I lead Midwest MSP operations at Halcyon Financial Technology, managing five engineers and executive relationships for family offices, wealth managers, and private equity clients. I maintain 100% net revenue retention and zero churn across a $1M ARR portfolio through proactive account planning, executive engagement, and early risk identification.
I've onboarded nine organizations onto managed technology services, led strategic technology roadmaps, and translated infrastructure, cybersecurity, SEC compliance, and due-diligence requirements into practical client outcomes. I also evaluated and launched an enterprise password-management platform as a security-service offering and led internal AI platform evaluations and demonstrations.
Earlier, I built client-facing technical and operational experience at DigiCorp and iNET PC across systems engineering, support coordination, infrastructure, network security, and onsite technical services.
