As a financial software sales consultant, I have experience working with a variety of client workflows in portfolio management, trading, banking and operations. I understand, strategize and implement solutions to make clients more efficient and prepared in their execution of main responsibilities. My passion for all things technology- and software-related helps me to convey essential values and
As a financial software sales consultant, I have experience working with a variety of client workflows in portfolio management, trading, banking and operations. I understand, strategize and implement solutions to make clients more efficient and prepared in their execution of main responsibilities. My passion for all things technology- and software-related helps me to convey essential values and benefits to clients and prospects, making it easier for them to integrate technology into daily use. Whether it's analyzing a 13-F holdings document, using an algorithm for best execution strategy, or running an investor report for a hedge fund, I always take a consultative approach to solve problems quickly and efficiently. I help get funds up and running to do what matters most to them - investing.
Account Executive, SMB, New Business @ Helping businesses understand how event based behavior tracking can improve their business across various mobile and web platforms. From April 2015 to Present (9 months) Sales Associate @ Providing a unified platform spanning the entire investment life-cycle for alternative investment managers. We provide a modern day solution for operating a fund through enhanced mobile-optimized tools for managing risk, structuring complex compliance needs, executing trades and managing data. On top of all that, it helped reduce overhead costs through our true SaaS model and institutionalize the infrastructure of the business. All of these things make passing due-diligence easier while allowing managers to concentrate on what matters most to their investors, generating alpha.
As an early member of the sales and marketing team, it has been my responsibility to make sure prospects and clients are fully educated on the benefits of our SaaS solution to help grow what is essentially their small business. I have helped grow our market awareness through grass roots marketing at industry events and networking everywhere. Becoming a true partner to our client's above all else and I ensured that they make the most of our mobile applications to be better investors. From April 2013 to April 2015 (2 years 1 month) Greater New York City AreaClient Development Associate @ As a Client Development Associate, I served as a product expert to a range of clients in credit risk management, equity research and investment banking. My clients included some of the most prominent names in the institutional investment space. I focused on lead development, product adoption, account management and product training in Excel modeling and web-based financial research platforms.
I acted as a product expert to make sure my clients interacted at the highest level of efficiency using S&P Capital IQ's product suite. Maximizing their workflows, I built strong, lasting relationships by taking a consultative approach in learning about my clients' various business responsibilities. My focus was to generate continued success within the client's business via all products in the S&P Capital IQ platform, ultimately increasing their spend with us. From May 2012 to April 2013 (1 year) Greater New York City AreaEquity Sales Analyst @ Series 7, 63, 55 Representative From August 2009 to October 2011 (2 years 3 months)
Bachelors of Science, Operations Information Management, Marketing @ Georgetown University - The McDonough School of Business From 2005 to 2009
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