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A decade-plus of building relationships, translating technical value, and creating operational systems — across enterprise software, cloud partnerships, and real estate.
RealDealCrew
2025 – Present
Owner & Founder
▸Built and operate an automation and operational systems platform designed to remove bottlenecks for real estate investors — developed from systems first built and proven in a personal investing operation
▸Designed and deployed practical workflows across lead management, CRM automation, speed-to-lead, follow-up, reputation management, and deal tracking using GoHighLevel, n8n, Make.com, Supabase, and Lovable.dev
▸Implemented AI-powered solutions including live business phone receptionists and a property management assistant trained on state rental laws, lease agreements, and available inventory
▸Applied AI-driven local SEO strategies resulting in first inbound distressed seller inquiry — demonstrating practical, results-oriented use of emerging tools
▸Hosted 800+ episodes of RealDealChat with 600+ guests including Seth Godin, Rod Khleif, and Mike Michalowicz — building a recognized industry network through sustained outreach and relationship-driven content
▸Produces RealDealCast as a solo show covering AI, automation, and real estate operations — consistently among the higher-performing content by downloads and views, reflecting a growing audience for practical operator-focused perspectives
StrataCom
2023 – 2025
ITSM Advocate (Account Executive)
▸Sold enterprise Jira Service Management implementations across retail, healthcare, and government verticals as an Atlassian Platinum Solution Partner — managing long sales cycles and handing off to delivery while maintaining a light project management role to protect customer satisfaction
▸Focused heavily on Cherwell end-of-life migration opportunities — guiding customers through platform transitions that required building trust quickly and translating complex ITSM needs into scoped JSM solutions
▸Built and managed pipeline through ITSM conference sponsorships, event networking, outbound follow-up, and reactivation of prior contacts — owning the full commercial motion from first touch to close
▸Led a company-wide rebrand initiative triggered by the Cherwell-to-JSM transition — overseeing new logo, website, and print materials while expanding email marketing automation through Outreach
▸Leveraged Atlassian partner marketing benefits to maintain visibility and support inbound lead generation
Stratum | OST
2019 – 2023
Cloud Evangelist & Business Development
▸Cultivated enterprise relationships that accelerated Azure adoption, positioning Stratum as a trusted cloud partner
▸Rescued and drove a stalled Microsoft Platinum Partner certification effort to completion — leading documentation, stakeholder interviews, and final delivery; success led to being contracted out to a customer for a similar engagement
▸Maintained the assigned Microsoft Partner Manager relationship post-certification, ensuring consistent communication and pipeline visibility in a way that differentiated Stratum from peers who routinely underreported back to Microsoft
▸Aligned deal positioning to support the Partner Manager's quota and reporting needs, improving inbound opportunity flow from Microsoft
▸Collaborated cross-functionally with engineering teams to scope and deliver detailed statements of work
Valley Property Partners
2016 – 2020
Partner
▸Co-built and managed a residential investment portfolio exceeding $5M across single family, multifamily, and commercial assets — sourced primarily through direct mail campaigns and relationship-driven networking
▸Served as the primary contact for inbound distressed seller conversations — handling lead intake, qualification, and negotiation through the full acquisition lifecycle including legal documentation and close of escrow
▸Founded a local real estate investing meetup that grew to 100+ active attendees and a Facebook community now exceeding 2,400 members — establishing market authority and generating deal flow through wholesaling and peer transactions within the group
▸Owned marketing and inbound lead management for the partnership — developing operational systems for lead tracking and follow-up that later became the foundation for RealDealCrew
Microsoft
2015 – 2018
Technical Account Manager
▸Managed a portfolio of ~20 Premier Support accounts, serving as the primary technical relationship owner across renewals, escalations, and adoption planning
▸Maintained weekly or biweekly customer touchpoints beyond the standard QBR cadence — delivering training resources, product updates, escalation guidance, and proactive support to drive adoption and contract value realization
▸Conducted solo quarterly business reviews with IT leadership to align on roadmaps, surface emerging needs, and position renewals and expansion
▸Built relationships deep enough to function as an embedded advisor; traveled on-site when it mattered, including Atlanta for Boys and Girls Club of America during an initiative to roll out Office 365 across their national subsidiary network
▸Navigated escalations by leveraging internal Microsoft relationships to get the right attention quickly — a consistent advantage over TAMs who worked the ticket queue alone
▸Owned the full account lifecycle: delivery planning, renewal conversations, upsell identification, and executive relationship management
EGS (Microsoft)
2013 – 2015
Partner Technology Strategist
▸Served as a Microsoft 365 subject matter expert in a vendor capacity, consistently booked 8 hours a day in back-to-back 30-minute partner consultations — advising Microsoft partners on how to build, hire, and incentivize sales teams around the shift from on-premise to cloud SaaS models
▸Helped partners navigate a significant business model transition — translating the new SaaS margin reality into practical guidance on org structure, compensation design, and value-add positioning to turn a perceived threat into a growth opportunity
▸Attended the Microsoft Worldwide Partner Conference both years as a Microsoft-sponsored representative — working long days in high-volume partner meetings alongside account managers to provide product and practice guidance at scale
▸Co-hosted webcasts and a podcast covering Microsoft 365 announcements, product updates, and partner best practices — producing blog content derived from those sessions to extend reach across the partner community
▸Work in this role directly led to a formal Microsoft offer as a Technical Account Manager — recognition of demonstrated expertise and trusted relationships built across the partner ecosystem
APAC (Microsoft)
2011 – 2012
SQL Sales Solutions Specialist
▸Partnered with federal government account managers to drive SQL Server adoption and license consumption — helping federal customers find practical value in technology they had already purchased
▸Delivered webinars and one-on-one sessions to translate technical capabilities into usable outcomes for non-technical stakeholders
▸Took on the role after demonstrating a pattern of tackling unfamiliar challenges and finding traction — reflecting an early career reputation for adaptability and initiative within the Microsoft ecosystem
Additional Experience
Director of Operations · Apex Effect, Inc. | Project Manager · U.S. Bank
Core Skills & Tools
Customer & Partner Success
Strategic Relationships · Account Growth Support · Customer Communication · Technical-to-Business Translation · Cross-Functional Collaboration
AI & Automation
Large Language Models (LLMs) · Prompt Engineering · Workflow Automation · n8n · Make.com · GoHighLevel · AI-Assisted Process Design
Systems & Revenue Operations
CRM Automation · Lead Management Workflows · Process Design · Pipeline Support · Operational Documentation · GTM Support
Certifications
▸Claude Code: Software Engineering with Generative AI Agents · Vanderbilt University
▸Build Your Generative AI Productivity Skills · Microsoft & LinkedIn
▸Generative AI for Sales with M365 Copilot Professional Certificate
▸Microsoft Copilot for Productivity
▸Career Essentials in Generative AI · Microsoft & LinkedIn
▸Atlassian ITSM Technical Delivery Accreditation
Awards
▸Microsoft Circle of Excellence Top Subsidiary Award · FY'2016
▸Federal Top Performer · APAC/Microsoft · FY'2012
▸Pinnacle Award Winner · U.S. Bank · 2007
▸Two-time U.S. Bank Employee Excellence Award Recipient