I have an undergraduate degree in Industrial Management and a masters in Accounting. I spent 6 years in public accounting, 9 years in professional sales. I started Otimo in 2009 after realizing that I really wanted to have a company of my own.
At the end of 2013 I discovered that many professionals didn't understand how to make business decisions related to marketing and sales strategy. Many were wasting time and money on things that were not getting the job done.
It was then that I decided to reframe the mission of Otimo to one of helping professionals make better business decisions, with a focus on helping professionals grow their practice.
I started my career as a CPA in a small regional office in Worcester, MA. I spent some time with a different firm, but only to get my audit hours required to get my CPA license. In my time practicing as a CPA I had an opportunity to learn about a variety of business types as well as sizes. The most relevant experience was the last three years I spent working with Dentists.
In 2000 I decided to make a career change and started selling big business software, or ERP for a company called Peoplesoft. In that role, I was responsible for selling the professional service automation suite of applications to large service based companies. From Peoplesoft, I went on to work for a number of software companies selling different types of solutions. Not only did I learn about the software industry, I also learned about all the industries I sold into.
In 2009 I started Otimo. Since that time Otimo has changed its name and purpose finally arriving at a place that suits me both personally and professionally.
From one small business owner to another, I know how important it is to get to know and trust anyone that you work with. Part of that trust comes from knowing who I am not only as a professional, but as a person. This is my story.
I am an avid golfer with a single digit handicap. (yes I play Srixon Gold)
My wife of 10 years, Luciana, is from Brazil. We dated long distance before she made the decision to move to the U.S.
There are lots of guitars I could choose to play. I choose Martin Guitars because they are so good, they make me sound like I know what I am doing.
I have been to Brazil 11 times and am always looking forward to my next trip.
My son Anthony was born on May 5th 2012, the best day of my life.
My family means the world to me. My motivation comes from a strong desire to give my wife and son a good life.
He is pretty inspiring, isn't he?
You face an intensely competitive environment. The stakes are high. You will either develop your business, or you won't practice your profession on your own.
I welcome the opportunity to discuss your situation and share ideas. You can contact me directly or fill out the form to the right to schedule some time to talk. My email is email@example.com.