Experience

Ossa Collective

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - Present

  New York, New York, United States Ossa is on a mission to amplify women’s voices in the podcast industry. We are a marketplace for brands to buy podcast advertising, and home to 1300+ woman hosted podcast shows.

• Executive Team

  • Jul 2018 - Present

  New York, New York, United States Executive Team Member Business Advisor Finance Coordinator Sales Trainer



Angilletta & Associates

• United States
• Financial Services

• Course Creator + Lead Instructor: Sales Mastery E-Course for Accountants, Bookkeepers + Coaches

  • Jan 2017 - Present

  WHAT I DO: Accountants, Bookkeepers, Coaches + Consultants aren’t sure how to get out of the day to day transactional work and become that highly regarded trusted advisor. Sales Mastery is an online e-course that shows you how to become more consultative so that you can become the go-to-expert and grow your practice with A-list clients. WHAT MAKES ME UNIQUE: Sales Mastery online e-course was created SPECIFICALLY for Accountants, Bookkeepers + Consultants addressing the industry… Show more WHAT I DO: Accountants, Bookkeepers, Coaches + Consultants aren’t sure how to get out of the day to day transactional work and become that highly regarded trusted advisor. Sales Mastery is an online e-course that shows you how to become more consultative so that you can become the go-to-expert and grow your practice with A-list clients. WHAT MAKES ME UNIQUE: Sales Mastery online e-course was created SPECIFICALLY for Accountants, Bookkeepers + Consultants addressing the industry challenges of automation, commoditization, + competition they face today. WHY IT WORKS: Spending the last 30 years in the sales trenches having over 20,000 sales calls, I know EXACTLY what works (and what doesn't!) when it comes to finding A-list clients, positioning yourself as the go-to-authority, and how to show your value vs talk about it. The Sales Mastery e-course is my personal (and proven!) blueprint for attracting A-list clients and start being seen as the trusted advisor so that you can position yourself as the "go-to" expert and stand out from your competition. WHAT ACCOUNTANTS, BOOKKEEPERS & FINANCIAL COACHES ARE SAYING: 🗣Tracy closed her IDEAL client who saw her VALUE: "Debra you have changed my WORLD. I cannot thank you enough. I had a call with a prospect today and he GAVE ME HIS NUMBER. With my checklists in hand -- I CLOSED THE DEAL! Seriously, y'all. If you haven't taken the Sales Mastery training you are missing out!" - Tracy Jepson - TLJ Bookkeeping 🗣Stacie on becoming a TRUSTED ADVISOR: "I can't tell you how much my confidence has increased over the past several weeks. Right from the first few classes, I started using some of your tips with my existing clients and we had some of the best calls ever!" - Stacie Hays, Grace Ridge Finance READY TO GET STARTED? Go to MasterMySales.com and download the FREE PDF "6 Secret Consultative Questions" so you can get started becoming that trusted advisor + never lose to your competition

• Advisory Services - Specializing in Profit First | Cash Flow Management | Profitability

  • Jun 2010 - Present

  Greater New York City Area; Bergen County, NJ WHAT I DO: You are an expert in your industry, but when it comes to running your business, you’re not sure if you’re doing it right. Working 1:1 with a like-minded CEO (without giving away equity!) results in wrangling cash flow, making confident business decisions, and creating a profitable business. WHO I WORK WITH: Technology Companies, Professional Services + 7 Figure Coaching Businesses WHY IT WORKS: You are really good at being an expert in your industry. But you feel you… Show more WHAT I DO: You are an expert in your industry, but when it comes to running your business, you’re not sure if you’re doing it right. Working 1:1 with a like-minded CEO (without giving away equity!) results in wrangling cash flow, making confident business decisions, and creating a profitable business. WHO I WORK WITH: Technology Companies, Professional Services + 7 Figure Coaching Businesses WHY IT WORKS: You are really good at being an expert in your industry. But you feel you just don’t know what you don’t know about business. Cash flow is a constant problem, and managing it feels a lot like another full time job. Not knowing what to do or how to do it, you keep working longer and harder thinking sales and marketing will solve everything, but soon enough, you’re back on the cash flow rollercoaster. While putting your best plans forward for growth, you end each year at the same place you started - flat. You want to grow, will need to hire, but don’t know how to get capital for growth. It’s one big hamster wheel and you’re wondering how to turn this cash eating monster into a money making machine. WHAT MAKES US DIFFERENT: We know you are really good at being the expert in your field. Partnering with a like minded CEO gives you a second set of eyes so you can make the best business decisions for growth with confidence, and fix what’s been broken for years. HOW IT WORKS: We start with a complimentary call to review your current & prior year Profit & Loss statements



Profit First Professionals- It's your business. Shouldn't your profit come first?

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Mastery Level Certified Profit First Professional

  • Nov 2015 - Present

  Certified in the advanced level implementation of the Amazon Best Seller - "Profit First" from NY Times best selling author Mike Michalowicz.

• Inside Sales

  • Jun 2016 - Sep 2019

  Partnership with Profit First as a subject matter expert and Master Certified Profit First Professional. Addressing incoming inquiries from Accountants, Bookkeepers and Coaches around the globe. Conducting sales conversations and executing sales conversion, welcoming new Accountants, Bookkeepers and Coaches to this distinguished community.



Liquidnet

• United States
• Financial Services
• 300 - 400 Employee

• International Sales & Trading

  • Jun 2004 - Jun 2010

  New York, NY Sales & Trading servicing buyside - Mutual Funds, Hedge Funds, Pension Funds, Asset Managers. Markets - US, Canada, Europe



Instinet

• Crossing Sales & Trading

  • