- Lead a dynamic team of 20 across Customer Success, Support, Renewals, Professional Services, and Pre-sales- Achieved a 90.6% renewal rate in 2023, contributing to $8M in (ARR)- Increased revenue and customer satisfaction through customer-facing campaigns (outreach, onboarding, at-risk, services offerings, multi-year contracts, cross-sell upsell, and adoption) - Outlined strategy for self-service training suite for the Tableau Ops solution, promoting user independence and skill enhancement in response to a more digital customer- Member of the working team that secured Tableau Preferred Development Partner status

• Responsible for setting strategy for a $135M+ AOV Portfolio (Enterprise Banking, Strategic Banking)• Recruited industry experts for the Financial Services Customer Success Manager team• Implemented Business Value framework to drive AOV growth• Public-facing product evangelism - 2022 Presidents Club Winner- 2022 Peak Performers Club Award- 2021 Presidents Club Winner

• Responsible for Customer Success Strategy across Tableau’s largest Financial Services customers (AOV $25M)• Responsible for the development of the Tableau Bloomberg connector (via a partner)- 2019 Game Changer Award

• Responsible for Customer Success Strategy across Tableau’s largest Financial Services customers (AOV $20M)• Developed and deployed a skill belt program to drive proficiency in my clients- 2018 Presidents Club Winner- 2018 Top Strategic Win Award- 2018 Unsung Hero Award- 2018 Customer Success Manager of the Year

Recent Projects• Product Pricing – Conducted data modeling and analysis on roughly 20,000 customer circuits • Treasury Management System (“TMS”) – Developed and implemented an in-house TMS workflow tool using Tableau • Sales and Product Reporting – Provided thought leadership and training for the implementation of Tableau as the CFO Team’s sales and product reporting tool at Bloomberg’s Bureau of National Affairs located in Washington, DC• Sales Forecasting – Provided thought leadership on how to analyze descriptive data (e.g., words) from completed sales orders as a mechanism to identify sales drivers using word clouds and developed a long-term vision using principal component analysis to assess predictive functionality of data• Know Your Client (“KYC”) – Provided thought leadership on data visualization tools to develop analytical products for buy-side firms, created prototypes and presented to a buy-side client • Market Sizing – Conducted market share competitor analysis for financial services productsMajor Roles • Chief Financial Officer, Bloomberg Government, January 2013 – June 2016• Chief Financial Officer, President and Chairman's Offices Bloomberg, July – December 2012 Responsible for the following companies under the President's Office - Bloomberg Sports: Sports division - Bloomberg Institute: Educational division - Bloomberg BETA: A technology investment vehicle - Multiple Internal Divisions: Budgets ranging from $50-100M• Bloomberg Trading Solutions, CFO Team Lead, July 2010 – July 2012

• Responsible for management reporting for Financial Controls US group for the CitigroupPrivate Bank US division• Identify system and accounting problems and determine course of action• Implementation of new management reporting system

- UBS: Documented business continuity plan and designed website supporting Fixed Income, Energy, Rates, Foreign Exchange, and Cash & Collateral groups; drafted program management procedures manual for Global Compensation & Benefits Group- Mizuho Bank: Developed business continuity policy statement - Julius Baer: Documented workflow procedure manual for technology, middle and back office operations - Friedheim Capital: Documented workflows and procedures for corporate operations

Major Projects:• IndigoMarkets, Hamilton, Bermuda - Responsible for handling the analysis, planning andreporting of all financial information regarding the IndigoMarkets JV entity. February 2000 -October 2002• NASDAQ LIFFE Markets, Chicago, IL - Responsible for setting up the financial structure,process, accounts and relationships, as well as handling the analysis, planning and reportingof all financial information regarding the NQLX entity from inception through transition tofull time staff in Chicago. June 2001- January 2002• NASDAQ Global, Zurich, Switzerland, - Responsible for accounting, analysis, planning andreporting for technology initiatives. December 2000- October 2002• NASDAQ Japan, Tokyo, Japan - Responsible for handling the analysis, planning andreporting of NASDAQ Global technology financial information regarding the NASDAQJapan market initiative. December 2000 - October 2002• Market Operations, Trumbull, CT, - Collected, prepared, and analyzed all financial reportinginformation for department. January 2001- March 2002• NASDAQ Security Assurance, Rockville, MD, - Collected, prepared, and analyzed allfinancial reporting information for department. January 2001 -March 2002

• Developed and supported the pricing methodology for Brazilian leasing operations; Assetbase of $700 million• Country advisor for Latin America's leasing and accounting issues; Asset base of$500 million• Received recognition award for implementation of the Brazil International CustomerFinancing System

• Designed mutual fund platform for institutional 401K plans.• Recommended investment options for institutional and private sector clients.• Established and developed relationships with mutual funds and 401I< plan administrators.• Developed policy documents for 401K plans.• Project manager for development of web site