• Co-lead a team of five that sells JPM intellectual property and research data feeds to institutional clients including hedge funds, asset managers, pensions, and corporate clients while maintaining responsibility over Securities Services Technology Sales.• Educate Markets, Prime and Sec. Services Sales colleagues on products and how they fill gaps for clients. • Craft sales strategy including marketing collateral, presentations, market segmentation, and prospect plans as player coach.• Serve on cross-functional Go-to-Market committee for Fusion, JPM’s data management platform.

• Tapped by the global heads of Securities Services Sales and Product to form and lead a global team tasked with articulating JPM’s technology value proposition to prospects and clients. • Acted as SME during client pitches on topics including technology strategy, client portals, data storage and distribution, fintech and emerging technology education and advisory, and user experience.• Represented firm at client and industry events and conferences including speaking engagements.• Established a global sales education program to train the global salesforce on innovation topics, providing them with techniques and skills required to effectively market firm’s technology.

• Tapped by the CEO of global electronic trading to be their COO / Chief of Staff.• Managed mechanics and plan behind creation of new multi-asset class electronic trading organization in conjunction with multiple business heads.• Served as trusted advisor to head of JPMES and trading business heads driving business strategy and growth.• Designed, delivered, and analyzed strategy, performance metrics, capital usage and P&L for global business.

• Instrumental in formation of, and responsible for managing a global desk owning electronic client relationships, risk mitigation, electronic execution, and support across futures and options.• Motivated and coached desk with diverse backgrounds and skillsets. • Collaborated with Sales, Product, and Connectivity Teams to produce best-in-class solutions for clients. • Covered all electronic futures clients leveraging deep understanding of their trading needs, managing projects related to clients, and accountable for gaining larger share of their wallet.• Ensured proactive supervision of self-executed client orders. Provided contingency execution and fostered effective communication during outages.

• Built BofA’s Electronic Futures business from scratch, working closely with partners in Equities Electronic Trading, Futures Execution & Clearing, Technology, and Operations.• Devised strategic initiatives, ensured they were properly managed and executed, and worked closely with other businesses to ensure alignment around clients.

• Served as member of the original Sales & Marketing team that originated the BARX brand, creating a first of its kind cross-asset class electronic trading platform and sales team.• Sold e-trading solutions for all asset classes via BARX, TradeWeb, MarketAxess, Reuters, and various ECNs.• Served as US Product/Sales Lead for Electronic Futures & Options business, and Global Product Lead for Electronic Investor Solutions business selling firm’s structured products.• Acted as a consultant to clients regarding solutions beyond a GUI, including FIX, API, and DMA and educated clients about company’s algorithmic trading offering.