Looking to bring my sales and business development experiences to a channel or B2B sales position allowing for growth and future management or leadership opportunities.
Overview
28
28
years of professional experience
2
2
FINRA Securities Certifications
Work History
Market Center Director
Blue Sky Business Resources
Salt Lake City, UT
01.2023 - Current
Lower Mid-Market Investment Bank supporting founders who are building or exiting companies ranging between $10m - $250m in top line revenue.
Build out Southeastern presence for firm as their Market Center Director.
Ran internship program which sponsored 10 interns over two semesters and a Summer. Hired one of the interns as the firm's first business development rep.
Responsible for building and managing the business development outreach process for entire firm.
Went from 4 engagement calls per month to over 30 in first quarter of 2023.
Closed over 40 engagements in first year including business valuations, growth consulting, and sell side engagements.
Specialties included:
Business development
Sourcing and closing new engagements
Revenue and sales consulting
Co-Founder - Managing Partner
Now Capital Partners
Salt Lake City, UT
05.2021 - 10.2022
Now Capital Advisors is a full-service, advisory firm with licensed bankers specializing in capital raise, M&A, debt, and long-term capital attainment
Built investment bank from ground up.
Was responsible for overall strategy and operations of the firm.
Hired advisors, analysts, and interns. Team grew to over 10 in first year.
Closed $70m in transactions in first 8 months generating more than $1m in revenue and fees.
Specialties included:
Strategic and operational management
Business development and sales
Hiring and staff management
Regulatory oversight
Market President
NOW CFO
Salt Lake City, UT
09.2020 - 02.2021
Recruited by founder of Now CFO to run Southeast.
NOW CFO is a "roll up your sleeves" alternative to hiring full time CFO, controller, or accounting resources
As Market President for the Southeast, my responsibility was to introduce the unique offerings of NOW CFO to high growth, enterprise and SMB businesses who require the financial leadership to reach the next level.
Hire and manage teams across all four states comprised of 7 sales and ~20 consultants.
Successfully launched South Carolina, North Carolina and Georgia markets.
Generated $3m in closed deals across the region in 1 year up from $500k in Florida.
Presidents Club.
Specialties included:
Sales and operational leadership
Business development and sales
Consultative selling
VP of Business Development / Registered Representative
iownit capital and markets, Inc.
New York, NY
01.2020 - 06.2022
Iownit created a private securities trading marketplace allowing accredited investors to make electronic (Blockchain) transactions into private companies and hedge funds.
Was hired as VP Business Development tasked to build both sides of their marketplace: RIAs and investors on one side, private companies and hedge funds on the other.
Reached out to Registered Investment Advisors (RIAs), accredited investors, hedge funds, and privately held companies wishing to do capital raises.
In one year, brought on 15 private companies, 200 investors, and 8 hedge funds producing over $20m in transactions.
It was during this time I became a FINRA Registered Representative (2020).
Specialties included:
Building a business development outreach process
Marketplace development
Sales
Strategic advisement
Vice President of Business Development
Lotus Innovations
Newport Beach, CA
07.2015 - 12.2019
Lotus Innovations is a Private Equity fund focused on making opportunistic investments in software companies that had not yet pivoted to Software as a Service (SaaS). Focus markets were telecom and digital transformation.
Hired as VP, Business Development
My responsibilities:
1) Provide deal origination to Lotus of ideal acquisition targets
2) Do sales and business development due diligence on target companies.
3) Augment sales and business development responsibilities post acquisition.
4) Hire, train, and manage a team of up to 10 interns supporting deal origination and analytic work.
Did 4 company acquisitions out of their second fund.
Results of these acquisitions: one went public, one was sold to a strategic at a ROI of 900% and the other, after clean up and an add-on acquisition, was sold at a profit back to the original owner.
Specialties included:
Sales and business development leadership
Investment banking and M&A
Strategic sales advisement
General Manager - Greenville
Immedion (Dartpoints)
Greenville, SC
07.2013 - 07.2015
Immedion (now Dartpoints) was a regional data center business with locations in NC, SC, and OH.
I was General Manager of Immedion's largest data center located in Greenville SC.
Responsible for sales and profitability of the Greenville data center.
In my first year reached 200% of personal sales quota and 100% of site quota.
Responsible for 4 sales team members including inside and outside.
Specialties included:
Sales leadership
Sales and business development
Consultative selling
Sales - National Account Manager
ScanSource Security
Greenville, SC
10.2009 - 06.2013
ScanSource is a $3.8b global specialty distributor specializing in AUTOID, security, telecom, and software.
Was a top performer on their physical security sales team reaching $3m in sales per month within the first two years.
Responsible for outreach to Value Added Resellers (VARs) who sold and integrated physical security solutions nationwide.
Was promoted to head of national accounts and still maintained several key accounts I had developed. National accounts included companies like ADT, Panasonic, and Ingersoll Rand.
Ran contact and pricing negotiations.
This included contract negotiations and EDI connectivity.
Presidents Club.
Specialties included:
Channel business development and sales
Contract negotiations
Founder, CEO
BigLeapGPS, Inc.
Greenville, SC
01.2006 - 06.2009
BigLeapGPS was a security and location platform developed to always keep loved ones close.
It combined the smallest GPS device in the world with an easy to use interface accessible by PC or mobile.
Users were able to locate, in real time, loved ones anywhere in the world. Specific use cases were seniors who wandered and children with special needs.
The BigLeapGPS device was co-developed with an aerospace engineering firm where IP was shared. Over $1m went into the development.
The device was one of the first 3rd party products allowed on the Verizon network. Considered one of the first IoT devices that ushered in the IoT and Connected Devices industry.
Sold and managed 1000s of devices however most profitable pivot came when we developed a rental model for the largest stroller company in Orlando.
Company acquired in 2009.
Specialities included:
Direct and Channel business development and sales
CEO, COO, Leadership
Product design and development
Fundraising - Raised Seed
Founder, CEO
Gorilla Networks, Inc.
Greenville, SC
11.2002 - 01.2006
Gorilla Networks engineered and installed large, complex wireless networks required by cities, apartment complexes, hospitals and hotels.
Built one of the first business sponsored, free wireless networks in the country in downtown Greenville SC.
Featured by the local and national press as the preferred method to deploy wireless in cities and open air environments.
Gorilla expanded to cover all of the City of Greenville providing wireless broadband connectivity to residential and business customers.
Company acquired in 2005 as part of a wireless tech roll up.
Specialties included:
CEO, COO, Leadership
Business development and sales
Sales
ScanSource
Greenville, SC
01.1996 - 07.2000
ScanSource is a $3.8b global specialty distributor specializing in AUTOID, security, telecom, and software.
Responsible for researching, outreach and closing resellers and value added resellers who purchase AUTOID and barcode equipment from manufacturers and/or other distributors.
Started from zero and grew to one of the top 5 sales reps in less than two years selling consistently between $2-3m a month.
After three years in sales, was asked to help with an e-commerce start up within ScanSource called BlackArrow e-Com.
Presidents Club (multiple years)
BlackArrow e-Com build customized web storefronts allowing VARs and resellers to selling ScanSource's complete catalog online.
Sold subscription services to 200+ power VARs within the first year creating the first reoccurring revenue for ScanSource Inc.
Customer Service Representative at Alta Resources: Blue Cross And Blue ShieldCustomer Service Representative at Alta Resources: Blue Cross And Blue Shield