Connecting data, strategy, and people to turn insights into revenue growth.
Six years at Trend Micro / TrendAI uncovering opportunities in revenue data, improving how teams measure performance, and helping leadership turn insights into better business decisions.
$40.4M open pipeline and $10.9M ARR on the matched accounts.2
Drawn to scale. Source: my Black Hat USA 2026 engagement dashboard, July 31 snapshot.
Outcomes
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$1.7BARR covered by one governed set of numbersCorporate Strategy & Investor Communications, 2022–2025
Made revenue disclosures consistent across every analyst firm
- Problem
- Gartner, Forrester and IDC define markets differently, so product revenue was double counted or classified inconsistently.
- What I did
- Established centralized controls with product-to-market data definitions, a disclosure register and Excel/Tableau reconciliations against financial-system extracts. Owned data preparation, reconciliation, validation and final approval.
- Result
- 20+ analyst disclosures a year for 3+ years across 5+ segments; led 5+ formal disclosure revisions; C-suite approved market definitions. Classification framework served as single source of truth for analyst revenue disclosures.
Full story
Each firm asks for revenue and customer counts by market, and each draws the market lines differently. Without one source of truth, the same product could appear in two markets or move between categories year to year.
I set up the controls: a mapping of each product to each firm’s taxonomy, a log of every figure we had disclosed, and reconciliations back to finance system extracts. A project manager and an operations analyst supported the work; I kept final approval except for executive escalations.
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AI firstmarket category chosen over a near-term #1 rankingCorporate Strategy, 2022–2026
Traded a cloud ranking for a long-term AI security position
- Problem
- Keeping a #1 cloud security ranking meant classifying revenue in a way that undercut the company’s AI security strategy.
- What I did
- Laid out the trade-off for leadership and recommended prioritizing the AI security category. Separately, pushed for an investor narrative on internal AI productivity.
- Result
- Leadership approved the AI-first classification. The AI productivity story appeared in Q2 2026 earnings.
Full story
I wrote every quarterly earnings release from 2023 through Q2 2026, shaping each quarter’s narrative with the COO, and supported competitive analysis, two guidance revisions and crisis-response planning. The AI productivity narrative took several quarters of persistence before it was adopted. The COO had final say.
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$40M+open pipeline across 350+ event accountsStrategy & Operations, 2026
Gave Sales and executives one view of Black Hat USA 2026
- Problem
- Event engagement lived in separate spreadsheets. Leadership couldn’t see which accounts we were meeting or what pipeline was at stake.
- What I did
- Built and deployed a commercial engagement intelligence dashboard using Claude-assisted data connectors, reconciling engagement and CRM data: 1,000+ engagements, 350+ accounts, $40M+ associated pipeline and ~$11M ARR. Replaced seller discretion with a data-driven process matching leaders to the right prospects.
- Result
- 100+ customer–executive meetings in two hours; 5 executives matched to 20+ priority prospects; ~40 minutes of prep saved per request (estimate).
Full story
The dashboard covered ~$11M in ARR and could be cut by account, segment, geography and topic. Sales, Marketing, Channel and executives used the same view. The meeting process ran in four steps:
- RequestLeader, attendees, three outcomes
- ReviewApprove, reassign, return or decline
- ConfirmOne invite with time and room
- ReportHost notes within 24 hours
The meetings ran with about 30 leaders and 30 support staff. “Associated pipeline” means open pipeline on accounts we engaged, not pipeline the event created.
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$66.7Mco-sell pipeline missing from SalesforceGlobal Business Operations, 2022
Found the pipeline lost between AWS and our CRM
- Problem
- AWS co-sell opportunities weren’t reaching Salesforce, so sales couldn’t see or work them.
- What I did
- Audited 1,029 opportunities worth $96.9M against Salesforce by hand. Mapped AWS co-sell stages to internal Salesforce sales stages and reconciled stages and value mismatches. Partnered with regional Marketplace ops leads to implement standardized validation, CRM-linkage and handoff workflows globally.
- Result
- $66.7M (~69%) of co-sell pipeline wasn’t reflected in Salesforce, and only 1.75% of opportunities were linked to both account and opportunity. New validation and handoff workflows rolled out globally.
- Business context
- Part of a wider push on the AWS relationship. That year Trend Micro posted its biggest AWS Marketplace quarter and was named Global AWS Marketplace Partner of the Year.4
Full story
AWS was sending us a high volume of co-sell opportunities, but nobody could say where those deals went. I compared the partner portal and Salesforce record by record. Only a small fraction were connected on both sides.
