HOW TO MANAGE - Key Persons
Job Titles:
- Co - Founder - Software Development
Having spent most of his career working for his father and his own business, Alex honed his skills in IT and business development. Managing interpersonal relations with clients and pinpointing areas of improvement has become second nature to him. Building and maintaining IT infrastructures and implementing global interconnectivity measures are a few of his areas of expertise.
Improving business processes through technological advancements and a marketing skill set is a passion of his. Evolution is the name of the game; technological resources are always changing, and Alex is always at the forefront of that change. Driven by the fast pace and growing world of IT he's always researching and increasing his own knowledge.
Alex is a proud and happy father of 4 children, his devotion to his work is only second to his role as a parent. When not working he is spending time with his family, working on cars, or traveling abroad.
Job Titles:
- Law Firm Management & Marketing Advisor
Andrew Mims is an experienced licensed attorney with a proven track record as a law firm managing attorney. His passion is helping others succeed and to help them grow both professional and personally.
Upon graduating Louisiana State University with a degree in Political Science, Andrew attended and received his J.D. from Southern University Law Center. Immediately following law school, Andrew served as the law clerk for Judge John E. Conery of the Louisiana 16th Judicial District Court and then went on to work as attorney for a general practice law firm where he handled personal injury, workers' compensation, collections, and contract matters for several years.
Next, he was tapped to serve as the firm's managing attorney. During his time as managing attorney, Andrew was instrumental in growing the firm from one office location with 12 employees to four locations with nearly 80 staff members. His knowledge and experience covers the full spectrum of law firm management including human resources, IT, accounting, marketing, data analytics, facilities, legal operations, and hiring, training, supervising, and firing of attorneys and support staff. Andrew devised and implemented policies and procedures for all areas of the firm and served as the project manager for numerous firm initiatives such as launching of new practice areas and transition to new case management software.
Andrew lives in Lafayette, Louisiana with his wife and three sons. In his free time, he enjoys all things LSU (Geaux Tigers!), the great outdoors, traveling, reading, cooking, and is a self-proclaimed wine geek.
Job Titles:
- Law Firm Management & Marketing Advisor
Andy Goldstrom has a 25+ year track record of growing businesses as an advisor, coach, entrepreneur, and an executive. As a two-time Inc. 500 business owner, global investment bank executive and consultant, Andy has experience in a variety of industries, across large geographies.
Early in his career, Andy started and built a division of a real estate brokerage company that generated 30%+ margins and grew from 1 to over 500 employees. After that, he took over for the founder of an existing national recycling company and grew the top line from $70M to $100M and profit from $10M to $17M in 3 years. Both businesses were designated as Inc. 500 companies, the fastest growing privately held companies nationwide, and subsequently sold to Fortune 500 companies. Most recently, Andy has run a boutique consulting firm called Midcourse Advisors that helps entrepreneurs make the necessary adjustments to sustain and grow their businesses. His focus was on professional services firms, including law firms.
In each case, Andy led sales teams that competed efficiently and effectively to win an extraordinary amount of business. In addition, he reduced cycle times and drove financial acumen, creating incremental value that was monetized when the companies were sold.
Andy has a unique skill set. In building businesses from the ground up, he learned how to sell, serve, manage finances and develop people. He is able to see the big picture as an executive, but also dig into the details to help others uncover what may be holding them back. Andy has a track record of long-lasting relationships with his clients because he quickly earns trust and treats each client's business as if it were his own.
Separately, Andy served for a number of years as a part-time instructor where he taught a course in entrepreneurship at Georgia State University.
In 2021, with a desire to become part a growing team that is helping to change a services industry, Andy joined How To Manage a Small Law Firm.
Andy holds undergraduate and graduate business degrees from the University of Connecticut, He lives in Atlanta with his wife and has two grown children. Andy is an avid reader and exercise enthusiast and is always seeking new books to read and new mountains to climb.
Job Titles:
- Instructor
- Attorney, Mediator
- Law Firm Management & Marketing Advisor
Arnel Ortega is an attorney, mediator, and entrepreneur, who his clients have described as being not just an attorney but rather, a businessman with a law degree. After graduating with a B.A. in Economics from Rutgers University in New Brunswick, NJ, Arnel worked on the New York Stock Exchange floor and a Wall Street Arbitrage Trading Desk. Arnel also worked for PriceWaterhouse Coopers.
Arnel received his J.D. from Rutgers Law School in Newark, NJ and started his legal career as an Assistant State Attorney in Miami-Dade County, Florida where he eventually worked in two Specialized Prosecution Units, Economic Crimes and Narcotics. Afterward, Arnel started his own law firm that ultimately led him to the practice area he enjoys most, namely providing general business counsel and coaching to small business owners. Arnel has advised businesses ranging from startups to multi-million dollar companies. Arnel is licensed to practice law in New Jersey, Florida, and the Southern District of Florida.
Arnel is also a martial arts instructor, who has trained in various styles of martial arts for over 40 years. He translates that same training philosophy to coaching individuals in business.
Job Titles:
- Law Firm Management & Marketing Advisor
Beth Freeman is a strategic, results-driven leader and entrepreneur with extensive expertise in both the profit and non-profit sectors.
Her professional journey began as an intern for a large Chicago-based law firm while attending college. This paved the way for her role as a Law Firm Administrator for over 10 years where she was a driving force in the firm's continual development, skillfully navigating challenges at all levels of law firm management.
With her entrepreneurial spirit and energetic drive, she also launched a successful marketing business that spanned 23 states resulting in the personal and professional development of over 300 business owners.
Beth's burning desire to help people break through personal and professional barriers is what led her to become a certified executive coach where she created and developed a proprietary professional coaching model. Along with her successful personal coaching experience, she is called upon to guide teams toward maximum effectiveness through the tools of clarity, competence, and collaboration.
Her executive experience extends to the non-profit sector, where she has been instrumental in coaching leaders of leaders, creating mission-driven programs,
Job Titles:
- Payroll and Benefits Specialist
Job Titles:
- Law Firm Management & Marketing Advisor
Having over three decades of law firm management experience, including firmwide Director of Budgeting & Strategic Financial Planning for K&L Gates, a top-20 global law firm named for Microsoft co-founder Bill Gates' father. He also has been a Technology Director for a high-tech rock & roll museum founded by Microsoft co-founder Paul Allen. Most recently, he was an Executive Director of Touch Worldwide, a world-class communications agency representing Microsoft, Starbucks, Nordstrom, The Bill & Melinda Gates Foundation, and other premier clients. His four decades of managing professional service companies include broad expertise in Finance, Technology, HR, Operations, Risk Management and Legal Affairs.
