At FinMason we believe that institutional-grade investment analytics should be made part of every software tool. We solve the two largest hurdles – wrangling market data and calculating analytics at scale. Via our cloud-native API we provide a lightning-fast, customizable calculation engine to accelerate any fintech build out. In addition to our API-first business, we can also tailor custom calculators and visualizations to increase engagement with your customers to increase revenue.

Responsible for Enterprise Sales of Performance, Analytics and Risk solutions within the Financial Services Industry. Responsible for working closely with clients to solve tactical and strategic challenges using data and analytics, helping them grow their business. Serve as a resource for the company on best practices for growing and maintaining your distribution strategy. Confluence is a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. Confluence provides actionable data, insight, and workflow solutions to global asset managers, asset owners and allocators.

Global Strategic Account Management covering some of the largest passive asset managers, sell-side desks, and wealth managers. Specific recent emphasis on Smart Beta and ESG/Sustainable product offerings.

Sales of Enterprise software, data and analytical solutions for financial institutions and advisors.

Corporate & Investment Bank, account management and sales of securities services and liquidity solutions covering DB/DC and Foundation/Endowment market.

Direct sales of SaaS, data and analytical solutions for institutional investors, consultants and asset managers. Contacts included Heads of Manager Research, Sales, Marketing, etc, up to C-level. Coverage included US, Canada, Europe and South Africa.

(Russell/Mellon Analytical Solutions) Sales and Account Management for SaaS, data and analytics platform for plan sponsors (Public, Corporate, E/F & Taft Hartley), consultants and money managers. Performance, attribution and analytics support (Equity, Fixed Income + Alternatives like Private Equity, Private Real Estate, etc.), including presentations to CIO's and Investment Committees.