With over 11 years of work experience, I am a versatile and dynamic account manager and software developer with a passion for financial planning and education. I have a strong background in sales, marketing, business development, and B2B relationship management, as well as a proven track record of delivering innovative and user-friendly SaaS solutions. I am currently working at Diversified Equity Capital, a leading investment firm that helps clients achieve their financial goals and dreams.At Diversified Equity Capital, I manage and grow a portfolio of national accounts, providing them with personalized and comprehensive financial advice and services. I also collaborate with the software development team, applying my skills in programming, design, and testing to create and improve SaaS products that enhance the customer experience and satisfaction. I have contributed to multiple successful projects, such as an online financial education platform, a cloud-based accounting system, and a marketing automation tool. I enjoy working with a diverse and talented team of professionals who share my vision and values of excellence, integrity, and innovation.