Brian also has an MBA from Pepperdine University and a Speech Communications BA from California State Northridge.
He is a native of Philadelphia and has lived in Seattle for over 30 years. Pre-Y2K he was a Senior Implementation Project Manager for a legal software firm (now Aderant) based in Tallahassee.
He is in his 40 th year of marriage and has two adult boys who have flown from the nest into successful careers. His wife and him are "foodies" who enjoy live music, craft beer and wine. In the summer he grows hops and brews fresh hop ale. He is also an Eagle Scout and enjoys outdoor activities, which these days include whitewater rafting and day hikes from his cabin in the Sierra Nevada.
If you check out his LinkedIn profile, you will see he does not take himself too seriously, nor do his colleagues, and he was not really a drummer for Spinal Tap.
Job Titles:
- Law Firm Management & Marketing Advisor
Brian is a seasoned c-suite executive and attorney who thrives at the intersection of law and business. His decades-long focus on operations, sales and marketing combines with his extensive education and experiences working within single shareholder environments as well as publicly listed companies to bring a broad perspective and skill set to bear on producing excellent outcomes when facing a range of business opportunities and challenges.
Having launched and worked within several startup organizations prior to and during law school, Brian next spent more than 14 years in a fast paced and entrepreneurial organization that annually provided services to more than 8,000 attorney clients nationwide from multiple locations across the country. Over those many years Brian worked with the team to create substantial growth through organic expansion, acquisitions, common ownership mergers and the creation of internal startup divisions. He joined the company in its most junior sales position in Richmond, Virginia, and rose to lead the company from its New York City headquarters for his last 6+ years with the organization.
Brian earned his BBA in Finance, magna cum laude, from the University of Portland, and his JD from The College of William & Mary's Marshall Wythe School of Law. He is an attorney actively licensed in the Commonwealth of Virginia, and admitted to practice in the Supreme Court of the United States, Supreme Court of Virginia, and the United States Courts of Appeals for the Ninth, Federal, Fourth, Seventh and Eleventh Circuits.
Brian has lived throughout the country in areas such as Dallas, Portland, Williamsburg, Richmond, Los Angeles, the New York City metro area, and now many years after leaving, again resides in Williamsburg, Virginia along with his young daughter.
Job Titles:
- Customer Service Representative
Job Titles:
- Law Firm Management & Marketing Advisor
Bruce joins How to Manage a Small Law Firm after developing entrepreneurial business skills while quadrupling the profitability of a veterinary practice he co-owned and managed, helping scale a financial publishing company by sixfold, and owning a multimillion-dollar mortgage company in his 20's.
After graduating with a Bachelor of Science degree in Financial Management from Florida Southern College, Bruce has enjoyed a highly satisfying career of building and scaling profitable business that give back to their staff and communities. He believes that helping others to achieve their personal and financial goals is a lasting legacy that can have a ripple effect to not only generational family improvement but that each one can help one and truly change the world.
When not at work, Bruce's free time is spent with his two awesome children and friends, watching any sport the Florida Gators play, and learning everything he can about cooking BBQ.
Job Titles:
- Law Firm Management & Marketing Advisor
- Marketing Expert
How can we use well planned, well targeted and well executed marketing to help you reach your business objectives? The answer to that question is Charles' guiding compass: Turn your business goals into effective marketing that will help you actually attain those goals-because reaching your growth and profitability goals is the entire purpose of doing all that marketing "stuff"!
While he's never been an attorney (but was an architect!), Charles did start his own marketing agency and leverages a dozen years of agency ownership, twenty-plus years of project management and eight years of working closely with sales/BD to help hone your team into a robust automatic marketing machine.
As the founder of a specialized marketing firm focusing on professional services SMBs, he has developed and executed a wide range of marketing and creative guidance-from startup to Fortune 500, and from cutting-edge digital to sales+marketing integration. He also fully understands the bare-knuckles nature of running a small firm and has nothing but respect (and a whole lot of empathy) for everyone with the tenacity to "fight the good fight".
As a content and authority marketing expert, Charles loves working face-to-face with a firm's decision makers to better understand where the real pains are for the owner and key stakeholders. Sometimes the apparent concerns aren't really the core issues-and you can't solve a problem if you don't truly understand it. Charles has lived all over the place (TN, TX, NM, Seattle, Switzerland, CO) and is passionate about travelling, delta blues and tasty food. When he's in relaxion mode, he's usually out enjoying the Colorado mountains…with his dog…and a craft beer.
Job Titles:
- Law Firm Management & Marketing Advisor
With over 20 Years of Operational Business experience, Clarissa Maldonado has worn many hats. Among them, she has worked with several prestigious Law Firms and Commercial Real Estate Brokerages in New York City.
If you were to describe Clarissa in a hashtag, it would be #problemsolver. Her background in technology, Operations management, policy and procedures, office builds and relocations, and Human Resources provides the experience and tactical approach to head-on challenges. She is instrumental in changing perceptions, enriching each organization she has supported by transforming their platforms while streamlining processes, all at significant cost savings.
Clarissa was born and raised a true Jersey girl, graduating from the School of Arts and Sciences at Rutgers University. She wanted to bring her passions to the Garden State and set roots in Ocean County while continuing to break barriers. Clarissa is an active member of her church and community while volunteering in various food pantries and food drives. As a current resident of sunny Toms River, she is a quintessential dog and plant mom alongside her longtime partner Adrian and stepson Adrian Jr. Clarissa enjoys morning walks on the beach, decorating and home improvement, yoga, cycling, cooking traditional Latin feasts, and being the biggest cheerleader for her stepson's many baseball teams.
Job Titles:
- Office Coordinator
- Recruiting & HR Coordinator
Claudia Galvis, currently living in Miami, has over 20 years' experience working alongside top Management of multinational inspection companies as an operation executive. Claudia specializes in project management, recruiting and the training of global teams to assist organizations in achieving efficiency. Claudia uses her positive energy and team approach toward the success of both the project at-hand as well as that of her colleagues.
She is passionate about her charitable work, which began 3 years ago as a volunteer at Guardian Ad Litem, advocating for the interests of Florida's abused, abandoned, and neglected children in the system. She also enjoys traveling and spending time with her two daughters.
Job Titles:
- Law Firm Management & Marketing Advisor
At 25, Dawn Mobley was the Supervisor of Administration & Training at a nuclear power plant. It was in these early years that Dawn learned that a business could only achieve stability and scalability if it had a strong foundation to build upon, so she began developing and implementing systems, procedures and resources for her teams that would allow them to operate with clarity and efficiency. Before moving on, Dawn earned company performance awards for significant backlog reductions and significant process improvements.
