Experience

Monex USA (formerly Tempus, Inc)

• Managing Director at Monex USA

  • Mar 2015 - Present

• Executive Director

  • Dec 2014 - Present

  ● Trained and managed a team of Sales Director Representatives to lead search, meet KPI’s, drive new revenue, and meet annual revenue goals.● Generated positive cash flow within one year and an accumulated portfolio totaling $4M in revenue.● Participated in management initiatives to develop streamlined sales processes, align front and middle office activities,goals and profitability● Created various partnership webinars and presentations to their memberships or client base for revenue shares.● Oversaw operations in the NY sales office Show less



Commonwealth Foreign Exchange

• United States
• Financial Services
• 1 - 100 Employee

• Corporate Account Executive

  • May 2011 - Nov 2014

  • Identify prospective leads and build immediate rapport with Finance, Treasury Executives and business owners. • Distinguish business needs/ pains, and deliver high- impact risk management, hedging and payment solution presentations. • Generated positive cash flow within four months, while maintaining sales portfolio of clients. • Train associate account executives in cold calling strategies, closing business, Client trade systems, client management systems and foreign exchange risk management products. • Manage everyday office functions; schedule AE sales training, order office supplies, manage all building related communication, and facilitate phone and IT solutions. Show less



TRAVELEX GLOBAL BUSINESS PAYMENTS

• Territory Sales Representative

  • Mar 2007 - Apr 2011

  Engage with and present directly to finance and treasury professionals within corporate businesses & higher education sectors to understand their international and domestic payments process and needs Analyze and monitor FX markets and how Travelex products and strategies apply to businesses, creating value to simplify payment systems Generate new leads through research and networking to ensure that daily/monthly sales targets are achieved Maintain up-to-date prospects and sales activity data using our Customer Relationship Management system, Salesforce Maintain collaborative relationships with all members of Sales, Trading and Client Relationship Management to help nurture and sustain new business opportunities Show less


Ruesch International
• Financial Services
• 1 - 100 Employee
• FX Account Manager

  • Sep 2004 - Mar 2007