Working with the Leadership Team to develop and market more diverse equity offerings to multiple industry constituents across the globe.

Built, onboarded, and led a high-performing sales team, driving growth from Series A to Series B+ stages. Utilized blockchain technology to tokenize private companies as digital asset securities, creating liquidity through a FINRA-regulated Digital ATS. Developed and optimized sales processes, ensuring smooth handoffs and driving revenue growth. Partnered with the CEO and President to strategize and market innovative digital equity products. Collaborated closely with the engineering team to design data-driven sales support tools, enhancing operational efficiency and decision-making.

Served as the primary relationship manager and external face of Liquidnet, overseeing 50 institutional accounts. Built and nurtured strong relationships with strategic and middle-market institutional investment managers through personalized service and client entertainment. Played a key role in brand building, strengthening Liquidnet’s presence and reputation in the institutional investment community.• Manage own book of business and relationships, consistently growing revenue.• Articulate the value proposition of Liquidnet and overcome objections to deliver effective solutions• Manage user experience of the core product to help clients use the product effectively• Cross Sell Solutions: Commission Management Solutions (CSA, Sponsored Broker), Algo Suite, Analytics, Program Trading• Dig into client work flow to understand client goals and challenges • Work to improve products and services based on ongoing client feedback• Prioritize opportunities and develop territory management strategies• Stay informed of operational issues and escalations that impact the client • Monitor trends impacting clients and develop a plan to improve client satisfaction

Relationship Managment• Sell system to prospective clients; remain well versed in the system and articulate how it would fit into the clients trading strategy• Oversee the Install & FIX Connectivity process & provide troubleshooting assistance as required• Deliver continuous training to end users to promote comfort and therefore increase usage of BlockCross • Be the first response for any client issues, ensure resolution of technical, order related, and entitlement issues• Organize and manage client entertainment / conference attendances; leveraging relationships to enhance business development• Project Management• Member of the Launch Team responsible for developing strategies to scope, plan, implement, and launch an ATS following an ambitious schedule• Quantified sales strategy options to design the new product launch plan; • Quarterbacked resources to meet Implementation goals• Implemented CRM (Salesforce) to streamline resources and increase efficiency by automatically converting work flow into actionable tasks• Define and document Sales Process and Support Procedures• Draft and Design product marketing & training materials • Continually critique interface and propose upgrades to Development Team• Salesforce Administrator• Solely accountable for the Conceptualization, Implementation and Maintenance of Salesforce to standardize workflow processes & reports• Rollout & Train 30 Sales traders