Devoted business professional focused on fostering quality, long-term relationships in an effort to support growth while building a strong foundation to give every customer and partner a positive and memorable experience.
Overview
11
11
years of professional experience
Work History
Channel Account Manager
Exabeam
Foster City, California
10.2023 - Current
Developed and implemented regional business plans & strategies to increase sales revenue in assigned Channel accounts.
Collaborated cross-functionally with internal teams to drive successful implementation of projects, events and training + enablement for Partners on company products, services, proven sales practices and troubleshooting techniques.
Prepared presentations displaying new products and services for Partners.
Collaborated with Marketing teams to develop promotional campaigns that drove leads and sales growth.
Collaborated with Marketing to create, implement and track incentive programs for Channel Partners.
Monitored competitor activity in order to maintain a competitive edge in the marketplace.
Generated reports on performance metrics related to each Partner's success rate.
Achieved over 100% of quota for 6 consecutive quarters.
Achieved 300% of quota in June 2023, August 2023 and 225% of quota in July 2023.
Responsible for managing sales cycles for projects with key Federal, State and Local Educational and Hospital accounts in conjunction with Sales.
Organized and executed events such as webinars, conferences and seminars cross-functionally to increase brand awareness and generate leads.
Conducted outbound prospecting and lead generation to identify potential new clients.
Set appointments to present solutions to prospective customers.
Notable Clients: DoD, DoT, NASA, NYPD, FDNY, US Army, US Courts, University of Idaho, Johns Hopkins, USDHHS
Founder and Executive Director
ROOTS Medical Foundation
Westminster, Colorado
05.2024 - Current
Developed and implemented a comprehensive business plan to launch the company.
Created and currently managing the company's financial budgeting, forecasting, and reporting systems.
Develops marketing strategies to promote the organization's mission throughout the community.
Manages day-to-day activities across multiple departments within the organization.
Identifies potential partnerships to expand the reach of the business.
Cultivates relationships with key stakeholders, including board members, donors, sponsors, partners, and community leaders.
Founder & Head Functional Medicine Practitioner
ROOTS Health & Wellness, LLC
Campbell, CA
12.2020 - Current
Manages patients with acute and chronic conditions by ordering, evaluating, interpreting & reviewing appropriate lab tests & results.
Builds trust and rapport with patients by listening to concerns, advocating for wellness and educating on acute and chronic health issues.
Manages non-pharmacological treatment of various disorders and diseases by developing tailored holistic healthcare plans for each patient.
Maintains a team-oriented approach through collaboration with each patient's physician and healthcare team.
Collaborates cross-functionally with local businesses to organize health promotion programs that engage the community and attract potential patients.
Director of Business Development
Wilson Investment Properties, Strategic Alliances
Saratoga, CA
04.2018 - 05.2019
Responsible for developing & managing Strategic Partnerships to accelerate WIP's growth in the industry and the investor base.
Created & managed all WIP Events from start-to-finish leading up to and on Event Day.
Managed the strategy, execution, and integration of new Strategic Partnerships and new investors (ie: onboarding, funding process, closing out the deals, etc.).
Owned, measured and grew partnership initiatives against identified KPIs to maximize partnership.
Developed a deep understanding of the competitive landscape for the offerings.
Identified, developed, and executed new strategic opportunities for the business.
Lead and influenced cross-functional teams internally to spearhead partnership integration and management.
Raised & managed over $800mm of Investor funds for Syndication Projects.
In charge of all financial & tax obligations for both our Partners and our Investors - monthly and quarterly.
Sought out and hosted guests on our Podcast.
Lead Quarterly Earnings calls for WIP for Investors & Partners.
Sr. Manager, Global Strategic Alliances
DocuSign
San Francisco, CA
01.2017 - 02.2018
Prepared, recommended, and controlled indirect incentive programs to motivate partnerships towards sales targets.
Managed all Real Estate Conference Events that DS participated in from start-to-finish leading up to and on Event Day (ie: RE/MAX Broker/Owner conferences, retreats, events).
