporate office employees, developing their competencies toward achievement of more than $13M total revenue increase within 3 years. Additional Positions With Bandag: * District Manager 2001-2004 * Area Sales Manager 1999-2001 * Fleet Sales Representative 1997-1999

Keynote speaker delivering leadership and business presentations for corporate events, leadership conferences, and sales organizations. Drawing on nearly three decades of experience in revenue leadership and organizational strategy, my sessions focus on strengthening leadership clarity, improving decision making, and building disciplined operating systems that drive predictable growth and performance. I have delivered presentations independently for several years and have been represented by Salem Speakers Bureau since February 2026. Drawing from nearly three decades of experience in revenue leadership, organizational strategy, and executive advisory work, my presentations combine practical insight with real-world examples that leaders and teams can apply immediately. Speaking topics include: 🔹Leadership Before the Title – How ownership, communication, and initiative shape effective leaders long before formal authority. 🔹Building Predictable Revenue Systems – Aligning leadership, sales, and operations to turn growth from unpredictable into repeatable. Based on principles from The Revenue Operating System™. 🔹Clear Decisions in Uncertain Times – How leaders maintain clarity, simplify complex problems, and guide teams forward when conditions are uncertain. 🔹Aligning Sales, Strategy, and Execution – Turning strategic priorities into consistent organizational performance through alignment and disciplined execution. 🔹Leading Through Change and Organizational Transition – Helping organizations unify teams, communicate clearly, and maintain momentum during periods of growth, restructuring, or integration. My speaking engagements blend leadership insight, practical frameworks, and engaging storytelling to help organizations execute with clarity, confidence, and shared direction. Available for keynote presentations, leadership conferences, executive meetings, and sales kickoff events.

Identified client goals and risk tolerance profiles to design an initial portfolio. Monitored portfolio accounts and provided recommendations for rebalancing as needed. Developed data reporting to portfolio managers and marketing teams. Completed training program with rotations in corporate tax, retail, and investment advising.