
Owner and Managing Partner at Montclair Advisors
San Francisco Bay Area

Owner and Managing Partner at Montclair Advisors
San Francisco Bay Area
Experienced technology executive. Nearly 20 years of success managing sales, marketing, business development, mergers and acquisitions, product marketing and operational functions for both public and start-up companies.
Highly knowledgeable regarding SaaS [Software as a Service], on-demand business models as well as enterprise-class software applications for talent management, HCM, CRM, Financials and ERP.
Adept at establishing new market categories as well as raising capital and working with venture capitalists and private equity firms.
(Computer Software industry)
April 2008 — Present (1 year 8 months)
Montclair Advisors helps software companies to realize the value that can be created by effectively deploying the Software as a Service business model.
The company provides strategy and expertise that is actionable for executive management teams looking to use SaaS as a way to build a long term, winning business. Our service covers all areas of SaaS including strategic analysis, business planning, revenue and market development, and technology evaluation.
(Public Company; 201-500 employees; WSTM; Computer Software industry)
June 2004 — February 2008 (3 years 9 months)
Workstream provides an on-demand suite of talent management applications including recruitment, performance management, compensation, succession planning and benefits.
(Privately Held; 51-200 employees; Computer Software industry)
August 2002 — June 2004 (1 year 11 months)
Kadiri was the leader in developing enterprise compensation management software solutions. Company was acquired by Workstream in June 2004.
(Privately Held; 201-500 employees; Computer Software industry)
July 1999 — May 2002 (2 years 11 months)
Workscape provides a complete set of hosted benefits and workforce management solutions, designed for Global 2000 organizations.
(Public Company; 201-500 employees; EDFY; Computer Software industry)
September 1996 — June 1999 (2 years 10 months)
Edify was a leader in call center, internet banking and HR self service solutions. The company was ultimately split and the call center and banking business was sold to S1 corporation and the HR business was sold to Workscape.
(Public Company; 201-500 employees; WALK; Computer Software industry)
June 1992 — May 1995 (3 years )
Walker Interactive provided a suite of enterprise financial applications targeted for Fortune 100 organizations.
(Public Company; 5001-10,000 employees; ORCL; Computer Software industry)
February 1989 — May 1992 (3 years 4 months)
Held a variety of marketing positions including account management, management of the lead generation team and an assignment in public relations.