- Chairman of the CRMUG Board of Advisors.
- CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles.
- Member of Microsoft Convergence Customer Advisory Board.
- Hands-on w/ Microsoft Dynamics CRM since version 3.0
- Passionate about User Adoption, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM
- Business and Product Owner CRM for AARP (Washington, DC) from 2006 – 2012 and Wells Fargo Capital Finance since 2012.