As Co-Founder and CRO of B Squared Partners, I specialize in collaborating with fintech companies focused on the wealth management space. Our curated portfolio features pioneering companies that play crucial roles in comprehensive wealth management strategies. Think of us as a boutique marketplace of innovative fintech solutions, where financial services firms discover cutting-edge products and services to stay current, creative, and competitive.

In this role, I led enterprise sales and solutions for Advintro, driving client relations and developing marketing strategies to position the company as a leader in the financial technology space.

At Marstone, I focused on expanding our B2B financial technology platform. I helped financial firms—including banks, credit unions, brokerages, and asset managers—leverage our white-label digital advice and financial planning solutions to scale their businesses and build future client pipelines.

I drove enterprise sales and wealth management strategies at Apex, building strong client relationships and delivering impactful sales presentations to expand our market presence.

At Folio Institutional, I provided digital strategy and consulting services to financial intermediaries and enterprises. I guided clients through planning, building, and customizing powerful solutions using Folio’s comprehensive suite of APIs.

Recruited to elevate ViewTrade’s technology, operational, and service platform, I developed strategies and customized solutions for custody, trading, and technology services, diversifying the company’s revenue stream.

Over nearly two decades at BNY Pershing, I held progressively senior roles, culminating as the Director, Strategic Client Executive. My journey began with a focus on expanding the RIA and Hedge Fund business and evolved into leading the Eastern U.S. sales region and building deep strategic relationships with key stakeholders.Key Accomplishments:• #1 Salesperson: Consistently ranked as the top salesperson for ten consecutive years, driving unparalleled growth and success.• Leadership: Built and led the most successful sales team in the country, achieving nine consecutive years as the top-performing team with minimal turnover.• Business Growth: Engineered the acquisition of 19 firms, bringing over $15B in assets and $12M in revenue. Drove business unit growth from $300M to over $135B in assets under custody, generating over $100M in revenue.• Major Client Relationships: Secured a $4B relationship, demonstrating Pershing’s ability to support significant client growth when the firm had just $30B in assets.• Strategic Influence: As a member of the Executive Committee and International Risk Committee, I shaped and executed key business strategies, ensuring compliance with U.S. and foreign regulations.• Sales Achievements: Negotiated and secured over 200 relationships representing more than $50B in assets and $60M in revenue. Received the Super Achiever Award for exceeding sales targets by 150%, achieving $6B in annual sales.Throughout my tenure, I was committed to fostering strong client relationships, innovating sales strategies, and driving substantial growth, all while reinforcing BNY Pershing’s brand and value proposition in the market.