- Defined overall go-to-market strategy including KPIs, org structure, GTM motion, and territory analysis- Responsible for calculating key GTM metrics (conversion rates for lead lifecycle, opportunity stages, win rates)- Implemented new sales process encompassing Command of the Message and MEDDPICC - Created an “early warning” system for pipeline management and delivered valuable insights to sales leadership on a regular basis- Directly responsible for reporting stack inclusive of detailed metrics and analysis for CRO and VP of Sales (pipeline growth, deal acceleration, stage progression)- Delivered accurate analysis and reporting for Forecasts on a weekly basis for both new business and existing- Directly oversaw technology stack used by all departments, including Salesforce (SFDC), Gong, Zoominfo, ChiliPiper, and Leandata- Partnered with finance and sales leadership for annual planning including headcount, territory planning, quota planning

- Oversee and track pipeline generation and progression for new logo sales team, inclusive of win rates and rep acceleration - Responsible for weekly & monthly reporting deck for sales leadership encompassing Pipe Gen, KPIs, AE/BDR Heatmaps- SFDC Admin Privileges including responsibility for creating all reports and dashboards for new logo business- Developed territory management process to add accounts, increase outreach velocity, and inspect progress- Directly responsible for tech stack, including purchasing, implementing, and integrating- Directly manage a $2m headcount budget for the North America and Europe regions- Scaled BDR Team from 4 reps to 24 globally with 3 managers, while promoting 12 BDRs into closing roles- Consistently hitting and exceeding targets/plan (FY 2021 -- 113%, FY 2022 -- 124%)- Collaborate with marketing and sales leaders to ensure ABM strategies and outbound/inbound lead generation are being executed- Implemented the BDR/AE collaboration playbook that was designed for repeatability and scalability including Sprint process

- Directly responsible for hiring, coaching, and retaining top talent within the Global Commercial Sales Team- Consistently executed and overachieved plan with a team of 4 NA BDRs, 2 EMEA BDRs, and 4 Commercial Reps- Implemented playbooks aligned to key industries: insurance/hospitality/technology- Reported to CRO and drove weekly forecast/pipeline meetings on a weekly basis to both the CRO and CEO- Implemented and managed KPIs for ISS Organization- SFDC Admin Privileges with responsibility for adding users, workflows, validation rules, field and layout creation, inclusive of creating all reports and dashboards for the business- Recruited and retained top personnel while coaching and motivating ISS organization through a variety of different techniques

- Successfully managed 16 North America BDRs with 2 Team Leads, 3 EMEA BDRs, and 4 ISRs BDR Organization finished FY 2017 at 127% of annual target ISR Organization finished FY 2017 at 103% of annual target- Designed and implemented an enablement program for the ISS Organization (Decreased ramp of BDR from 4 months to 2 months)- Implemented and managed KPIs for ISS Organization- Recruited and retained top personnel while coaching and motivating ISS organization through a variety of different techniques- SFDC Admin Privileges with responsibility for adding users, set up of instance, workflows and validation rules, field and layout creation

WHY UNIFIED COMMUNICATIONS? (UC or UCaaS)Mobile devices are transforming the way we communicate. Your workforce and customers are now communicating through text, images, and video besides the normal voice channel. All this activity is happening out of your view and control. How the world communicates today has changed. Your simplistic phone system has not.WHY THINKINGPHONES?Thinkingphones is the only unified communications solution built to support the needs of enterprise customers with an intelligent, cloud-based service available from any device. A 3yrs running Magic Quadrant 'Leader' that seamlessly unifies all of your business communications and contact center services on a single platform, integrates with your other cloud apps, and delivers native, mobile-ready apps to your staff and customers.WHY NOW?Analyst have called the rapid rise of employees bringing their mobile devices to the office, “the single most radical shift in the economics of client computing for business since PCs invaded the workplace,” and 65% of companies, especially those with multiple offices and rapid growth, are evaluating a cloud-based alternative. By 2018, Infonetics Research projects the cloud PBX and UC market will see 62 million seats in service worldwide.Is your business under-investing in technology's ability to unleash your employees potential?

I assisted a group within Morgan Stanley to meet the investment and financial needs of individuals, families, businesses and institutions. Assisted with the creation of financial plans for clients. Input financial data such as risk tolerance, retirement goals, net worth, and other personal data in order to capture an accurate picture of their current situation and what their retirement looks like with and without our recommendations.Coordinated a marketing campaign for our group while targeting 401(k)s. This consisted of creating a fiduciary binder which contained the Adoption Agreement, Summary Plan Description, Enrollment Forms, Form 5500, and other crucial documents. The creation of this binder would ensure protection for the company if they were audited.Conducted cold calls and set up appointments for our group In addition, coordinated with outside personnel to make sure all parties knew the date and location of the meetings that were derived from my cold calling.Assisted in day-to-day operations such as updating client information, charts and graphs, master lists of mutual funds and ETFS, and utilizing the Morgan Stanley software.

Primary investor in potential future restaurant franchise. Built the original restaurant In Bridgeport, CT.Developed the business plan as well as the marketing plan for the company. While completing both plans, I had to manage employees and make sure that the restaurant was running efficiently and all financial reporting was being conducted by our Chief Financial Officer.Introduced the surrounding area to the Chick-Lets brand. I was able to complete a deal with the Bridgeport Blue Fish for our company to advertise within their stadium and have our mascot on their field for promotional events. In addition, I conducted numerous advertising campaigns and promotional events in order to attract new customers and spread awareness. Designed different flyers for different target groups as well as coordinated the promotional events with my employees and the Chick-Lets Mascot. Conducted market research and competition around the initial test location. Met with numerous business owners around the area and introduced them the Chick-Lets and the brand. The company also gave back to the community by having a program in place where for any profit the company made on our merchandise, we gave back to soup kitchens and different organizations.

Assisted and performed analysis of client portfolios which included analysis of the different mutual funds and ETFs as well as annuities and life insurance policies. Developed recommended asset allocation rebalances that were suitable for the clients' goals and risk.Prepared client financial plans including net worth and cash flow analysis, as well as analysis of education, retirement, and risk protection goals. Once advisor approved of financial plans, I was responsible for filing the financial plan with the corporate office and printing out the financial plan along with the necessary materials for the meeting with the client.Conducted meetings with the advisor during the information gathering stage and discussion of the analysis with the client. In addition, I was coached by the advisor in client acquisition and marketing techniques.Responsible for conducting Morningstar/S&P research and analysis of stocks, mutual funds, and ETFs. Completed 13 Ameriprise FINRA approved training courses including investment products, insurance, and estate planning.