Strategic Leader and Technology Executive
Business Development and Sales Leadership
P&L Ownership
Channel Development
System / Process Implementer
Recurring Revenue Development
Operational Excellence
Strategic Partnerships
Organizational Restructure and Revitalization
Cloud, SaaS, Software, Network Device and Virtualization Expertise
Delivering High Levels of Performance, Profitability and Growth
Astute, proactive Senior Executive who reinvents and resuscitates business cultures, transforming stagnant sales into dynamic multi-million dollar growth through trend identification, organic and acquisitive expansion, strong operations experience and innovative channel development.
A true entrepreneur and self-made leader highly adept at identifying a companys core strengths to uncover and pursue new B2B market opportunities and product niches that drive a company to the next level of performance, profitability and competitiveness. Lead by example. Assemble and develop powerhouse teams, purposefully inspiring collaboration and building on the core belief that a fully engaged, well trained workforce delivers high customer satisfaction and retention.
Well-versed at preparing companies for sustainable growth and/or sale. Career success is based on perseverance, pragmatism and the personal courage to take risks balanced with a sound business plan. Entrepreneurial Masters Program, MIT/EO.
> As CEO, transformed two commodity companies into specialized, highly profitable technology solution entities.
* Profitable Organic Growth. Organically grew DeVA Systems, a small commodity VAR, transforming it into a highly regarded specialized virtualization and cloud solutions company. Led company profitably for nine years, growing revenues from >$1M to $7M+.
* Attainment of Industry Ranking. Grew DeVA to one of the Top Citrix Solution Providers and Microsoft Partners in the US. Only one of 35 Citrix Platinum partners in the US (out of 4,000).
* Mergers and Acquisition. Researched, acquired and led integration of Aegis Associates into DeVa Systems, creating Covisia Solutions in 2007 in a preemptive move to exploit market shift focusing on development of technology solution roadmaps aligned with small to mid-size business customer needs.
* Turnaround. Turned around and rebuilt Covisia into one of the most
successful technology service providers in New England, maintaining profitability after being impacted by the worst recession (2008) since the Great Depression.
* Successful Exit. Built a top quartile technology company in a very competitive market, selling Covisia for ~3X the industry average to a publicly traded company Konica Minolta Business Services.
> Successfully managed to completion highly political, visible and volatile $11M lottery market expansion project in Singapore with ties to year-end revenues for GTECH Corp.
A Career of Consistently Growing Revenues above the Industry Average
WG3 ADVISORS LLC, Hudson MA
Business coaching/consulting for small to mid-sized technology companies including advisory board services and equity investing
President and CEO (2013 Present) Current assignments include Board Advisor/Advisor roles within MyEdGPS (software start-up); XFactor Communications (communication company currently raising Series A funding); Intralearn Software (software company); Entrepreneurs Organization (EO) Boston (Board Director and Membership Chair). Additional detail is available at the end of resume.
COVISIA SOLUTIONS, now All Covered, a division of Konica Minolta Business Services (KMBS), Boston, MA
Covisia Solutions was formed through the merger of DeVA Solutions and Aegis Associates in 2007 (combined $18M with 74 employees). In 2012, KMBS acquired Covisia Solutions, which was then merged into KMBSs All Covered division. All Covered is a technology services company that serves small to mid-sized companies (20+ locations; 200+ technology experts).
Managing Director, All Covered New England (March 2012 September 2013)
Following sale of Covisia, asked to assume this P&L leadership role to lead integration of Covisia processes, systems and people into All Covered. In addition, integrated the All Covered Newton office, while directing operations for the region of 70 people including VPs of Technology and Sales. For final three months of role, assisted VP of Marketing in revising the sales & marketing strategy for All Covered.
CEO, President and Owner Covisia Solutions, Inc. (2007 2012)
Identified market trend to develop strategic technology roadmaps that deliver affordable enterprise class solutions aligned with and tailored for growing small to mid-size business. In a proactive move, formed Covisia in 2007 through acquisition and integration of DeVA Systems and Aegis Associates to 1) meet Citrix need for larger, more versatile partners, 2) diversify and refocus company on growing small to mid-size business accounts, 3) evolve Covisia from a product-centric company to a focused services solutions company and 4) create recurring revenue streams.
In 2008, six months post-acquisition and severely impacted by the economy completely retooled and transformed company while sustaining profitability. Implemented processes, strategies and systems that built Covisia to recognition as of one of the largest and most successful technology service providers in New England (500 clients and 200 core accounts; small, mid-size and enterprise clients that included Hanover Insurance and Monster).
* Turned around company in the midst of the worst recession since the Great Depression (2008). In a post-acquisition environment, with $1M+ dollars in debt, a bank ready to pull the line, high client and employee turnover, broken systems and sales plummeting 30%, transformed Covisia into one of the most successful technology services companies in New England.
* Built a sustainable recurring revenue, support services model around Citrix technology that grew and maintained profitability.
* Invested in sales and delivery processes (Miller Heiman) and progressive incentive programs. Built strategic account teams that focused on client care and retention that differentiated Covisia from competitors.
* Created and implemented innovative strategies that positioned Covisia to be a top quartile company in the technology management sector as compared to industry metrics or peers.
