Experience

GfK Boutique Research

• United States
• Research Services
• 1 - 100 Employee

• Institutional Sales | Alternative Data

  • Jan 2023 - Present

  GfK Boutique is a subsidiary of GfK Group, the world's fourth-largest market research company that has been a market leader in analyzing consumer behavior since its inception in 1934. GfK Boutique, founded in 2003, leverages big data obtained by GfK and turns it into smart data to give its clients a competitive edge. GfK Boutique has the world's largest Point-of-Sale (PoS) database, including consumer durables PoS. Boutique's PoS data is sourced directly through data-sharing agreements… Show more GfK Boutique is a subsidiary of GfK Group, the world's fourth-largest market research company that has been a market leader in analyzing consumer behavior since its inception in 1934. GfK Boutique, founded in 2003, leverages big data obtained by GfK and turns it into smart data to give its clients a competitive edge. GfK Boutique has the world's largest Point-of-Sale (PoS) database, including consumer durables PoS. Boutique's PoS data is sourced directly through data-sharing agreements with 500,000+ retailers, resellers, distributors, VARs, and mobile carriers on a weekly and monthly basis in 75+ countries. GfK Boutique’s analysts scrub the PoS data and synthesize it into investor-focused research on consumer end-demand. Data is presented so that it is comparable across all covered countries and regions. GfK Boutique's PoS data includes sales and unit values at the SKU level, along with average selling price (ASP). This level of granularity enables GfK Boutique to provide unique insight into company performance in comparison with each company's reported metrics. Correlations between GfK data and company reports demonstrate a strong level of accuracy. For most companies under coverage, GfK Boutique captures a revenue equivalent to 85% of reported sales in developed regions, 80% in China and 65% in emerging regions that is then used to quantify sales units and transactions to better understand consumer end-demand. Boutique’s services are exclusive to the buy-side community with no distribution to sell-side firms. Show less GfK Boutique is a subsidiary of GfK Group, the world's fourth-largest market research company that has been a market leader in analyzing consumer behavior since its inception in 1934. GfK Boutique, founded in 2003, leverages big data obtained by GfK and turns it into smart data to give its clients a competitive edge. GfK Boutique has the world's largest Point-of-Sale (PoS) database, including consumer durables PoS. Boutique's PoS data is sourced directly through data-sharing agreements… Show more GfK Boutique is a subsidiary of GfK Group, the world's fourth-largest market research company that has been a market leader in analyzing consumer behavior since its inception in 1934. GfK Boutique, founded in 2003, leverages big data obtained by GfK and turns it into smart data to give its clients a competitive edge. GfK Boutique has the world's largest Point-of-Sale (PoS) database, including consumer durables PoS. Boutique's PoS data is sourced directly through data-sharing agreements with 500,000+ retailers, resellers, distributors, VARs, and mobile carriers on a weekly and monthly basis in 75+ countries. GfK Boutique’s analysts scrub the PoS data and synthesize it into investor-focused research on consumer end-demand. Data is presented so that it is comparable across all covered countries and regions. GfK Boutique's PoS data includes sales and unit values at the SKU level, along with average selling price (ASP). This level of granularity enables GfK Boutique to provide unique insight into company performance in comparison with each company's reported metrics. Correlations between GfK data and company reports demonstrate a strong level of accuracy. For most companies under coverage, GfK Boutique captures a revenue equivalent to 85% of reported sales in developed regions, 80% in China and 65% in emerging regions that is then used to quantify sales units and transactions to better understand consumer end-demand. Boutique’s services are exclusive to the buy-side community with no distribution to sell-side firms. Show less



