
Innovation & Corporate Ventures at The Hartford
Greater Chicago Area

Innovation & Corporate Ventures at The Hartford
Greater Chicago Area
Business executive and entrepreneur with 15+ years progressive experience in firms both large and small. Demonstrated record of driving results and building lasting relationships with customers, employees, and business partners. Driven, results-focused, and outgoing personality.
Skills in general management, business strategy, sales, marketing, and finance. Domestic and international experience in IT/Internet, mobile technology, financial services -- both in consumer and enterprise businesses.
(Computer Software industry)
January 2007 — October 2008 (1 year 10 months)
• Recruited and managed LiquidTalk’s growing staff in sales, marketing, finance, and other areas. Establish strategic priorities and set budget parameters, including P&L and Board-level responsibility. Trained staff in execution of formal sales and business development processes.
• Built client relationships with Fortune 1000 clients. Held face-to-face discussions on business development relationships
• Acted as the lead spokesperson and evangelist for LiquidTalk's Mobile Workforce Engagement Solution; attended industry conferences, analyst briefings and local community events; speaker on topic of mobile workforce trends to the media
• Led negotiation of consulting, and partnership deals with channel partners, technology partners, data providers, and consultants, resulting in significant improvements in the capabilities of the LiquidTalk solution.
(Privately Held; 10,001 or more employees; Consumer Services industry)
2002 — December 2006 (4 years)
GLOBAL ACCOUNT GENERAL MANAGER
• Pioneered new role focusing on high profile strategic accounts at enterprise level. Assigned to lead global relationship development with Top 3 Global IT firm.
BUSINESS DEVELOPMENT EXECUTIVE
• Appointed to position in 2004 to focus on new business development. Exceeded revenue target by 160% by closing three Fortune 1000 relationships in under six months. Recipient of Carlson Marketing’s Ovation Award for largest multi-million account growth in Region.
DIRECTOR, NATIONAL ACCOUNTS & CHANNEL PRACTICE
• Provided executive-level support to over a dozen business development efforts that successfully closed, leading to $15-20 million in new revenues. Led strategy discussions and proposal response.
ENGAGEMENT OFFICER, CARLSON BUSINESS STRATEGY CONSULTING
• Led teams on strategy consulting engagements. Clients included Top 5 global IT firm and Top 3 global credit card issuer
(Marketing and Advertising industry)
1999 — 2001 (2 years)
• Negotiated relationships with Fortune 1000 clients, including GE and Philips. Held face-to-face discussions on revenue relationships with over 100 individuals and firms with combined revenues of $45 billion.
• Led negotiation of major distribution, consulting, and technology licensing deals with technology partners, data providers, and consultants. Contracts covered issues including software compatibility, data coverage, service level capabilities, distribution rights, and data ownership.
• Recruited and managed a full time business development staff of four and directed independent sales staff.
(Public Company; 1001-5000 employees; Information Technology and Services industry)
1999 — 2000 (1 year)
• Defined strategic objectives for clients seeking large-scale (e.g. $3-10 million) IT solutions. Managed cross-functional teams to perform needs assessments. Developed client leads, negotiated terms, and worked with delivery team, resulting in seveal million in client revenues in first year.
• Negotiated and helped close on $8 million project to develop eBusiness strategy for Top 3 construction equipment manufacturer. Interviewed dealers and key executives to prioritize requirements for a “co-branded” dealer-supplier storefront. Site successfully launched in late 1999.
• Led a $5 million business development effort for eyeglass retailer to develop a worldwide eBusiness site. Negotiated terms for the project.
(Privately Held; 51-200 employees; Management Consulting industry)
1994 — 1998 (4 years)
• Initiated opening of a new San Francisco presence in 1997. Led and directed the West Coast strategy practice.
• Evaluated direct response channel strategy for a $200 million unit of a major financial institution seeking to grow to $1 billion in revenues.
• Participated in local market strategy for a £2 billion UK firm to provide distribution to retailers in Southeast Asia. Project led to venture in Bangkok with UK’s largest cash and carry retailer.
• Led sub-team assessing nine Latin American beer markets for Molson Breweries.
• Identified retailer best practices for Top 5 Entertainment conglomerate. Coordinated interview program with managers from 30+ retailers.
(Banking industry)
1990 — 1992 (2 years)
• Actively managed $120 million syndicated loan portfolio
• Investigated, analyzed, and evaluated performance of Fortune 500 and international corporate borrowers
• Negotiated with clients on funding requests for capital projects and M&A proposals
• Inspected facilities and factories as required for due diligence
(Public Company; 10,001 or more employees; JPM; Banking industry)
1988 — 1990 (2 years)
• Analyzed cash flow, financial condition, management performance, and market environment of "middle market" firms (i.e. sales $5-100 million)
• Interviewed and evaluated over 50 companies in diverse industries, including manufacturing, professional services, and retail
• Promoted to Account Officer within 18 months
MBA , Marketing, Entrepreneurship, Mgmt , 1992 — 1994
BA , Economics, Lyric Poetry , 1984 — 1988
GC , Economics, International Finance , 1986 — 1987
Full Year Abroad Program focusing on International Finance and Monetary Policies
Traveling, entrepreneurship, yellow labradors
• Speaker, "Every Laptop Left Behind", Wireless Enterprise Summit, May, 2008
• Speaker, Mobile & Wireless Enterprise 2008, Indian Wells, CA, March 2008
• Presenter, Innovation Roundtable, University of Chicago Graduate School of Business, February, 2008, Chicago IL
• Live product launch of BlackBerry platform at DEMO 08 emerging technology conference, Desert Springs, CA, January 2008
• Speaker, "Sales Force Mobility: Improving Collaboration & Knowledge Distribution on the Road", January 2008
• Speaker, "Mobile Workforce Engagement", Enterprise 2.0 Conference, Boston, MA, June, 2007
• Speaker, "How to Pitch Investors", DePaul University, Chicago, IL March, 2007
• Speaker, Midwest Venture Summit, Chicago, IL, 2006
• Contributor, “Small Business Card Loyalty”, Cards & Payments Magazine, November, 2005
• Author, “Points Alone Don’t Add Up to Loyalty”, 1to1 Magazine, August, 2005
• Author, “Total Relationship Banking”, Whitepaper in Various Marketing Publications, June-July, 2005