Over the next 20 years, Dawn worked with large corporations, mid-sized companies, small businesses and entrepreneurs. She has provided support in the areas of Human Resources, Training & Development, Marketing, Operations, Process Improvement, Project Management, Sales and Coaching. While Dawn appreciates the knowledge and experience she has gained in Corporate America, she prefers working with entrepreneurs because they have the ability to quickly implement changes that can transform their businesses into money-making machines much faster than large organizations.
It was while working with a local Estate Planning attorney wanting to sell his struggling practice, that Dawn found her niche. She enjoyed helping the attorney build and grow his law business so much that she knew she wanted to focus on helping other small law firms and solopreneurs reach their personal, professional and financial goals.
When the local law office sold, Dawn continued to work with lawyers virtually. Through the years, Dawn has helped hundreds of lawyers implement systems, increase their sales, improve their marketing, get in touch with their numbers and achieve breakthroughs. She is thrilled to be a part of How to Manage a Small Law Firm and is looking forward to helping our members take their businesses to 11.
Dawn lives in Central Illinois with her husband, stepdaughter and their 15-year-old adopted Beagle. She has three adult children and one grandson who all live on the same street, which makes frequent home cooked meals at mom's house very convenient. In addition to cooking, Dawn loves writing, sewing and DIY projects.
Job Titles:
- Shared Family Office Policy and Procedures Coordinator
Debora Goldenberg is a Shared Family Office Policy and Procedures Coordinator with fifteen years of experience of Small Business Management. Debora specializes in Household Management and is responsible for organizing and creating Residential Operations Manuals.
Debora is inspired by her unconditional husband and her two children. In her free time, Debora likes to take walks outdoors, cook and volunteer at children's ministries.
Job Titles:
- Product Launch Coordinator
Job Titles:
- Director of Human Resources
Dina Rutstein has joined HTM to lead People and Talent operations, and will serve as a strategic business partner, cultural ambassador and talent advisor across the business. If you ask her about her 25-plus-year Human Resources career, you will hear a common theme of people-centric solutions; she is passionate about solving business and people challenges and often reflects on the lives that she has touched and helped to develop along the way.
Having spent the majority of her HR career in the consumer products space, for the last 5 years she was the Vice President of Human Resources and Corporate Officer for the largest national luxury construction builder in the country, responsible for strategizing, developing, and implementing all cultural, employee engagement and organizational development initiatives. She is most proud of delivering more effective and streamlined talent acquisition practices maximizing technology and social media, developing initiatives to improve diversity at all levels, the launch of a national women in leadership program, redesigning the retirement benefits, equitable compensation and benefit program designs, and a more comprehensive talent management and talent development program.
Upon her graduation from the High School of Performing Arts, she moved to Europe where she performed internationally while pursuing her undergraduate degree at Nanterre University in Paris, France. She returned to the US to continue her studies and developed an immediate passion for Human Resources. Throughout her career, Dina has created, developed and managed multiple HR teams, in varying sizes, and across several industries.
Dina believes the primary role of the People Operations leader is to marry business & talent strategies by providing counsel and support to her customers to help them achieve maximum success for both the short-term and long-term future of the enterprise. Along with a strong business acumen, her comprehensive background in HR management, recruitment, retention, compensation and benefits, HR operations & technology, employee relations, policy interpretation, training and communication has resulted in strong and trusting relationships with her customers.
Dina is a native New Yorker whose husband, 4 sons and 4 dogs all look forward to visiting her here in Miami where she recently relocated. Outside of work, she is a Board member of her synagogue, a back-up cantor, has a passion for her flower garden, loves international travel and volunteering her time to various LGBTQA organizations and initiatives.
Job Titles:
- Law Firm Management & Marketing Advisor
As a founder and operator of two businesses of her own, including a multi-state firm, she understands both the pressure and responsibility of ownership…and the rush of entrepreneurialism. Emily knows how important it is to have a thought partner in that work who can provide accountability and focus, and she is passionate about offering her scrappy, persistent support to her HTM firms. Her work has also included compliance implementation with boards, accrediting bodies, authorizers, and state & federal agencies.
Having achieved her own goal of never shoveling snow again, Emily lives in Phoenix, Arizona where she balances a love/hate relationship renovating her mid-century modern home. A two-time University of Iowa graduate, she endures a dysfunctional relationship with Hawkeye football in a home with an (ugh - eye roll) Ohio State fan. She's been living vicariously through Stanley Tucci during the pandemic and can't wait to recreate Searching for Italy with her family. To recharge, she can be found gardening, reading, hiking, and meditating. To give back, she contributes to a variety of non-profit boards and committees that benefit children and families.
Job Titles:
- Senior Executive
- Law Firm Management & Marketing Advisor
Eric is a senior executive and business leader with strong experience in technology and technology enabled business services. With over 20 years of experience working with startups and some of the most admired companies in the world in operations, marketing, sales, finance and general management, Eric brings a very unique and objective view to the operations of a business through the focus of the long term objectives and aspirations of its owners and stakeholders as well as the overall customer experience. Eric began his career on the business side of technology working for the largest technology distributor in the world. He quickly recognized an opportunity for taking share from competitors and built a team and a $150 million division in under 2 years. From then until now Eric has spent is career focusing on helping organizations shift from traditional business models to "xx as a Service" businesses. He has led teams of over 1500 to small strategic teams of 10. From the mid 2000's to recently he was the owner of a technology consulting practice based in New England with offices in Vermont, Boston, Buffalo, NY and Houston, TX. He bought the single location business with revenues of under $1 million and in less than 10 years grew the business to over $22 million, while increasing percentage of profit and locations in 4 states. Since the sale of the business he has been working with small to medium sized law firms on creating an amazing customer experience and systematizing operations. Eric has been fortunate to teach various business and leadership classes at Sloan School of Management, and within the SUNY system as well has high performance driving with BMWCCA and SCCA. He has been on several boards of not-for-profits serving in various capacities including CFO, Director of Technology and General Board Member and Advisor, most recently with Youngstown Junior Sailing Foundation and The Mental Health Associates.
Eric splits his time between Marion, MA, Houston, TX and Buffalo, NY. He skis in the winter, is an avid sailor in the summer, racing big boats on the Great Lakes and dedicates at least an hour a day to fitness. He enjoys playing tennis, running, cycling (ex-racer), going to alternative and indie band, maybe some 80's New Wave as well, concerts, working out and cooking Indian, Mediterranean and Mexican food (hence the daily workouts) with his wife, Alia. They have 4 kids, twin girls and 2 boys of the same age, all pre-teen.
