● Manage enterprise account relationships, including asset managers, hedge funds, private equity,agencies, and investment banks within an assigned portfolio through a combination of face to faceconsultation, phone, and written communication● Surpassed new business sales quotas three years in a row by driving client retention over 98% in a book of business over $17M ACV and achieved partnership deals with agencies and data vendors● Provide training & support, gather client feedback, and work with the product team to driveimprovements and upgrades after evaluating our data analytics with our SAAS products, such as ourPortfolio Analytics software, Market Intelligence Software, and Credit Analytics solutions

● Manage and grow 100+ accounts including hedge funds, PE/VC, IB, IM, law, insurance and consulting firms with ACV of $20M● Evaluate client needs and design workflow solutions to optimize performance and risk management for clients with >$100B AUM●Act as a liaison and partner with the accounts to drive value, negotiate contracts, and lead marketing efforts of new products and services. Also, ESG and Energy data evaluation

CampSight Studios is a creative production team with a passion for digital media. We create stories that represent diverse perspectives, which transcend culture.

As Everwise's Second Customer Success Hire, I Managed client relationships. Led new clients through onboarding process and execute successful platform launches weekly.● Strategized how to engage new business and implement HR initiatives into existing corporate structures● Expanded leadership and development footprint into numerous existing accounts, includingcorporations such as Nissan, JetBlue, Caterpillar, IAC Corp, Lyft, and others● Built customer success program as the second hire, by managing life cycle process starting from initialsale through all phases of implementation of over 50 accounts, while focusing on business retention

● Client Management of Alternative Investments & Manager Selection (AIMS) Group and Global Portfolio Solution (GPS) Group within Goldman Sachs. The AIMS group invests in external managers and strategies, co-invests, and makes direct investments across various asset classes including private equity, hedge funds, US and international equity, real estate, credit, distressed, and fixed income strategies.● Managed post trade surveillance for fixed income, Global Manager Strategies ($10.8b total market value with a monthly trade volume of 250), and Global Portfolio Solutions trading desks that amounted toover 100 asset management accounts● Ensured renewal of enterprise clients through client onboarding and ongoing ad-hoc client requests

● Provide consulting services to leading hedge funds, private equity funds, and investment advisers● Completed Mock SEC Audits including client reviews of the Investment Advisor Act of 1940, Trade Reviews, Portfolio Monitoring, and other due diligence reviews● Reviewed marketing materials including RFPs, proposals, and any internal and external marketing materials

● Managed trading activity of large hedge funds, asset managers, and institutional clients● Completed rotational Corporate Development Program for JPMorgan investment bank through roles including Trade Capture, Trade Reconciliation, Compliance Review, and Net Asset Value (NAV) fund delivery

Completed Summer Internship earning a Full Time Offer at conclusion of the summer