Klaviyo powers smarter digital relationships. We make it easy for B2C businesses to transform all their data into more valuable customer experiences across every touchpoint - from email and SMS to the web and reviews. More than 140,000 businesses rely on Klaviyo to grow their revenue faster and more efficiently.

Jeeves is an all-in-one expense management platform built for global businesses, providing credit cards, capital and cross border payments, backed by tier one investors a16z, CRV, YC and Tencent.In close collaboration with global GTM teams spanning North America, LATAM, UK/EU, I led the creation of the first Jeeves partnerships playbook building relationships with international loan brokers, banks, accounting firms, VCs, Accelerators, and regional strategic product partners such as Latitud Brazil and SVB Canada. Notably, I successfully sourced and negotiated a comprehensive global partnership with WeWork, encompassing diverse benefits such as media exposure, event participation, all-access passes, and exclusive customer discounts. Additionally, I supported the launch and management of the Jeeves perks and rewards marketplace, carefully curating esteemed partners to enhance customer value and generate referrals. My role required close collaboration with cross-functional teams, including product, engineering, and legal to enhance Jeeves' accounting and ERP integrations, thereby elevating services for both existing and potential clients.

Pilot is a Series C startup backed by Sequoia, Index Ventures and Stripe that helps companies from pre-seed to Series C manage their financial back office, with bookkeeping, tax and CFO Services.During my time at Pilot I established influential referral partnerships with various channels, including VC firms, accelerators, law firms, banks, and fintech partners, to effectively drive a qualified sales pipeline. This involved skillful negotiation of impactful commercial agreements and seamless coordination with sales, product, and finance teams to ensure the success of these partnerships. Crafting the VC/Accelerator playbook was a pivotal task, which required close collaboration with CFOs/Heads of Platform from VC firms and program directors from well-known accelerators like Y-Combinator, Techstars and 500 Startups. I worked closely with Marketing, orchestrating a range of partner events across the United States and virtually, such as educational webinars, office hours, personalized consultations, happy hours, and exclusive partner dinners, contributing to our partnership success. I also took charge of managing and expanding the Pilot partner rewards program, enhancing its offerings of deals and discounts for Pilot customers. These strategic partnerships generated significant results, as partner-associated leads.

Worked on the GTM team bringing Carta's back office fund administration and portfolio insights solutions to venture firms.

As a key member of the Bright Sales Team, I worked closely with all aspects of the business in order to start to bring in revenue from the Hiring Solutions sales channel. I collaborated with Product Marketing, Engineering, Marketing and Data Science while interfacing with clients and prospects in order to continually penetrate new markets and increase revenue. I assisted my Enterprise Account Executive in closing the largest deal in Bright’s history as a company, exceeding our quarterly sales quota within the first month of the year. The Bright score brought clarity to the job seeker and the recruiter so recruiters spent less time finding top talent and more time talking to them. We helped companies simplify and accelerate their hiring process. With over 7.3 million active job seekers and 25,000 new seekers every day, we allowed a company to not only access these candidates, but to quickly match the best candidate to their job posting through our patented Bright Score technology.

Greg worked with individuals and business owners in an effort to identify and prioritize their goals through a customized process to fit the clients’ individual needs. He believed his role as a financial advisor was to educate his clients and provide objective advice so they were armed with the knowledge needed to make more informed decisions when it came to protection strategies, education funding, maximizing wealth for retirement, investment management estate planning and tax strategies. Specialties:Financial Planning and Investment Advisory Services for Physicians, Advertising Professionals and the LGBT CommunityRetirement PlanningEstate Planning and Tax StrategiesProtection PlanningGreg was a Registered Representative and Investment Adviser Representative of Securian Financial Services, Inc.Licenses: Series 7, Series 66, Series 24, CA LAH Insurance

-Responsible for providing long term client relationship support through managing, gathering and analyzing client data, as well as creating preliminary financial plans and other client deliverables. -Instrumental in creating and delivering a unique client experience that defines and differentiated the practice. -Consistently followed high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Licenses: Series 7, Series 66, CA LAH Insurance