Experience

Plat.AI

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Independent Sales Contractor/ Sr. Sales Executive (Contract)- AI & ML Platform, Loan Originations

  • 2023 - Present

  Plat.AI is a real-time decision-making engine, offering buildable and maintainable AI for any platform or system for Loan Originations. Plat.AI is a real-time decision-making engine, offering buildable and maintainable AI for any platform or system for Loan Originations.



Seabrook Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Independent Sales Contractor/ Sr. Sales Executive (Contract)- MCA, Lines of Credit, Short Term Loans

  • 2023 - Present

  Direct Lender for Medium-to-large businesses with revenue over $2M+. Funder of Short-Term Loans, MCAs, Lines of Credit, and Asset-Backed Lending. Closed 1 deal per week with an average of $500K in funding. Earned and generated between $15K- $20K in monthly commission. Established long lasting and strong C-Suite and Owner level connections with SMBs generating $1M+ in monthly revenue. Created referral partnerships chain/division by partnering with Equipment Finance, Factoring, and Credit Card Processors to expand deals across SMBs with minimum $1M monthly for working capital and additional funding options. Show less



Equifax

• United States
• Financial Services
• 700 & Above Employee

• Senior Account Executive- Loan Originations, Alternative Finance & Fintechs

  • 2022 - 2023

  One of the largest global data, analytics, and technology companies and oldest US Credit Bureau. Responsibility included but not limited to managing both an existing book of business while bringing in new business/logos. Worked with Lenders to help them originate smarter and more strategic consumer and commercial loans and lines of credit while managing the entire loan life cycle. Sold an array of data & analytics solutions and professional services from cloud solutions, credit risk management, data driven marketing, identity theft & fraud, compliance, due diligence, litigation/regulations, verification services, workforce solutions, and more. Achievements: •Achieved 125% of quota in year one. •Grew a book of business from $1.5M to $2.5M through up-sells, cross sells, renewals, and new logos by providing a suite of loan origination and tech solutions and services that supported the management of the entire loan life cycle from direct marketing, origination, to collections. •Established a long lasting and strong C-Suite and VP level connections at Tier 1 and 2 Real Estate/Mortgage Lenders, FinTechs, Alternative Lenders, and other Alternative Finance Groups. Show less



Debexpert

• United States
• Financial Services
• 1 - 100 Employee

• VP & Head of Sales- FinTech, Private Debt Trading Platform

  • 2020 - 2022

  Global Financial Technology (FinTech) company that ran a trading platform for the purpose of selling private debt. Worked with direct lenders on the sell side and private/institutional investors along with traditional buyers on the buy side. Spearheaded the growth of the US market and scaled the US sales division by managing lender relations and portfolio acquisitions nationwide. Spearheaded the entire US Real Estate/Mortgage debt trading division and became one of our leading revenue contributors. Achievements: ●Achieved 200% of quota in year 2 and 150% in year 1. ●Generated and supported $9M+ in revenue as a leader and a coach in my last year. ●Spearheaded multiple revenue streams and/or sales divisions that started with consumer lending, and spread to but not limited to Nonperforming Consumer, Commercial, Auto, Real Estate/Mortgages, Performing Loans, Fintechs, Alternative Lending, and our Partnerships Division ●Created and led a US sales team from the ground up to 12 professionals that include a mix of Directors, Sales Managers, BDMs, SDRs, Inbound Sales Specialist, and an Auctions Manager). ●Ran the entire US sales division and created the entire sales process and BD strategy from the floor up, for including all outbound and inbound sales efforts for generating leads on a consistent basis, running multiple outreach campaigns to secure new business, and account management protocols to turn existing clients into recurring revenue accounts. Show less



Barclay Simpson Cyber Security

• United Kingdom
• Staffing and Recruiting

• Head of US Client Development- Advisory & Consulting Services, IS & Cyber Security

  • 2019 - 2020

  Global Consultancy & Human Capital Solutions provider across a suite of expertise in project-based work from the likes of Data, Analytics, Engineering, Cybersecurity, Audit, Risk, Treasury, Legal, Compliance, and Corporate Governance recruitment services. Achievements: Generated $565K in billing fees converted into new sales revenue, with an additional $310K under contract on a contingent basis; totaling $815K towards personal annual target for year one. Achieved 160% of revenue in year 1. Created and developed entire business development unit/division from the ground up, market strategy & mapping, plan of attack, business development campaigns (sales pitch, cold call campaigns, meeting agendas, email campaigns, LinkedIn campaigns, marketing campaigns, etc.) and put together a business development employee manual outlining program and structure to the sales floor. Show less



Trusted Insight

• United States
• Internet Publishing
• 1 - 100 Employee

• Director of Sales- FinTech, AI & Machine Learning SaaS Investment Platform (Capital Markets)

  • 2016 - 2019

  National FinTech organization. Responsible for leading a team and selling their AI & Machine Learning Investment Saas platform to Institutional Investors and various Fund Managers. Achievements: ●Developed a $650K book of business and grew it to over $1.1M in year 1 of promotion. ●Hit 140% of quota for year two for renewals and 120% for new business, finishing out the second year at $1.9M. ●Oversaw 80+ accounts via growth, retention, and account planning while bringing in new business after promotion to Corporate Accounts Manager. Show less



Informa

• United Kingdom
• Information Services
• 700 & Above Employee

• Sales Manager- Data & Analytics

  • 2014 - 2016

• Corporate Accounts Manager- Financial Intelligence, Wealth Management (Enterprise & Mid-market)

  • 2013 - 2014

• Senior Business Development Manager & Business Development Manager- Financial Sector

  • 2012 - 2013

  Global Data & Analytics Provider. Worked in the Financial Intelligence Division. Responsible for managing a large book of business via growth and retention through cross sell opportunities while developing new business. Strong focus in account management and business development across the financial sector. In charge of running various types of sales campaigns to generate new business and account strategy planning and techniques to continue to retain and grow the existing book of business by managing new & existing relationships. Achievements:●Spearheaded a small team of 5 BDMs and Account Executives. ●Generated over $6.5M in revenue combined as a player-coach in the last year of service.●Achieved 175% of quota.●Created and developed entire business development unit/division from the ground up; market strategy & mapping, plan of attack, business development campaigns (sales pitch, cold call campaigns, meeting agendas, email campaigns, LinkedIn campaigns, marketing campaigns, etc.) and put together a business development employee manual outlining program and structure to sales floor. Show less



Spartan Capital Securities, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director- Private and Institutional Wealth, Investment Banking

  • 2010 - 2012

  Private Investment Banking and Wealth Management Firm/RIA on Wall Street. Worked with both B2C and B2B investors. Responsible for growing a book of business of ultra high net worth individuals, lead & accredited investors, business owners, C-Suite executives, and investment institutions by managing new & existing portfolios through the buy & sell of publicly traded securities, private equity, retirement plans, mortgaged back securities, private debt, and more for the purpose of creating & securing wealth while managing risk. Achievements:●Opened 85+ accounts first year at Spartan Capital and was awarded the top account opener across the firm.●Raised a total $8.50M in assets during employment as an individual contributor.●Managed, developed, and coached a small team of Junior Financial Consultants.●Supervised, trained, evaluated, overseen, and provided feedback to junior colleagues. Show less

• Senior Financial Consultant- Investments & Portfolio Management

  • 2009 - 2010

• Financial Advisor- Registered Representative

  • 2008 - 2009