C o d y
Jo h n
Basc h
C hic a g o ,
Illi n ois
60614
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402-8 41-4 168
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cjb asc h 9 5@ gm ail.c o m
H ig h -P erfo rm in g
Reve n ue-D riv e r
wit h
a his to ry
of
exce e d in g
ta rg ets
an d
gro w in g
Fo rtu n e
500
co m pan ie s
by
le v e ra g in g
a va lu e-b ase d ,
re su lt s -o rie n te d
ap p ro ach
to
SaaS
in it ia tiv e s.
Hig h ly
ex p erie n ce d
in
neg o tia tin g
mult i- y e a r
li c e n sin g
ag re em en ts
gen era tin g
ove r
$3 .2 M M
in
upse ll
op portu n it ie s
an d
$1 6M M
in
re n ew al
r e v e n ue.
Tru ste d
Men to r
fo r
fiv e
dir e ct
te a m
mem bers
an d
th re e
cro ss-fu n ctio n al
co ll e a g u es,
fo ste rin g
gro w th
an d
c o lla b ora tio n
acro ss
dep artm en ts .
Dis tin gu is h ed
in
ach ie v e m en t
an d
co lla b ora tio n ,
re cip ie n t
of
“A cco u n t
Man age r
of
th e
Ye a r”
an d
co m pan y-w id e
vo te d
“S ta r
Aw ard ”.
S k ills
Su m mary
● Abili t y
to
driv e
str a te g ic
acco u n t
man ag em en t
an d
bu sin ess
dev e lo p m en t
acro ss
fu ll
sa le s
cy cle s,
fr o m
pip eli n e
cre a tio n
an d
fo re ca stin g
to
co n tr a ct
neg o tia tio n
an d
re n ew al
gro w th .
● Sk ill
in
bu ild in g
an d
str e n gth en in g
exe cu tiv e
re la tio n sh ip s
th ro u gh
co n su lt a tiv e
cli e n t
en ga g em en t,
QBR
pre se n ta tio n s,
an d
so lu tio n -d riv e n
co n ve rs a tio n s
th at
un co ve r
ex p an sio n
op portu n it ie s.
● Pro fic ie n t
in
le a d in g
wit h
a co lla b ora tiv e
min dse t,
ali g n in g
cro ss-fu n ctio n al
te a m s
to
deliv e r
su cce ssfu l
pro je cts
while
men to rin g
peers
an d
dem on str a tin g
te a m
le a d ers h ip
an d
str a te g ic
pla n nin g.
E xp erie n ce
E A C
Pro d uct
Deve lo p m en t
So lu tio n s
S a le s
Exe cu tiv e
Sep t
20 23
– Ju ne
20 25
● Man ag ed
th e
fu ll
sa le s
cy cle
fo r
EA C,
a le a d in g
re se lle r
an d
im ple m en ta tio n
partn er
of
PT C’s
dig it a l
tr a n sfo rm atio n
so ft w are
fo r
man ufa ctu re rs .
● Dro ve
ad op tio n
of
PT C
Win dch ill
(P LM ),
en ab li n g
cli e n ts
to
ce n tr a li z e
pro d uct
data ,
str e a m li n e
en gin ee rin g
ch an ge
pro ce sse s,
an d
im pro ve
co lla b ora tio n
acro ss
th e
pro d uct
li f e cy cle .
● Posit io n ed
PT C
Cre o
(C A D )
as
a co re
so lu tio n
fo r
desig n
en gin ee rin g,
help in g
man ufa ctu re rs
in n ova te
wit h
ad va n ce d
3D
mod eli n g,
sim ula tio n ,
an d
au gm en te d
re a li t y
to o ls .
● Partn ere d
wit h
exe cu tiv e s
an d
en gin eerin g
le a d ers
to
ali g n
so ft w are
ad op tio n
wit h
str a te g ic
in it ia tiv e s
in
dig it a l
th re a d ,
In dustr y
4.0 ,
an d
sm art
man ufa ctu rin g.
● Colla b ora te d
cro ss-fu n ctio n ally
wit h
te ch n ic a l
co n su lt a n ts
an d
so lu tio n
en gin ee rs
to
deliv e r
ta ilo re d
dem os,
pro ofs
of
co n ce p t,
an d
im ple m en ta tio n
str a te g ie s.
● Guid ed
cli e n ts
th ro u gh
mult i- t h re a d ed
decis io n
cy cle s,
sh ow ca sin g
how
EA C’s
ex p ertis e
in
Io T,
au gm en te d
re a li t y ,
an d
PLM
co n su lt in g
se rv ic e s
driv e s
lo n g-te rm
dig it a l
tr a n sfo rm atio n .
