No. 01 / Executive Leadership
Twenty-plus years scaling B2C brands, SaaS platforms, and multi-location operations — from startup to exit, from seed budgets to $25M+. I build revenue architecture that a board can interrogate line by line: attribution from first touch to closed revenue, teams that hit forecast, and systems that survive due diligence.
Not a channel specialist with a title. The full revenue apparatus — demand through close, budget through board deck — owned end to end and accountable to one number.
Full-funnel acquisition across every channel that earns its keep — budget allocated by contribution to closed revenue, not by habit.
Google · Meta · LSA · CTV
The operational backbone: pipelines, lifecycle automation, and integrations that keep sales and marketing on one source of truth. 500K-record migrations executed with zero downtime.
Builder Prime · Salesforce · HubSpot · ServiceTitan · N8N / Make / Zapier
First-touch-to-closed-revenue visibility. Dashboards a CFO trusts, incrementality over vanity metrics, and reporting that ends the “what’s working” debate.
Full-funnel attribution · BI dashboards · Incrementality
The handoff is where revenue dies. I own the scripts, the speed-to-lead, the set rates, and the management cadence that turns marketing spend into booked appointments.
Playbooks · Speed-to-lead · Set & show rates
$25M+ deployed with an operator’s scrutiny — every dollar defends itself or gets reallocated. Founder-honed cost discipline: I have signed both sides of the check.
Forecasting · CAC / LTV · Vendor ROI
Hired, structured, and led in-house teams and agency benches. High standards, clear goals, no micromanagement — the people who have worked for me say so on the record.
Org design · Agency oversight · Performance cadence
Every line verifiable, every result tied to a system I built and a team I led. This is the diligence file, in the open.
Full ownership of Midwest marketing across a national home-services platform — building a team of four on trust, agile, and change management. Deep audits built on data augmentation and quantitative analytics cut dead line items, and marketing goals are aligned to operational goals with the call center, HR, operations, and Brand Presidents. The region now outperforms every other region in the company — double-digit YoY growth in qualified leads and appointments, and tens of millions in new sales year over year.
Rebuilt acquisition end to end: inbound calls +490% (108 → 637, Aug–Nov), appointments +212%, qualified leads +20%, and booking rate 16% → 59% (+269%) — on the back of a 500,000-record CRM migration executed with zero downtime.
Directed a $25M budget across a PE-owned portfolio of six HVAC, electrical, plumbing, and air-quality brands — every brand budget rolling up to one desk — standardizing the demand engine and reporting stack while driving inbound leads +20% month over month.
Repositioned a 1.5M-user platform with two straight years of declining recurring revenue, returned MRR to growth, and set the table for acquisition by CoStar Group (NASDAQ: CSGP).
Rebuilt the marketing operation on a $1M+ budget — cutting costs 35% while growing revenue 30%. Efficiency and growth are not a trade-off when the system is right.
Built Optimized from a team of one into a $5M firm with 23 employees serving Fortune 500 clients, and scaled Florida Landscaping Services to $3M — both exited, Optimized to a UK equity firm expanding into the U.S.
At Atrium, a PE-owned portfolio of six HVAC, electrical, plumbing, and air-quality brands, every brand budget rolled up to me — $25M in total. This is what portfolio-level ownership looked like in practice.
Unified Google Ads payments from six per-brand credit cards into consolidated ACH — qualifying the portfolio for a corporate-level Google account with a dedicated Google advisor. Scale negotiated into leverage, not just spend.
Implemented UTM tracking cradle-to-grave across the portfolio — every lead traceable from first click to closed job, with all six brands reporting on one standard instead of six dialects.
With every budget rolling up to one desk, reallocation happened at portfolio level — dollars moved to the brand and channel where returns were highest, not where habit had parked them.
Four principles, applied without exception. They are why the numbers repeat across industries, business models, and market cycles.
Campaigns end. Systems compound. I build the demand engine, the attribution layer, and the operating cadence as one machine — so growth persists after the launch energy fades, and after I hand over the keys.
The 75th Ranger Regiment taught me to plan when the cost of being wrong is absolute. Every initiative gets a defined objective, a resourced plan, contingencies, and a debrief. No improvisation dressed up as agility.
Attribution modeling, incrementality testing, and live dashboards settle arguments before they start. The loudest voice in the room doesn’t set the budget — closed-revenue data does.
An early and active AI power user — automation built into every layer of the operation: lead routing, reporting, creative production, and workflow orchestration. Smaller teams, faster cycles, compounding output.
Dual master’s program, Harbert College of Business
Summa Cum Laude · 3.97 GPA
Brad excels at setting clear goals and consistently delivering results… When we had differing opinions he engaged in thoughtful discussions to explore each perspective. He is a valuable asset to any team.
07 / Start a Conversation
Board seat, C-suite search, or a portfolio company that needs an operator in the chair — send the brief. I’ll respond with how I’d run it, and the numbers I’d be accountable for.
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