• Led multiple teams across a $1MM client portfolio of financial firms including banking, payments, fintech, investor services, and private equity.• Led, supported and won over $500K in multiple new business pitches in 2023. • Created integrated communications, marketing, and branding initiatives including strategic planning/guidance, media relations, content production, social media guidance, branding, and outreach campaigns while leading a team of experts to execute on multi-channel programs.• Authored Payments bootcamp training for internal and client teams.

• Led a team working across technology, product, and marketing functions to develop value propositions, identify sales campaigns, analyze payment volumes/market shifts, and created client advisory thought leadership materials to help guide payment product and solution enhancement roadmaps for Financial Institution clients.• Led commercialization strategy for and was key contributor in development and project management of 24x7 USD clearing solution in 2022.

• Led strategic marketing efforts and management of client segments marketing team, including creation of global key messages, content creation across numerous TTS products, and sales enablement solutions for over $600MM client wallet retention. • Created and executed marketing campaigns targeting new and existing client contacts across payments, clearing, liquidity, trade, compliance, innovation, and cyber security sectors resulting in deal origination, wallet increase, and pipeline progression. • Designed and managed bespoke international conference series for financial institution clients, resulting in 10% increase year over year in client attendance across multiple locations annually. • Sibos Citibank lead, including organization and management of Citi presence including content creation, speaker securement and talking points guidance, contract negotiation, management of budget, logistical planning. Flawlessly managed an average of 400 client meetings over 4 days, and creation of proprietary client event for over 400 attendees. Annual results include increased website traffic of over 2K unique views, over 75 media placements, and average revenue pipeline of $230MM. • Creation and promotion of segment focused thought leadership content across global themes, including case studies, whitepapers, articles, infographics, and videos.

• Supported various teams inthe United States and Canada to develop and implement the positioning and PR delivery of banking, securities and consulting services initiatives. • Provided strategic marketing and communications recommendations for regional go-to-market plans, products and services.• Communicated regional success stories via internal and external channels and organized team-building events throughout the year.

Senior Account Executive• Liaising with media and clients with a focus on financial technology and B2B products on a day-to-day basis, providing advice and guidance on media strategy and initiatives, drafting thought leadership proposal resulting in media coverage for clients• Formulation of graphical analysis for monthly reporting in order to demonstrate costs effectiveness of various initiatives and campaigns resulting in higher monthly retainers• Drafting press releases utilizing confidential information, organization of multi-city media tours, tracking press clippings, research and other special projects as needed Director, Human Resources• Administration of all employee benefit plans, administration of annual health insurance renewal process, general managing of a twenty person office• Manufacture of annual review policies and forms to streamline year-end procedures, implementation of termination and new hire procedures to minimize turnover impact, creation of staff mentoring program to reduce employee turnover and provide guidance/training for junior staff members• Accounts Receivable, assisting with monthly billing and vendor inquiries

• Assisting marketing team with brainstorming initiatives and promotional efforts, liaising with clients and potential business partners at trade shows resulting in informational meetings about Portware products• Basic accounting, bookkeeping, maintaining of general ledger, quarterly/ monthly sales and use tax returns, Accounts Payable, Accounts Receivable• Maintaining insurance and benefit plans, inputting bi-monthly payroll, expense and cash outlays reconciliation, NY State and Federal compliance postings, organization of human resources and accounting files, general managing of a sixty person office

• Coordinating ushers for two Off-Broadway theatres, organizing and maintaining space calendar for two rehearsal studios and all internal space needs, advertisement/marketing of rental spaces• Security and reception for administration offices, maintaining security system