Mar 2025 – Present · 1 yr 2 mos · Squamish, BC

• Making the Complex Simple by aligning Intention, People, and Purpose with positive Outcomes & Growth

Oct 2014 – Jul 2020 · 5 yrs 9 mos

• Rockwell Automation (NYSE: ROK) is a $9B global leader in the industrial automation and digital transformation space, serving the world’d largest manufacturers. Significantly exceeded plan in respective years, increasing sales 38% (2015), 39% (2016), 118% (2017), 21% (2018) and 76% (2019) - Top performer in Canada
• Responsible for multiple industry sales strategies to acquire new business and manage existing key accounts for Rockwell Automation across a diverse portfolio of accounts including ports and terminals, infrastructure (water-wastewater & Transportation), forestry, food & beverage and entertainment.
• Responsibilities:
• Establish and maintain relationships at assigned accounts and engage with distributors to ensure effective and efficient utilization of resources.
• Ownership of account strategy and communication to Industry Vertical Teams
• Establish executive level relationships with customer base to understand customer processes and business model.
• Maintain accurate assessment of target and opportunity funnel within CRM
• Provide application knowledge and industry expertise in the application of Rockwell technologies
• Qualify customer opportunities and coordinate solution design
• Engage the right resources to impact the customer’s decision process and presents solutions
• Team with corporate Contracts and Negotiations group and distributor to negotiates contract terms and conditions, pricing, discounts and allowances.
• Organize and manage technical engagement team for identified opportunities and integrate competitive data and strategy into proposals.

Nov 2012 – Oct 2014 · 1 yr 11 mos

• Significantly exceeded plan in respective years, increasing OEM sales 20% (2013) and 31% (2014).
• Responsible for establishing and maintaining market share and relationships at assigned accounts and engaging with distributors to ensure effective and efficient utilization of resources. Development and implementation of sales plan to acquire new business for Rockwell products, solutions and services meeting or exceed annual sales goals and growing market share.
• Responsibilities:
• Own account strategy and communications for all assigned accounts
• Establish executive level relationships with client base to understand customer processes, drivers and business model
• Communicate and coordinate with the Rockwell solutions and channel component sales management and distributor organizations
• Provide application knowledge and industry expertise in the application of Rockwell technologies
• Qualify customer opportunities, engage appropriate resources and coordinate solution design and delivery
• Organize and manage technical engagement team for identified opportunities and integrate competitive data and strategy into proposals
• Maintain accurate assessment of target and opportunity funnel within the Customer Relationship Management system
• Team with corporate Contracts and Negotiations group to negotiate contract terms and conditions, pricing, discounts and allowances through distributor.
• Engage Rockwell Automation extended team and the senior Management, as required, to plan for and win opportunities.

Feb 2012 – Nov 2012 · 9 mos

• Significantly exceeded yearly plan achieving 37% growth for British Columbia in 2012.
• Key responsibilities:
• Development and implementation of sales strategies and plan to maintain and grow established business at assigned accounts, meet or exceed annual sales goals and grow customer share
• Establish and maintain relationships at key accounts and engage with distributors to ensure effective and efficient utilization of resources
• Manage the performance of assigned distributors based on growth, market share and customer loyalty
• Facilitate collaboration within the Disciplined Sales Process framework between the distributor and Rockwell Automation Resources
• Assure annual business & commercial planning and execution aligns with Rockwell Strategic Framework and Distributor priorities
• Promote effective collaborative marketing including business development, product launches and new market opportunities.
• Assist in commercial and technical competency development
• Oversee continuous improvements around Operational Excellence.
• Drive focus and continuous improvement in Customer Loyalty
• Continuously build and strengthen key relationships around all levels of the Rockwell and distributor organizations.

Jan 2008 – Jan 2012 · 4 yrs · Burlington Automation Group

• Responsibility for $14 million of existing yearly Rockwell Automation business and development in Burlington and Hamilton. Worked with customers on capital projects, technology life-cycle management, engineering consulting and training.
• Selected Accomplishments:
• Repeated top performer. In 2010 achieved 40% annual sales growth, increasing profit 34%. Exceeded
• this performance in 2011.
• Closed $2 million+ in new business with a Burlington OEM building veneer machines for the Forestry
• industry. Integrated motion architecture was leveraged along with services to provide a turn-key
• Rockwell solution which included Servos, CIP motion VFDs, Visualization and Industrial control
• components.
• Prepared tender documents and sold $1.55 million of Allen-Bradley Medium Voltage Drives to City of
• Hamilton for Woodward water treatment plant and Stonechurch and Garth pumping stations.
• Managed milestone progress and contract deliverables with contractor.
• Increased sales 93% with three Burlington area water treatment OEMs specializing in process water
• skids and plants for the Life Sciences, Industrial and Mining industries. Sales were grown by
• strengthening relationships and driving automation and instrumentation technology standardization.

Feb 2004 – Jan 2008 · 3 yrs 11 mos · Burlington Automation Group

• Exceeded sales growth targets 4 consecutive years in the Oakville, Milton and Georgetown areas. Only member of the sales team to make plan during the 2008-2009 economic downturn. Customer base was developed through identifying business challenges, developing strategic solutions and implementing leading technology to achieve agreed objectives, on-time and within budget.

Jan 2002 – Feb 2004 · 2 yrs 1 mo · Burlington Automation Group

• Led new business development encompassing the entire Gerrie Electric territory. Potential opportunities were identified through research and mining of internal reports, and these prospects were then qualified. Managed entire project life-cycles from idea generation through solution delivery.

Feb 2001 – Jan 2002 · 11 mos · Burlington Automation Group

• Provided support, field application and design assistance for Rockwell Automation hardware and software solutions. Prepared proposals including all technical information and justification.