Revenue Systems for Teams That Have Outgrown the Way They Sell
You can have a good product, good sellers, and plenty of demand and still make selling harder than it needs to be.
The CRM is messy. Reps stop using it. Managers build their own spreadsheets. Handoffs get dropped. Reporting is hard to trust. New hires take too long to ramp. Then someone adds AI on top and hopes it fixes everything.
That’s where I come in.
I help companies clean up how sales actually works. I look at the process, the tools, the data, and the way people are using them. Then I fix what is getting in the way.
That might mean rebuilding Salesforce, simplifying the sales process, improving reporting, tightening handoffs, creating better onboarding, or finding places where AI can save time and make the team more effective.
I work hands-on with sales leaders, managers, reps, and the teams that support them. I’m there to help make the system work in the real world, not just look good on paper.
I’ve spent 15+ years in sales, real estate, mortgage, sales technology, training, and large-scale change. I’ve carried a quota, coached sellers, led national rollouts, and helped bring new AI workflows into the field.
Most of the time, the problem is pretty simple: the business has grown faster than the way sales is being run.
What I can help with:
Fixing Salesforce or CRM: clean up the process, make the data useful, and make the system easier for people to use.
Improving how sales runs: clear stages, better handoffs, better manager visibility, and fewer workarounds.
Getting new hires productive faster: onboarding, training, playbooks, and manager coaching.
Using AI in practical ways: find the work that can be automated without making the process more complicated.
Solving a specific problem: audits, workflow redesign, reporting, enablement, or a focused RevOps project.
I led the build of an Agentforce‑powered sales workflow for First American, consolidating account context, sales assets, handoffs, and follow-up into a single, data‑centric system using Sales Cloud and Data Cloud. I prepared the field with practical playbooks, training, and manager routines so reps could focus on conversations rather than record‑keeping. After launch I used adoption signals and field feedback to refine the system and equipped managers to coach to the new behaviors; the broader program rolled AI agents out to hundreds of reps within weeks.
First American Financial Corporation provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans.
Lead development of enterprise AI strategy and roadmap to align AI initiatives with business goals.
Designed and ran cross-functional AI enablement programs to increase adoption and literacy.
Launched AI pilot projects with measurable operational improvements and risk controls.
Defined governance, compliance, and ethical guardrails for production AI models.
Built stakeholder partnerships between data science, IT, and business units to prioritize use cases.
Mentored teams on model lifecycle, MLOps, and post-deployment monitoring best practices.
Jan 2016 — Present
QStories
Partner
QMedia is a production house staffed with 20 years' experience shooting film and photos in over 30 different countries, spanning 6 continents. Deeply rooted in the outdoor industry, QMedia crafts authentic, story-driven content supporting conservation and environmental protection. QMedia’s clients rely on them to produce, film, edit, and deliver content seen in international film festivals, network cable television, and social media.
Produced film and photo projects across 30+ countries with a focus on outdoor storytelling.
Crafted authentic, story-driven content supporting conservation and environmental protection.
Managed end-to-end production: concept, shoot logistics, directing, and editing for festival-ready work.
Built and maintained client relationships for commission, TV, and social campaigns.
Coordinated small international crews and handled complex remote-location logistics.
Jan 2021 — Dec 2024
First American Title
Principal Sales Technology Trainer
Designed and delivered technical sales training to increase product knowledge and tool adoption.
Created role-based curriculum and hands-on workshops for title and settlement teams.
Implemented LMS tracking and feedback loops to measure training effectiveness and gaps.
Partnered with product and IT teams to translate features into client-facing sales narratives.
Coached sales reps on demo best practices and system workflows to shorten ramp time.
Jan 2019 — Dec 2021
First American Title
Business Development Manager
Identified and pursued strategic partnerships to expand title and settlement market reach.
Developed targeted outreach campaigns to drive referral and partner-sourced revenue.
Presented value propositions and proposal packages to broker and lender partners.
Organized regional events and trainings to deepen channel relationships and pipeline.
Collaborated with operations to streamline onboarding for new business partners.
Jan 2015 — Dec 2018
Low VA Rates
Mortgage Loan Officer
We specialize in helping military families and veterans receive the lowest VA home loan interest rates on the market. We have helped thousands of military homeowners use their hard-earned VA benefits and save hundreds to thousands of dollars on their home mortgages.
Low VA Rates, NMLS# 1109426 is not affiliated with any government agencies, including the VA, FHA, or the HUD. VA Lender ID #9797520000
www.nmlsconsumeraccess.org
Advised military families and veterans on VA loan options and benefits through consultative guidance.
Managed loan origination from pre-approval to closing while ensuring regulatory compliance.
Educated clients on credit, down-payment strategies, and refinance options tailored to veterans.
Built long-term relationships and referral channels within the veteran community.
Maintained accurate pipeline tracking and timely communication to reduce closing delays.
Jan 2013 — Dec 2015
Tesla
Sales
Tesla is accelerating the world’s transition to sustainable abundance. To achieve our mission, we're building a world powered by solar, enabled by battery storage and transported by electric vehicles.
We’re committed to hiring and developing top talent from around the world for any given discipline. Headquartered in Texas, we operate six huge, vertically integrated factories across three continents. With over 100,000 employees, our teams take a first-principles approach to designing, building, selling and servicing our products in-house.
Our world-class teams operate with a non-conventional philosophy of inter-disciplinary collaboration. Each member of the team is expected to challenge and to be challenged, to create, and to innovate. We’re tackling the world’s most difficult and important problems—and we wouldn’t succeed without our shared passion for making the world a better place.
Delivered product demonstrations and guided customers through Tesla app-driven test drives.
Met and exceeded sales quotas through consultative advising on vehicle and energy products.
Built rapport with customers to tailor configurations and financing for optimal fit.
Supported high-volume showroom events and managed walk-ins to maximize conversion.
Trained peers on Tesla’s unique sales process and digital tools.
Jan 2010 — Dec 2013
Cox Communications
Sales
The largest private broadband company in America, we proudly serve six and a half million homes and businesses across 18 states.
Sold broadband, cable, and smart-home solutions to residential and small-business customers.
Conducted needs assessments to recommend packages that improved connectivity and value.
Upsold premium channels and services to increase ARPU and customer satisfaction.
Resolved service and billing concerns to retain customers and reduce churn.
Coordinated with installation teams to ensure smooth delivery and activation.
Jan 2003 — Dec 2006
Dell Technologies
Sales
Technology drives human progress. This tenet is the core of our business and vision. Our customers and team members are integral to our continuing success as we provide the essential infrastructure for organizations to transform their digital futures.
Drove enterprise solutions sales, aligning Dell infrastructure with customer IT strategies.
Consulted on AI-ready datacenter, cybersecurity, and hybrid-cloud solutions for clients.
Managed full sales cycle from discovery through negotiation and contract close.
Built C-level relationships and tailored proposals to complex procurement processes.
Collaborated with partners and technical teams to deliver proof-of-concept demonstrations.
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