A seasoned and highly accomplished C-Level Executive Leader with 25 years of cross-functional executive leadership experience in startup and growth phase software and technology driven B2B and B2C companies. An innovative executive leader, creative thinker, problem solver, and dynamic collaborator who enjoys working with high performance teams.

Possesses a rare blend of both highly refined executive management and marketing skills combined with solid Microsoft, Linux and Open Source based software technology experience. Demonstrated success in high-level strategy and roll-up-your-sleeves execution that bridges corporate leadership with high technology product development, legal, marketing and sales.

Executive Summary

ZenGo Corporation, 2002 to present

Founder & President

Providing innovative leadership to growth phased B2B software technology based companies in transition and turnaround/rehabilitation situations.

Executive leadership, team development, training and mentoring for high level B2B and B2C product marketing and management leadership.

Delivering insightful Cross-Functional Executive Leadership, design, development and execution for:

  • Transitional, Turn around and Growth phase
  • B2B / B2C Software and Technology driven companies
  • Fractional C-Level, CTO, CMO Executive Services
  • Legal, Intellectual Property and corporate contract negotiations
  • Strategic product oriented Marketing and Executive leadership
  • Integrated On & Off-line product marketing campaigns
  • Proven ROI results delivered to C-Team leaders

Past results include cleaning up and preparing three companies for successful multi-million dollar acquisitions, and the successful asset 4.7 million dollar purchase of MetaRecon (see Metagenix below). Adept at full cycle service including strategy & tactical planning and implementation, team formation and ROI driven Executive leadership.

Speaker, Presentation Coach, 2011 to present

Keynote Speaker, Coach & Facilitator

Keynote speaking. Presentation, training and speech coaching for executives, professionals and speakers. Facilitator and speaker for corporate meetings and events.

  • Expert facilitator for high-level business meetings and seminars.
  • Keynote speaking for corporate events.
  • Delivering training, seminars, workshops and keynotes focusing on business management and marketing related topics encouraging organizational excellence.
  • Past president of BORN Toastmasters professional speakers group in Cary, NC

Current Activities

Office Automation Systems, NC, 2006-2007

Director of Product Development reporting directly to company President

Recruited to fix company wide dysfunctional processes and prepare the organization for acquisition. Resulted in making the company a desirable acquisition target and the company was subsequently sold.

Led company wide B2B software technology product development activities. Produced enterprise class software solution for Secretary of State offices around the country. Product built on Windows .NET client and SQL Server technologies.

Developed and Executed core CMMI® level  1, 2 and 3 cross-functional processes across the company resulting in delivery of a high quality, stable enterprise software solution.

CAVU, NC, 2005

Director of Product Development reporting directly to company President

Recruited to lead and repair cross-functional software product development activities for the enterprise class government regulatory agency licensing. Product built on Windows .NET client and SQL Server technologies

Improving the company’s operations through business process re-engineering led directly to a successful multi-million dollar acquisition by Iron Data.

  • Drastically improved customer experience and satisfaction
  • Significantly improved processes for delivering high quality, stable enterprise software.
  • Redesigned cross-functional relationships between departments: Customer Experience and Support, Change Management, Product release engineering, and Project and account management.
  • Designed, developed and executed proper product management and release engineering processes.
  • Executed customer change management and enhancement request processes and integrated with product release scheduling.
  • Executed required cross-functional process improvements resulting in a CMMI upgrade from level 0 (non-existent) to a respectable level 3.

Designed, developed and executed drastic improvements in all business processes between sales, marketing, operations, development, customer support, and management leadership and reporting.

Metagenix, Inc., NC, 1998-2002

Co-Founder & EVP Product Development

Executive Leader of all software technology product development activities and teams.
After 3 rounds of venture capital funding, Metagenix sold the intellectual property rights, MetaRecon, for 4.7 million dollars in a asset purchase to Ascential Software. Ascential was subsequently acquired by IBM and the MetaRecon product is now a centerpiece of IBM’s DataStage toolset under the name of ProfileStage. MetaRecon was built on a combination of Windows clients and Open Source based server technology.

Effective Systems, L.L.C., NC, 1995-1998

Founder & President

  • Designed, developed, packaged and sold Zero Defects Home Manufacturing Quality Assurance system.
  • Lead design architect for Medic Computer Systems/A4 Medical Patient Charting system.

Information Management Services, Inc., NY/NC. 1987-1995

Founder & President

  • Designed, developed, executed and sold shrink wrapped nationally marketed Windows, multiple award winning, contact manager, ClientWorks. Client works competed well with ACT and Goldmine in the sales oriented contact marketing space.
  • Designed, developed, executed and sold vertical market International Banking Industry software technology solution: L/C PLU$ – Letter of Credit system.. This was the first Windows product of it’s kind on the market.
  • Account Manager and Project Leader in over 40 consulting client and product development accounts.

BASIS Software, Inc., NY, 1985-1987

National Marketing Manager

BASIS was an IBM Real Estate Industry Application Specialist Real Estate software technology firm for IBM Midrange systems.

