• Managed and led the Americas Central Enterprise Area and Service Provider Area Sales Operations Team consisting of six Field Sales Operations Specialist that support a combined $900mm business.• Developed and oversaw sales process strategy providing field sales support throughout the sales cycle including market research and analysis, forecasting, deal reviews, order fulfillment, performance reporting, and ongoing business analysis.• Supported the Area Vice-President as needed for specific projects, analysis, and reports.

• Acted as dedicated point of contact in the Americas for Clustered Data ONTAP related field readiness activities.• Supported the Americas Systems Engineering Vice President in leading the Americas Clustered Data ONTAP Program Team including initiative development and execution.

• Manage and lead the Commercial Area Sales Operations Team consisting of three Sales Analysts and four Sales Administrators that support over a $600mm business.• Develop and oversee sales process strategy providing field sales support throughout the sales cycle including market research and analysis, forecasting, deal reviews, order fulfillment, performance reporting, and ongoing business analysis.• Support the Area Vice-President as needed for specific projects, analysis, and reports.

• Supported the Americas Commercial Area sales organization through business/sales analysis and strategic programs.• Employed internal reporting systems including SalesForce.com while using existing databases, spreadsheets, and other data delivery mechanisms to craft sales reports, business dashboard reports, and key organizational tools. • Participated in and managed the implementation and ongoing development of key onboarding activities, employee retention and evaluation programs, and sales development programs.• Collaborated with Marketing to develop the Commercial social media strategy.

• Series 7 and Series 66 licensed member of The Stewart Group at Morgan Stanley Smith Barney with over $500mm in assets under management.• Developed and monitored customized asset allocation strategies in the context of client objectives and risk tolerances leading to increased assets under management and improved investment performance.• Created and implemented practice management systems, policies and procedures to improve the efficiency and consistency of The Stewart Group operations to increase overall client experience.• Operated numerous software programs to generate performance reports and comprehensive financial plans, constructed and delivered client presentations, monitored account activity, established new investment accounts, and managed client relationships.