Job Titles:
- Law Firm Management & Marketing Advisor
Erik Smelser has broad business-to-consumer and business-to-business marketing experience upon which he draws to coach the owners of small law firms to create profitable businesses.
I am a tested business leader with two decades of sales, marketing, and finance experience, as well as over a decade of coaching experience, working both for corporate organizations and in the entrepreneurial world.
I have been a student of human behavior for over twenty years. I remember being fascinated with my psychology class in high school and wanting to attend college to study psychology. However, my mother is a business graduate and my father an accountant, lawyer, and tax specialist. So when I spoke to them about my desire, they both recommended I study business. "You can work doing anything and pretty much everywhere when you study business," they said.
Job Titles:
- Video Services Director of Operations
Job Titles:
- Law Firm Management & Marketing Advisor
Evelyn has over 25 years of management and finance experience, including more than a decade in industry followed by fourteen years in professional services. Most recently, she was a limited partner at a boutique management consulting practice. Prior to professional consulting, she held Operations Director positions at two large, public corporations.
A seasoned problem solver across executive, operational and finance functions, she has led projects focusing on strategic planning, functional best practices, financial forecasting, business analytics and internal controls. She has extensive integration, turnaround and crisis management experience.
She learned disaster recovery best practices when her offices where destroyed by Hurricane Ike over a weekend in 2008, and the company was up and operating by noon the next Monday in a temporary location.
Evelyn is certified as both a yoga and Pilates instructor. She resides in Cypress, Texas with her husband Chris, her beloved dogs, and her thoroughbred "Account in Style" nearby. Her two sons are currently enrolled in college, and may even graduate someday.
Gavin has over 4 years of operations experience from working with a nonprofit organization. Over these years he has become efficient with internal services, day-to-day operations, and data storage. Gavin understands what it takes to develop a company from the inside and how important and integral every detail is to further advance operations.
His educational background includes a Bachelor of Arts in Applied Sociology, from Texas A&M University Corpus Christi.
When Gavin isn't sitting behind the keyboard he enjoys surfing, playing with his dog, producing music, and traveling to Central America.
Job Titles:
- Business Leader
- Law Firm Management & Marketing Advisor
Gerry is a proven business leader with three decades of experience working in both corporate and entrepreneurial organizations. With a BS in business, a MBA in finance and post graduate business certificates from Harvard Business School and the Warton School of Business, he has successfully acquired, run, re-platformed and sold several businesses throughout his various tenures as a CEO.
However, what really marks Gerry's career is his passion for human development and his highly developed Emotional IQ. Along the road to creating millions of dollars of enterprise value he came to the undeniable conclusion that success of a business is directly correlated to the personal performance and emotional clarity of its leaders.
It's Gerry's firm belief that most business owners and leaders are exceptional tacticians and perhaps even excellent strategists but some are held back from achieving personal and professional success - however they define success - by an unconscious unwillingness to overcome their fears and do what needs to be done for their firm to seriously thrive.
A lifelong learner and teacher, it's Gerry's education, practical experience and his curiosity about the human condition combined with his sincere desire to help others grow so that he might grow that sets him apart as a trusted business advisor and coach.
Gerry lives in New Jersey with his partner and their blended family of 6 children, 3 dogs and one cat - who is convinced he's a dog. He'd list golf, attending NY Giant home games and hiking as things he likes to do in his free time but he has a job, 6 children, 3 dogs and a cat who is convinced he's a dog so he has very little free time. He does manage to break away for community service and has served as President of the local ice hockey club and keeps his carpentry skills current by working with Habitat for Humanity. He also enjoys indoor and outdoor home improvement projects and in doing so enjoys teaching his teens and twenty-something children the skills his carpenter father taught him. He's also been known to indulge himself by teaching undergraduate and graduate level business courses at one of the local NJ universities.
Job Titles:
- Programs Recruiting Assistant
Job Titles:
- Programs Operations Director
Jack is an insightful and dynamic leader with over 20 years of expertise in organizational development, business management, and performance improvement across several industries. His extensive academic background and executive consulting experience supported his consulting practice, enabling many business owners to reach their financial security and independence goals.
Jack served onboard the U.S. Navy's nuclear submarines as the Chief Reactor Operator and managed Reactor Control division, where attention to detail, problem-solving, leadership, and risk mitigation are essential. Following his military service, Jack completed a Bachelor of Science degree in Business Administration and an MBA in Data Analytics while leading two performance improvement programs at a large commercial nuclear power station. Later, he established his consulting firm and is currently pursuing a Ph.D. in Technology and Innovation Management. This additional education was immediately incorporated into his practice and enabled his clients to realize further efficiency, profitability, and growth.
His passion for seeing his clients succeed, data-driven decision making, and causal analysis has enabled Jack to become a skilled leader who achieves meaningful goals. Jack's ability to utilize Data Analytics to improve business performance and reduce human performance errors encouraged industry leaders to invite Jack to speak in workshops at the Human Performance, Root Cause, and Trending (HPRCT) conference and other performance improvement venues.
Jack resides near Houston, Texas, with his family and volunteers his time and expertise with the non-profit organizations his family supports.
Job Titles:
- Law Firm Management & Marketing Advisor
James is a family man with a passion for adventure. He and his wife, Sherrie, love to find new places and have new experiences. He has been on a bobsled run, learned how to fly a plane, zip lined through the rain forest, attended a Hollywood premier, attended a book signing in Times Square for his part in a book that became a Best Seller, was part of an America's Cup sailboat crew, got to meet Nickelback backstage and has even driven a NASCAR race car and a Zamboni. He has developed a passion for riding motorcycles and loves hitting the open road.
He and Sherrie are proud to have shared those experiences with their three children, Ryan, Tyler, and Devyn and now have several grandchildren to spoil for years to come. Their favorite spot to spend time together has easily become Walt Disney World, which James affectionately refers to as his second home. James strongly feels that as you grow older, you must still be a kid at heart. Life is so serious and there continues to be more pressure the older you get. It's important to get to play with the kids, ride the rides, and be active in his relationship with his kids and grandkids. His passion for kids is also the driving force behind years spent as a youth hockey coach. After spending years coaching kids from 6 years old all the way to 15, James has learned how important it is for adults to have a positive effect on children. When he coached the kids, James always wondered if he had an impact on them, and then 15 years later, when he saw them carry the same respect and discipline outside the rink that they were taught in hockey, he realized he did and they still call James coach!
