I am excited to be an "Agent of Shield" assigned to the Strategic Accounts Team based out of the US.Shield recognizes the unique challenges brought about by both the evolving regulatory environment, and the needs of banking IT required to keep up with them.With a focus on Customer Success, Shield addresses record-keeping, Proactive Surveillance, Data privacy and Compliance requirements, via an end-to-end SaaS offering for all electronic communications data.Are we good at it? You tell me. Where other firms struggle for references, several of our customers have become institutional investors!If you are concerned about your firms communication surveillance and the channel gaps that may expose you to regulatory and or compliance risk, call me. We can look at it together to come up with a solution that works with what you have in place today.

Trading Central/Recognia specializes in providing services to Online Retail Brokerages as well as other large financial institutions. Performed several roles ending as the Strategic Account Manager for North America with direct customer responsibilities for more than a third of the firm's global revenue.

Calypso is a privately held software provider that delivers an integrated suite of trading and treasury applications to the capital markets function within banks and other companies participating in the world’s financial markets.Hired by Founders to bring advanced trading and treasury platform software to the Tier II and Tier III Banks within the United States. Responsible for prospecting into new market, educating potential clients on value proposition of Calypso, developing pipeline from scratch and working all aspects of pipeline towards closure of multi million contracts.

During 10 years at Moody's Analytics and its predecessors I held roles as individual contributor, player coach and finally team leader.Team Leader: Managed team of 8 Sales professionals covering North, South and Central America for new and renewal business. Only Manager in the Americas to Make President's Club and had more members of my team on the trip than any other manager globally.Player Coach:-Direct management of major midwestern based Banking clients and Prospects-Direct management of Regional Banking Sales force in the US, Canada, South and Central America (8 direct reports)Individual Contributor:-PreSales: Responsible for all aspects of deal cycle from cold call prospecting to issue identification/resolution to deal closure. Responsible for accurate CRM Maintenance, Internal and external presentations, management reporting.-Post Sales: Managed and significantly expanded client relationships for Tier II financial institutions in the Mid West.

Responsible for all aspects of direct and strategic sales for big ticket risk management products to credit and debit card institutions, retailers, private label card issuers and processors throughout the world. Responsible for direct sales within the United States for Nestor’s largest revenue generating product. Responsible for moving multi million-dollar deal with second largest credit card issuer in the world to payment stage. Comfortable with trade show marketing, prospect engagement, high-level sales presentations, sophisticated contract negotiation, and international sales and client support.

Primarily responsible for the generation of new business to new clients and direct accountability for a $44MM portfolio. Additional responsibilities included deal structuring & underwriting, negotiation of legal documents, presentations to senior management, new business generation and day-to-day servicing of clients. Work also included development, training and supervision of Financial Analyst, Legal Assistant and Administrative Assistant.