* In 2012, negotiated a very successful exit (estimated 2X over the valuations in the market in the technology services sector) selling assets to publicly traded company Konica Minolta Business Services (KMBS).
* Retained by KMBS division All Covered, Inc. as Managing Director Boston to lead post-sales integration.
DEVA SYSTEMS GROUP, INC., Waltham, MA
Technology Solutions Provider focused on virtualization technology solutions for mid to large organizations across New England; $7M in annual revenues
CEO, President and Owner (1996 2007)
Originally hired by DeVa Solutions as Director of Sales and Business Development. Purchased company one year later with a 50K bank line of credit and a five-year seller backed note at 27 years of age. Completely rebuilt and refocused business from the ground up, creating a new brand. Created and implemented new systems and sales processes and hired new talent. Through entrepreneurship, vision, hard work and personal risk (reinvestment of revenues for growth), bootstrapped this small commodity VAR and evolved it into a highly specialized, profitable solutions integration company.
* Identified market trend of virtualized solutions and transitioned DeVA Systems from an 85% product re-sale company to a specialized Citrix software integration/consulting company.
* Organically grew DeVA Systems for nine years at a compounded annual growth rate of 20%. Attained status as one of 35 Citrix Platinum partners in the country out of 4,000 resellers.
* Set goal and aggressively pursued and built the mutually beneficial partnerships with Microsoft that earned rankings in the Inc. 500 (#284) and established the company as one of the top Citrix and Microsoft partners and solution providers in the US.
* Acquired Aegis Associates to add Cisco networking capabilities and small to medium business clientele using DeVA assets in 2007, and launching new company Covisia Solutions (combined $18M in revenues and 80 employees)
GTECH CORPORATION, Providence, RI
Leading software company and commercial operator/provider of technology in regulated worldwide gaming markets (lottery programs) that held an estimated 70% of the US market; 3,000 employees.
Operations Coordinator / Project Manager Far East Division (1994 1996)
Managed multi-million-dollar, on-line gaming projects in India/Singapore. Hired as intern, promoted to operations coordinator (Far East); assumed project management role in Singapore leading $11M lottery market expansion.
Education
Massachusetts Institute of Technology (MIT) / Entrepreneurs Organization (EO), Cambridge/Boston, Ma
Entrepreneurial Masters Program, a three-year program sponsored by MIT that supported sharing of best practices by industry leaders (2010 - 2012)
University of Massachusetts Dartmouth, Charlton College of Business, Dartmouth, MA
BS in Business Marketing, 1994
Worked fulltime in family run auto body business while attending school. Personally financed entire college education and learned the hard-working, ethical fundamentals that enabled me to be a successful customer-focused business owner and entrepreneur.
Additional Experience
WG3 ADVISORS LLC, Hudson MA
Business coaching/consulting for small to mid-sized technology companies including advisory board services and equity investing
President and CEO (2013 Present) Select assignments include:
* MyEdGPS Board Advisor for this software start-up. (www.encompasseducation.com) Sept 2013 Present
* XFactor Communications Board Advisor and Executive Vice President of Operations (six months) to this company currently raising Series A funding. Lead sessions to formulate new channel management strategy and core purpose, mission and vision. Serve as advisor to CEO. (www.xfactorcom.com) Sept 2013 Present
* Intralearn Software Advisor to the CEO / Owner of this software company. As part-time Managing Director, play key role in strategy, mission and process development, as well as development of channel and sales on limited cash. (www.intralearn.com) Sept 2013 Present
* Entrepreneurs Organization (EO) Boston. As Board Director and Membership Chair, lead recruitment efforts. Significantly improved membership following a few years of a challenging economy, adding more members in first three months in 2014 than all of 2011. (www.eoboston.org) Jan 2000 Present
TRUE PROPERTY REAL ESTATE, INC., Hudson MA
CEO / CFO (May 2013 Present)
* Created and lead company focused on the buying, remodeling and selling of residential properties.
Industry Leadership
Board Director / Membership Chair (2009 2013) Member (2000 Present), EO (Entrepreneurs Organization) Boston EO is a global network of 9,500+ business owners in 131 chapters and 40 countries that serves as a catalyst to enable entrepreneurs to learn and grow from each other, leading to greater business success. Membership is by invitation only; average member is 41 years old with annual business revenues of $17.3M.
Board Director, The Executive Institute, Boston directed executive forums and led panel discussions on topics that included M&As and technology in business (2009 2012)
Board Director / Founding Member, Virtual Technology Alliance, LLC, now Avitas LLC (2004 2012) first-ever LLC created to share resource and best practices in leveraging Citrix focus and to drive utilization.
Member, The Entrepreneurs Institute (2010 Present)
Member, CEO Club of New England executive networking group (2010 2012)
Member, True Profit Group, a national business and technology best-practices group comprised of small to mid-sized technology firms (2002 2012)
Member, Citrix Platinum Counsel Invited by Citrix executives to join this select group of partners to review and formulate channel strategies. (2002 2012)
Member, Microsoft Partner Counsel Invited by Microsoft to join this select group of partners to review regional channel programs and strategies. |
