Greater Calgary Metropolitan Area
A war-time sales leader that is best-in-class in precision, prioritization, and pursuit planning. I am best suited for large organizations that need to build a new LoB, or smaller companies that need an implementer - the doer and that has excellent intuition, judgement, and can align the team to a singular mission. My background spans venture-backed technology, clean tech, and corporate development. Across these environments, my focus has remained consistent: convert complex offerings into structured, durable commercial agreements with sophisticated buyers. I specialize in: • Generating net-new sales pipeline in competitive markets • Structuring high-value, margin-protected agreements • Positioning strategically to win against larger incumbents • Allocating time and resources with precision to maximize closing efficiency • Improving working capital efficiency and revenue quality • Detecting operational and financial risk early — and addressing it decisively Twice appointed to senior leadership teams before age 32, I’ve led revenue expansion across energy, financial services, advanced manufacturing, and technology sectors. I prioritize leverage, disciplined execution, and competitive clarity. I build revenue that lasts — and I co
Finofo is a VC backed fintech whose AI Native (System of Execution) software shrinks the inefficiencies of AP by 70%. As a startup we are displacing billion dollar incumbents. Our clients include asset managers, manufacturers, and field services companies. My objectives as the head of sales are: Solicit, close and nurture partner channels Architect Messaging for each ICP Optimized for sales enablement and sales productivity Hire and Coach Reps Install Forecasting Discipline Tie Revenue to Capital Strategy Influence Product Roadmap
Founded by Jim Gray and Brian Felesky, InterGen brings to bear executive talent, business advisory, and equity capital for seed to Series B companies. KEY ACCOMPLISHMENT: Engineered the cost and revenue models to consistently generate a surplus which was ploughed back into the not for profit so that we can reduce our reliance on sources of funding we can’t reliably control. My Primary responsibilities: 1. Deal origination and screening. All deals I originated were oversubscribed. 2. Talent: 1:1 coaching, org design and team building 3. Recruiting and coaching a team of analysts 4. Funding: Attracting millions in private and public investments 5. Education: Sourcing best of breed subject market experts to co-create curriculum and delivery of content that addresses small business issues 6. Strategic Planning: working with CEO and board on design and implementation of 2022-2026 strategic plan 7. Strategic Partnerships: Maintaining existing partnerships and cultivating new ones with the domestic and global brands 8. Investor Relations - leading an IR team that leverages content, events and COIs to recruit >500 UHNIs to our private capital network.
Source and close lead customers for deep tech companies commercializing digital health, photonics and seismic technologies.
BDC Capital & Advisory Services is the most active capital pool and largest management consulting firm in Canada focused on the SMB market. Each year we complete billions in net new realty, equipment, P.O, mezzanine, bridge and VC financings and 2800 advisory engagements. My role is to drive net new revenue growth and integrate the people strategy with business plan. ** As of Q1 2022 the bank has (unsuccessfully) made 3 attempts to replace me. Key Accomplishments: 1. Supporting a distributed team of 8 regional business developers to super charge top of funnel 2. 68% closing ratio - #1 closer nationally 3. 135% revenue attainment against target 4. Seconded to complex selling situations to align decision makers with our sales process, and CLOSE the sale 5. #4 nationally for Revenue Generation and #2 nationally for net new business acquisition 6. Collaborating with >200 colleagues cross functionally across 5 time zones to originate, coordinate and complete deals resulting in $1.6B in annual profit 7. Used consultative selling to displace lower priced capital (CIBC, ATB and TD) with our higher priced capital. 8. Anticipating and proactively mitigating project and portfolio risks that would result in financial losses 9. Coaching, supporting and motivating a distributed team of account managers to attain and exceed targets 10. Developing and implementing a go to market plan to develop new territories in conjunction with a remote team. 11. Using Account Based Marketing and Key Account Planning to drive the effectiveness of consultative selling.
Launched and ran a spin off company on behalf of Vonigo - an SMB SaaS Co. Our focus was building RPA, APIs and Containers to streamline business process inside the Finance function of logistics companies. Responsible for: Leadership - Co-led company with CTO & 5 direct reports Business Strategy - led product market fit studies for new accounting automation SaaS software Lead generation Customer discovery Technical sales and working with product/ engineering to translate business problems into saleable software solutions.