Served as the day-to-day Partner Relationship Manager for top Alliance accounts at DS.
Implemented a strategic rollout plan from signed contract through integration and ongoing education involving all stakeholders.
Executed plans + tracked and showed success metrics for each Partner, including overall adoption/penetration results.
DocuSign internal advocate for Strategic Partner strategy & implementation, serving as liaison to relay or coordinate discussions.
Represented our joint products and solutions with Executives, Customers, Partners, analysts, and media as a thought leader and subject matter expert, including at Field Marketing events.
Notable Clients: RE/MAX, Realogy, Berkshire Hathaway, Keller Williams, etc.
Sr. Global Account Manager, Strategic Alliances
Symantec
Mountain View, CA
07.2015 - 09.2017
Achieved 133% average of full production quota in 2015.
Closed the first quarter of 2016 at 113% of quota.
Recruited 5 new Partners and 3 new logos over the course of tenure.
Helped launch and manage the growth of our signature new product to our Partners (Norton Shopping Guarantee).
Responsible for new client acquisition as well as maintenance of existing Global Account Base.
Built & managed sales pipelines.
Successfully sold through the Channel Partner community.
Responsible for Partner Enablement and Partner Adoption, inclusive but not limited to Webinars, Lunch & Learns, Partner Events, co-branding efforts.
Qualified, pitched and successfully sold to Inbound leads from the Channel.
Attended trade shows, events and leads Partner/customer meetings
Notable Clients: Magento, Optaros, GNC, Lenovo.
Business Development Manager
Equinix
Redwood City, CA
10.2013 - 07.2015
Global Lead for Cloud, Content/Digital Media and Enterprise Verticals.
Fielded, qualified and managed all Inbound leads for Cloud, Content/Digital Media & Enterprise verticals for Americas, EMEA and APAC.
Onboarded all Americas, EMEA and APAC colleagues.
Built and obtained product knowledge & market expertise.
Prospected over 200 new logos per week with an average of 30 new business meetings for sales reps.
Coordinated, developed and oversaw a streamlined lead-to-close funnel with Marketing, Sales and leadership for the BD Team.
Directed & managed all BD events for Cloud, Content/Digital Media & Enterprise Verticals internationally.
Coordinated efforts with Marketing for Partner Events & trade shows, all-vertical events for West Coast (including Channel/Partner events).
Notable Clients: Avant Communications, Datalink, Carpathia.
Education
Doctorate of Naturopathic Medicine - Naturopathic Medicine
Quantum University
Honolulu, HI
05-2028
Ph.D. - Naturopathic Medicine
Quantum University
Honolulu, HI
05-2028
Master of Science - Naturopathic Medicine
Quantum University
Honolulu, HI
12-2025
FDN-P: Functional & Holistic Medicine -
Functional Diagnostic Nutrition
01.2021
Bachelor of Arts: Kinesiology - Sports Medicine -
St. Mary's College of California
Skills
Integrity and Transparency
Business Development
Effective Communicator and Public Speaker
Networking Events
Channel Development
Market Knowledge
Client Engagement
Partnership Building
CRM software proficiency
Microsoft Office proficiency
Accomplishments
Received 'MVP' awards for EQIX Shark Week (Company-wide Prospecting Day), 2013, 2014 & 2015
Timeline
Founder and Executive Director
ROOTS Medical Foundation
05.2024 - Current
Channel Account Manager
Exabeam
10.2023 - Current
National Account Development Rep - Public Sector
Exabeam
06.2022 - 10.2023
Founder & Head Functional Medicine Practitioner
ROOTS Health & Wellness, LLC
12.2020 - Current
Director of Business Development
Wilson Investment Properties, Strategic Alliances
04.2018 - 05.2019
Sr. Manager, Global Strategic Alliances
DocuSign
01.2017 - 02.2018
Sr. Global Account Manager, Strategic Alliances
Symantec
07.2015 - 09.2017
Business Development Manager
Equinix
10.2013 - 07.2015
Doctorate of Naturopathic Medicine - Naturopathic Medicine