Founder and leader of Brookstone Advisory Services, a premier tech-enabled advisory firm delivering business optimization, digital/cultural transformation, and due diligence for founders, private equity, and mid-market organizations. ▪ Conduct holistic operational assessments across Finance, Sales, Marketing, Operations, and Technology functions; modernized legacy processes and architectures, eliminated redundancies, and preserved unique organizational heritage/culture to unlock sustainable growth. ▪ Collaborate with clients to identify and close a 19% revenue bleed through process changes, increase forecasted revenue by 55%, and improve operating margin by 29%. ▪ Bridge strategy-to-execution gaps by delivering pragmatic, actionable recommendations; partnered hands-on with founders and leadership teams to implement transformation initiatives while navigating cultural and human change dynamics for seamless adoption. ▪ Optimize margins and revenue streams through re-architected pricing models and systematic annual increases; drove measurable gross margin percentage (GM%) improvements and revenue uplift for mid-market clients. ▪ Guide AI-driven digital transformations transitioning service models to Service as Software (SaS) Agentic AI and tech-enabled service models; aligned technological investments with strategic objectives to decouple outcomes from headcount, delivering tangible fiscal and operational results in an emerging AI paradigm.

Chief Executive Officer (2022-2025) Led the world’s largest parcel spend management company, serving 76 major shippers and overseeing 20% of FedEx/UPS North American parcel volume on a $36M–$46M revenue platform. ▪ Drove 3x valuation uplift and 104% EBITDA expansion on a $30M+ platform through disciplined capital allocation and institutionalized commercial rigor. Delivered 18% revenue growth and expanded gross margins to 85% by optimizing unit economics, scaling high-margin service lines, and implementing structured contract lifecycle management. ▪ Orchestrated Board-approved AI modernization of a 25-year legacy ecosystem into an Agentic AI-powered intelligence platform; spearheaded strategic pivot from tech-enabled services to AI Agentic Service as Software (SaS) model (targeted 2026 completion), projecting 28% revenue growth and 27% EBITDA expansion by decoupling service delivery from headcount. ▪ Accelerated operational velocity and exit readiness by executing a targeted 20% headcount reduction in the first 90 days, eliminating R&D/services waste and unsubstantiated projects; redirected resources to fast-track technology roadmap and professionalize P&L for high-multiple institutional exit in 2026. ▪ Expanded commercial engine and preserved culture amid transformation, growing sales pipeline 46% and TAM 21% via Tier-1 partner ecosystem development and C-suite upgrades (CTO, EVP Sales); maintained 95% retention of critical talent and 97% client retention through transparent leadership during first-ever workforce reduction.

▪ Developed and executed the business unit’s strategic plan, driving 54% margin growth in software and digital services. Oversaw daily operations, including project execution, and ensured high-quality service and software delivery, profitability, and cost-effective operations. ▪ Developed a partner network generating $123M in sales and led the North American realignment of an $11B acquisition, cutting costs while maintaining customer focus. ▪ Led regional sales, aligned with global marketing and sales teams, and identified new business opportunities, particularly in utility, transportation, and data center markets. ▪ Served as the commercial face to the customer, building strong, high-level relationships with key stakeholders, utility leaders, and policymakers. ▪ Led, developed, and fostered a high-performing, diverse team of 125 members, creating a culture of innovation and safety. ▪ Travelled to three continents to conduct business reviews, providing support for international operations.

Led the North American ABB Enterprise Software Operating Unit Customer Success Delivery Organizations. ▪ Orchestrated organizational transformation merging Solutions Engineering and Professional Services into a unified Customer Success Delivery model; enabled seamless support for 134 key customers and generated $114M in revenue by optimizing the sales-engineering-services intersection. ▪ Delivered 29% EBITA improvement and exceeded services revenue targets by 24% ($32M over goal) while achieving $4.2M in restructuring savings; drove operational efficiency through targeted process optimization, resource realignment, and cross-functional integration. ▪ Boosted customer retention and growth by fostering a customer-focused servant culture. Worked closely with Sales, Business Units, and Product Management to align strategies with customer needs

▪ Led the Enterprise Asset Management business and related services in the Americas, go-to-market strategy for securing new consulting and software engagements, and managing client relationships. Expanded the EAM practice, guiding project teams in transformation, IT, and asset analytics. ▪ Ensured quality, safety, and efficiency in project delivery, including digital enablement. Collaborated with sales, product management, and technical teams to improve asset performance and cut costs.

▪ Co-founded, defined, implemented, and maintained project management methodologies, processes, and tools across the Americas. Oversaw a regional portfolio of large-scale capital projects, ensuring strategic prioritization and resource optimization. ▪ Guided project managers, resolving cross-project issues and escalating critical risks. Managed KPIs, dashboards, and reports for schedules, budgets, and risks to align with business goals

▪ Transformation leader of global Enterprise Software’s NAM, APAC, EMEA, and LTAM sales, software R&D, customer experience, and professional services organizations. ▪ Integrated 10 disparate global sub-businesses into a cohesive global operating model, increasing revenue by 23%, generating $4M in annualized savings while improving productivity by 38,000 hours.

Owned and delivered comprehensive IT infrastructure services, with a focus on managed services, cloud solutions, and resilience. ▪ Served as the primary liaison to clients, establishing the project scopes and identifying opportunities for service expansion. ▪ Directed project teams to deliver high-quality and timely results in cloud and data modernization initiatives. ▪ Provided strategic guidance to ensure that technical solutions aligned with the clients' objectives.