Responsible for strategic enterprise business development efforts across InvestCloud's target markets including asset managers, banks, broker-dealers, TAMPS, and registered investment advisors in North America.

A consultative partner guiding wealth management leaders and change agents to modernize, streamline, and advance the wealth management industry. • Responsible for strategic enterprise business development efforts across Vestmark's target markets including asset managers, banks, broker-dealers, TAMPS, and registered investment advisors in North America. • Managed all aspects of business development life cycle including account plan development, cold calls, customized demonstrations, contracts, and account management post contractDemonstrated highly technical and consultative approach in selling entire SaaS platform suite of solutions & outsourced services including:o Portfolio Managemento Trade Order Management & Rebalancingo Complianceo Performance Measurement and Composite Managemento Lot/Sleeve Level Portfolio Accountingo Investment Advisory Programs (Advisor as Portfolio Manager, SMA, UMA)o Model Management & Deliveryo Front, Middle, & Back-Office Outsourced Serviceso Direct Indexing, Transition Management, and Tax Overlay Services

• Responsible for business development of Fidessa/LatentZero OEMS software suite at Institutional Buy-Side Asset Managers and Hedge Funds Suite includes: Portfolio Management Order Management Pre/Post Trade Compliance Middle/Back Office Operations• Assisted with marketing and delivery of new Buy-Side solutions to complement the Fidessa OEMS suite and successfully launched solutions to address Shareholding Disclosures and Affirmation Matching. • Develop customized technology solutions for clients to improve their workflow and implement best practice.