Deep market knowledge. Practical commercial instinct.

Brought in to lead Ideon's transition from a founder-led sales motion to a fully scaled commercial organization. Built the full commercial team spanning sales, marketing and revenue operations, and helped establish Ideon as the dominant data exchange platform across ICHRA, broker quoting and provider data.

Designed go-to-market strategies and built distribution channels for clients across voluntary benefits, HSA/COBRA and benefits technology. Engagements included market studies for carrier leadership and securing national distribution partnerships for emerging point solutions.

Built one of the industry's largest voluntary benefits distribution networks from the ground up, leading three national teams, acquiring carrier partners across dozens of product categories, and distributing significant premium volume across employer and health plan customers.

Senior roles across financial services grounded growth decisions in commercial reality, adding depth in enterprise sales, client relationships and large-organization dynamics.