New business development in Nasdaq's Corporate Solutions group providing public companies with a comprehensive suite of consultative Investor Relations services. Best in class services include ESG Advisory and OneReport ESG Reporting Tool, IR Insight platform, Equity Surveillance, Investor Targeting and Perception Studies. Nasdaq is well-known for its history of innovation and investment in technology and advisory services providing an unrivaled offering to help companies continue to improve and grow.

Compliance Solutions Strategies (CSS) provides leading global regulatory solutions to the financial services industry. Our 650+ clients, including 13 of the top 20 global asset managers and 8 of the top 20 hedge funds, represent over $9T in assets under management.Regulatory coverage includes:- Global Fund Reporting (ADV, AIFMD, CPO-PQR, PF, N-CEN/N-PORT, TIC/TFC, Solvency II, PRIIPS KIDs, UCIT KIIDs, prospectuses, factsheets, etc.)- Investment Monitoring (Substantial Shareholder Reporting, Sensitive Industries Monitoring, Commodity Position Limit Monitoring, Shares Outstanding Data)- Global Transaction Reporting (ASIC, EMIR, MiFID II, MiFIR, MMSR, SFTR, etc.)- Compliance Management (Rule 38(a)-1, Rule 206(4)-7, Code of Ethics Monitoring, Post-Trade Surveillance, Outsourced Compliance Services, Cybersecurity)

AlphaSense transforms the way investment professionals get information to make critical decisions with its AI-powered and Natural Language Processing insights platform. Our mission is to organize and semantically index global investment and market research data allowing clients to be more efficient and outdo the competition with superior speed, confidence, and accuracy. We help our clients gain an information edge and become dramatically more productive by discovering critical data points and trends that others miss.

Responsible for SaaS business development with the institutional asset management community. I help provide my clients the institutional data, tools, functionality, and market intelligence needed to help asset managers win more business, find key metrics to set themselves apart from the competition, keep more business while improving their efficiency to accurately set, meet, and exceed their goals.

Responsible for new SaaS institutional business development, sales, and retention of pension, plan sponsor, foundation, and endowment clients using Morningstar Direct, the global investment analysis software platform which streamlines the due diligence, portfolio construction, and reporting processes.

Acquired by Morningstar