Statista

• Germany
• Technology, Information and Media
• 700 & Above Employee

• Sales Director

  • Nov 2019 - Oct 2022

  • Identify prospects in assigned territory and build sales pipeline by developing strategic marketing campaigns. • Serve as account manager for over 80 existing subscribers upselling yoy with a renewal rate of over 90% • Initiate trial on CRM, by identifying prospects individual focus, increasing the potential for sales. • Promoted twice within the organization as revenue goals were consistently achieved. • Sales Director position created to serve as the face of the… Show more • Identify prospects in assigned territory and build sales pipeline by developing strategic marketing campaigns. • Serve as account manager for over 80 existing subscribers upselling yoy with a renewal rate of over 90% • Initiate trial on CRM, by identifying prospects individual focus, increasing the potential for sales. • Promoted twice within the organization as revenue goals were consistently achieved. • Sales Director position created to serve as the face of the vertical. • Extensive travel pre-covid • Served as Interim “Group Director” for 15 months while position was vacant • Introduced and implemented a “Delivery Account” system for companies who were using a few licenses to service large quantities within the organization resulting in tickets sizes increasing by up to 4X in size. • 2021 Revenue Goal of $750K vs Actual 2021 Revenue of $902,000 (Average sales price is $13,300). • 2022 New Business projection $150K, Renewal Business of $800K vs goal of $800K combined.

• Senior Key Account Manager

  • Mar 2017 - Nov 2019

  Statista Inc. is one of the leading statistics companies on the internet. With a team of over 400 statisticians, database experts, analysts, and editors, Statista provides users with an innovative and intuitive tool for researching quantitative data, statistics and related information. Our product is aimed at business and academic clients. Consulting firms and media agencies, as well as strategy and marketing departments in large corporations from a variety of industries license our services… Show more Statista Inc. is one of the leading statistics companies on the internet. With a team of over 400 statisticians, database experts, analysts, and editors, Statista provides users with an innovative and intuitive tool for researching quantitative data, statistics and related information. Our product is aimed at business and academic clients. Consulting firms and media agencies, as well as strategy and marketing departments in large corporations from a variety of industries license our services. Our client base includes a wide range of globally active companies and premier academic institutions. To provide our clients with the relevant, accurate and specialized data they have come to expect from Statista, we work closely with market leaders in the research sector. Our strategic partners in the United States include the Interactive Advertising Bureau (IAB) and the American Association of Advertising Agencies (4 A’s). Our media partners in the US and UK include Mashable.com, Business Insider, Forbes and the Independent. Statista's headquarters is located in the heart of Hamburg, Germany, and the company maintains offices in New York City, London, Madrid, Berlin and Frankfurt.



BCA Research

• Canada
• Financial Services
• 100 - 200 Employee

• Business Development Manager

  • May 2016 - Feb 2017

  • Identify prospects in assigned territory and build sales pipeline by developing strategic marketing campaigns. • Initiate trial on SalesLogix CRM, by identifying prospects individual focus, increasing the potential for sales. • Keep informed of strategist’s global macro views to maintain fluid dialogue. • Close sales of factor-based fintech trading model to opportunities seeking more granular services. • Attend company events and industry conferences to secure relationships. •… Show more • Identify prospects in assigned territory and build sales pipeline by developing strategic marketing campaigns. • Initiate trial on SalesLogix CRM, by identifying prospects individual focus, increasing the potential for sales. • Keep informed of strategist’s global macro views to maintain fluid dialogue. • Close sales of factor-based fintech trading model to opportunities seeking more granular services. • Attend company events and industry conferences to secure relationships. • Successful at closing business opportunities in short periods of time. BCA Research is the leading independent provider of global investment research. Since 1949, BCA's mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies, as well as educating, informing and stimulating discussion through clear and thought-provoking research. BCA provides its services to financial professionals in more than 90 countries through a wide range of products, services and meetings. BCA maintains a head office in Montreal, with local offices in London, New York, San Francisco, Hong Kong, Sydney, Cape Town and Sao Paulo. Show less • Identify prospects in assigned territory and build sales pipeline by developing strategic marketing campaigns. • Initiate trial on SalesLogix CRM, by identifying prospects individual focus, increasing the potential for sales. • Keep informed of strategist’s global macro views to maintain fluid dialogue. • Close sales of factor-based fintech trading model to opportunities seeking more granular services. • Attend company events and industry conferences to secure relationships. •… Show more • Identify prospects in assigned territory and build sales pipeline by developing strategic marketing campaigns. • Initiate trial on SalesLogix CRM, by identifying prospects individual focus, increasing the potential for sales. • Keep informed of strategist’s global macro views to maintain fluid dialogue. • Close sales of factor-based fintech trading model to opportunities seeking more granular services. • Attend company events and industry conferences to secure relationships. • Successful at closing business opportunities in short periods of time. BCA Research is the leading independent provider of global investment research. Since 1949, BCA's mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies, as well as educating, informing and stimulating discussion through clear and thought-provoking research. BCA provides its services to financial professionals in more than 90 countries through a wide range of products, services and meetings. BCA maintains a head office in Montreal, with local offices in London, New York, San Francisco, Hong Kong, Sydney, Cape Town and Sao Paulo. Show less