James is also passionate about helping others and has volunteered with the American Red Cross with Sherrie and the kids since 2011. At home, when working a shift, James and family respond to residential fires and provide aid to the homeowner in the form of a safe place to stay and funds to replace food and clothing lost in the fire. James and Sherrie also have been deployed numerous times to national disasters such as tornadoes, floods and hurricanes to provide much needed hot meals to those who have lost everything.
You might be asking why you should care, right? You should care because this LIFESTYLE James and his family have experienced was first created in his mind over 20 years ago and then passionately pursued until it became a reality as a direct result of owning and operating multiple extremely successful law firms.
In 1994, less than 12 months out of law school, James began his career with a passion for helping people get out of debt and opened his first consumer bankruptcy firm in St. Louis, MO. James' passion for working in the world of bankruptcy first came when he himself had to file for bankruptcy during law school after being laid off as an assembly worker with General Motors. The process was difficult, but something positive did come out of it: it clarified what he wanted to do. James firmly believes that in law school, you take classes in the law, but you aren't taught about what kind of work is going to make you happy or how to build a sustainable law business to give you the lifestyle you want. James is extremely grateful to have learned his passion early and followed his dream to build a multi-million-dollar consumer bankruptcy firm.
By the end of 1996, James' firm broke the $1 Million mark in revenue and he was approached to open a 2 nd office in Detroit, MI. He took the same systems, policies and procedures that skyrocketed the St. Louis office and simply duplicated them in Detroit. By 1998, the St. Louis and Detroit offices were the top filing bankruptcy firms in their respective districts with both offices earning well over 7 figure incomes. In 1998, James once again duplicated his systems and opened a 3 rd location in Kansas City, MO. By 2001, the Kansas City location surpassed the $1 Million mark itself again proving that regardless of location, amount of competition and plenty of people saying it can't be done, James blocked all of that out and did it anyway.
By 2008, James sold his interests in the Detroit and Kansas City offices to focus his efforts on St. Louis and added another practice area representing consumers against abusive bill collectors. James joined and actively participated in several Mastermind groups and fully understands the power of being a part of a group of like-minded individuals with the similar financial, professional and personal goals. At its peak in 2010-2011, James' firm grossed almost $4 Million annual revenue. In 2013, James felt a compelling desire to teach others how to successfully start and manage a thriving law firm. In 2014, James sold his interests in the firm to actively pursue a coaching career.
James received his Business degree from Lindenwood University in 1989 and his Juris Doctor from St. Louis University in 1993. He was admitted to the Missouri bar in 1993; the US District Court for the Eastern District of Missouri in 1994; and the US District Court for the Southern District of Illinois in 1995. James currently serves on the Local Rules Advisory Committee for the U.S. Bankruptcy Court Eastern District of Missouri. In 2009, James was selected as one of America's Top 20 Premier Experts, for which he was featured in such national publications as USA Today, The Wall Street Journal and Newsweek, as well as interview appearances on Fox, CBS, ABC, and NBC. He also co-authored a book with America's Premier Experts titled Shift Happens, which provided a review of the then escalating economic recession. The book became a best-seller in three different categories soon after it was released. In addition, he has been a featured guest on the prominent St. Louis radio show "The Next Big Thing," and was the legal expert for St. Louis radio personality Niecy Davis from Foxy 95.5 during which he answered the most pressing legal questions from Missouri and Illinois residents live on-air. James was voted "St. Louis' Best Attorney to Have on Your Side" in 2008 and "Bankruptcy Lawyer of the Year" in 2010.
In addition to the book Shift Happens, James is the author of several books published between 2008-2013.
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
A business strategy prize winner who has supported over 20 legal practice areas over the past 14 years, Jason M. Plumer is a skilled financial, operational, and human resources leader who specializes in structuring and managing operations at law firms generating between $1M and $15M in revenue annually.
Jason has become known for quickly analyzing and turning situational unknowns into new sets of achievable expectations when a small law firm needs to stabilize or grow their operations. He has excelled at developing and presenting budgets related to firm expenses, setting attorney performance goals and compensation bands, calculating overhead and directing general financial and data analysis projects. When not involved with financials and metrics, Jason has regularly directed resolution of human resources-related issues and has exercised his knowledge in accounting practices, information technology, marketing, and process re-engineering to help drive overall business strategy.
Jason lives a few minutes outside of Albany, New York. Aside from his undergraduate business degree, he graduated with a MBA in Human Resource Information Systems from the University at Albany and completed one year of his PhD there as well, acquiring skills relating to organizational design, methodology and data analysis.
Working in the trenches with some great attorney mentors played a huge role in Jason joining HTM. He has a passion for helping others maximize their time in and outside of the professional environment. When he is not working, Jason is frequently found living life to its fullest with his family, particularly his two high-energy boys, Easton and Landon.
Job Titles:
- IT Administration Manager
Job Titles:
- Law Firm Management & Marketing Advisor
- Senior Business Executive
Jeremy Driver is an experienced senior business executive specializing in turnaround management and consulting in the private, public, and non-profit sectors. He has in-depth knowledge of strategic planning, financial management, and operational efficiency. His broad experience and education provide a deeply informed perspective on how to improve and grow a company.
After serving in the U.S. Air Force as an NCO and later as a commissioned officer, Jeremy returned home to Houston where he began his career in the oil and gas industry. At his first company, he quickly became the Division President, and realized he had an extraordinary ability to quickly build teams and turn around struggling companies. In less than 12 months, that division went from bleeding money every month to generating the majority of the revenue for the entire organization, eventually selling for a large profit. He then went to Boston to earn his two master's degrees: MS in Accounting and M.B.A. from Northeastern University.
Following his time in grad school, Mr. Driver was recruited by several public and private companies to either fix a bad situation or grow a struggling organization. In each role, he was able to accomplish the objectives. He did this by negotiating acquisitions, hiring and terminating personnel to optimize the team, obtaining financing when needed, cutting costs as necessary, and improving operational efficiencies. Each engagement was unique and required a tailored approach, but there were also many factors that were shared by all. Jeremy served in many roles such as Chief Executive Officer (CEO), Chief Financial Officer, (CFO), Chief Operating Officer (COO), and Director. He has, at various times, done private business consulting and even served as a part time university professor for 4 years teaching accounting and business courses to undergraduate students (which he loved).