I took regional sales and alliance leaders a short set of rules: every co-sell opportunity gets a CRM record, opportunities are qualified before acceptance, and stages stay in sync. Then I worked region by region on routing and registration so the fix held.
Exhibit 22022 AWS co-sell audit: pipeline AWS sent us, and how much Salesforce could see Drawn to scale. Source: 2022 audit of 1,029 co-sell opportunities sent January–May 2022.3
The $66.7M is a reporting gap: pipeline AWS recorded that our sales teams couldn’t see or work in Salesforce. It is pipeline, not lost or closed revenue.
Fixing co-sell handoffs was one visible part of the company’s investment in AWS. In Q3 2022 AWS Marketplace sales rose 150% year over year with 80% ARR growth, and in November 2022 AWS named Trend Micro its Global Marketplace Partner of the Year. Those are company results that many teams contributed to.
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5-yearglobal revenue scenarios for the COO and SVP FinanceGlobal Business Operations, 2021–2022
Built the scenarios behind company revenue targets
- Problem
- Leadership needed a consolidated global view to set long-range revenue targets.
- What I did
- Consolidated regional sales forecasts and financial results from 60+ countries, then modeled five-year revenue scenarios. Presented analyses to the COO and SVP of Finance to inform enterprise planning and regional growth discussions.
- Result
- The team’s final model informed company revenue targets and regional growth discussions.
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~$500Kglobal cloud security go-to-market programGlobal Marketing, 2020–2021
Launched cloud security products with partner Snyk
- Problem
- A new cloud product line needed a market story and content to reach developer and security buyers.
- What I did
- Led the joint launch campaign with Snyk within a ~$500K global program. Led a ~$40K content platform launch with 50+ search-optimized articles.
- Result
- Joint launch delivered across both companies; content platform shipped on schedule.
Career
From marketing into revenue operations, data governance and commercial intelligence at a global cybersecurity company. Select a role.
Strategy & Operations, Global Marketing
TrendAI (Trend Micro), Dallas, 2026
- Prototyped a scalable event scorecard across 3 global events, linking leading indicators (registrations, meetings, target-account and vertical attendance) to pipeline, ARR, NRR and GRR; aligned KPIs with the Head of Global Sales and classified events as new-logo, expansion or retention.
- Built and deployed a commercial intelligence dashboard for Black Hat USA 2026 using Claude-assisted data connectors, reconciling engagement and CRM data: 1,000+ engagements, 350+ accounts, $40M+ associated pipeline and ~$11M ARR.
- Developed the strategy and KPI framework for AWS re:Invent 2026; secured leadership approval and drove adoption across field teams ahead of the event.
- Led delivery of 100+ customer–executive meetings in a two-hour program; connected 5 executives with 20+ high-value prospects.
Corporate Communications Manager
Corporate Strategy & Investor Communications. Trend Micro, Dallas, 2022–2026
- Established centralized data governance controls across $1.7B ARR and 5+ cybersecurity markets; built product-to-market data definitions, a disclosure register, and Excel/Tableau reconciliations against financial-system extracts.
- Owned data preparation, reconciliation, validation, and final approval for 20+ analyst disclosures a year (Gartner, Forrester, IDC) for 3+ years; led 5+ formal disclosure revisions; C-suite approved market definitions.
- Wrote every quarterly earnings release from 2023 through Q2 2026, shaping each quarter’s narrative with the COO; supported two guidance revisions.
- Oversaw a ~$1M annual U.S. communications program and a $30K positioning engagement with 10 executives and four consultants.
Global Business Operations
Trend Micro, Ottawa, 2021–2022
- Audited 1,029 AWS co-sell opportunities worth $96.9M against Salesforce and found $66.7M (~69%) of pipeline missing from the CRM; mapped AWS co-sell stages to internal sales stages and reconciled value mismatches.
- Partnered with regional Marketplace ops leads to implement standardized validation, CRM-linkage and handoff workflows globally, part of the AWS investment that preceded the 2022 Global AWS Marketplace Partner of the Year award.
- Consolidated regional sales forecasts and financial results from 60+ countries; modeled five-year revenue scenarios for the COO and SVP Finance to inform enterprise planning and regional growth discussions.
- Analyzed revenue and business trends in Tableau, Power BI and Excel.
Global Marketing Associate
Trend Micro, Ottawa, 2020–2021
- Led a ~$40K digital content platform launch with 50+ search-optimized articles.
