About
An operator turned advisor.
Not the other way around.
26 years building marketing engines, scaling technology companies, and leading teams across three countries.
The Story
I didn't start in consulting. I started on the sales floor.
From building field marketing programs at Ricoh to directing global campaigns at Xerox across the US, UK, and Canada. From scaling a $150M+ technology provider through a PE exit at Novatech to launching AI advisory services as Chief Marketing & Technology Officer at Doceo.
I work with managed services dealers, MSPs, and B2B technology companies on two things they're usually solving at the same time: AI that actually works, and marketing that hasn't kept pace with how their business has evolved. Most can't find someone who does both. That's the gap I fill.
On the AI side: agent workflow building, automation, sales enablement, competitive intelligence, and AI search optimization. On the marketing side: messaging strategy, website builds, digital marketing, SEO, LinkedIn presence, content, and email automation. Not strategy decks. Working systems.
That operating experience is why I built Haney Strategy.
The Journey
Four companies. Four operating models. One throughline.
Sr. Manager, Regional Field Marketing
14 Years
20+ State Territory
Started on the sales floor and learned that marketing only works when it is built by people who have carried a bag. Progressed through sales management into marketing leadership across Ricoh’s Mid-West and Eastern regions, building the operator instinct that shapes everything I do today.
Global VP, IT Services Marketing
3 Countries
US, UK & Canada
Owned end-to-end marketing for IT Services, Cybersecurity, and Workflow Automation across US, UK, and Canada. This is where I learned that strategy without execution is a PowerPoint, and execution without strategy is a hamster wheel.
VP Marketing
$8M → $25M
IT Services Revenue, PE Exit
Took a marketing department that didn’t exist and built the demand engine that made the PE exit possible. Grew IT services revenue from $8M to $25M, qualified lead flow 5X, and LinkedIn presence 10X. The PE buyers didn’t just buy the revenue. They bought the systems.
Chief Marketing & Technology Officer (CMTO)
4 Practices
AI Advisory Services Launch
Led company-wide marketing, AI initiatives, and technology strategy as the CMTO. Built a four-practice Business Services Division from the ground up, including launching AI Advisory Services as a new revenue line. This is where the Fractional CMTO model was born.
Why Haney Strategy Exists
After 26 years inside B2B technology companies, I kept seeing the same pattern: marketing leaders who couldn't implement AI, and AI consultants who couldn't connect their work to revenue. Two expensive hires. Two separate strategies. Zero alignment.
I built Haney Strategy because that gap shouldn't exist. The companies I work with, mid-market businesses between $10M and $500M, don't need two consultants who can't talk to each other. They need one leader who speaks both languages, builds the systems, and owns the number.
That is what a Fractional CMTO does. And that is what I spent 26 years learning how to be.
Published & Certified
IT Nation Connect Speaker
4-Hour AI Workflows Workshop, 2025
AI Panel Guest, 2024 & 2025
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