HubSpot helps businesses generate more website traffic & track what visitors are doing once they get there, empowering sales teams to have better conversations & leading to more closed won revenue. After the sale, HubSpot helps teams provide an amazing customer experience, driving more referrals & additional opportunity within their existing customer base.

• September: 200%• October: 135%

FY 2023:• $1.22M ARR, 142% attainment• President's Club• #1 revenue producer on my team of 8• #5 revenue producer of 325 North America Small Business reps

FY 2022:• $1.13M ARR, 157% attainment• President's Club• #1 revenue producer on my team of 8• #14 revenue producer of 247 North America Small Business reps• Only rep in top 21 without previous quota-carrying experience (AE, BDR, SDR, etc.)

Took a leap of faith and tried my hand in sales for the first time. Had a lot of fun and helped a lot of customers 😎

Managed the business operations and strategic planning functions for HubSpot's North America Mid-Market and Corporate sales segments (200+ sales reps, 25 sales managers, 5 sales directors, and 2 VPs), representing over $100M in annual revenue.• Led HubSpot's global territory carve from scoping & planning through communication rollout & execution, demonstrating executive presence and ability to lead, influence, and collaborate across all levels of the organization (Sales, Strategy, Operations, Product, and Engineering)• Led cross-functional coordination between Sales, Strategy, Operations, Product, and Engineering to execute “Account Groups” at scale in 2021, bringing HubSpot one step closer to an account-based selling model (historically domain-based)• Transitioned one of the company’s largest and most profitable sales segments (North America Mid-Market) to an entirely new GTM territory model through extensive analysis, executive buy-in, and operational expertise• Defined 2021 monthly and quarterly goals, respectively, for the North America Mid-Market and Corporate sales segments, transitioning Corporate from monthly to quarterly targets for the first time ever• Planned, analyzed, and executed team reorganization, full year hiring plans, and quota targets for all managers across both sales segments

• Develop and maintain all aspects of each vertical’s financial reporting, analysis, and modeling, including weekly, monthly, quarterly, and annual reporting to executive leadership• Support strategic initiatives that align with the corporate-level strategies and objectives of the business• Analyze and forecast the sales pipeline, billed revenue, and quota attainment against monthly, quarterly and annual goals• Develop and maintain numerous sales dashboards with key performance indicators for reps, managers, and executive leadership to enable them to manage the business and make effective decisions• Support cross-functional teams on the day-to-day execution of existing program implementation• Lead and facilitate territory planning• Manage and track headcount to meet the needs of the sales vertical and balance short-term tactical goals with long-term strategies

Cambridge Associates is a leading global investment firm that offers customized portfolio solutions for private clients, endowments & foundations, and pension plans.• Led team of six associates, partnering with senior management to determine staffing, promotions, and salary decisions; conducted ongoing development & performance reviews to maximize team efficiency, productivity and cohesiveness throughout monthly cycles• Supported professional development needs of 80+ associates through active involvement on firm’s Professional Development Team, organizing group events and training sessions to promote career advancement internally and externally • Served as Co-Chair on firm’s volunteer service council, garnering support for charitable causes in and around Boston

• Led outreach to and managed pipeline of prospective ultra high net worth clients to determine their current financial situations and needs, matching them with highly experienced investment teams to help them achieve their long-term goals• Met with intermediaries such as estate planners, tax attorneys and accountants to educate them on Cambridge Associates’ services, spreading brand awareness to generate new business opportunities• Utilized quantitative and qualitative data sets to target high priority clients and prospects for invitation to Cambridge Associates led impact investing conference; coordinated with senior leaders to strategize content for inclusion in program discussion; planned, managed, executed and delivered compelling materials for all participants • Strategized and collaborated with senior portfolio managers to successfully market to and win management of over $1.2 billion in assets, representing four new client relationships and over $3.3 million in annualized revenue

• Supported construction and ongoing monitoring of ultra high net worth client portfolios ranging from $40 million to over $1 billion in AUM through recommendations for asset allocation and manager selection; responsible for planning, project management, and accurate execution of all materials• Managed 10 client relationships; interacted frequently with clients to develop customized quantitative and qualitative analyses of portfolios including Monte Carlo, historical risk/return, geo/sector/strategy exposures, and performance attribution • Provided extensive analytical support to help renegotiate client contract on assets over $1 billion, maintaining annualized revenue stream of $1 million for the firm• Proven ability to establish strong client relationships, with client noting attentiveness, responsiveness, excellent communication skills and accuracy of deliverables as being critical to contract renewal on assets over $200 million, representing $565,000 in annualized revenue• Presented private investments portfolio overview at investment committee meeting for one of the firm’s highest profile nonprofit institutions• Trained and managed workflow of less tenured analysts to increase efficiency across teams

• Provided extensive analytical support to help firm win management over $185 million in discretionary assets, representing over $650,000 in annualized revenue• Collaborated at length with senior portfolio managers to source high conviction investment opportunities for clients based on individual suitability and overall portfolio construction• Proven team player; worked alongside fellow associates to divide responsibilities and produce thorough and accurate materials for all client and team meetings• Communicated directly with client offices to ensure accuracy of all documentation, specifically trade implementation• Advanced experience with Microsoft Excel

A trading name and divsion of GFI Securities LLC, Gooch Capital provides an exclusive outsourced execution and advisory facility in foreign exchange markets, giving clients increased liquidity and anonymity.• Proven ability to work as part of a team, collaborating extensively with Operations, Risk, and Accounting departments to ensure smooth and accurate processing of trades• Managed quantitative datasets including closing out of daily option expiries, computation of P&L records for individual team members, and calculation of daily, monthly, and annual revenue for desk as a whole• Analyzed market trends to suggest effective and profitable trade opportunities to clients• Established and maintained lasting industry relationships through networking opportunities and client entertainment• Advanced experience with Bloomberg to trade derivatives daily, using FENICS to price and book all options

Forensic Economics is an independent economic and financial consulting firm providing and supporting expert witness testimony in the courtroom.• Worked directly with President on published research paper analyzing market efficiency decisions in securities litigation cases• Researched the cause and effect relationship of stock price reactions to new, material information• Performed statistical analyses known as “event studies” in order to determine market efficiency for many individual securities• Worked on complex statistical, economic, and financial analyses in collaboration with testifying experts, VP’s and senior staff• Gained an understanding of the processes and overriding need for accurate and thorough analysis in all work