Jeremy Driver was born and raised in Houston, Texas but has lived in 6 other states: California, Hawaii, Oklahoma, Louisiana, Alabama, and Massachusetts. His only daughter is now attending college and his wife is pursuing her PhD. Jeremy enjoys volunteering his time for several non-profits, including serving as a mentor and certified life coach.
Job Titles:
- Law Firm Management & Marketing Advisor
After completing both her Undergraduate and Law School education at the University of Georgia, Jessica proudly boasts that she is a double DAWG. Upon graduating Law School, she entered into a small criminal defense firm in Atlanta, Georgia and her role quickly shifted and grew as the firm's practice manager overseeing the creation and implementation of the firm's policies and procedures, technology and marketing, as well as, pioneering the growth of the solo practice into a profitable practice of 5 attorneys. The website development and marketing strategies she created enabled this firm to open additional offices and eventually to sell the practice for a considerable profit.
She relocated to Dallas, Texas and used her experience in helping small firms grow to advise major financial institutions and a Fortune 500 company on how to manage entire teams of attorneys. She became recognized for writing and implementing policies and procedures for litigation holds researching how the company would accomplish the holds while remaining compliant with Federal Law. After creating the policy, she formulated a way to place a file "on hold" within the client's case management software creating a simple technical solution saving her client hundreds of thousands of dollars with little disruption to the file close-out timeline.
She used her expertise in attorney oversight and compliance to assist the nation's largest mortgage servicer and was hired by them to oversee a contested litigation portfolio for the Eastern division. Her greatest achievement for this client was to convince them to break down the discovery process, making it separate from the contested litigation portfolio in order to enhance close-out rates. The firm profited all fees for the discovery portfolios for all 50 states (creating a whole new line of business) and she removed the only other onsite competing firm from the equation. She has also presented to several boards and business development teams this "discovery service" and sold it to other clients.
Finally, she has extensive experience in using numerous case management software systems and has helped in the development of proprietary oversight software for her clients to provide dual tracking so that discrepancies in reporting and billing are alleviated. She is a certified mediator with over 100 hours of mediation experience and a member of her town's Cultural Arts Commission. For even more fun, she loves to wake surf, drive her jeep (manual transmission by the way), watch Georgia football and spend time with her amazing kiddo.
Job Titles:
- Video Services Creative Director
Jonathan Gonzalez developed an early interest in technology. As a child Jonathan has always been curious about how things work, especially technology. This curiosity to take apart and figure out every device that ended up on his hands is what drove him towards Engineering. At an Early age he was enrolled into different after school activities, among them he showed most interest on Computer classes. When he acquired his first personal computer and realized that using a computer as a tool made school work seem so much easier, he knew that he wanted to be working with computers and technology.
Jonathan is currently pursuing a Bachelor's degree in Computer Engineering at Florida International University, with a focus on Data System Software, Networking Engineering, and Integrated Nano-Technology. He enjoys playing with hardware, software, and the integration of both.
When Jonathan isn't immersed in all things technology he enjoys outdoor activities such as hiking, camping, running, mountain biking, snorkeling, and running.
Job Titles:
- Law Firm Management & Marketing Advisor
Jon Sullivan is a seasoned entrepreneur with over 20 years' experience as an independent business owner and as an executive in both the for-profit and nonprofit sectors. He has in-depth knowledge of strategic planning, sales and marketing, and fostering organizational growth. His diverse background gives him a unique perspective on how to grow businesses and how to drive teams toward success.
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Jose R Sevilla is a financial professional with strong entrepreneurial streak. He has a reputation as a visionary leader for start-ups and companies that want to go to the next level. That reputation, coupled with his consistent track record of driving profitability by capturing opportunities to improve operational efficiencies, has earned him numerous guest appearances on "CNN Dinero."
After graduating from the University of Miami with a finance degree and an MBA specializing in system design with an emphasis in artificial intelligence, Jose joined American Express, where he rose through the ranks from a Financial Analyst to the Director of Restructuring for Latin America. Under his leadership, American Express LATAM achieved savings of more than $42 million in less than three years. He also successfully led a Private Equity firm with over $800MM in assets as a CFO for that organization.
Jose is fully bilingual in English/Spanish, with intimate familiarity of the business culture and social mores in Latin America, enhanced by his in-country work experience in Argentina, Brazil, and Mexico. He is also passionate about education, having written several papers, and devoting three years to teaching at the University of Miami, where he coached students in the intricacy of navigating their professional futures.
Job Titles:
- Law Firm Management & Marketing Advisor
Keith's 25 years of experience in finance and accounting includes over a decade of Corporate Finance and another decade in consulting as a Director at a management consulting firm. He has worked for and consulted to a long list of integrated energy companies, as well as leading technology firms in the Houston area.
His diverse financial and operational experience in private industry and management consulting allowed him to develop strong skills in financial analysis, project management, budgeting, data mining, reconciliation, and predictive analytics. Throughout his career he has participated in all levels of financial reporting and budgeting; from preliminary budgets through year end closing including consolidations.
A project lead on multiple accounting and ERP system implementations as the accounting subject matter expert has given Keith the insight on how to prioritize (First things first) and identify his client's needs. He has helped multiple companies set up, clean up, and develop their financial reports out of a myriad of systems. This included helping one drilling services company develop new KPI's (Key Performance Indicators) for their Controllers reports helping reduce costs by up to 5% in some areas. These cost cutting savings helped the company reduce overhead enough to save the jobs of many of their drill rig employees and keep their skilled crews together.
Keith lives in Cypress, Texas and is involved in Sports Photography in his spare time. His wife and three kids ranging in age from fourteen to twenty keep him busy when he's not helping his clients meet their financial goals.
Job Titles:
- Law Firm Management & Marketing Advisor
Kimberly K. Jurich is an author, speaker, certified leadership expert and founding partner with the John C. Maxwell Team. With over 17 years experience in sales and sales management, Kimberly knows how crucial a business plan accompanied by a sales & marketing strategy is for the success of any business. Kimberly has first hand rebuilt a failing territory for a 3/4 of a billion dollar manufacturer, generating several million dollars of profitable revenue at a local branch level. Kimberly achieved this success when many people were complaining about the economy. After consistently exceeding annual budgets, and being among the few recognized yearly as a top performer nationally, Kimberly was promoted to the position of General Sales Manager for the South East. In this position, Kimberly was responsible for the growth, development, and mentoring of both independent representatives that own their own businesses as well as internal employees. The annual revenue of this territory exceeded over 65 million dollars annually.