- Led the joint product launch campaign with partner Snyk, part of a ~$500K global cloud security go-to-market program.
- Wrote a published threat research explainer on Nefilim ransomware through the MITRE ATT&CK framework.
Education and early experience
Queen’s University, Kingston, and Trend Micro, Ottawa
- Honours Bachelor of Commerce, Smith School of Business, Queen’s University.
- Consultant, Queen’s Business Consulting (2018): growth plan for a regional hospitality client with a team of five.
- Summer Business Intern, Trend Micro (2019).
Toolkit
What I use, how deeply, and how I work with people, stated plainly so there are no surprises in an interview.
KPI Scorecards
Design & deployLeading and lagging indicators linking registrations, meetings and target-account attendance to pipeline, ARR, NRR and GRR.
Data Definitions & Governance
Build from scratchProduct-to-market classification frameworks, disclosure registers and revenue reconciliation controls across a $1.7B ARR business.
Pipeline & CRM Analysis
AdvancedPipeline reconciliation, co-sell stage mapping, CRM data integrity audits. ARR/NRR/GRR analysis and forecasting.
Excel
AdvancedFinancial scenario modeling, revenue reconciliations, five-year forecasting and disclosure history.
Tableau
Build dashboardsRevenue analysis dashboards and commercial intelligence reporting built from scratch.
Salesforce, Dynamics & ACE
Process and reportingCRM process redesign, opportunity reconciliation, account reporting. AWS Partner Central (ACE) co-sell pipeline management.
AI tools
Build with AIClaude and Claude Code for data connectors, interactive dashboards and artifacts; ChatGPT and Microsoft Copilot for analysis and drafting.
Power BI
Use and refineWorking in and improving existing dashboards.
PowerPoint
AdvancedExecutive decks, earnings materials, decision memos.
Working with people
Executive communication
Earnings and decisionsWrote every quarterly earnings release from 2023 through Q2 2026, shaping each quarter’s narrative with the COO; took market-definition and KPI decisions to the C-suite for sign-off.
Cross-functional alignment
Sales, Finance, MarketingAligned event KPIs with the Head of Global Sales on ARR, NRR and GRR; gave Sales, Marketing, Channel and executives one shared view.
Influence without authority
Change that heldGot regional sales and alliance leaders to adopt co-sell rules region by region; argued for an AI-first market position over several quarters until leadership approved it.
Delivery under pressure
Live programsRan 100+ customer–executive meetings in two hours with about 30 leaders and 30 support staff.
Ownership and judgment
Final sign-offHeld final approval on 20+ analyst disclosures a year for three years; led the joint Snyk launch campaign.
Developing others
Team oversightOversaw a project manager and an operations analyst on the disclosure program.
Recognition
- 2026Speaker, NIRI Southwest Regional ConferencePanel on AI, risk and opportunity
- 2026Board Member, NIRI Dallas–Fort WorthThe Association for Investor Relations
- 2025NIRI Rising Leaders Under 40National recognition in investor relations
- 2024NIRI IR Competency Suite10-part investor relations training course
Writing samples
- 2023–26Quarterly earnings releasesWrote every Trend Micro quarterly earnings release from 2023 through Q2 2026, shaping each quarter’s narrative with the COO.
- NasdaqWhy cybersecurity companies need a global playbookGhostwritten for COO Kevin Simzer.
- NasdaqTo build or to buy? Why M&A can be a roadblock to cybersecurity innovationGhostwritten for COO Kevin Simzer.
- 2021Nefilim ransomware attack through a MITRE ATT&CK lensTrend Micro Research. Each attack step mapped to the control that would stop it.
- 2021Open source vulnerabilities and the DevOps–SecOps divideLaunch article for Trend Micro Cloud One with Snyk.
Notes to the figures
- Annual recurring revenue covered by analyst revenue disclosures I reviewed and approved; not revenue I generated.
- Open pipeline on accounts engaged at Black Hat USA 2026; associated with the event, not created by it.
- Pipeline in AWS’s co-sell portal not reflected in Salesforce, from a 2022 audit of 1,029 opportunities ($96.9M) sent January–May 2022. A reporting gap in pipeline, not closed bookings.
- Company results, not mine alone. Trend Micro reported its biggest AWS Marketplace quarter in Q3 2022 (sales up 150% year over year, ARR up 80%) and won the Global AWS Marketplace Partner of the Year award in November 2022. Source: Trend Micro, Nov 28, 2022.