Results oriented industry analyst and market intelligence professional covering the front and back-end of the IT supply chain which includes deep knowledge of direct and indirect channels, key technologies, industry verticals and partner ecosystems
Overview
27
27
years of professional experience
Work History
Technology Analyst in Residence, Cybersecurity
Quocirca
10.2023 - Current
Serve as a technology analyst in residence covering cybersecurity and channels.
Cover and write about industry events such as Black Hat, RSA, etc.
Technology Analyst
Futurum Research
02.2022 - Current
Coverage included cybersecurity, networking/IoT/IIoT, AI, semiconductors, Cloud, UCaaS/CCaaS, intelligent devices, and the B2B/SMB indirect channel.
·Vendor coverage included Cisco, Juniper, Palo Alto, HPE, Silicon Labs, Qualcomm, MediaTek, Dell Technologies, HP, Google, Amazon (AWS), etc.
Regularly engaged and guided product management, product marketing, and sales teams at assigned clients on customer trends, product positioning, message testing, market sizing, and functional gap analysis.
Wrote 5 blogs a week on behalf of assigned clients analyzing earnings and company implications, product announcements, industry shifts, etc.
Regularly wrote market insight reports and white papers for assigned clients to drive market awareness and thought leadership for their end-users.
Wrote bi-weekly notes covering the front and back end of the IT supply chain for clients tracking market forces to help mitigate risks and hedging strategies.
Senior Director, Market Intelligence
Channelnomics
09.2019 - 02.2022
Provide advisory services to leading vendor, distributor, and other organizations on corporate, business unit and route-to-market strategies
Managed and re-designed Channelnomics proprietary customers base (e.g., verticals, adjacent technologies, partner ecosystems, etc.) to make more informed decisions and find untapped opportunities
Present at industry conferences for a fee such as state of the IT channel, vertical markets (e.g., education, healthcare, etc.) and other foresight topics
Work with business development team on finding new and emerging clients with direct revenue impact
Industry Analyst, Channels & Enterprise Technology
The NPD Group
03.2015 - 09.2019
Primary industry analyst covering enterprise technologies (e.g., data center infrastructure, IT security, PCs, document imaging, components, cloud, etc.) and the North American IT channel (e.g., 1-tier and two-tier markets, verticals and, SMB market)
Regularly visited more than 15+ clients and partners (e.g., vendors, resellers, retailers, distributors, etc.) providing guidance on subscribed categories and industry trends (in-person or phone briefings)
Tracked over $90 billin in sales and over 200+ sub-categories.
Generated over $40,000 in speaking fees at client and partner facing events on topics such as state of the channel, data center, cybersecurity and B2B trends
Quoted in industry trades such as Bloomberg, Kiplinger, Computer Resellers News (CRN), TWICE, OPI (Office Products International), Dark Reading, etc.
Spoke at myriad events such as the The Channel Company's XChange & NexGen Cloud Summit and other events.
Manager, North America Strategic Planning
Ingram Micro
12.2010 - 03.2015
Managed the market intelligence function which included monitoring and analyzing rivals (200+ distributors) coupled with analysis of technology, vertical and partner trends
Provided operational and gap analysis on more than 20 business units which manifested in M&A, line card expansion, etc.
Supported the M&A process which included market research, target origination, etc.
Regularly leveraged by business units to speak at customer facing events on myriad topics
Responsible for secondary research subscriptions and dissemination to the executive team by way of customized presentations or write-ups
Highly leveraged by field sales teams to speak with strategic partners (e.g., Technology Integration Group, CompuCom, Pomeroy, etc.) on industry trends and strategy validation
Tightly integrated with the business intelligence team on identifying key vendor strategies, product adjacencies, customer segmentation, and route-to-market opportunities
Led war gaming sessions for the firm's executive leadership academy which trained candidates on industry foresight and competitive strategy
Manager, Worldwide Strategic Planning
Ingram Micro
06.2005 - 10.2010
Responsible for sizing the global one-tier and two-tier IT markets and tracking the global competitive landscape which included 400+ distributors
Wrote the monthly board narrative for the worldwide finance team which summarized industry, economic and other market forces impacting the IT industry
Responsible for writing key sections of the firm's annual strategic plan which included the global competitive landscape, industry foresight on key vendor strategies and emerging technology trends
Created deep dives on key rivals which included cost structure analysis, value-chain analysis, five forces as requested by the senior leadership team
Created self-serving market intelligence application using Microsoft Sharepoint which included competitive profiles, industry news, key intelligence topics, industry contacts, etc.
Market & Competitive Intelligence Professional
Ingram Micro
10.1997 - 04.2005
Created and monitored key intelligence topics (KITs) which included a global network over over 3,000 contacts which helped provide early warnings on industry moves and potential blind spots
Created and maintained competitive profiles on key rivals
Managed secondary research which included IDC, Gartner and others
Managed global competitive intelligence and industry news e-mail which regularly provided analysis of key trends
Worked with primary research team creating and analyzing on myriad topics
Architected the North American vertical market strategy for healthcare, retail and other verticals in support of the Vice President of Strategic Marketing
Education
Bachelor of Science - Marketing
University of Phoenix
Tempe, AZ
06.2010
Skills
Market Intelligence Professional
Foresight Professional
B2B Route-to-Market Expert
Strong at Strategic & Tactical Planning
Primary & Secondary Research
Industry Analysis / Market Sizing & Targeting
In-Person Presentations
Blogs & White Papers
Strategic Marketing
Timeline
Technology Analyst in Residence, Cybersecurity
Quocirca
10.2023 - Current
Technology Analyst
Futurum Research
02.2022 - Current
Senior Director, Market Intelligence
Channelnomics
09.2019 - 02.2022
Industry Analyst, Channels & Enterprise Technology
Training & Development Consultant at A number of manufacturing companies and governmentTraining & Development Consultant at A number of manufacturing companies and government