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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • 2017 - Present

    • Vice President
      • 2014 - Feb 2017

      Chicago, IL

    • Account Executive Manager
      • 2009 - 2012

      Santa Monica, CA Managed 40 Account Executives for one of the largest precious metals dealers in the U.S. Ranked by Inc Magazine as 6th Fastest Growing Private Company in $500M+ revenue range. Provided monitoring and feedback to my team including guidance on sales techniques, counseling on compliance, and resolution of personnel issues. • Promoted two times in less than two years from Account Executive Coordinator to Senior Account Executive Coordinator to Account Executive Manager; youngest… Show more Managed 40 Account Executives for one of the largest precious metals dealers in the U.S. Ranked by Inc Magazine as 6th Fastest Growing Private Company in $500M+ revenue range. Provided monitoring and feedback to my team including guidance on sales techniques, counseling on compliance, and resolution of personnel issues. • Promoted two times in less than two years from Account Executive Coordinator to Senior Account Executive Coordinator to Account Executive Manager; youngest manager on the trading floor by ten years. • Oversaw distribution of $150K+ in daily leads generated through Internet advertisement campaigns. • Rated among the top 10% in annual reviews 3 consecutive years. • Assisted the President and CEO with strategy and execution of companywide sales force optimization projects. Developed, implemented and led a project that decreased lead response time by approximately 80%. • Selected as Goldline representative in its nationally syndicated television commercials. • Conceived, built, maintained, and used daily a soft model for objective distribution of high-value leads. Show less

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Business Development Associate
      • 2008 - 2009

      New York, NY Involved in all stages of sales process for compliance software marketed to public companies and financial services firms. Demonstrated product capability and sold Section 16 Manager, a tool for managing legalities of reporting equity compensation of officers and principal shareholders of public corporations under the 1934 Securities and Exchange Act. Originated sales leads and demonstrated ability to close sales in a challenging economic environment of rapidly decreasing corporate budgets.

    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Investment Banking Analyst
      • 2006 - 2008

      Chicago, IL Involved in detailed preparation of materials to support comprehensive merger, acquisition, and divestiture services to middle-market companies. Prepared confidential memoranda used as primary method of communication with prospective investors. Involved in all stages of sales process. Built detailed financial models to evaluate and analyze transactions.

Education

  • University of Southern California
    Master of Business Administration (M.B.A.)
    2012 - 2014
  • Norwich University
    Bachelor of Science (BS), Business Management and Economics
    2001 - 2005

Community

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