Based in Encinitas, CA · Open to the right full-time opportunity See where I fit →

EXPERIENCE

Revenue is the result.
Trust is the strategy.

More than a decade of earning relationships, clarifying hard decisions, building pipelines, and moving teams forward.

2026–Present

Founder & Business Builder

AgoraTide / OwnerGauge / Capital Candor

Researching markets, shaping offers, building websites, and turning early-stage ideas into usable products and lead-generation systems.

2021–2023

Vice President, Business Development & M&A

Blue River Financial Group

Supported four M&A transactions from $7M to $300M+, partnering with business owners, private equity groups, and corporate leaders.

2019–2021

Client Success Consultant

Zurich Insurance

Trained 30+ dealerships and built a success framework that helped one client generate $1M+ in six months.

2017–2019

Southeast Customer Success Manager

Text2Drive

Doubled the dealership pipeline from 70 to 140+ accounts in under a year.

2016–2017

Owner Advisor

Tesla

Consistently exceeded $1M in personal monthly sales through a patient, education-first approach.

2014–2016

Customer Development

GoDaddy

Ranked in the top 20% nationwide for front-line B2B sales performance.

2013–2014

New Business Development

Shred-It

Built a recurring business pipeline from scratch across a 300-mile territory.

2011–2013

Personal Vacation Planner

Carnival Cruise Line

Consistently ranked in the top 25% of the internal sales division.

SELECTED IMPACT

$300M+ transaction. $1M sales months. A pipeline doubled.

The numbers matter because they represent trust earned, difficult decisions clarified, and people helped through consequential moments.