Senior Sales Account Executive

• May 2021 - Present

Director of Business Dev. / Sr. Sales Executive, Financial Supermarket Division, (formerly Tegra118)

• Feb 2021 - May 2021

Director of Business Development / Senior Sales Executive

• Feb 2019 - Feb 2021

Responsible for new business development. Focus is consultative selling and providing Thought Leadership for Tegra118's Unified Wealth Management Platform to Financial Institutions. Tegra118 is the leading provider of Wealth Management Solutions. Our Unified Wealth Platform provides an integrated, end-to-end support for all aspects of a wealth managers cycle and access to Models only and the largest Industry Network of Sponsors and Managers. Responsible for new business development. Focus is consultative selling and providing Thought Leadership for Tegra118's Unified Wealth Management Platform to Financial Institutions. Tegra118 is the leading provider of Wealth Management Solutions. Our Unified Wealth Platform provides an integrated, end-to-end support for all aspects of a wealth managers cycle and access to Models only and the largest Industry Network of Sponsors and Managers.

Client Development Specialist

• Sep 2016 - Aug 2018

Sales Director

• Dec 2008 - Aug 2018

PriceMetrix is the first choice in practice intelligence solutions for retail brokerages in North America. We help wealth management firms enhance revenue growth, by enabling advisors to identify and action otherwise lost revenue opportunities. By combining industry know-how with powerful aggregated market data, we help our clients increase overall firm profitability.Consistently met corporate revenue and profitability targets by developing and executing sales strategies that maximized the revenue potential of existing and future products and tools. Collaborated with senior executives on channel development activity for new market verticals and strategic partnerships. Participated in industry conferences and events; collaborated with internal experts to develop new product ideas.Signed multi-year SaaS and business analytics enterprise wide license agreements with prominent U.S. regional and wire house financial services businesses, Canadian bank-owned wealth management firms, and corresponding clearing companies. Produced in excess of $6.5M total contract value per year over the previous six years.#1 salesman in the company for 8+ years in a row; consistently met and exceeded sales goals on an annual basis. Show less

member

• 1999 - 2013

As a member of two Angel investment networks duties include; screening of early-stage companies to determine moving forward on due diligence, collaborating on and conducting due diligence for the determination of an investment opportunity, analyzing business plans and financial forecasts, valuing start up companies, and coaching the invested companies management team in their management, sales and marketing efforts. As a member of two Angel investment networks duties include; screening of early-stage companies to determine moving forward on due diligence, collaborating on and conducting due diligence for the determination of an investment opportunity, analyzing business plans and financial forecasts, valuing start up companies, and coaching the invested companies management team in their management, sales and marketing efforts.

VP Sales, Relationship Mgr, Registered Rep

• Oct 2005 - Oct 2008

Attracted new clients and built revenue with existing clients in the US & Canada. Negotiated and signed multiyear enterprise-wide software license agreements with new clients and long term multi-million dollar professional services agreements and contract extensions with existing clients. Products included front, middle and back office technology solutions for banks, brokerage firms, and investment and insurance companies. Signed the largest custom development project in the division’s 22 year history. Promoted to the Wealth Management Tier 1 group managing sales activity to over 35 top tier brokerage firms, trust companies, and banks including Morgan Stanley, Lehman Brothers, Bear Stearns, Merrill Lynch, BMO, CIBC, City National Bank, AG Edwards, Legg Mason, RBC, Edward Jones. Signed agreements with Citibank, CIBC, Royal Bank of Canada, Scotiabank, TD Waterhouse, Huntleigh Securities, eNorthern, and AmSouth. Managed relationships with: CIBC, Citibank, Pershing, AmSouth, National Bank Correspondent Network, Desjardin Securities, RBC, Scotiabank, and eNorthern. Successfully met and exceeded goals in 2007 by 140% and attended the President's 100% club in 2008. Passed the General Securities Representative (Series 7) and Unified Security Agents State Law (Series 63) Exams. Show less

member

• Apr 2002 - Dec 2006

As a member of two Angel investment networks duties include; screening of early-stage companies to determine moving forward on due diligence, collaborating on and conducting due diligence for the determination of an investment opportunity, analyzing business plans and financial forecasts, valuing start up companies, and coaching the invested companies management team in their management, sales and marketing efforts. As a member of two Angel investment networks duties include; screening of early-stage companies to determine moving forward on due diligence, collaborating on and conducting due diligence for the determination of an investment opportunity, analyzing business plans and financial forecasts, valuing start up companies, and coaching the invested companies management team in their management, sales and marketing efforts.

