“Rod and I collaborated for 3+ years at Marketo, partnering on a number of strategic cross-functional initiatives, including the expansion of platform adoption, customer education, enablement, and retention. A passionate customer advocate, designer of delightful customer experiences, great collaborator, strategist, and a true leader, Rod amplifies the intelligence and capabilities of people around him and inspires everyone to stretch themselves to surpass expectations and deliver results. I welcome the opportunity to work with Rod again and highly recommend him for an executive leadership role at any company.”
San Mateo, California, United States
Contact Info
11K followers
500+ connections
San Mateo, California, United States
Contact Info
11K followers
500+ connections
About
CEOs, Investors, and Chief Customer Officers partner with me to develop, execute and…
Experience & Education
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HelloCCO
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Patents
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Automated, user specific tax analysis of investment transactions using a personal tax profile
Issued US US 20060155632 A1
See patentAn automated system provides the specific tax consequences of financial transactions of user, based on the user's particular tax profile. The system allows the user to immediately and easily determine the tax consequences of a transaction prior to execution of the transaction. The user may also determine the tax consequences of prior transactions, groups of transactions, and may between different sets of transactions.
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