By analyzing market data and voice of the customer VOC, developed new go to marketing strategy to support the launch of the new days-based U.S. fractional model. Leveraging analytic and CRM platforms to build, implement and manage new sales lead process, LOE/LOI templates, pricing/financial models, proposal templates, demo process, sales/marketing materials, contracting and closing process. Launched online training for the new go to market strategy, competitive positioning and how to overcome the challenges of selling a fractional model.

Developed, implemented and managed new nationwide sales territory strategy. Identified and leveraged a variety of networking channels to establish new trusted relationships with qualified clients. Arranged static displays, demonstrations and customer engagement events. Maintained and strengthened client relationships by leveraging KPI dashboards to drive renewals, upgrades and build a solid referral network. Responsible for entire sales and account management process and ensuring new and current clients have an excellent customer experience. Consistently exceeded year-over-year sales growth and profitability goals.

As a coach and player, led and managed a 40+ person trading team while executing trading positions and maintaining good risk reward parameters. Liaison between IT developers and traders (the clients) while taking the lead identifying the need and developing a proprietary trading digital frontend for trading automated strategies. Prepared and presented daily economic releases while adjusting quickly to market conditions and volatility.

First trader in the firm to convert from on floor operations to digital IT screen trading of individual equities. Successfully developed arbitrage opportunity online between Instinet and Island exchanges. Developed, launched and trained traders on the proprietary front-end digital platform IT system for the Emini and NASDAQ futures.

Learned AG Edwards floor operations on the floor of the Chicago Mercantile Exchange while analyzing and reconciling books. Call on and maintain relationships with clients and help with business development. Learned how to arb and quote orders to the pits while at the trading desk.