Pewaukee, Wisconsin, United States
*2024 Microsoft Surface Reseller Partner of the Year* Turn Microsoft technology into business solutions. Reputation for success, growth and accountability as a trusted advisor to clients and my team. I bridge technical strategy, customer experience, AI productivity, and business development to modernize the digital workplace. I partner with business leaders to shape and execute portfolio-level strategies for Surface, Microsoft 365, and Copilot from vision and business case, delivery, through adoption and organizational change management. Over 20 years in IT services and consulting spanning financial services, manufacturing and Microsoft consulting. I bring an end‑to‑end view of how strategy, architecture, and execution must align to deliver results at scale. I own multi-year roadmaps that balance quick wins with strategic bets across digital workplace, Copilot, and AI initiatives. I’m known for: Translating Microsoft workplace capabilities into clear executive narratives and commercially sound go‑to‑market motions. Owning a portfolio of digital workplace and content management programs, prioritizing a current/future state roadmap and making trade-off decisions that maximize impact. Defining and tracking outcome metrics, time saved, cycle time reduction, adoption, satisfaction to prove and communicate value from technology investments. Building and running partner and ecosystem motions that combine devices, M365, and AI into integrated solutions and joint go‑to‑market plays. Leading cross-functional teams (sales, delivery, product, partners) to deliver high‑impact digital workplace and AI programs, and bringing a people-first mindset to large, high-stakes initiatives. Experience focus *Digital Workplace strategy, SaaS, and cloud services *Customer and employee experience and AI-driven productivity *Solution storytelling, executive communication, and field enablement *Collaboration, content management, and business process automation Technology profile *Microsoft 365 Copilot, Modern Devices (Surface), Teams, SharePoint, Search *Dynamics 365 / CRM, Power BI, Power Apps, Power Automate *Azure cloud services, infrastructure, security and compliance
2024 Microsoft Surface Reseller Partner of the Year Winner. Lead Insight’s Surface team to deliver $$M annually in endpoint devices and services, one of the top Surface authorized device resellers. Manage team that tracks KPI’s to grow revenue and increase margins. Co-sell collaboration with Microsoft field sellers to grow revenue and increase profits, exceeded Microsoft Partner goals. Support Insight’s Enterprise customers to provide modern endpoint solutions with Surface and Microsoft 365 solutions. Support Device as a Service and device life cycle services. Results: Microsoft Surface 2026 Growth Partner, Insight device growth leader at 17% YoY, Winner of 3 2024 Partner of the Year awards – Reseller, Hub and North America. 2023/24 #2 channel rank, outgrew revenue by 6%, Highest combined GP/Rev Margin with +10.9%, Highest manager promoter score +92%, 2023 +7% YOY Revenue, +10% YOY GP, Implemented Cost Optimization that increased revenue by $29M
Partner with Insight’s Enterprise and global customers to provide Microsoft Surface device solutions and modern workplace experience. Technical and business experience of Microsoft’s modern endpoint deployment, management and security solutions. Lead customers through the ultimate user experience on Microsoft Surface using Microsoft’s productivity platforms like Teams and Power Platform. Partner with executive sales team and Microsoft field team to understand customers business case, user personas and goals. Provide solutions that sell Surface devices, drive adoption and user satisfaction. Results: +179% Revenue, Support Enterprise Accounts, Multiple $M closed projects.
