Experience

BWG Strategy LLC

• United States
• Market Research
• 1 - 100 Employee

• Senior Manager, Institutional Equity Research Sales

  • Jan 2022 - Present

  BWG has fundamentally changed the way investment managers and corporations access real-time information to enhance business performance through its unlimited subscription-based content and data architecture. BWG provides much needed transparency by creating access to real-time information and data on sector, company and technology trends. BWG serves more than 100,000 professionals across the world’s leading corporations and investment management firms, including mutual funds, hedge funds, private equity firms and private credit funds, through its Research Forum, Corporate Intelligence Forum, Research Synopses, Insight Report and Due Diligence Report products.

• Sales Executive

  • Jul 2020 - Jan 2022

  Please visit our website or send us an email to learn more about our services:Website - www.bwgstrategy.comEmail - brian@bwgstrategy.com



Susquehanna University

• United States
• Higher Education
• 700 & Above Employee

• River Capital Investment

  • Sep 2017 - May 2020

  Investment team Investment team



BWG Connect

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

• Business Development Manager

  • May 2019 - Aug 2019

  BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG Connect, in conjunction with BWG Strategy, has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis. In addition, BWG Connect provides free consultations & specializes in helping brands of all sizes with their eCommerce planning and execution. Our team has decades of experience related to the eCommerce & retail ecosystem, and will take the time to understand your goals so that we can help you build a winning strategy that is curated specifically for your business. We have had 1x1 conversations with over 3,000 brands and have a real-time pulse on what digital strategies are successful and why. This in-depth knowledge allows our team to operate on the cutting edge and provide our clients with best -in-class guidance on how to win in the digital world.



New Jersey Striping Corporation

• Project Manager

  • Jan 2017 - Jun 2019

  Managed a 3-person team in evaluating project requirements, implementing action plans, and effectively completed each unique customer request. Collaborated with the vice president and customer to map out and design specific striping patterns or repair which allowed the customer to have transparency throughout the entire experience. Implemented scheduled prep work for each job resulting in 25% reduction in processing time which allowed for an increased workload during the year. Managed a 3-person team in evaluating project requirements, implementing action plans, and effectively completed each unique customer request. Collaborated with the vice president and customer to map out and design specific striping patterns or repair which allowed the customer to have transparency throughout the entire experience. Implemented scheduled prep work for each job resulting in 25% reduction in processing time which allowed for an increased workload during the year.