F u sio n
Ris k
Man age m en t
E nte rp ris e
Acco u nt
Man ager
April
2021
– Sep t
2023
● Man ag ed
fu ll
ex p an sio n
sa le s
li f e cy cle
fo r
50+
Ente rp ris e
cli e n t
acco u n ts ,
in clu d in g
Fo rtu n e
500s
su ch
as
Cen te n e,
Therm oF is h er,
Mic ro n ,
Eco la b ,
an d
In tu it ,
driv in g
ad op tio n
of
Fu sio n’s
SaaS
pla tfo rm
fo r
bu sin ess
co n tin uit y ,
op era tio n al
re sili e n ce ,
dis a ste r
re co ve ry ,
an d
ve n dor
ris k
man ag em en t.
● Led
te a m
in
sa le s
in
2022,
ach ie v in g
ove r
$8 50K
in
new
co n tr a ct
re v e n ue,
while
posit io n in g
Fu sio n’s
so lu tio n s
to
ali g n
wit h
glo b al
re g u la to ry
fr a m ew ork s
su ch
as
IS O ,
NIS T,
DORA ,
an d
FFIE C.
● Partn ere d
wit h
exe cu tiv e
le a d ers h ip
to
str e n gth en
ali g n m en t
betw een
cli e n t
bu sin ess
ob je ctiv e s
an d
op era tio n al
perfo rm an ce ,
le v e ra g in g
Fu sio n’s
ris k
in te lli g en ce
an d
re sili e n ce
to ols .
● Ove rs a w
80+
en te rp ris e
pro je cts
fr o m
in ce p tio n
to
co m ple tio n ,
en su rin g
su cce ssfu l
deliv e ry
of
cli e n t
re q u ir e m en ts
acro ss
in cid en t
man ag em en t,
cris is
re sp on se ,
an d
im pact
an aly sis
in it ia tiv e s.
● Serv e d
as
men to r
to
eig h t
em plo ye es
th ro u gh
tr a in in g,
mock
ca lls ,
an d
day -to -d ay
co ach in g
while
man ag in g
ow n
portfo li o
of
acco u n ts .
C orp ora te
Acco u nt
Man ager
April
20 20
– April
2021
● Man ag ed
fu ll
sa le s
li f e cy cle
fo r
120+
cli e n t
acco u n ts ,
co lla b ora tin g
wit h
Custo m er
Su cce ss,
So lu tio n s
Engin eerin g,
an d
Ren ew al
te a m s
to
driv e
cro ss-s e ll
an d
up se ll
op portu n it ie s
wit h in
Fu sio n’s
re sili e n ce
an d
ris k
man ag em en t
pla tfo rm .
● Booste d
NPS
fr o m
88%
to
95%
by
en han cin g
cu sto m er
su p port
str a te g ie s
an d
dem on str a tin g
th e
va lu e
of
Fu sio n’s
S aaS
so lu tio n s
in
co n tin uit y
pla n nin g
an d
re g u la to ry
co m pli a n ce .
● Enga g ed
C-s u it e
sta k eh old ers
th ro u gh
a co n su lt a tiv e ,
va lu e-b ase d
sa le s
ap pro ach ,
hig h li g h tin g
Fu sio n’s
ca p ab ili t ie s
in
dep en den cy
map pin g,
sc e n ario
te stin g,
an d
re a l- t im e
ris k
mon it o rin g.
● Pro activ e ly
bu ilt
th e
te a m ’s
fir s t-e v e r
pro ce ss
pla y b oo k,
tr a n sfo rm in g
sc a tte re d
ta sk
gu id an ce
in to
a ce n tr a li z e d ,
re p ea ta b le
re so u rc e
fo r
on board in g
an d
sc a li n g
new
em plo ye e s.
C o rn ersto n e
Co m pan ie s
C om merc ia l
In su ra n ce
Pro d u ce r
Ju ne
20 18
– April
20 20
● Gen era te d
new
bu sin ess
fo r
Corn ers to n e,
a re g io n al
in su ra n ce
bro kera g e
sp ecia li z in g
in
ris k
man ag em en t
so lu tio n s
fo r
mid -m ark et
co m pan ie s.
● Con su lt e d
wit h
exe cu tiv e s
to
str u ctu re
Pro p erty
& Casu alt y
(P & C)
co ve ra g e,
pro te ctin g
cli e n ts
aga in st
li a b ili t y ,
bu sin ess
in te rru p tio n ,
an d
asse t
lo ss.
