
Co-Founder and President at MotiveLogic Corporation
Raleigh-Durham, North Carolina Area

Co-Founder and President at MotiveLogic Corporation
Raleigh-Durham, North Carolina Area
Entrepreneurial thinker and passionate evangelist for what is best for the business and its customers. Energetic leader and consensus builder. Confident, articulate communicator. Experience spans technology and business leadership roles across a broad range of corporate, technology executive and entrepreneurial leadership roles. Successful designer and builder of sustainable products and services supporting performance-accountable businesses and market-dominant companies. Ideally engaged with a company management team synergizing vision into product direction to realize business initiatives and capture market opportunities.
automotive, business analyst, business development, business Intelligence, CIO, CRM, eCommerce, enterprise software, financial services, high-tech, interactive, IT, operations, oracle, project manager, RTP, SaaS, Silicon Valley, Software, startup, technology, vice president, VP
(Automotive industry)
April 2008 — Present (1 year 8 months)
MotiveLogic is an emerging software-as-a-service platform that optimizes, manages and improves key performance indicators for automobile dealer management groups and franchised automobile dealers of all sizes. The company built its platform on a unique and proprietary business intelligence understanding of real-time workflow management, critical business visibility and continuous performance insight. Collaborative partnerships with Dealership Groups permit frequent interaction to define, refine and test platform requirements and examine features of the company’s lead service offering - Active Performance Management™.
(Information Technology and Services industry)
June 2004 — February 2009 (4 years 9 months)
Relocated and re-started Intelor as a professional services organization focused on advisory services for company formation and development, business development, product development, venture assessment, equity and debt transactions, strategic partnership agreements, business modeling and strategic planning to strengthen business performance for investors, entrepreneurs, management teams in companies of all sizes.
Client deliverables include the application and use of methods, processes, proprietary tools and technologies for financial modeling, budgeting, go-to-market planning, product positioning, in-place technology assessment, technology platform implementation and business operations guidance.
(Non-Profit Organization Management industry)
March 2008 — January 2009 (11 months)
Founding Board Member of organization engaged in scientific and medical research regarding human lung preservation and promoting availability for transplantation.
(Privately Held; 11-50 employees; Financial Services industry)
October 2005 — June 2006 (9 months)
As a member of the early startup team, conceptualized, budgeted, negotiated and closed real estate, personnel, technology development, data center design and personnel staffing plans both before and after private equity funding. Assurz business model anticipates becoming a premier provider of online guarantor services. As a third-party provider of dispute resolution, Assurz is dedicated to providing the highest level of customer satisfaction services to merchant clients and their customers using money back guarantees. Assurz uniquely positions money back guarantees as a principle and significant service offering in all considerations of returns management and within the context of the reverse logistics industry sector. Strategically, Assurz maximally leverages the data obtained through its operations to enrich business opportunities in relationship management, logistics, risk management, insurance and targeted retail practices.
(Privately Held; 11-50 employees; Computer Software industry)
September 2001 — June 2004 (2 years 10 months)
Startup software solutions developer focused on enabling information flows to change as quickly as the business strategy. A portfolio of patent pending technology enabled existing infrastructure to deliver actionable insight by immediately absorbing knowledge into business processes and translating it into real-time action. Conceptualized the product and led the initial organizational/staff development, intellectual property patent protection, incorporation, financial, marketing and product development efforts. Initial target markets included financial services, homeland security and corporate governance. Negotiated strategic business and technology agreements and partnerships, venture funding arrangements, advisory board memberships and equity compensation plans.
(Privately Held; 51-200 employees; Information Technology and Services industry)
February 2000 — September 2001 (1 year 8 months)
A VC-funded (Kleiner Perkins, Vantage Point, JMI Equity) main-memory database innovator restarted as a Targeted Advertising ASP for e-Commerce sites delivering targeted content to first-time web site visitors. Member of the Management Team, advising on all aspects of technology planning, development, product positioning and company goal setting. Recruited and trained exceptional UNIX and Windows System Administrators, Cisco Network Administrators, network security specialists and Oracle DBAs. Designed programs to assure maximum performance, reliability, and stability. Led review and refinement of data architecture, Internet connectivity, data center design and security to establish scalable, extensible and cost effective platform. Performance metrics and external monitoring assured clients and management of “five 9’s” service availability with low latency. Evaluated Personify, Inc. acquisition, leading to merger and successful exit for VC investors. Reported to the CEO.
(Public Company; 5001-10,000 employees; NEW; Financial Services industry)
January 1997 — January 2000 (3 years 1 month)
Established a central IT leadership program for subsidiaries and service companies of one of the largest publicly traded (NYSE:NEW) investment management firms in North America (majority-owned by MetLife, Nvest was a acquired by Paris-based Caisse des Dépôts in 2000 and is now privately held as NETIXIS Global Asset Management, one of the world's 15 largest asset managers). Established an effective bridge for strategic technology collaboration across executive and technical management teams of 18 diverse, autonomous investment management firms and services affiliate divisions of a $127 billion holding company. Reviewed and advocated for affiliate CIO technology plans, advised affiliate CEOs on technology for strategic initiatives, and functioned as an internal consultant to Nvest senior management team and board. Advised on strategic initiatives, acquisition prospects, best practices and served as business thought leader across all affiliates. Reported to the CEO.
