Sept 2020: Team ranked top in organization for exceeding sales goalSales consultant, consistently ranking top in performance metrics and driving client satisfaction to top levels. Federally and State licensed.

Capital markets consulting, growing market share as an industry leader.Federally and State Licensed.

Capital Markets Consultant, Financial Solutions, AmericasAchieved closing more than $60MM in volume in the last 2017-2018 cycleFederally and State LicensedLeading financial solution technology engineered to drive client success

Markit and IHS merged in July 2016. Pre-Sales Consultant, Enterprise Data Management (EDM) - Americas TerritoryMarkit EDM acts as a central hub to manage the acquisition, validation, storage and distribution of data in a consistent, fully-audited environment.Markit EDM has 160+ Clients Globally.Markit EDM has 100% implementation success.Engineer and support ongoing development of user interfaces and workflow capabilities to demonstrate client-specific use cases including Security Master, Price Master, Client On-boarding, Reconciliation and KYC.Focus on technical and business analyst-centric questions with platform demonstrations.Train new and existing clients all aspects of the software.Pre-Sales assistance to EMEA/APAC Sales team.Respond to RFIs and RFPs.Proof of Concept prep for prospective clients.

Pre-Sales Consultant, Enterprise Data Management (EDM) - Americas TerritoryMarkit EDM acts as a central hub to manage the acquisition, validation, storage and distribution of data in a consistent, fully-audited environment.Markit EDM has 150+ Clients Globally.Markit EDM has 100% implementation success.Engineer and support ongoing development of user interfaces and workflow capabilities to demonstrate client-specific use cases including Security Master, Price Master, Client On-boarding, Reconciliation and KYC.Focus on technical and business analyst-centric questions with platform demonstrations.Train new and existing clients all aspects of the software.Provide ad-hoc Pre-Sales assistance to Global Sales team.Respond to RFIs and RFPs.Proof of Concept prep for prospective clients.

Assisted closing and exceeding Americas 1H 2014 sales quota by 130%.Improved client retention by 45%.Interact with C-Level decision makers at Global Institutional Banks and Asset Managers to clearly define and negotiate commercial requirements for proprietary and third party market data use.Advise prospects and current clients of SQL database requirements, design and licensing options.Develop and advise strategic changes with commercial and senior management to push new pillars of growth in the saturated asset management market.Advise Strategy and Product Management of new market data offerings requested by clients and quantitatively prioritize based on prospective and current client demand.Manage implementation, sales and execution strategies for the fastest growing global division within Asset Management.Assisted closing more than $3.2MM in new annual revenue and reduced annual royalty obligations by $70K.Salvaged more than $10MM in annual revenue by proactively identifying client issues and following through on satisfactory resolutions.Regularly consult with clients to identify opportunities for training, strategy changes and new sale opportunities.Advised sales teams of commercial policy strategy to retain and grow business, strengthening competitive advantages in quantitative and asset management markets.Protect commercial interests and maximize revenue retention as a result of M&A activity. Advise new strategies with account management to retain and grow revenue and minimize end-user impacts.Awarded two performance recognitions for accelerating revenue growth in 2013.Direct third party market data redistribution relations for clients globally (CRSP - Chicago Booth, CQG, NYSE Euronext, MSCI Barra, Markit, Factset, Deutsche Börse, STOXX, Toyo Keizai, FTSE, Russell, Moody's, Fitch, S&P (Compustat, CapIQ, Ratings, GICS, CGS), London Stock Exchange, Toronto Stock Exchange, NASDAQ OMX, Axioma, Xtrakter, IDC and Northfield).

Client-facing solutions consulting with sales teams have led to secure new annual revenue of more than $100K.Consult with sales teams to clearly define commercial policy structures.Assumed additional global responsibility for client accounts and existing duties as Compliance Analyst.

Saved over $360K in annual royalty spend promoting proprietary content2011 audits contributed to sales worth more than $296K in new annual revenueRetention efforts led to $6.8MM in revenue savings in a $50MM annual businessSupport implementation and data integrity for normalized financial database products used for quantitative research. Assist Americas, EMEA and Asia Pacific Business Managers reviewing client service contracts in conjunction with Commercial Policy Managers to protect and promote future revenue/sales opportunities. Key liaison for Sales Executives supporting licensed data of a $50MM division business globally. Set up data trials, provide assistance when necessary and track conversion rates to push sales.Work with Relationship Managers/Consultants to proactively manage client needs and enhance client experiences with quantitative software products.Work directly with CFO/COO and Compliance Officer to resolve outstanding licencing, entitlement and contractual issues affecting client database performance and operation.Globally oversee and direct implementation of new and existing client accounts with sales executives and account managers.Summarize quant sale financials; crosscheck non-payment of data in client accounts against contracts to generate sales leads.

Consulted client's CEOs, CFOs and Investor Relations Directors regarding institutional shareholder ownership changes in the company. Generated client reports for targeting potential institutional investors. Performed perception studies to gauge Wall Street analyst views on clients. Published article nationally on a trading medium, dark pools, and how it affects Investor Relations behavior.Monitored stock trading activity and provided details for stock price changes.Retained entire client base during my career at the firm.

Reached, maintained and surpassed financial goals for the pharmacy. Consistently ranked top in district for corporate sales targets and attracting and retaining clients. Managed inventory to meet current demand of pharmaceutical products. Reduced inventories at other district stores to bring stores back within operating budgets. Traveled to assist in operations of other district stores. Trained new hires in pharmacy and other store departments. Employee of the month, October 2003 (~250 people); District employee of the month, February 2004 (~2500 people)