Champion decision-making and investment strategies by providing on-demand intelligence and research for clients, including private equity, hedge funds, and asset managers. Steer complex information streams and data into actionable insights for top-tier financial service clients. Analyze market trends and identify opportunities/successes, driving growth and innovation within the financial services sector.KEY ENGAGEMENTS■ GUIDEPOINT: Independent Market Research: Spearheaded the implementation of RegTech solutions, enhancing back-office processes and compliance through automated data management systems. Developed and maintained enterprise data management software, facilitating robust data ingestion and onboarding processes for wealth management firms.■ GLG GROUP: Expert Insight Network: Consulted on wealth technology software, delivering industry overviews that enhanced workflow automation for financial advisors. Developed expertise in financial digitization solutions, automating critical processes for wealth managers and fund administrators. Orchestrated document management and workflow automation strategies, providing pivotal insights that streamlined data handling and compliance for financial services.■ ALPHASIGHTS: Facilitated interoperability across software platforms for registered investment advisors, improving system integration and scalability within financial sector. Conducted thorough industry analysis for asset and wealth management services, identifying technological trends that inform strategic planning and investment decisions.

New Business Development and SaaS Sales: Drove new annual recurring revenue of SaaS solutions through accurate analysis, hands-on leadership, customer-centric planning, strategic negotiations, and creative enterprise deals.Cross-team Collaboration, Technology Pre-Sales, and Post-Sales Support: Worked collaboratively with internal stakeholders—including marketing, product, sales development, and design teams—during pre- and post-sales stages to develop solutions and maximize wins.Sales Strategy, Playbook, and Customer-Focused Selling: Defined sales strategies, playbooks, and customized techniques based on each prospective client’s needs. Enterprise Account Management, Opportunity Identification, and Deal Closure: Identified and capitalized on new sales opportunities, focusing on business in essential metropolitan areas to fuel enterprise account revenue.

SmartStream Technologies is a recognized leader in financial transaction management software that enables firms to overcome critical transaction processing issues through increased automation.Account Management, Strategic Account Acquisition, and FinTech: As an individual contributor, oversaw sales of SaaS on-demand and on-premise financial software, acquiring and growing major financial client accounts.Sales Strategy Development, Solution Selling, Client Analysis, and Requirements Analysis: Developed and implemented solutions-based sales techniques that addressed clients’ business issues.Relationship Building, Insight Generation, and Deal Strategy: Built high-level relationships at top firms—such as Wells Fargo and Charles Schwab—to gain insights into their needs, map solutions to those needs, inform deal strategies, and fuel sales in existing accounts.Key Account Growth and Revenue & Profit Growth: Closed profitable deals with key market leaders.

Diebold Nixdorf is one of the world’s leading providers of IT solutions and services to retailers and retail banking. The company’s extensive portfolio is centered around optimizing business processes at banks and retail companies.New Business Sales, Consultative Selling, and Services Sales: Developed and closed new business sales of software, hardware, and professional services to financial institutions, leveraging a consultative approach to consistently exceed regional and national quotas.Sales Pipeline Development, Lead Generation, and Sales Forecasting: Proactively generated, vetted, and qualified leads among prospective and existing clients to maintain a robust pipeline of opportunities, guide sales strategies, and support accurate forecasts.National Account Development: Secured the #1 spot on the national accounts team for new revenue sales. Revenue Generation and Exceeding Quotas: Surpassed quotas multiple times over tenure, achieving President's Club designation.

RIMES Technologies Corporation was founded in 1996 specifically to meet the specialist data needs of the buy-side.New Business Opportunities and Strategic Account Growth: Sourced and secured business opportunities with new and existing clients, building relationships with global firms—such as Microsoft, Charles Schwab, and The Capital Group—that bolstered account growth.Financial Market Research and Sales Strategy Development: Employed in-depth knowledge of the managed data services market to further sales across enterprise buy-side accounts.Account Expansion and Deal Structuring: Designed strategic deals that expanded key accounts.

S&P Capital IQ provides financial business solutions to Institutions, Asset Managers, Financial Advisors and Wealth Management professionals around the globe.Sales Operations and Account Management: Directed sales operations and account management for the company’s major accounts. This included conducting presentations, due diligence, and competitive analysis.Forecasting, Pipeline Generation, and Reporting: Forecasted and built a strong pipeline of opportunities with clients such as Wells Fargo, Charles Schwab, Edward Jones, and E*TRADE. Closely monitored and reported on expected close dates, projected deal sizes/probability, and statuses.Investment Advisory Services and Lead Generation: Earned the top spot in the S&P Investment Advisory Services by generating a significant number of leads.Achieving Competitive Excellence (ACE): Achieved ACE Award for Excellence.

High-Tech Sales, Financial Applications, and Negotiation: Sold SaaS investment analysis application to asset managers, advisory firms, and hedge funds, leveraging consultative techniques, industry knowledge, negotiation skills, and intuitive abilities to fuel profitable outcomes. Key Client Relationships: Fostered long-term relationships with high-profile clients, including Charles Schwab, Wells Fargo/Wachovia, Barclays, UBS Group, Pacific Life, Principal Group, Merrill Lynch, Vanguard, and Morgan Stanley Smith Barney.

Enterprise Technology Sales and Key Account Acquisition & Retention: Facilitated enterprise sales for new and renewal business with high-level executives at global financial institutions and tech firms, such as Wells Fargo, Transamerica, Charles Schwab, Pacific Life, Barclays, Yahoo, and Google. High Performer and Exceed Sales Goals: As the top producer, secured the #1 U.S. Institutional Salesperson Award in 2004 and 2007.