(Public Company; 5001-10,000 employees; NEW; Financial Services industry)
January 1997 — June 1997 (6 months)
In 1997, NEIC rebranded as Nvest LP, operating as Nvest Companies. Nvest is now privately held as NETIXIS Global Asset Management, one of the world's 15 largest asset managers. Nvest had several names since formation as New England Investment Companies in 1992. NEIC was the holding company for asset managers acquired by New England Financial (NEF), formerly TNE or The New England. In 1993, NEIC combined with publicly traded Reich & Tang, L. P. to become a master limited partnership traded on the New York Stock Exchange as NEW. MetLife merged with NEF in 1996, acquiring 48% ownership in NEIC. Once MetLife and Nvest survived both Y2K and conversion from mutual ownership to stockholder ownership, Paris-based CDC Asset Management, a unit of French government-owned bank Caisse des Depots et Consignations, acquired Nvest for $1.7 billion. It then became known as CDC IXIS Asset Management North America.
(Public Company; 10,001 or more employees; GS; Investment Banking industry)
January 1987 — January 1997 (10 years 1 month)
1991 - 1997: Vice President, Information Technology, San Francisco. Guided expansion, staffing, and technology development and deployment for all North American regional offices. Evaluated, selected, developed and deployed systems and technology services for institutional trading, private client sales, fixed income, investment banking and energy trading. Designed trading room infrastructures supporting highly demanding internal and external clients. Developed leading edge technologies for the first-ever virtual trading room audio and video communications. Designed global, multi-site video conferencing facilities.
1990: Project Manager, Technology Infrastructure, London. Developed data center infrastructures and trading environments for state-of-the-art European Headquarters.
1987 - 1991: Regional Manager, Network Services, Los Angeles and San Francisco. Designed and implemented trading floor technology infrastructures in San Francisco, Los Angeles, Dallas and Houston.
(Public Company; 5001-10,000 employees; CHRZ; Information Technology and Services industry)
April 1986 — January 1987 (10 months)
Consultant to Goldman, Sachs & Co. for the design, implementation and operation and staffing of fixed income and equity sales and trading rooms, investment banking and municipal bond systems in New York, Los Angeles and San Francisco. Designed voice, data and market information systems, and voice and data networks, for newly approved exchange trading operations in Tokyo, Japan.
(Privately Held; 201-500 employees; Financial Services industry)
April 1984 — April 1986 (2 years 1 month)
The Reserve Fund founded the first Money Market Mutual Fund - The Reserve Fund. Designed and managed all call center systems (voice and data) for centralized facility in midtown NYC. Designed cost effective voice and data networks, negotiated favorable pricing and installation schedules with long distance and local carriers. Network optimization studies reduced costs and improved service for nationwide customers. Innovations included designing and implementing the first broker/dealer data network for automated sweeps of uninvested client assets from broker/dealers into money market funds.
Conceptualized and founded Reserve TeleManagement Inc., an information technology consultancy and distributor of Telco Research call accounting software. Reported to the CEO.
Professional activities: co-founded the first ROLM Users Group in concert with Readers Digest, Turner Construction, VISA and others to influence service delivery and feature development of ROLM's voice/data platform.
(Public Company; 501-1000 employees; Publishing industry)
January 1982 — May 1983 (1 year 5 months)
Planned and implemented various technology initiatives for this publisher of magazines, newsletters, and conference services targeting both Wall Street and International Financial Services communities (now known as Euromoney Institutional Investor plc and traded on the LSE under the symbol ERM it has become one of Europe's largest business and financial magazine publishers). Responsibilities included re-engineering all voice and data technology, and restructuring and relocating facilities in New York and London, England. Reported to the Executive Vice President.
(Privately Held; 51-200 employees; Computer Networking industry)
December 1976 — December 1981 (5 years 1 month)
The NAC was a think tank performing funded research in computer communications. Pioneering projects included specifying the initial topological design of the ARPANET and analyzing its cost, performance and reliability characteristics (the ARPANET was the progenitor of the Internet). At the time of its sale to Contel in 1980, NAC was the largest company in the country devoted to telecommunications consulting. Varied assignments included project management, human resources recruiting and technology infrastructure implementation for this pioneering consulting firm in the field of data networking. Responsibilities included recruiting the technical staff, designing voice and data networks, managing data centers and report production facilities. Reported to the CFO.
Entrepreneurial mentoring, team leadership dynamics and development, outdoor leadership skills and social entrepreneurship.
2007 – : Board of Directors, Friends of the Downtown, Chapel Hill. Non-profit focused on economic growth, jobs, asset appreciation, increasing influence and establishing a recognizable downtown identity.
2006 – : Scoutmaster, Troop 9, Chapel Hill, One of America's oldest Scout Troops. Earned Wood Badge - advanced Boy Scout leadership credential.
2004 – 2006: Technology Committee Chair, Town of Chapel Hill. Volunteer board examined and proposed civic technologies including wireless municipal networking, e-government, GIS, open source and proprietary software.
1994 – 1996: Relocation Team Leader, American Red Cross, San Francisco Guided technology infrastructure design, selection and implementation of the for ARC’s Bay Area Headquarters relocation project.
SAMPLE PRESENTATIONS:
• Carolina Entrepreneurial Initiative, Public Health Graduate Entrepreneurship Program, Chapel Hill, NC - “Risky Business: Risk Management & Funding the Early Stage Company”
• Information Technology Senior Managers Forum, Oakland CA – “Keys to the Real-Time Kingdom”
• Western Financial Services Association, San Francisco, CA – “Staying Out Of Trouble Is Getting Tougher For CEOs & CFOs” (Sarbanes Oxley)
• Versata worldwide employee conference, Oakland, CA – “Reference Data in Financial Services”