USEReady is an award-winning, high-growth firm that enables organizations to succeed with data and adopt a full-fledged data-driven culture. We enable and empower end-users, where decisions are made, so they can achieve their strategic business outcomes. Our success is achieved through fanatical customer centricity, a deep sense of community, continuous focus on improvement, and the pillars of integrity and humility.Our result-oriented solutions are based on the best in class platforms for Customer and Employee Experience, BI, Data, and Cloud products including Salesforce, Tableau, Snowflake, Starburst, Alteryx, AWS, Azure and Google.With growth of over 1000% since our inception, USEReady has spread across geographies, with offices in New York, New Jersey, Chicago, Denver, San Francisco, Toronto, and Bangalore; servicing a worldwide client base and delivering proven success across the broad spectrum of Financial Services.www.useready.com

Skience delivers innovative digital strategies and solutions that transform businesses. As a Gold Consulting Partner, Skience offers advisory and CRM implementation services within the Salesforce ecosystem, as well as an industry-leading, enterprise-class digital platform for broker-dealers and RIAs that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience.

Partnered with Financial Services companies throughout the United States to help visualize, architect and execute digital transformation strategy projects that create measurable business impact. Helped our clients leverage the Salesforce platform to build Customer-Centric businesses that are future-proofed for the 4th and 5th industrial revolutions. Keen focus on creating opportunities for customers to create operational differentiation and distinguished customer experiences.Product Portfolio:- Financial Services Cloud- Artificial Intelligence Platform (Einstein)- Service Cloud- Customer Communities - Digital Engagement (Real-Time Messaging and Multi-Channel Communication Platform)- Internet of Things- Field Service Lightning- Lightning Scheduler- Mulesoft

Merger & Acquisition AdvisoryCorporate and Business Development ConsultingPrivate PlacementsManagement Buy-OutsTake-Private TransactionsAlternative Asset Investment ManagementFamily Office ServicesHuman Capital Consulting

Investment Banking Mergers & Acquisition AdvisoryWealth and Asset Management

Merchant Banking Merger and Acquisition Advisory Corporate FinancePrivate PlacementsPrivate Company Valuations Fairness and Solvency Opinions

Private Equity

Financial advisory firm that partnered with emerging technologies to help secure growth capital and successfully launch

Start-Up Investment Banking Firm That Experienced Rapid GrowthLaunched and built national team focused on relationship development and revenue generation. Started department with 1 person and grew to 40+ in less than 3 years. In addition to building a $10M recurring revenue business unit during the downturn (2008-2009), we successfully created and managed 1,000+ relationships with key referral partners (lawyers, accountants, private equity investors, valuation firms, etc) that lead to new, higher value opportunities that we would not have had access to prior to our efforts; resulting in consistent multi-million dollar revenue growth.Opened offices in New York, Los Angeles, San Francisco and London. Managed a team of 40 financial services professionals

Top producer after first month in role. Broke company sales records 3X in first 6 months and was a member of the firm's President's Club in my first year out of college.