Experience

Financial Recovery Technologies

• United States
• Financial Services
• 100 - 200 Employee

• Sales Executive

  • 2019 - Present

  Expanding sales for Financial Recovery Technologies (FRT), an advanced technology-based services firm that helps institutional investors maximize funds recovered from securities class action settlements. FRT monitors the domestic and increasingly complex global securities and anti-trust landscape, to uncover relevant opportunities for each client to recover assets and increase portfolio returns. Expanding sales for Financial Recovery Technologies (FRT), an advanced technology-based services firm that helps institutional investors maximize funds recovered from securities class action settlements. FRT monitors the domestic and increasingly complex global securities and anti-trust landscape, to uncover relevant opportunities for each client to recover assets and increase portfolio returns.



Straterix

• United States
• Financial Services
• 1 - 100 Employee

• VP Sales

  • 2017 - 2019

  Built Sales for the Americas including infrastructure, marketing, partnerships, and sales cycle management, from pipeline development and outreach, to negotiation and deal closing. The Straterix platform automatically generates thousands of forward-looking scenarios and projects a firm's or portfolio's financial performance against each to uncover hidden risk concentrations and the future market and economic conditions that are most impactful. Built Sales for the Americas including infrastructure, marketing, partnerships, and sales cycle management, from pipeline development and outreach, to negotiation and deal closing. The Straterix platform automatically generates thousands of forward-looking scenarios and projects a firm's or portfolio's financial performance against each to uncover hidden risk concentrations and the future market and economic conditions that are most impactful.



TS Imagine, formerly Imagine Software

• United States
• Financial Services
• 1 - 100 Employee

• Director of Global Sales

  • 2014 - 2017

  Led sales and account management globally, overseeing teams in New York, London, Hong Kong and Sydney. Imagine Software is a leading provider of real-time cross-asset portfolio and risk management services for the world's largest brokerage firms, investment banks, hedge funds, and funds of funds and has clients in more than 25 countries throughout the Americas, Europe and the Asia-Pacific regions. Led sales and account management globally, overseeing teams in New York, London, Hong Kong and Sydney. Imagine Software is a leading provider of real-time cross-asset portfolio and risk management services for the world's largest brokerage firms, investment banks, hedge funds, and funds of funds and has clients in more than 25 countries throughout the Americas, Europe and the Asia-Pacific regions.



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Head of Fixed Income Sales - North America

  • 2011 - 2014

  Hand-picked by EVP and Global Head of Fixed Income to lead a team of ultimately 9 specialists to grow sales of Thomson Reuters’ flagship Eikon product among existing and new accounts in the U.S. and Canada. Increased multimillion dollar gross sales levels each year and expanded targeting of buyside, sellside, and ancillary companies like industry regulators, law firms, rating agencies and other vendors. • Implemented detailed territory reviews that significantly increased engagement and growth at existing accounts and targeting of new prospects. • Drove increased usage of Salesforce.com among veteran salespeople which accelerated opportunities through the sales cycle and provided key stats on individual performance as well as product strengths and deficiencies. • Recruited and trained additional sales and business development staff which increased proactive sales and pipeline building.• Mentored team members in multiple offices and reviewed performance after joint sales calls which honed the pitch and improved their negotiating skills. Show less

• Global Sales Manager - eMAXX

  • 2002 - 2011

  Promoted from an individual sales role to assume additional responsibility for global sales/account management of fixed income SaaS tool. Balanced demands of leading the sales team while continuing as the top individual performer.• Identified and promoted a successful acquisition and spearheaded the integration which led to a 68% growth in net revenue over the subsequent 4 years and a 300% ROI. • Ran a stand-alone business including strategy, revenue and expense forecasting, commission planning as well as all financial reporting to senior management.• Hired and trained new sales and support staff and acted as ultimate escalation level of client support as the recognized expert in eMAXX content and functionality. • Worked closely with IT staff to enhance core product capabilities and create bespoke solutions. Show less



Capital Access International, LLC

• Murray Hill, NJ

• Institutional Sales Director

  • 1998 - 2002

  Joined a young start-up that provided bond ownership and investor profile information to the financial services industry. Became the top-performing salesperson as the company transitioned from a CD-based service to SaaS in 2000 and was sold to Reuters in 2002. • Built strong client network of institutional fixed income professionals. • Increased net sales in my territory by over 30% annually. • Won most new clients from a direct competitor. • Consistently led sales performance in a team of 8 and was recognized for most sales calls made. Show less



Bayerische Vereinsbank

• New York, Dublin Ireland, Munich Germany

• Vice President

  • 1989 - 1998

  Promoted to Portfolio Manager at BV Capital Management in New York and then sent to Dublin to manage 10 globally invested fixed income funds for the new BV Financial Ireland subsidiary. Moved to the bank’s headquarters in Munich to form the Trading Research team which provided trading-oriented fixed income and currency research for the internal sales and trading desks and external clients. Returned to New York after 6 years to build a North American Institutional Fixed Income Sales desk and sell a previously domestic only German fixed income product. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • 1988 - 1989

  Research in the Mortgage Product Group within Merrill Lynch Capital Markets Research in the Mortgage Product Group within Merrill Lynch Capital Markets