Partner with Global Markets and Financing business leaders to drive strategic priorities and opportunities, in the context of the firm's overall corporate strategy.

- Partner with business leaders to achieve their commercial goals through the development of leadership skills and organizational structure strategy, built on a foundation of 10 years of sales leadership experience and six years as a certified professional coach.- Expertise in developing effective sales and business development strategies in partnership with executives across a variety of industries, achieved by identifying undiscovered opportunities and overcoming organizational roadblocks- Built a pipeline of clients through an extensive network of executives, entrepreneurs, and senior leaders developed and maintained throughout a career in financial services, as well as through referrals from other executive coaches- Conduct leadership and team building workshops, focusing on elevating dynamics between collaborative leaders, enhancing decision-making clarity, and aligning organizational behaviors with measurable performance goalsThe Catalyst Exchange is an executive coaching firm specializing in authentic and compassionate leadership strategy, with a focus on the dynamic organizational needs of high-revenue-pressure organizations across a variety of industries. A unique executive leadership coaching methodology leverages expertise in financial markets and enhances decision-making clarity to align strategy with performance goals. Clients include entrepreneurs and business leaders seeking a proactive and strategic approach to achieve both cultural preservation and accelerated returns, as well as leadership teams seeking to elevate the dynamics between individual contributors, especially where strategic alignment and collaboration are vital to an organization's success.

- Led the team responsible for the sales and marketing strategy of the firm’s largest institutional fixed income clients, consisting of asset managers, hedge funds, and banks. Successfully maximized market and wallet share growth, with a primary focus on UST, IRS and TIPS.- Senior Relationship Manager for institutional accounts, establishing new client relationships at the executive-level, deepening the firm’s vertical integration with its top accounts, securing additional business mandates, and raising its profile as a thought leader in the industry- Developed a strategic sales framework that analyzed trends in three key areas ofbusiness growth - (1) Strengthening Relationship Quality, (2) Product Portfolio Expansion, and (3) Maximizing Volumes & Profitability - empowering the team with data to efficiently target the most impactful client opportunities.- Strategized and executed a large-scale new product launch, managing the go-to-market strategy with a tiered go-live approach, and increasing weekly new users by each week for the first three months- Oversaw the data, analytics, and business reporting for the global institutional fixed income organization, effectively collaborating with the COO, Technology, and Quantitative Research teams to accurately track key performance indicators (KPIs) to develop stakeholder reporting tools- Spearheaded the redesign of a Customer Relationship Management(CRM) system to integrate sales metrics and trading data into powerful visualizations, quantifying the correlations between sales efforts, trading hit ratios, and profitability - enabling real-time targeted client outreach

- Pioneered a new client-facing strategy role dedicated to the delivery of innovative, data-driven thought leadership and market structure content to the global institutional FX client base, with the goal of closing large FX mandates- Crafted compelling narratives by seamlessly integrating insights from quant, trading, technology, and product teams, showcasing storytelling that effectively communicated complex concepts and strategies to diverse client types- Employed a strategic consultative sales approach, leveraging quantitative market insights to precisely allocate resources and tailor impactful strategies for targeted client bases

- Managed a sales and client services team for electronic FX, covering top-tier institutional clients in the Americas, specializing in algorithmic trading and execution advisory. Clients included: Global Macro and Systematic Hedge funds, Real Money Asset Managers, CTAs, Corporates.- Achieved remarkable success in growing Morgan Stanley's FX algorithmic trading franchise to a #1 volume ranking on third-party platforms. Consistently maintained a Top 3 ranking with Asset Managers and Corporate clients, showcasing a strong and sustained market presence.- Primary eFX sales coverage for Americas Senior Relationship Management (SRM) accounts.

- Managed and directed the sales and marketing initiatives for quantitative fixed-income futures execution algorithms, targeting hedge funds, CTAs, banks, prop trading desks, and asset managers.- Provided strategic consulting to clients, offering expertise to align algorithms with their unique trading strategies. This consultation aimed to optimize executions and effectively lower transaction costs, enhancing overall trading efficiency.- One of original six employees hand-selected by co-founders to launch the company prior to first client go-live

- Managed and expanded the client base for electronic FX & Equities, responsible for all clients across the East Coast region, overseeing a diverse portfolio of institutional clients, including hedge funds, CTAs, asset managers, broker/dealers, and corporations.- Proactively drove substantial revenue and market share growth by spearheading the sales efforts of BAML's Equities trading platform and FX liquidity. Successfully originated sales through various channels, including proprietary trading platforms, API integrations, and engagement with multi-bank vendors.

- Specialized in organizational change management for Fortune 500 companies, focusing on assessing the impact of new technology on organizational structure and operational processes. Strategically identified opportunities to streamline operations, enhance efficiency, and contribute to a positive impact on net revenue.- Key skill areas:Change ManagementCustomer Relationship ManagementSystems Implementation & IntegrationRisk Management & Contingency PlanningFinancial Services Technology Strategy ConsultingPharmaceutical Industry ConsultingSAP, Adobe Captivate, Siebel, Model-N

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