While attending a writer's workshop, Kimberly had the privilege of being recruited to join the John C. Maxwell Team as a certified speaker, trainer, and coach with one of the world's top leadership experts. It is within this team where Kimberly was mentored by John C. Maxwell, Paul Martinelli, Roddy Galbraith, Ed DeCosta, Christian Simpson, and several other internationally recognized leading experts in the fields of leadership, coaching, public speaking, and training. Shortly thereafter, Kimberly founded a business consulting firm. It was here that she cultivated her passion to help business owners to foster profitability, growth, and success through sales, marketing, training programs, content writing, and consulting services.
Kimberly prides herself on meeting her members where they currently are. Then through identifying where they want to be, provides straight forward accountability, expertise, and insight to guide her members to new heights breaking through their terror barriers with extreme clarity and purpose. When Kimberly is enjoying time off, you can find her somewhere near the water, on her yoga mat, or reading.
Job Titles:
- Law Firm Management & Marketing Advisor
Over the past 17 years Kristine Webber has lead marketing efforts for industry leaders in multiple different facets of real estate including construction, property management, commercial real estate and residential real estate. Kristine's strengths are her creativity, drive, and leadership. She thrives on challenges, particularly those that expand the company's reach. She is a data-driven problem-solver who is capable of prioritizing resources to ensure the larger strategic picture remains in view. Kristine earned her bachelor's degree in Marketing from the College of Business Administration at the University of Central Florida. She lives in Belle Isle, FL with her fiancé, their son, and rescue pup. In her free time, you will find Kristine at the gym, on the lake or at the beach.
Job Titles:
- Executive Assistant for Programs
Job Titles:
- Law Firm Management & Marketing Advisor
Lori Aitkenhead is a highly analytical and strategic marketing professional with over 17 years of experience creating effective marketing campaigns, increasing leads and sales, and exceeding marketing goals.
Most recently, Lori spent nearly seven years as Marketing Director for the market-leading personal injury law firm in southeastern Virginia. She managed an annual marketing budget of $4 million, creating and implementing strategy for all marketing channels including television, radio, outdoor advertising, search engine optimization, pay-per-click advertising, social media, and email marketing campaigns. As Marketing Director, Lori was responsible for marketing strategies that significantly increased monthly leads and cases. She also helped improve conversion rates through effective branding campaigns. Additionally, Lori consistently met and exceeded goals for target cost per acquisition, even when marketing budgets increased exponentially.
Lori has worked on in-house marketing teams as well as in marketing agencies. Her experience working on both sides is invaluable when helping lawyers navigate marketing services and hold vendors accountable.
Lori earned a Master of Science degree in integrated marketing communications from Eastern Michigan University and a Bachelor of Arts degree in English from The College of William & Mary. She has also published articles about social media marketing and search engine optimization for respected marketing blogs, including HubSpot and SmartBrief.
In her personal time, Lori serves on the Board of Directors for a non-profit organization dedicated to providing breast cancer screening and treatment for underinsured and uninsured patients. She resides in Virginia Beach, VA and can be found on the shore each weekend with her black lab.
Job Titles:
- Programs Administrative Assistant
Marie Paulson is a dedicated business professional with over 20 years' experience supporting executives of all levels with projects relating to administration, human resources, and event and meeting management. She began her career at the age of 16 supporting a State Farm agent where she learned the nuances of putting in place processes and procedures to better support her managers and the teams she worked with. Marie rapidly grew in her career, working her way up the administrative ladder to her most recent position at Alzheimer's Orange County (AlzOC). Here, she held the position of Office Manager and Executive Assistant to the CEO. At AlzOC, not only was Marie responsible for the life of her CEO (literally), but she was also in charge of making sure the staff were thriving and happy. Marie was known as the "life of the party" as she enjoyed putting together staff events, trainings, and personal and professional development seminars for the team. She has been praised for her extensive organization skills and keeping projects on track while juggling multiple priorities and deadlines.
After spending her whole life as a Southern Californian, Marie and her husband, Steven, recently made the move to a little lake town in Western Michigan, where they built their first home. When they are not working, you can find Marie and Steven participating in outdoor activities such as boating, fishing, hiking, camping, and taking their dog, Heidi (a Belgian Malinois/Pitbull mix), on long walks through their neighborhood. They both have a heart for those in need and since her husband is an Army veteran, they often find themselves doing what they can to help local veterans, especially supporting their small businesses.
Job Titles:
- Law Firm Management & Marketing Advisor
Throughout his career, Mart has shown himself to be a results-focused, innovative leader with an extensive background in collaborating with executive management to set overall program strategy and objectives. He has developed a reputation for ensuring a high level of quality service and stakeholder management to internal and external partners and customers. His excellent communication and strategic thinking skills and an unwavering commitment to consistently perform at the highest level of professional excellence led to his induction into the Best of Fort Worth Business Hall of Fame in 2018.
Woven into the successes achieved throughout his career has been a passion for guiding others to realize their full potential and achieve their goals. He has always been a teacher and mentor by nature, experiencing satisfaction in the triumphs reached as a result of these relationships. He is excited to bring this mindset and enthusiasm to the HTM members with which he has the honor to partner.
When not at work, Mart and his wife, Cindy, volunteer with two dog welfare non-profits often working to educate the public on responsible dog ownership, fostering rescue dogs or helping to transport rescued dogs from foster homes to their forever homes. In his free time Mart loves golfing, fishing and watching Texas Tech football. Wreck ‘em Tech!
Mart Ratliff comes to HTM after distinguished military service (including multiple deployments in combat theaters), a successful corporate career and as an entrepreneur, founding and growing two privately owned businesses.
Professionally, he has a wealth of experiences to draw upon making him someone that can operate within a given set of parameters to accomplish a broad set of goals - who doesn't get trapped in a thought box preventing innovative and unique approaches to solutions. His expertise in managing the development and execution of project plans, business analysis, budget and resource management, communication plans, and risk mitigation processes was recognized when he was awarded his Black Belt in Lean Six Sigma by the Management and Strategy Institute.
Throughout his career, Mart has shown himself to be a results-focused, innovative leader with an extensive background in collaborating with executive management to set overall program strategy and objectives. He has developed a reputation for ensuring a high level of quality service and stakeholder management to internal and external partners and customers. His excellent communication and strategic thinking skills and an unwavering commitment to consistently perform at the highest level of professional excellence led to his induction into the Best of Fort Worth Business Hall of Fame in 2018.
Woven into the successes achieved throughout his career has been a passion for guiding others to realize their full potential and achieve their goals. He has always been a teacher and mentor by nature, experiencing satisfaction in the triumphs reached as a result of these relationships. He is excited to bring this mindset and enthusiasm to the HTM members with which he has the honor to partner.
