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Sales Quality Assurance

1810, United States
May 24, 2010

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(781) ***-****

OBJECTIVE: Senior management role in a technology company or management

consultant role in change management. High-growth and turn-around

environments that require creative thinking and problem solving are



. Proven track record of building organizational infrastructures

(including accountability, measurement and feedback systems) to

support and sustain short and long term growth and respond to changing

market conditions.

. Senior professional services and marketing executive with experience

across a range of firms from start-up to blue-chip, specializing in

sales/marketing and financial software and services.

. Extensive global experience lived in London, worked in Western Europe,

supported Asia Pacific, Central and South America.

. Proven P&L success driving all consulting and services efforts with

increased revenue and margins.


Museum of Fine Arts, Present

Boston, MA

Contractor, Access to Arts Program

Developing, organizing materials to train and support program docents

providing museum tours for people with disabilities. Implementing

distribution channels, feedback mechanisms, and training packets.

MGL/Iris Financial Solutions (acq'd 12/07), 2007-2009

London, San Francisco, New York, Tokyo, Delhi

Vice President, Professional Services

MGL delivers solutions to leading Fortune 500 companies in the areas of

financial services, healthcare, media and entertainment, manufacturing, and

telecommunications. MGL is a publicly traded, IP and domain-led technology

services and solutions company with yearly revenues totaling $250 million,

4000 employees, and locations in the world's largest centers of technology

and commerce. Iris was a global financial services software firm,

delivering trading solutions and consulting to the world's top banks and

asset managers.

. Managed/mentored 50 Iris personnel including consultants, support

analysts, developers, and quality assurance analysts located in London

- including two weeks/month in London managing that office, San

Francisco, New York, and Tokyo.

. P&L responsibility for $12 million revenue; achieved revenue goal for


. Restructured runaway projects bringing them to closure in 2007

positioning Iris for acquisition.

. Improved customer relationships resulting in extended contracts and

add-on business.

. Reduced operational overhead by 30%, through resizing of staff,

inclusion of QA phase improving delivery timeframes while lowering

project overruns, and geographically centralizing development

improving group collaboration, productivity and communication.

. Interacted with off-shore development staff.

. Participated in planning MGL creation of finance vertical.

. Sale finalized in 12/07. Iris closed March 2009 due to MGL financial


Lewtan Technologies, 2002 - 2006

Waltham, MA

Vice President, Professional Services

Lewtan is a provider of workflow solutions to the global asset

securitization industry with yearly revenues totaling $22 million, 100

employees, and a client base of 275+ institutions.

. Operations responsibility for 50 staff including consulting, project

management, customer support, product management and service bureau.

Utilized/managed off shore resources.

. Staff growth 96% and revenue growth 300% in 4 years. P&L

responsibility for $10.8 million in implementation, consulting, and

maintenance revenues.

. Built out client services group freeing up consultants for billable

work. Restructured consulting group increasing billability by 20%.

. Created first project management function; improved project completion

timeframes by 15% with implementation methodology.

. Assigned development/quality assurance responsibility for 2 of 4

company products: ABS and Discloser to meet client deliveries and grow

the revenue stream.

. ABS revenue growth 2002 - 2006 up 92% ($3.75m to $7.19m); 30%-40% year

on year growth; increased billable utilization from <50% to a standard

75% frequently spiking to 85%+.

. ABS Discloser revenue growth 2005 - 2006 up 257% ($980K to $3.6m);

halved implementations to 6-8 weeks supporting $1+M in add-on sales in


. Reduced operational overhead by growing billable heads by 74% (32 out

of 43); billings average was $22.3k/head/month; margins ABS: 57.4%,

Discloser: 56% for '06.

. Member of executive team; attended and presented at all Board


. Assigned 6 month responsibility for data business to recommend forward

plan. Recommendations accepted and acted upon including hiring of VP

to run high-potential business unit.

. Personally managed company's largest client at the executive level

increasing revenues 400% from $900K in 2002 to $4.5m in 2006.

Negotiated Global Agreement in 2004 and 5 year extension in 2006.

DST International- North America, 2000-2001

Boston, MA, London, UK

Vice President - Sales, Marketing and Services, 04/2000-10/2001

US headquarters for this $120 million provider of front-to-back office

investment, trading, and performance software products and services to the

buy side global investment community. Wholly owned subsidiary of DST

Systems, Inc.

. Started as VP of Professional Services, promoted to VP Marketing and

Services then to VP Sales, Marketing and Services based on performance

and experience.

. P&L responsibility for $12 million in sales/services revenues. Led

team of 35 in the daily operations for marketing, sales, consulting,

and services.

. Rebuilt sales team management and staff, created new sales process,

and established pipeline of $6.8 million within 4 months.

. Created US marketing communications function including advertising,

event planning, direct marketing; increasing lead generation by 46%.

. Created internal application training offering generating start-up

revenues of $50,000 in 5 months

. Generated $1 million+ revenues from existing customers. Only revenue

generating department in 2000.

. Maintained 60%+ utilization rate of billable consulting staff during

major staffing/retraining due to heavy staff attrition.

Thomson Financial Services, 1995-2000

Boston, MA

Director, Professional Services, Paragon Group

Thomson Financial's Investment Software Group was a leader in the global

financial software arena, counting more than 500 of the world's largest

global banks and asset managers among its clients. Paragon Group was a

start-up business unit offering fixed income portfolio management

accounting and regulatory reporting software.

. Managed 18 person services group providing consulting, project/account

management, product support, and training. Managed operations for

product group of 50 persons in the areas of finance, contracts, and


. Created implementation methodology and services with new revenues of

$400,000+ in one year.

. Implemented metrics system, created an organization-wide problem

escalation process improving customer response time by 42% and

established a customized call tracking system. Achieved highest in the

industry level of customer satisfaction (survey included competitor


. Grew organization to support expanding customer-base, 233% growth from

24 to 80 customers resulting in large number of reference accounts

verified by sales activity.

. Success of Paragon group led Thomson University to tap me to lead Best

Practices, company-wide seminar in Client Services sponsored by

Thomson University.

D&B Sales Technologies, Inc/SNAP Software, Inc., 1990-1995

Manchester, NH, London, UK

Director, European Marketing

European Marketing Director (London-based) for this D&B subsidiary

providing Windows-based sales force automation and marketing management

software to business markets worldwide.

. Rolled out SNAP product in Western Europe and created SNAP Lite for

European market. including collaterals, lead generation, marketing

communications, and sales support.

. Generated sales in new license and service revenues of over $1 million

in 1993, $2 million in 1994.

Prior positions: consulting (domestic and international), product

marketing, and product management.


University of Massachusetts, B.A. East Asian History and Asian Studies,

Amherst, MA

The Newfield Network, Certification in Coaching for Professional & Personal


Coaching for Leadership & Teamwork Program, Babson College

Boston Museum of Fine Arts: Access to Art Program, tour guide for people

with disabilities

Lowell Community Teamwork, Inc., free Tax Preparation Service

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