Managing Director – Institutional Sales: Manage and develop the existing product set as a member of the Recruitment & Product Committee. Accelerated revenue and business-line growth while adding new clients. Implemented sales best practices internally leading to 300% revenue growth for account base in less than one year. These programs incorporated:▪ Data analytics to identify and target cross selling opportunities at new and existing accounts.▪ Installing a new CRM system to track workflows and account resource usage.▪ Improvements to the internal research process to incorporate data analytics in real-time.▪ Led the Joint Venture and integration with Aletheia Capital doubling the Product Suite.

Sr. Vice President - Sales: Sparked revenue growth with new and existing clients comprised of hedge funds, mutual funds, and high net worth individuals. Utilized CRM systems and implemented a call program to improve client rankings, service rankings, and analyst consultant penetration.▪ Improved sales processes and increased revenues with our client base to achieve top quartile growth. Co-authored procedure manual for business relations with Hedge Funds.▪ Partnered with analysts and bankers to grow revenue by cross selling products. Increased account votes to Top Quartile from Third Quartile in two years.▪ Increased Account Book from $2 million to $15 million in 3 years.

MANAGING DIRECTOR, HEAD OF INSTITUTIONAL EQUITY SALESDeveloped and managed the Domestic Sales Team, supervising 14 staff as well as 12 research analysts in New York and nationally.▪ Go to Market Strategy: Established new business development strategy leading the transition from an execution-only platform to a research/trading platform.-​Collaborated with 400+ analysts, traders, and sales leaders to build sales channel and competitive analysis team. This doubled our client base and tripled our firm’s revenue in three years.-​Drove team account revenues from $8 million to $30 million in three years.▪ Leadership: Led the sales team as a producing manager for 20 accounts, the majority being multi-strategy hedge funds. Experience opening and growing complicated accounts. Promoted to Managing Director.▪ Operating Committee Project Lead: Increased firm revenue 300%+ while the Project Lead. Launched MKM’s Platinum account initiative which included new CRM systems and internal sales process enhancements to better engage with customers.

EXECUTIVE DIRECTOR, INSTITUTIONAL EQUITY Disseminated sales collateral, customer events and content to new and existing equity hedge funds and mutual funds on the Institutional Desk.▪ Increased revenue in underperforming accounts as key contributor in the Middle Market Group.▪ Generated 30% annual increase in account revenue from improved CRM usage and channel partnerships.▪ Opened new business lines into existing accounts (Options, ETF’s, Syndicate, Banking).▪ Promoted to Executive Director for excellence in cross selling and account opening driving Account book from $2 million to $12 million.

Partner - Chief Compliance Officer / Head TraderManaged non-financial aspects of this $100 million long/short hedge fund, analyzing the fund and its performance. Core member of the Investment & Risk Management Committee and involved in all stages of the investment process.▪ Increased firm AUM from $20 million to $100 million AUM through a coordinated go to market campaign.▪ Transitioned operations and asset holdings to new prime brokers saving 25% in cost per year.▪ Implemented best practices for portfolio management and investment selection.

INSTITUTIONAL SALESPERSON, VICE PRESIDENT ▪ Early member of a newly formed team focusing on underserved clients.▪ Opened new accounts and grew existing accounts exceeding revenue targets for the year.▪ Quickly elevated to senior salesperson on the team responsible for key relationships.

Research Sales; Trader▪ Promoted to Principal and was awarded Most Outstanding Employee at the Principal Offsite.▪ Appointed a sales manager and was responsible for selling into new and existing accounts.▪ Highest Y/Y Sales performer in 2003.