Calton & Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Advisor

  • Sep 2012 - May 2016

  • Source new business by identifying and approaching accredited investors. • Utilize relationship skills to target and approach sources capable of referring high net worth investors. • Collaborate with team members to meet ad hoc requests for implementing complex products for institutional accounts • Act as a liaison between clientele and advisers to discuss the benefits of utilizing • Alternative investment strategies including, business development companies, real estate… Show more • Source new business by identifying and approaching accredited investors. • Utilize relationship skills to target and approach sources capable of referring high net worth investors. • Collaborate with team members to meet ad hoc requests for implementing complex products for institutional accounts • Act as a liaison between clientele and advisers to discuss the benefits of utilizing • Alternative investment strategies including, business development companies, real estate investment trusts, structured products, private equity, global macro, event driven, and long/short funds • Market and assist with the integration of approved alternative investment products for internal advisers. • Kept current on market trends and product availability to remain conversant and up to date. Show less • Source new business by identifying and approaching accredited investors. • Utilize relationship skills to target and approach sources capable of referring high net worth investors. • Collaborate with team members to meet ad hoc requests for implementing complex products for institutional accounts • Act as a liaison between clientele and advisers to discuss the benefits of utilizing • Alternative investment strategies including, business development companies, real estate… Show more • Source new business by identifying and approaching accredited investors. • Utilize relationship skills to target and approach sources capable of referring high net worth investors. • Collaborate with team members to meet ad hoc requests for implementing complex products for institutional accounts • Act as a liaison between clientele and advisers to discuss the benefits of utilizing • Alternative investment strategies including, business development companies, real estate investment trusts, structured products, private equity, global macro, event driven, and long/short funds • Market and assist with the integration of approved alternative investment products for internal advisers. • Kept current on market trends and product availability to remain conversant and up to date. Show less



Cetera Advisor Networks LLC

• United States
• Financial Services
• 500 - 600 Employee

• Advisor

  • Dec 2008 - Aug 2012

  Cetera Advisor Networks was previously known as Financial Network Investment Corp, and previously an ING Company. • Gained first experience working with an independent hybrid RIA. • Managed the transition of clientele during the financial crisis achieving a near 100% success rate. • Enjoyed greater access to fixed income, capital market, and alternative investment platforms. • Obtained Life & Health producer license. • Worked with senior management and sales development team… Show more Cetera Advisor Networks was previously known as Financial Network Investment Corp, and previously an ING Company. • Gained first experience working with an independent hybrid RIA. • Managed the transition of clientele during the financial crisis achieving a near 100% success rate. • Enjoyed greater access to fixed income, capital market, and alternative investment platforms. • Obtained Life & Health producer license. • Worked with senior management and sales development team to integrate • Newly licensed producers and provide education regarding sales and investment strategies. Show less Cetera Advisor Networks was previously known as Financial Network Investment Corp, and previously an ING Company. • Gained first experience working with an independent hybrid RIA. • Managed the transition of clientele during the financial crisis achieving a near 100% success rate. • Enjoyed greater access to fixed income, capital market, and alternative investment platforms. • Obtained Life & Health producer license. • Worked with senior management and sales development team… Show more Cetera Advisor Networks was previously known as Financial Network Investment Corp, and previously an ING Company. • Gained first experience working with an independent hybrid RIA. • Managed the transition of clientele during the financial crisis achieving a near 100% success rate. • Enjoyed greater access to fixed income, capital market, and alternative investment platforms. • Obtained Life & Health producer license. • Worked with senior management and sales development team to integrate • Newly licensed producers and provide education regarding sales and investment strategies. Show less



Eastbrook Capital Group

• New York, NY

• Advisor

  • Jan 2003 - Nov 2008

  Independent securities broker-dealer Independent securities broker-dealer