Job Titles:
- Law Firm Management & Marketing Advisor
Matt is an accomplished entrepreneur in the e-commerce consumer goods space who has successfully co-founded two companies, earned two INC 5000 awards, and garnered licensing deals with major brands like Topps and Microsoft. Prior to launching his own ventures, he graduated Summa Cum Laude from the University of Utah with a BA in communication and minors in Spanish and political science.
Matt excels at scaling businesses by employing a holistic approach that incorporates marketing strategy, operations planning and oversight, and fiscal discipline. His core competencies include digital marketing, financial modeling, and operational execution. Matt's peers point to his work ethic and creative problem-solving as key strengths.
Outside of work, Matt enjoys snowboarding, baseball, traveling, and spending time with his wife and stepsons. He currently resides near Salt Lake City, Utah, but was born in Oregon and raised in Boise, Idaho.
Job Titles:
- Law Firm Management & Marketing Advisor
- Operations Director and Legal Administrator
Nichole Hanscom has been an operations director and legal administrator for almost twenty years … and pulled double-duty as an attorney for the past 7 years. She has a Master's Degree in Organizational Management and a Juris Doctorate from Stetson University College of Law. She has worked with large law firms, small businesses, and non-profits ranging from 215 employees to 1 employee, helping them grow through strategic planning, project management, systemization, and using the right tech tools. Nichole has been an employee, a board member, and an associate; she has also supervised, trained, educated, planned, and executed as a boss. Now, she helps owners build epic law businesses. Nichole lives in Tampa, Florida with her husband, teenager, and 2 bulldogs where she celebrates a love of wine, art, and rock & roll.
Job Titles:
- Law Firm Management & Marketing Advisor
Paul Angelle never really had a choice; he was "born" into entrepreneurship. Working full-time in his father's Cajun restaurant in south Louisiana from an early age, he learned the value of work through the lens of ownership. He never thought of himself as an employee as he proudly worked in the family business through college. That mindset would never change.
After graduating from the University of Louisiana in his hometown of Lafayette with degrees in Political Science, English, and Criminal Justice, he applied that same passion to sales. He was a natural salesman, a gifted networker, and very successful across multiple industries for over 20 years. Along the way, in addition to starting his own media company (multiple magazines, sponsored sports tournaments, and a freelance sports photography business) and successfully running it for half a decade, he acquired a law degree from Loyola University in New Orleans… which eventually landed him a role as the first COO of a statewide, rapidly growing estate planning law firm. In that role, he managed a team of 20, and was instrumental in not only tripling revenue during his 5+ years there, but also increasing services, growing margins, and raising salaries.
During the lockdown in early 2020 Paul, who had worked on and off through college as a photographer, a sportswriter, and a political columnist, wrote a self-help / personal growth book. He had it published in 2021 and experienced the process of a launch that landed him numerous television and radio interviews, multiple highly attended book signings, and more coaching and consulting requests than he could have ever predicted. He realized that his lifetime goal of helping as many people as possible was finally in reach.
After more than five years of success growing a law firm, nearly two decades of achievement in regional and territory sales, and a record of entrepreneurial accomplishment in publishing, this published author reached the point in his career where he would seize the opportunity to use his varied experiences to help others. His track record of success, his infectious enthusiasm to help others, his specific skillset, and his varied experiences made him a perfect fit for HTM… so much so that he initially thought his invitation to apply was some sort of highly sophisticated prank.
A former "undefeated" little league coach for his sons' baseball teams, Paul enjoys cooking, fishing and writing. He's a huge fan of his alma mater and enjoys watching and supporting the Ragin' Cajuns whenever he can. He's a father of four who lives on a small farm in tiny Sunset, Louisiana with his beautiful wife Dawn and their horses, goats, chickens, dogs, and cats.
Job Titles:
- Author of the Juggling Act
- Law Firm Management & Marketing Advisor
Rae Majors-Wildman is an award-winning business strategist, highly sought after speaker, best-selling author, and serial entrepreneur. Rae graduated with honors and holds a degree in Counseling Psychology. She has received coaching certification and mentorship from some of the top business leaders in the U.S. including Brian Buffini, Tony Robbins, John Assaraf, and Chet Holmes (who was responsible for doubling seven divisions of Warren Buffet's partner Charlie Munger).
Rae Majors-Wildman is the author of The Juggling Act: A Step by Step Guide to Balancing Your Business and Your Life and The Corporate Exodus: How America's Top Companies Build a Winning Culture (to Attract, Keep and Develop their Emerging Leaders)
On a personal note, while Rae loves what she does, when she takes off her coaching and consulting hat off from time to time she travels with her husband and family, indulge in wine and fine dining, play golf, volunteer her time and talent with youth organizations, conquer jigsaw puzzles, and play outdoors with her dog Sushi (a very spoiled Shih Tzu).
Job Titles:
- Programs Recruiting Assistant
Job Titles:
- SLFU Member Engagement Specialist
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Programs Administrative Assistant
Job Titles:
- Programs Operations Manager
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Community Manager
- Director of Marketing
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Director, Member Referrals
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Tom is an experienced business leader and corporate attorney with an exceptional record of success in business and advisory services. He has worked extensively for both multi-national public companies and privately held entrepreneurial service organizations.
Tom attended college and law school to study international business and corporate law, as well as lived and studied in Germany, Austria, and London during those years.
His first corporate experiences were in Corporate Finance and Acquisitions at Brunswick Corporation [recreational company] and G.D. Searle [pharmaceutical company now part of Pfizer]. These were two complex, publicly traded companies, which provided a great development and training track for young professionals.
After obtaining his law degree, Tom branched into corporate services in the travel, payments, expense management and travel technology fields. He worked on and led client facing and sales teams at London based Hogg Robinson Group, Netherlands based BCD Travel, and US based Cornerstone Information systems.
Tom's roles included sales, marketing, procurement, spend management, and meetings management to mostly global clients operating in North and South America. The focus was to develop growth and procurement solutions for professional buyers and regional management teams.
Tom strives to be a trusted advisor with an exceptional work ethic and competitive edge. During dynamic periods of rapid consolidation, he has grown to lead, motivate, adapt, and influence change with his clients and industry partners. He has traveled extensively both professionally and personally to over fifty-five countries and territories around the world.
Tom is an out-doors guy and love to stay active with his family. He enjoys reading, running, traveling, and learning of all kinds. He is a life-long Chicago-guy and avid Notre Dame football fan.
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Law Firm Management & Marketing Advisor
Job Titles:
- Video Services Director & Content Producer