Jan 2023 – Nov 2025 · 2 yrs 10 mos · Miami, Florida, United States · On-site

• Kaseya is the leading provider of IT & Security Management solutions for Managed Service Providers (MSP's) and small to midsized businesses.
• Kaseya's unbelievable growth trajectory as a leading SaaS solution in IT & Security Management was highlighted by our $6.2Bn acquisition of Datto in 2022 (article here: https://www.kaseya.com/press-release/kaseya-closes-acquisition-of-datto/ ).
• When I joined Kaseya as COO in 2018, Kaseya was valued at $1.2Bn with $150M in ARR. Today, we are greater than 10x generating > $1.5Bn in revenue with ~40% EBITDA margins valued in the $15Bn range
• For the majority of my tenure at Kaseya - I have run > 50% of the company at any given time, and have spanned owned most functions at one point or another, including:
• Sales / Account Management
• Renewals
• Customer Success
• Technical Support / Customer Service
• Professional Services
• CIO / Information Technology
• CTO / Engineering
• CISO / Information Security
• Sales Strategy
• Business Operations
• Global Recruitment
• Human Resources (HR)
• Most importantly, I have been a trusted, loyal partner for the CEO executing our plan to drive a great customer experience and maximum shareholder value.

Jan 2018 – Jan 2022 · 4 yrs · Miami/Fort Lauderdale Area · On-site

• As COO, responsible for many global functions, running 55%+ of the firm:
• CIO / Information Technology
• CTO / Engineering
• CISO - Information Security
• Business Operations
• Technical Support / Customer Service
• Professional Services
• Global Recruitment
• Human Resources (HR)
• Most importantly, I am a trusted, loyal partner for the CEO executing our plan to drive shareholder value.

Jan 2016 – Aug 2018 · 2 yrs 7 mos · Greater Philadelphia Area

• MRP is a global provider of marketing intelligence, software, and services - combining predictive intelligence with integrated marketing tactics to deliver closed-loop marketing programs generating industry leading ROI. This job change represented a move to an entirely new industry – quickly established myself as the #2 executive at the firm, relied on by the CEO to drive transformation throughout the organization. Impressive financial results exceeded plan.
• Responsible for Global Operations, as well as GM of the largest division in the firm - the Inside Sales division.
• Responsible for 400+ Sales and Operations staff globally; initially responsible for 200+, then continuously asked to run additional parts of the organization after strong track record of transformational success
• Initial focus on driving operational efficiencies and building consistency across the organization – resulted in overall revenue went from $33M in 2016 to an $64M in 2018, along with a 20% increase in margins.
• Partnered with IT to leverage the company’s technology and extensive data assets to drive profitability and revenue growth, including expansion of our product offerings in the predictive analytics space
• Developed strong expertise in Inside Sales best practices and technology – driving industry leading results and pipeline generation. Executive Member of the AA-ISP Executive Committee – Philadelphia Chapter.
• Ran the Data Science organization, focused on using data & analytics to drive improved company results as well as improve algorithms in our Predictive Analytics platform. Implemented true Machine Learning in our core platform to drive continuous improvement – resulted in 45% increase in ARR for our core SaaS offering Prelytix.
• Left MRP for the opportunity at Kaseya, a once in the lifetime opportunity.

Jan 2014 – Jan 2015 · 1 yr · Greater New York City Area

• After a long successful career driving transformation in Global I.T. and Operations roles at IPC, was asked to lead the Global Sales organization through a critical time in IPC's history (sale of IPC in Feb ‘15 for $1.2B). Similar to prior promotions, a critical area (Sales) at IPC required an innovative, strategic executive with strong leadership skills to drive performance to the next level. Key part of charter was defining and executing on a comprehensive Strategic Blueprint to drive Sales Excellence – incl. organization, process and systems transformation.
• Led 100+ sales professionals - partnering with our customers in a consultative manner to ensure their trading and compliance technology requirements are satisfied using best in class, cost effective technology solutions
• Responsible for $135M+ in new product/services sales in FY15 – 98% quota attainment (104% in FY14)
• In addition, responsible for maintaining and growing our recurring services business of $125M+
• Led numerous strategic initiatives including:
• o Formalized Account Planning Process: Established Account Plans for all Tier 1 through Tier 3 customers – designed to drive accountability beyond quota, providing transparency into all sales milestones
• o CRM System: transform SF.com from a Sales funnel to a system to drive targeted Sales behaviors (i.e. hunting vs farming), giving Sales key data points to drive new business
• o Competitive Displacement: launched program for competitive displacements, incl. outlining SWAT team roles, define structure vs. core sales & process to mobilize teams
• o Org Optimization: Implemented revised team structure (ratios of Management vs. Account Execs vs Admin Support) – self funded initiative increased productivity by 20%