  • Established a ground breaking, innovative national distribution channel leveraging IBM’s international network of IAS affiliates (other IBM partner companies in over 50 states). Recruited these firms to resell BASIS products, requiring IBM to redesign their compensation systems to accommodate this innovative approach.
  • Design and subject matter expert for all Real Estate software product requirements including commercial and residential brokerage, property management and investment analysis.

Executive Experience

Seven Peaks Publishing, 2010

Co-Founder and President

Seven Peaks Publishing focused on corporate online publishing and Internet marketing venture.

  • Created and Published “Social Media Marketing for Sales Forces” 12 week video training course.
  • Created #1 Amazon best selling book, “Write your Skin a Prescription for Change,” by Rodan & Fields, creators of the ‘ProActive’ line of skin care products.

Department of Motor Vehicles, VA, 2008

Senior Business Process Engineering Consultant

Lead Consultant to Enterprise Business Process Re-Engineering team of over 120 people.

The Virginia DMV was desperate to stave off a detrimental brain drain with over 50% of it’s senior executives retiring over the next few year period. We averted the impending loss of this critical expertise by successfully capturing it – for the entire enterprise – in well organized and useful ICONIX driven documentation and replacement system specifications directly suitable for the development teams future work.

  • Executive Leadership coach and trainer for Enterprise Wide Business Process Re-engineering team.
  • Designed, developed and executed processes for collection and documentation of all DMV user and system based use cases.
  • Trained the Change Management Facilitators.
  • Coached process extraction and documentation.
  • Selected and Executed implementation and use of leading edge CASE tool system for documenting and driving downstream new software development.
  • Trained downstream software development team in translating gathered requirements to actual software.
  • Designed and Documented all processes using the Agile ICONIX® UML use case design driven methodology.

In just under a year, we accomplished every goal we set and did what the previous contractor (a “beltway bandit” so we heard) with a team 3 times the size could not do in nearly 3 years of work. We even took it one step further and drove the specifications and requirement to working code in a 6 week proof of concept that was a raving success.

Create & Attract Publishing, 2006 to 2011

Co-Founder, Publisher

Internet Media and Expert business publishing company to forward a conversation for transformation in the world.

  • Created best selling book and complete online expert business infrastructure.
  • Marketed a best selling author and internet information based business.
  • Packaged, published and marketed numerous online video, audio and information products.

WiPods – Tablet driven Push-Advertising startup, 2004

Founder and CTO

Built Advertising Kiosk based product for this Technology based startup.

  • Product targeted to leverage tablet based kiosks in medical practices prior to the Smartphone boom.
  • Client and server tablet systems for selling and displaying targeted local advertising.
  • Designed, Developed and Executed prototypes using embedded open source Redhat® Linux for portable tablets and servers.

Our funding was not achieved but we were able to sell the IP.

NC DHS Medicaid Management Information System (MMIS) RFP Team, 2003

Senior Consultant

Senior Data Consultant to Executive team creating the largest RFP in North Carolina History for the replacement Medicaid Management Information System (MMIS).

  • Served as senior technology expert for data requirements stemming from over 27 years of legacy COBOL data and subsequent data migration, warehousing and ETL requirements.
  • Researched, Analyzed and Documented feasibility of replacement MMIS system requirements and options.
  • Documented technical and user data issues and processes for consideration in final RFP.
  • Formulated and delivered specific recommendations for writing RFP content and evaluating RFP vendor responses.

Medic Computers, 1996-97

Senior Consulting Architect

Team leader for HIPPA compliant integrated Medical Practice Management system, clinical information systems for managed care and management services organizations, integrated delivery networks, and physician practices.

Publishing and Consulting Opportunities

BORN Toastmasters, Raleigh NC

Recent Past President of this advanced Toastmaster International professional speakers group. As an early founding member, have served the club in a number of capacities from board member and recent past president, to hosting special events and delivering special training events on business models and information products for speakers.

Entredot & Cary Innovation Center

Volunteer Executive Business Coach & Mentor. Supporting Entredot and the Cary Innovation Center’s mission of fostering entrepreneurship in the Triangle, mentoring entrepreneurs and growing the organization through recruiting, marketing and education. For example, mentored the Cary Citizen hyper local online publication in developing and expanding their business model during 2013.

Capital City Club – Business Alliance

Designed, delivered and executed 2012 educational program for Online Business Navigation workshop year long monthly series.  Personally Delivered Five 2-hour executuve workshop sessions.

Council for Entrepreneurial Development, RTP, NC

FastTrac Tech (a Kauffman Foundation Program) Instructor and Executive Business Coach to High Technology Startup Companies.

Organizations

  • Co-inventor on patent behind IBM’s WebSphere Information Analyzer product. 2000
  • Gold Medal winner for Client/Server category in the Droege International Developers Competition in Durham, NC. 1994
  • Accomplished pianist and keyboard player enjoying a wide variety of musical styles.

Accomplishments

New York University

BS Economics, Leonard N. Stern School of Business.

  • Concentration in Economics, Management and Finance.
  • Teaching associate in Real Estate Finance.

Education

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