● Deliv e re d
ta ilo re d
Em plo ye e
Ben efit s
pack ag es
to
en han ce
work fo rc e
re te n tio n
an d
ali g n
wit h
cli e n t
fin an cia l
go als .
● Partn ere d
wit h
un derw rit in g
te a m s
an d
ca rrie rs
to
neg o tia te
co m petit iv e
te rm s
an d
str e n gth en
cli e n t
ris k
portfo li o s.
● Guid ed
cli e n ts
th ro u gh
poli c y
re n ew als ,
co m pli a n ce
re q u ir e m en ts ,
an d
cla im s
pro ce sse s
to
en su re
co n tin uou s
co ve ra g e
an d
lo n g-te rm
ris k
mit ig a tio n .
● Built
la stin g
cli e n t
re la tio n sh ip s
by
posit io n in g
Corn ers to n e
as
a tr u ste d
ad vis o r
in
co m merc ia l
in su ra n ce
an d
str a te g ic
ris k
man ag em en t.
S h elt e r
In su ra n ce
– Mit c h
Theed e
Age n cy
A cco u nt
Man ager
Dec
20 14
– May
20 18
● Man ag ed
a portfo li o
of
pers o n al
an d
sm all
bu sin ess
cli e n ts ,
pro vid in g
ta ilo re d
Pro p erty
& Casu alt y
(P & C)
in su ra n ce
co ve ra g e.
● Guid ed
cu sto m ers
th ro u gh
poli c y
se le ctio n ,
re n ew als ,
an d
cla im s
to
en su re
co n tin uou s
pro te ctio n
an d
cli e n t
sa tis fa ctio n .
● Colla b ora te d
wit h
un derw rit e rs
to
str u ctu re
co ve ra g e
fo r
au to ,
hom e,
re n te rs ,
an d
li f e
in su ra n ce
need s.
● Deliv e re d
co n su lt a tiv e
se rv ic e
by
an aly zin g
cli e n t
ris k
ex p osu re
an d
ali g n in g
poli c ie s
wit h
fin an cia l
go als .
● Built
str o n g
cli e n t
re la tio n sh ip s
as
a tr u ste d
ad vis o r
in
pers o n al
an d
co m merc ia l
in su ra n ce
so lu tio n s.
● Earn ed
dis tin ctio n
as
th e
yo u n gest
em plo ye e
in
th e
ag en cy
to
be
li c e n se d
in
Pro p erty
& Casu alt y
in su ra n ce .
E d uca tio n
B .S .
in
Busin ess
Adm in is tr a tio n
– Univ e rsit y
of
Mis so u ri- C o lu m bia
20 14
– 20 18
● Em phasis :
Mark etin g
● Min or:
Psy ch olo gy
● Sale s
& Custo m er
Dev e lo p m en t
Certif ic a te
H on ors
& Activ it ie s
●
A cco u n t
Man age r
of
th e
Ye a r,
Fu sio n
(2 022)
— Reco gn iz e d
by
Rev e n ue
le a d ers h ip
as
th e
to p -p erfo rm in g
Acc o u n t
M an ag er.
●
S T A R
Aw ard
Recip ie n t,
Fu sio n
(2 022)
— Hon ore d
fo r
exe m pli f y in g
Sp ir it ,
Tea m work ,
Acco u n ta b ili t y ,
an d
Resu lt s .
●
C o rn ell
Lea d ersh ip
Pro gra m ,
Univ e rsit y
of
Mis so u ri
(2 014 –2 018 )
— Facili t a te d
le a d ers h ip
se m in ars ,
co rp ora te
c a se
d is c u ssio n s,
a n d
g lo b al
b u sin ess
t r ip s
( D en ve r,
C in cin nati,
C uba).
●
S p on so rsh ip
Dir e cto r,
Tru la sk e
Busin ess
Co ll e ge
Lea d ersh ip
Co n fe re n ce
(2 017 –2 018 )
— Secu re d
Boein g
as
p rim ary
s p on so r
a n d
l e d
f u n dra is in g
e ffo rts
f o r
5 00+
s tu d en t
c o n fe re n ce .
●
F ra te rn it y
Pre sid en t,
Univ e rsit y
of
Mis so u ri
(2 016 )
— Dir e cte d
op era tio n s,
bu d get,
phila n th ro p y,
an d
ris k
m an ag em en t
f o r
1 30-m em ber
c h ap te r.
●
S ta te
Pre sid en t,
Neb ra sk a
DEC A
(2 013–2 0 14)
—
R ep re se n te d
5,0 00
mem bers
sta te w id e,
le a d in g
offic e r
meetin gs
a n d
s u p portin g
c h ap te r
g ro w th
a n d
d ev e lo p m en t.
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