The document discusses the candidate's work experience at three different companies - Wolters Kluwer, Thomson Reuters, and Southwest Data Systems. At Wolters Kluwer, the candidate led the development of several educational products and features, including an automatic homework manager and granting students access to tax preparation software. At Thomson Reuters, the candidate aided in creating sales campaigns and marketing materials. At Southwest Data Systems, the candidate exceeded sales targets by performing product demonstrations, closing several large deals through demoing hardware and software solutions.

1. Sales, Marketing and Product Management Portfolio
Present-
2012
During my time at Wolters Kluwer I have taken on a number of projects and helped developed many products
and features for my group and our product line as a whole. When I got here I led up the marketing research of our
customers and competitors. There realized as group our successes and where we were lacking. I then took a step by step
approach addressing these issues accordingly. These are some products and features that I assisted in and led in
developing.
 Homework Manager- Wolters Kluwer Homework Manager is an automatic homework manager and
grader. It was created to help professors save time and not have to grade each online homework
assignment themselves. This system will instead do it for them. This was major aid in saving the
professor’s time and effort at universities and colleges whom are becoming more and short staffed. I led
up the team in getting this feature funded and created. I worked with outside vendors to find the
product right for us (WebAssign). I then created the business plan, presented it to our Vice Presidents. I
then followed up with customers for market research and feedback. The project took almost an entire
year. The estimated return on investment the first year of when the product releases $94,000.
 TaxWise Online for Students- TaxWise Online is a cloud base tax preparation/return software used by
thousand of Tax Professionals. With the assistances of my direct manager he and I approached the
TaxWise group and proposed giving free access to the software for students and professors whom use
and or adopted our tax textbooks. This was foreseen as a profitable endeavor for both groups. It added
an extra piece to our product arsenal. Second it added in introducing students to TaxWise whom will
one day be using it professionally. Estimated return on investment the first year of products release
$16,000.
 When to Reach Out Calendar- I developed a sales and product calendar for my group that has now been
issued company wide and customized for many other individual groups focus. If you would like to see a
copy please let me know.
 2015 TACTYC Survey- I created a market trend survey. I polled 290 customers, 30% of customers whom
took the survey filled it out entirely. This survey was an integral part in helping get our TaxWise Online
partnership in becoming approved and our Homework Manager becoming approved.
 Exportation & Importation of 4,000 Sales Contacts- I was in charge of development and conversion of
4,000 contacts into our new CRM/ Salesforce Database System from our previous outdated system.
 Educational Space eBook Standard Agreement- Many schools are going fully online and request all their
textbooks be online as well. I worked with our legal department to create an agreement so schools can
sell our eBooks on their own online platform. Estimated return on investment the first year of
agreement created $5,000.

2. Sales, Marketing and Product Management Portfolio
Present-
2012
During my time at Thomson Reuters I aided in the development and creation a number of sales campaigns as
well as created sales training materials and marketing material for our customers and for my previous salesassociates.
The sales campaigns I am referring to range from renewal campaigns to new product campaigns. See below for
further examples.
 New Product Campaign: Practice Aid for Audits of Broker Dealers
 Renewal Product Campaign: Tax Planning Guide for High Income Individuals
 Renewal Product Campaign: Guide to the Texas Franchise Tax
 New Product Campaign: Guide to the Healthcare Reform
 New Product Campaign: FASB Codifications
The development of these campaigns required extra research, personal, and peer development. Furthermore, I
have written over a dozen different pieces of email marketing templates for our group for a variety of products. Please
let me know if you would like to see examples.

3. Sales, Marketing and Product Management Portfolio
Present-
2012
Working at Southwest Data Systems I brought in more business and closed more sales then the last 3 sales reps
combined. I was able to do this through a number of ways but one of the most interregnal ways was my ability to
perform demos. I would perform a demo either in person or online through Webex or GoToMeeting etc... I would
usually perform a demo once a week. Please see a few examples below regarding sales I closed in which I presented at
least one or more demos.
1. Shades of Green Inc:
 Hardware and Software demo given
 Total Sale: $65,000
2. DFW Vapor:
 Software demo given
 Total Sale: $10,000
3. Eagle Supply Co:
 Hardware and Software demo given
 Total Sale: $32,000
4. A&O Clothing:
 Hardware and Software demo given
 Total Sale: $5,500
5. Foster’s Western Wear & Saddle:
 Software demo given
 Total Sale: $48,000
6. Landscape Systems of Texas:
 Hardware and Software demo given
 Total Sale: $21,000
7. I as well ran and presented a customer base wide online demo going over a new commission and tracking
software customization. This brought in thousands of dollars’ worth of contracts from our present customers
requesting this upgrade.