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Served as a trusted advisor to customers across our Enterprise Data Solutions to help unlock value and solve complex challenges. I ensure my accounts fully leverage the value of Refinitiv’s Market Data Services platforms subscribed to, creating for optimal renewal and upsell.● Renewed 95%+ of existing client business since start of tenure. Maintain strong satisfaction by providing industry expertise to respond to shifting market trends and client needs.● Function as a SME across LSEG Enterprise Data Solutions. Technical and content point of contact for 50+ accounts for the Refinitiv Data Platform, Pricing, Corporate Actions, Entity & Reference Data, Company Data and DataScope Select & Bulk Solutions.● Successfully partner with supporting teams and stakeholders to provide the best service for our customers, including Account Management, Prop Sales, Product, customer support, content teams and people leadership.● Provide value plans & strategic account planning by clearly defining business outcomes and orchestrate a comprehensive success plan inclusive of customer objectives, stakeholders, milestones, risks and metrics needed to achieve them. ● Build, maintain and leverage strong relationships with business decision makers and users within each account to influence adoption of all Refinitiv Platforms and Services

Delivered high-end service to twenty-nine key and thirty-four mid-level accounts for this provider to institutional traders and investors for in depth corporate event and corporate actions data. Managed full sales cycle, from proposals and pricing to negotiations. Conducted strategic sales activities to build revenue; lead design, development, and introduction of new product offerings to meet individual client needs. Created account and communication plans to ensure satisfaction, advance opportunities, and secure long-term business value.● Renewed 98%+ of existing client business since start of tenure. Maintain strong satisfaction by providing industry expertise to respond to shifting market trends and client needs● Beat annual goals for up- and cross-selling; delivered 172% of quota in 2020 and 132% in 2019.● Guided clients on best practices, for implementing WSH data to capture Alpha based on history and forward-looking event data and corporate actions.● Created stronger platform for clients while enhancing appeal to Investment Managers by educating internal teams on how end users utilized services; ran tutorials with clients to show how they looked at data.

After my first year I was promoted to a new role managing relationships with market-data providers for the Global Services Procurement Group., monitoring $40M annual spend. I prepared RFPs, RFIs, and DDQs, negotiated master agreements, and reported to top leaders on service levels and issues. Throughout my tenure I identified areas for improvement, creating new programs, processes, and tools for the Market Data Procurement Services team. I worked closely with all internal business units to assure service accuracy and internal usage in order to capture savings and negotiate lower costs.

In my first position with State Street, I played a key role in improving data accessibility and efficiency through project with Oracle team to create a new content management system. - Collaborated with the Legal and Compliance group and cross-functional business teams, including Finance, IT, Vendor Management and other internal operations functions.- Liaised with internal and external clients in the creation, review, and administration of commercial agreements, including Sales, Customer Success, and Data Partnerships.- Provide assistance with contract language interpretation, negotiation guidance, and support for contract renegotiations and modifications.

This role focused on overseeing adherence to federal and state regulations and changing industry rules. I conducted backend testing of processes and functions, and partnered with colleagues to develop updated regulations for Written Supervisory Procedure.

Successes at Labranche led to being recruited to the global trading and fund-services firm, where I started up the broker-dealer sales and trading function. In addition to working with C-level executives and internal teams to deploy a new trading platform, my tenure included creation new policies and procedures to ensure compliance.

I helped build a trading platform for Broker-Dealer Sales and Distressed Equity as a part of a 6-member team that managed compliance controls, system implementations, and trading policy/procedure development. I built a 7-figure book of business and worked with regulatory agencies and internal partners to implement a new national market system.

Responsible for managing all aspects of a value add program for a $534 billion Investment Company, geared at improving the sales process and tactics of financial advisors in the Natixis wholesaling network.

Provided logistical, sales and analytical support to a high net worth broker who specialized in advising institutional qualified and non-qualified retirement plan sponsors and participants.

Managed all aspects of a proprietary trading account in over 75 securities including NASDAQ National Market and Small Capitalization, Over the Counter Bulletin Board and National Pink Sheet Listed Securities.

Assisted Head Trader in the management of the Over the Counter trading desk, proprietary trading and market making of $85 million account of NASDAQ securities