Partnering with customers to modernize technology investments, business operations, and implement technology solutions that increase efficiency, reduce costs, and enhance user experiences. Motivated to make the digital workplace a great experience through intelligence, people connections, and data integrations. Results - Close sales with CSOs, COOs, Directors and VPs. - 99% of quota in first 6 months Functions - Business development - Account management - Communication and relationship building - Technical solution selling, roadmap and planning - Project estimating, budgeting and funding
Practice Manager and Solution Lead of the Digital Workplace, Productivity and Collaboration at Concurrency, Inc. Leading Microsoft solutions, including pre-sales, planning and design, deployment and training. Multiple Microsoft Teams and SharePoint deployments that include advanced collaboration, business intelligence, and enterprise content management systems for large enterprises with thousands of users and terabytes of content. Deep technical understanding of configuring SharePoint cloud and on-premises infrastructures. Conducted and participated in Power Platform, Teams and SharePoint training seminars, launch events and panel discussions. Keep current with upcoming releases and involved in pre-release programs. Results: - 50% increase in average project size sold - 20-30% team growth - Created and developed User Experience team - Created new service offerings and partnerships that increased project wins - Managed $3.5m team budget and $5-7m sales pipeline. - Managed multiple $100k-500k projects and one of the largest $1m projects Responsibilities: - Manage a team of 20+ members and contractors - Project delivery operations - Presales and go-to-market strategy - P&L, budgets, forecasting - Planning and development Enjoy leading teams and working with customers to design and implement advanced Microsoft solutions.
Lead Solution Architect working with customers to design and implement advanced Microsoft solutions. Primarily focused on Office 365, SharePoint, OneDrive, Azure, SQL and surrounding technologies. Skills and Projects: - Microsoft Modern Workplace Roadmap - Digital Workplace Portals and Intranets - Migrations to Office 365 and SharePoint Online - SharePoint on-premises and cloud deployments - Information Architecture, Governance, and Compliance - Search, Collaboration and Content Management - Workplace Productivity and Business Applications
Manage technology operations for multiple business units. Responsible for customer projects including complex enterprise content management implementations. Manage successful projects ensure collaboration with the project team, business users and stakeholders. Perform detailed business analysis, manage project plan, project reporting and lead project meetings. Manage multiple projects with up to 30 key people from various departments. Consistently work with team members to analyze project health and make adjustments. - Experience working with offshore resources to complete projects faster and increase revenue. - Primary leader of large SharePoint projects including planning, implementation, and customer training. - - Strong document management skills with proven ability to implement SharePoint’s content management features including managed metadata, search, and compliance. - Pre-sales and post-sales support including custom demos Internal IT Operations Manager and team lead. Quickly achieved tangible results by completing projects, organizing procedures, building team moral and creating momentum. Installed SharePoint across multiple departments, trained employees. Implemented new business practices through SharePoint including IT help desk and workflow solutions. Lead virtualization project with minimal downtime. - 40% savings on purchase of IT infrastructure upgrade by leveraging the company’s purchasing power and relationships. - Analyzed and restructured the current workload, reduced the number of required employees, maintained support SLA's. - Manage IT budget, investments and employee reviews. - Direct report to President and key voice in company’s technology operations.
Lead technical installations that ensure customers have a seamless transition to Fiserv’s banking solutions Develop and implement workflows that can be easily managed through the project management system. Assist clients with conversion process through network configuration, desktop, and server application installations. Work with the client’s technical staff to ensure system stability. Lead technical meetings, progress and ensure technical readiness and deadlines are met. Identify client savings throughout the conversion process. Provide extended off-hours support to ensure superior client support. Maximize revenue by reviewing billing contract errors and cross-selling additional modules. Lead and assist projects that include new applications, upgrades, and client communication. Applications: Unisys Enterprise Output Manager, Hyland Onbase (Director), Premier Products, and Microsoft - SharePoint, SQL Server, Office, Server
Provide technical support of various applications, troubleshoot issues and limit client impact. Provide and implement enhancements that allow applications to run more efficiently on various networks, workstations and server operating systems. Support clients through product installations and upgrades. Selected to support and train new team members on network troubleshooting techniques, technical banking procedures and software support. Assist clients with disaster recovery testing and fraud risk installations. Client training and installation assistance to generate more revenue. Applications: Unisys Enterprise Output Manager, Hyland Onbase (Director), and Premier Products
Technical support for various applications and troubleshooting issues. Support clients with product installations and upgrades. Assist clients with disaster recovery testing and fraud risk installations.