Data-Driven Sales & Private Equity

I joined the BoogieBoard Tiki Loung Podcast to discuss the professional evolution required to lead in high-stakes environments.

Our conversation traced my journey from the President’s Office of Scheduling and Advance in the late 90s—where I was essentially the human precursor to AI calendar prep—to my current role as an operating advisor for a global private equity portfolio.

We examined how my early research into social network formation at the dawn of the internet provided a foundational understanding of how groups develop trust and relationships online, a principle that remains central to modern B2B commerce.

A significant portion of our conversation focused on the specific mechanics of the CRO role. I shared insights from my book, The CRO’s Guide to Winning in Private Equity, emphasizing that successful leadership necessitates a shift from personal anecdotes to rigorous data analysis. We discussed why territory design is the ultimate equalizer in sales performance; by creating a level playing field, leaders can distinguish between those who are merely "collecting bluebirds" and those with genuine skill.