Envestnet | Yodlee is the industry's leading provider of transaction data & analytics to institutional investors.• Managing a book of 90 enterprise and commercial accounts at leading asset managers, fundamental & quant hedge funds with AUM > USD 250MM . Converting new logos & up-selling existing accounts generating seven-figures in annual revenue of subscription software solutions. Cultivating relationships with C-level executives and champions across IT, investment, and procurement business functions to convert opportunities. • Driving the full sales cycle including the execution of Due Diligence Questionnaires (DDQs), New Vendor Questionnaires, and Data Evaluation & Licensing Agreements to facilitate commercial sales. Adept at prioritizing opportunities where sales cycles range between 2-12 months. • Supporting in-depth research initiatives generating market share, customer retention, and competitive intelligence insights on public & private companies for investors as account manager.

Inventor of a bluetooth wearable for adventure sports enthusiasts. We have sold +23,000 units worldwide generating over +USD 2 Million in lifetime D2C Sales. As seen in Entrepreneur Magazine, Ski Magazine, Mashable, Outside Magazine. Presented on ABC's Shark Tank to Mark Cuban, Barbara Corcoran, Kevin "Mr. Wonderful" O'Leary, Lori Greiner, and Robert Herjavec.

Thinknum is an alternative data and analytics firm uncovering actionable insights and business intelligence for institutional investors and corporations from the public web.• Managed a book of 100 PE firms & hedge funds and advised how to generate alpha across investment styles.• In 2021, delivered a high-impact presentation titled "Private Equity Investments Using Alternative Data" at Neudata, addressing a global audience exploring the significance of alternative datasets, including public hiring data, web traffic, management reviews (Glassdoor), and product reviews, for analyzing the growth and health of private companies.• Coordinated the back-testing, sale, and delivery of new datasets across internal data analysts and customer success teams for client engagements as account executive.

Expand is a trusted adviser to CEOs, CIOs and their executive teams, offering research and syndicated benchmarking for the world’s leading financial institutions. We enable the development, validation and execution of better business, operations and technology strategies, helping organizations grow, compete and operate more effectively.• Headed new business development of data-driven benchmark research to North American transaction banks. • Organized roundtable events in Toronto and NYC to uncover new industry insights and to ensure product relevance for data-driven research.• Developed a marketing strategy to up-sell BCG-Expand's innovative Fintech Control Tower and Knowledge Team-as-a-service solution to bank client’s innovation executive teams interested AI, ML, and blockchain advisory.

Developed Norex’s U.S. and European client relationships with exporters and traders selling industrial chemicals, paper-pulp, steel, and other commodities into international markets. Over eight years, I financed USD 200 Million of trade for clients needing to improve liquidity or to mitigate repayment risk. In 2016, I relocated to South America to develop Norex’s investor relationships with the largest international commercial banks, private banks, and wealth managers throughout the Andean region.

Restructured portfolios of fixed income assets and liabilities and engineered leveraged strategies involving Agency, Private Label, Whole Loan products against structured borrowings. Executed performance analysis on portfolios of securities, structured notes, and derivatives under different interest rate scenarios using Polypaths, Intex, Yield Book, and Trepp.