
The Whole Group designs agentic and adaptable Lead to Cash and Service models — built on the leading AI, Workflow, and Payment platforms. We deliver Enterprise transformation at pace with AI to swiftly resolve decades of technical debt, reducing the TCO of legacy cloud and siloed data. Our Solution Frameworks include the Workflows + AI to speed impact, reduce cost, and lower business risk - enabling brands to be faster, smarter, leaner, and more competitive. -- PERSONAL PROFILE I assemble and invest in high-performance teams that help established brands and digital natives innovate and execute relentlessly to lead or disrupt industries and markets. - 25 years of building ISV & SI Partners with major technology platforms across EMEA, AMER & APAC - 15 years building SI & ISV brands in the ServiceNow & Salesforce ecosystems - 3 years of building AI + Workflows Solutions - 3 exits to public companies (and a couple of failure lessons!) - Product, Consulting, GTM, Growth & M&A Strategy focused
salesforce.com
notion.vc
butler.com
k2partnering.com
Charlotte, North Carolina, United States
Co-Founder & Co-CEO
The Whole Group Inc
• www.linkedin.com/company/thewholegroup
Jan 2023 - Present
US & Europe
Investor & Board Advisory Services
Escalade.io
Oct 2014 - Present
Charlotte, London & San Francisco
Notion Expert
Notion Capital
• www.linkedin.com/company/notion-capital
Jan 2016 - Present
London, United Kingdom
Advisor & Founder Mentor - Salesforce Accelerate
Salesforce
• www.linkedin.com/company/salesforce
Jan 2019 - Jan 2023
Chief Growth & Strategy Officer (CSO) + Board Member
PolSource
• www.linkedin.com/company/polsource
Apr 2016 - Apr 2022
Austin, Texas Area
Board Member
PSignite
Jun 2019 - Apr 2021
Austin, Texas, United States
Managing Partner
AR Morgan Group
Jan 2003 - May 2009
Global