As the Global Client Services Director at RFA, I lead our international team in delivering top-tier service and solutions that drive client success. With offices in New York, London, and Luxembourg. RFA is dedicated to providing IT service management, cloud, compliance and cybersecurity services tailored for the financial services and alternative investment sectors. My role involves strategizing to enhance client engagement, ensuring seamless communication across different time zones, and fostering relationships that result in significant business growth. With a passion for technology and a commitment to excellence, I aim to transform client visions into reality, leveraging my deep understanding of market dynamics and client needs to exceed expectations.

At Agio, I lead the charge in crafting and executing a customer success strategy that optimizes the lifecycle across all services, from onboarding and support to service delivery, adoption, advocacy, and retention. I work closely with sales and service teams to consistently achieve exceptional outcomes, driving strong renewals and up-sells.

• Lead the pre-sales team in the New York Metropolitan area, driving strategic initiatives and ensuring alignment with company goals.• Collaborate with sales & marketing teams to identify and qualify high-value leads, developing compelling value propositions and solutions.• Proactively research and analyze emerging technologies, advising on product roadmap development and market expansion opportunities.• Deeply understand customer needs and challenges, crafting tailored solutions leveraging Agio's product portfolio and technical expertise.• Work closely with technical architects and subject matter experts to ensure solutions are technically sound, secure, and scalable.• Partner with sales representatives to create accurate and timely sales quotations and proposals, accelerating deal velocity.• Identify and present upsell and cross-sell opportunities to existing clients, maximizing client value and revenue potential.• Champion a high success rate in sales engagements, consistently exceeding customer expectations and securing deals.• Possess a deep understanding of Microsoft technology stack, particularly Azure cloud solutions and network infrastructure.• Translate complex technical concepts into clear and concise language, effectively communicating value propositions to both technical and non-technical audiences.• Advocate for best practices in information security, ensuring solutions align with industry standards and client compliance requirements.• Mentorship and coach pre-sales team members, fostering professional development and knowledge sharing.• Continuously stay informed of market trends and competitor landscape, providing insights to guide strategic decision-making.

CDI provides digital transformation solutions for businesses of all sizes and industries. CDI helps its clients leverage the latest technologies and methodologies to optimize their performance, agility, and outcomes. CDI offers solutions in areas such as security, modern applications, intelligent operations, digital workflow, digital workspace, and hybrid cloud infrastructure. CDI has a team of experts who are certified and recognized by leading technology partners such as VMware, Dell, Cisco, and more. CDI is committed to delivering value, innovation, and excellence to its clients.

Spearheaded the formulation and execution of CDI's Managed Services customer success strategy, optimizing the customer lifecycle encompassing onboarding, support, services, adoption, advocacy, retention, and more. Collaborated with sales and service delivery leaders to drive exceptional outcomes such as renewals and up-sells. Played a pivotal role in the successful operational merger of six company acquisitions, ensuring smooth integration and alignment of processes, systems, and teams.

Responsible for maintaining client relationships and selling technology services to financial firms and others. Specifically, the alternative asset vertical in NYC and Southern CT. (hedge funds, fund of funds, broker dealers, & private equity firms)

Respected executive technology leader offering proven ability to capitalize on enterprise-level technologies to produce savings. Work with other business departments to formulate a coherent vision of new technology within a company as well as future advancements.

Install, support, and project manage the opening of 11 Hedge Funds in the Financial District of Boston. Consistently manage numerous simultaneous technical projects, lead engineer for Hedge Fund openings, installs & upgrades.

Carry out implementation and administration of operating systems, computer hardware, networks, and software for clients of specialty provider of turnkey IT and telecom solutions for hedge fund managers worldwide. Worked with clients to identify needs and develop effective solutions.

Oversee IT functions for rapidly-growing video production and event management company with customers that include Bayer, ESPN, Seiko, Roche, Coca-Cola, and Guinness. Manage all network engineering, design, security, and troubleshooting, and provide support for Avaya IP Office, ACT, EHS, and other systems. Additionally carry out project management for large event productions.

Formed and managed IT consulting firm. Provided services in a wide variety of areas.

Directed all corporate information systems and LAN/WAN for global retail company’s NY office. Maintained hardware, software, and POS systems for multiple store locations.

Oversaw IT support for 200-user organization with 6 widespread locations. Managed hardware and software implementations. Supervised user and staff training functions.