As Managing Director, Brian manages team members and implements processes to best serve all clients the firm takes on. He brings experience from countless Salesforce implementations of various sizes across many industries. His technical background and experience on both the consulting and client side allows him to setup clients for success in all aspects of their Salesforce org.
Most recently, Brian served as Director of CRM for Nuveen Investments where he served as product manager for the Salesforce platform of the firm. There he implemented sustainable and scalable processes and teams around the Salesforce platform and related integrations.
Previously Brian had filled a number of roles building another Salesforce consultancy, from Technical Architect to Director of Application Development and a few others in between. He is passionate about enabling young talent and setting up team members for success in ways that traditional consultancies cannot.