Jan 2013 – Aug 2014 · 1 yr 7 mos · Greater New York City Area

• Continuing as the Global Head of IT (CIO equivalent role), Lead Global Service Delivery team responsible for installation and support of IPC’s mission critical trading communications platform to the most demanding financial institutions in the world.
• Direct global Operations team of ~400 resources across 30 countries with annual budget over $40 million, directly supporting business unit revenue of over $270 million.
• Global Operations:
• Contributed to 34% EBITDA growth in FY14 ($117M  157M) through continued automation of install & service tasks, resulting in significant reduction of cost to serve
• Deployed a set of KPI’s to provide transparency on performance, drive improvement
• Standardized on ITIL methodology to improve / standardize service experience
• Launched a Global Center of Excellence for Voice Recording Compliance – recruiting experts in EMEA, APAC and US – allowed launch of new revenue generating services
• Implemented Knowledge Management system (Right Answers) for information sharing – contributed to decreases in overall MTTR & First Call Resolution Rate
• Launched NPS (Net Promoter Score) program to formally measure Customer Satisfaction and ensure closed loop process drives continuous improvement
• CIO:
• I.T. Security: implementation of McAfee Data Loss Protection; implemented numerous policies, procedures & systems to align with ISO 27001 and ensure compliance with the restrictive requirements placed on IPC by large financial institutions (customers)
• Migration to Cloud: Initiated program to migrate key apps to AWS / Azure, + Office 365; increased overall IT agility while decreasing IT support costs
• Global implementation of the Oracle M6 OSS system - one unified Ordering and Inventory system for all voice & data products offered – increasing agility to offer new products

Jan 2010 – Dec 2012 · 2 yrs 11 mos · Greater New York City Area

• New role created to transform Service org to prepare for launch of new product (Unigy). Responsible for Shared Services including Call Center, Tier 2/3/4 Technical Support, Operations Product Management, and Customer Relationship Managers – directed ~150 FTE’s.
• Global Services:
• Thought leader, instrumental in the transformational shift from TDM communication platform to software based communications and application platform, including transformation of service model from dispatch model to full remote support.
• Service Transformation:
• o Dispatch model changed to remote support model, enabled via automated tools and creation of 24x7x365 Central Support team using follow the sun processes
• o Telecom skillset  IT Engineer skillset via staff upgrades and training programs
• o Implemented mobile solution for Engineers to provide real-time access to all resources necessary to expedite problem resolution
• o Evolved Training Dept. from Instructor Led training to eLearning, led to reduction of training cost and increase in speed & professionalism of training delivery
• Managed Services: Led team that initiated a new $50M division providing managed services to financial institutions for trading floor support – designed new service model and commercial offering – secured anchor client
• CIO:
• Implemented Salesforce.com as the global CRM system –customized system to align with GTM strategy
• Launched new revenue generating Critical Alarm monitoring service – home grown application built by IT, partnering with Product Management

Aug 2005 – Jan 2010 · 4 yrs 5 mos · Greater New York City Area

• Initial transition to an executive role broader than I.T., asked to lead Operations for Network division in North America – the #1 growth area in the company. ~110 FTE’s.
• Managed through period of rapid growth – grew division revenue from $30M to $90M organically, then to $210M via acquisition
• Lead role on M&A integration - Drove significant cost synergies post acquisition, exceeded Board targets
• Promoted in Jan ‘09 to run North America Ops for Trading Systems division – goal was to emulate the transformation in the Network division to achieve similar efficiency and customer satisfaction results
• Automated key operational processes – allowed IPC to efficiently scale operations
• IT Transformation: Implemented Oracle EBS ERP system globally; Data Center Virtualization

Mar 2002 – Aug 2005 · 3 yrs 5 mos · Greater New York City Area

• Provided leadership, planning and management for all areas of I.T. strategy, development and implementation
• Managed I.T. org through period of rapid growth & investment – tripling I.T. dept. in 3 years
• Primarily internal IT function, but also owned multiple customer facing products
• Launched IPC’s first e-commerce Portal – self-service Portal for customers
• Implemented BMC’s Remedy as Global Service Management System
• Focused on driving revenue growth through the delivery of new systems capabilities and improving efficiency through simplification and automation.
• Enhanced the company’s business intelligence capabilities - enabling improved decision making throughout IPC via automated KPI's & metrics.
• Lead IT integration of 3 companies acquired during this period - significant cost synergies

Jan 2001 – Jan 2002 · 1 yr · Madison, NJ

• Young executive entrusted with a $150M+ Technology budget, ~220 FTE’s
• Managed the successful global deployment of SAP ERP system
• Changed course on a $50M Billing system project assumed mid-flight – saving $20M+
• GC had a market cap of $48B, later went through bankruptcy
• Managed through difficult cost reductions –40% reduction in staff

Jan 2000 – Jan 2001 · 1 yr · Greater New York City Area

• Managed several large-scale I.T. projects during critical period where IXNet went public in 2000
• Implemented new recurring services billing system globally – eliminating revenue leakage and reducing credits by 65% due to invoicing process / system issues
• Responsible for implementation of $6M+ OSS system – key requirement for scaling the business, improving operating leverage and allowing timely introduction of new products.

Jan 1999 – Jan 2000 · 1 yr · Greater New York City Area

• • Independent IT consultant serving the needs of many firms, including IXNet. Led global ERP implementation as well as general management consulting to help transform IT function

Jan 1997 – Jan 1998 · 1 yr · Mount Laurel, NJ

• • Led numerous ERP system implementations across various industries including Manufacturing, Service Providers, Apparel, and Chemical industries