Vice President Sales, Wealth Management

• Aug 2003 - Oct 2005

Responsible for attracting new customers in the US and Canada for the Wealth Management division. Duties include prospecting, account planning, needs analysis, demonstrating & presenting software, proposal writing, RFP responses, and contract negotiating. Products include Fixed Income, Equity and Mutual Fund OMS, Commission payable, wireless software for the RIM Blackberry, correspondent billing, portfolio management, compliance and data aggregation software and services. Conduct presentations with companies such as UBS, JPMorgan Private Bank, ADP, Sungard, Morgan Stanley, and others. Show less

Executive Vice President Sales & Marketing

• Jun 1998 - Feb 1999

Responsible for developing and managing Plaid Brothers Software's sales and marketing strategies, attracting new customers, and managing existing customer relationships. As Sales Manager, responsibilities included the recruiting and hiring of sales people, setting goals and compensation plans, preparing and negotiating contracts, revenue forecasting, and sales reporting. Accomplishments: Signed software license agreements with RW Baird & Co., Morgan Keegan, ABN Amro Chicago Corp., and Montgomery Securities. Converted existing upfront licensing clients to a recurring revenue model. Successfully met and exceeded first year goals and attended the President's 100% club. Show less

Co-Owner

• Oct 1985 - Jun 1998

Plaid Brothers Software is the leading provider of enterprise-wide, client server based contact and portfolio management solutions for the securities brokerage industry. Products are deployed on more than 35,000 desktops in the US and Canada. Held numerous positions while developing a 2-person company into a company of over eighty personnel. These positions included at various times in our growth: Programmer, Software Support, QA Analyst, Manager of Project Management, Chief Operating Officer, Sales and Marketing Manager, Human Resource Director, and Facilities Manager. In 1997 Oppenheimer & Co. was hired as our Investment bankers. During this time, duties included preparing a memorandum, marketing the company and performing numerous presentations to potential acquirers resulting in the sale of the company to Sungard Data Systems (SDS) in May of 1998. Additional duties: Director, CFO and Corporate Secretary for Board of Directors. Show less

Executive Vice President Sales & Marketing

• Jun 1994 - May 1998

Extensive sales skills, to include prospecting, account planning, needs analysis, proposal writing, RFP responses, and contract negotiating. Proven and quantifiable track record in meeting or exceeding sales quotas in solution selling to large scale/strategic IT accounts. Negotiated multi-million dollar contracts that included: back-office integration, installation, custom development, recurring revenue licensing fees, and annual maintenance. Applied a client-driven, consultative approach to selling and managing accounts through superior presentation, management and negotiation skills. Company grew from 50 to 85 employees. Negotiated and signedlicensing agreements with: BT Alex Brown & Sons, First of Michigan, First Albany Corp., Interstate Johnson Lane, Scott & Stringfellow, Legg Mason, Merrill Lynch International, JC Bradford, Cowen & Co.Consistently met and exceeded annual sales goals as the company grew from $3 million in annual revenue to almost $7 million. Show less

Chief Operating Officer, CFO, VP of Sales

• Jun 1990 - Jun 1994

Managed day-to-day operations of the Company incl. bus. development, product and project management, technology, information systems, sales & marketing, and customer service. Oversaw the financial activities of the entire company as it grew from 25 to 50 employees. Traveled extensively on a weekly basis to cities throughout the US and Canada. Negotiated software licensing agreements with: Fidelity National Financial, Dain Rauscher, CIBC Oppenheimer, A.G. Edwards & Sons, McDonald & Co., CIBC Wood Gundy. Conducted complex negotiations at the Senior Executive, Director, CTO and President level with each company. The ave. contract exceeded $3 million dollars during the life of the contract. Developed a Windows based multi-currency client server application allowing thousands of brokers to use the system simultaneously. Created back office integration and corporate action processing software. Created and managed Quality Assurance, Customer Support and Project Management Departments. Show less

Programmer, VP of Sales, Software Support

• Oct 1985 - Jun 1990

Developed DOS-based single user and network software using Clipper, dBase III, C, and Fortran. Set up appointments, demonstrated and sold software directly to thousands of single and multi-user retail stockbrokers in the Southern California market. Built a telemarketing business that sold thousands of copies of the software to brokers throughout the US and Canada. Provided both direct and over the phone training and support. Licensed Contact Management Software to Software Publishing Corp., which re-packaged the program as PFS:Prospect. As Human Resources Director responsible for all AR, AP and Payroll. Grew the company from 2 principals to 25 employees. Show less

First Lieutenant

• 1982 - 1986

First Lieutenant, Combat Engineer, Team Embarkation Officer Company Commander, H&S Company Executive Officer, Bulk Fuel Company Assistant Logistics Officer Platoon Commander, Combat Engineer Platoon First Lieutenant, Combat Engineer, Team Embarkation Officer Company Commander, H&S Company Executive Officer, Bulk Fuel Company Assistant Logistics Officer Platoon Commander, Combat Engineer Platoon