Experience

Cobalt Software, Inc.
• VP, Sales Engineering

  • Aug 2021 - Present


IHS Markit (formerly Ipreo)

• Associate Director, Sales Engineering

  • Mar 2020 - Aug 2021

• Senior Associate, Sales Engineering

  • Aug 2018 - Mar 2020



Ipreo

• United States
• Financial Services
• 100 - 200 Employee

• Client Solutions Associate, Private Capital Markets

  • Jul 2017 - Aug 2018

  Responsible for detailed product knowledge during the sales process for the Client Development team.Takes a consultative approach to learning the prospective client's business and workflow to design the potential solution.Presents the solution and products in sales meetings to key principles in the Private Markets.

• Account Manager, Global Markets Group

  • Mar 2016 - Jul 2017

  Managed all aspects of the Ipreo/client relationship, including providing in-depth and technical product knowledge, gathering client intel and keeping track of client requests and open items.Partnered with clients to maximize efficiency and improve business workflows with consultative solutions from the Ipreo GMG product suite.Lead and contributed to strategic initiatives to develop new team members, improve internal processes, and better support our clients.Assisted sales with identifying upsell opportunities and closing new business for complex and integrated solutions.Responsible for overseeing client implementations and onboarding new and existing clients.

• Account Manager Associate, Research, Sales, & Trading

  • Mar 2014 - Mar 2016

  Acted as main point of contact for research, sales, and trading focused finance clients.Responsible for client retention, identifying upsell opportunities, and providing a high level of support.Maximized Ipreo’s value to clients by providing on-site trainings, troubleshooting complex issues, and having strategic conversations with client senior management.Gained in-depth knowledge of the Ipreo RS&T product suite and sell-side client workflows.



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Business Account Manager

  • Jun 2011 - Dec 2013

  Consultative selling of AT&T Business Solutions to companies in Union County, Staten Island, Ocean County and Monmouth County. Maintained existing accounts for businesses in geographic territory. Gained knowledge of vast communications product line and integrated solutions. Provided customer service and problem resolution for clients. Consultative selling of AT&T Business Solutions to companies in Union County, Staten Island, Ocean County and Monmouth County. Maintained existing accounts for businesses in geographic territory. Gained knowledge of vast communications product line and integrated solutions. Provided customer service and problem resolution for clients.



AT&T - Business Sales Leadership Developement Program

• Account Manager

  • Jun 2011 - Nov 2011

  Increased knowledge of AT&T products, services and operations through hands on field activity, role plays and instructor-led training. Learned the sales process by prospecting, setting appointments, consulting and presenting solutions to customers. Assisted field partners and helped customers in the Customer Revenue Center. Supported the Government and Education sector of Illinois by resolving issues and selling services. Increased knowledge of AT&T products, services and operations through hands on field activity, role plays and instructor-led training. Learned the sales process by prospecting, setting appointments, consulting and presenting solutions to customers. Assisted field partners and helped customers in the Customer Revenue Center. Supported the Government and Education sector of Illinois by resolving issues and selling services.



YES Network

• Netherlands
• Civic and Social Organizations

• Intern

  • Jun 2010 - Aug 2010

  Conducted research and aided with data organization for the Affiliate Sales Department. Conducted research and aided with data organization for the Affiliate Sales Department.



CM Engineers

• India
• Appliances, Electrical, and Electronics Manufacturing

• Administrative Assistant

  • Jun 2009 - Aug 2009

  Helped with the organization and day to day operations. Helped with the organization and day to day operations.

• Externship

  • Jul 2009 - Jul 2009

  Shadowed Jack Duffy and met with other AT&T Executives and Senior Vice Presidents. Learned the Sales Operations and functions of the organization. Shadowed Jack Duffy and met with other AT&T Executives and Senior Vice Presidents. Learned the Sales Operations and functions of the organization.



Campus Door, subsidiary of Lehman Brothers

• Customer Service Rep

  • Jun 2008 - Aug 2008

  Processed loan applications and ensured a high quality level of customer service. Knowledge of several loan types and finances used to consult with customers. Processed loan applications and ensured a high quality level of customer service. Knowledge of several loan types and finances used to consult with customers.