Digital Specialist-Wealth Management Digital Engagement and AdoptionDigital sales and consulting. Developed relationships with 200 financial advisors across 7 offices in order to uncover inefficiencies and provide solutions. Selected Accomplishments: ● Helped clients to procure, organize, understand, and illustrate various data sets across multiple applications including prospects, billing, trading, market data, client relationship data, and client feedback data● Led customer experience team that liaised with product developers in order to provide customer feedback and develop next gen GUIs. ● Assisted teams in finding technological overlaps, inefficiencies, and gaps using analysis of operations● Collaborated with multiple departments to refine and implement continuous integration, testing, delivery, and monitoring to ensure timely and accurate software deployments.● Led internal client facing team that transitioned offices from old network to cloud-based Office 365. Cultivated and presented training content to audiences of up to 250+ people.● Owned new recruit onboarding from creating digital profile to one-on-one customer experience training.● Managed rollout and adoption of several applications including website and social media marketing, CRM service level matrices, online trading platforms, electronic document delivery, and portfolio risk management tools.● Agile lead for client facing division of market data platform. Platform had 11,000 users. ● Organized 3rd party vendor “bake-offs” to diagnose business inefficiencies and apply technological solutions.● Chairman-Advisory Council - Led team selected to represent the collective mindset of the department. Worked as a liaison between business and technology leaders in order to cultivate a roadmap for digital adoption.

Private Investor

Key member development team that built and ran adoption of a new proprietary Order Management System and Trading Platform for investment bank. Senior member of electronic sales coverage.Selected Accomplishments: ● Breathed new life into a stagnant relationship with Top 5 Asset Manager after 3 failed attempts by other sales executives. Designed and implemented new workflow processes after diagnosing technological inefficiencies. Resulted in $1M realized revenue with $800,000+ in future yearly commissions.● Product expert and "go to" specialist on product suite to assess client needs and implement the appropriate product. . ● Forged a new relationship with a traditionally standoffish department of a major account. Expanded CS footprint to gain $500,000 in yearly future sales.● Created custom pre-trade solutions resulting in substantial risk mitigation and reduced market impact. ● Pipeline: Developed sales pipeline of diversified revenue streams from daily transaction commissions to monthly and yearly enterprise contracts.● Team Building: Coached and developed performance of the sales team to execute strategy including fostering relationship building with both decision makers and end-users. ● Cross-Functional Communications: Effectively influenced stakeholders within client organizations gaining credibility with both business and technical functions. ● Data Analysis: Analyzed thousands of client transactions over varied time lengths, companies, industries, or seasons to uncover inefficiencies and tell the story that affected the implicit and explicit costs of execution.

Product expert for in depth questions of how to use system, source liquidity, and remedy underlying issues on system. Maintained day-to-day relationships with buyside accounts meeting or exceeding sales targets on a YOY basis. 2007-2010

Key team member to build portfolio trading technology resulting in revenues of $2M. Responsible for cultivating new sales pipeline and maintaining existing trading relationships for new program trading desk.● Responsible for building first-generation customer transaction

Product-expert focused enterprise solution sales. Partnered with clients to bring client requirements to market in order to close sales.● Nominated among top sales people for Terminal sales 2002-2004. ● Led initiative to convert top investment bank technology to Open Bloomberg software from closed circuit stand alone units. 1000+ users converted in one year.