Experience

RiskOptics

• United States
• Software Development
• 1 - 100 Employee

• Regional Sales Director

  • Aug 2022 - Present

  San Francisco Bay Area

• Sr. Enterprise Account Executive - Team Lead

  • May 2019 - Aug 2022

  San Francisco Bay Area



none

• Globetrotter

  • Dec 2017 - Jan 2019

  I took a year off to travel the world.



Xero

• New Zealand
• Software Development
• 700 & Above Employee

• Senior Sales & Account Manager

  • Dec 2013 - Oct 2017

  San Francisco -Actively prospected and won new Xero Accounting Partners. -Developed and maintained partnerships with accounting practices across the nation to provide the best cloud accounting solution as well as help them grow and market their organization. -Helped grow our U.S. customer base over 650% in four years.



CVPartners

• Accounting/Finance Recruiter

  • Sep 2010 - Dec 2013

  San Francisco Bay Area -Direct placement of accounting and finance professionals in positions within San Francisco and throughout the Bay Area. -Independently ran a full sales and recruiting desk including prospecting and winning new clients, maintaining relationships with existing clients, and proactively recruiting both active and passive candidates.



Premier Talent Partners

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Account Director

  • 2009 - Sep 2010

  San Francisco Bay Area Direct placement of Accounting and Finance professionals in positions within San Francisco and throughout the Bay Area.



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Senior Associate

  • Feb 2006 - Nov 2007

  San Francisco -Supervised five staff by reviewing their work, assigning projects, and writing formal evaluations. -Prepared and reviewed simple to complex corporate tax returns for multiple clients in various industries such as Scientific Technologies, MCF, Marketron, Amador Stage Lines, etc. -Worked with the audit teams to prepare and review tax provisions (FAS 109). -Experience with various corporate projects including transfer pricing, research and development, etc. -Completed two major merger… Show more -Supervised five staff by reviewing their work, assigning projects, and writing formal evaluations. -Prepared and reviewed simple to complex corporate tax returns for multiple clients in various industries such as Scientific Technologies, MCF, Marketron, Amador Stage Lines, etc. -Worked with the audit teams to prepare and review tax provisions (FAS 109). -Experience with various corporate projects including transfer pricing, research and development, etc. -Completed two major merger projects including planning and compliance. -Performed billing for multiple clients including analyzing, calculating, and invoicing each client. Show less



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Recruiting Manager

  • 2004 - Feb 2006

  San Francisco Bay Area Contacted at least 10 to 20 new companies per day in need of employees to discuss the benefits of our services. Contacted, interviewed and recruited at least 10 new candidates per week and maintained a relationship with over 100 qualified candidates. Placed a high volume of phone calls daily to gain both candidates and companies as customers. Developed excellent organizational skills and ability to take on many tasks at a time due to the nature of the business. Met and exceeded… Show more Contacted at least 10 to 20 new companies per day in need of employees to discuss the benefits of our services. Contacted, interviewed and recruited at least 10 new candidates per week and maintained a relationship with over 100 qualified candidates. Placed a high volume of phone calls daily to gain both candidates and companies as customers. Developed excellent organizational skills and ability to take on many tasks at a time due to the nature of the business. Met and exceeded daily and weekly sales goals including contact goals, company-ins, interviews, etc. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Associate

  • 2003 - 2004

  San Francisco



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • 2000 - 2003

  San Francisco Bay Area



PwC

• Professional Services
• 700 & Above Employee

• Tax Intern - Venture Capital Group

  • Jan 2000 - Apr 2000

  San Francisco Bay Area Tax Internship within the Venture Capital group preparing VC partnership tax returns through the busy season.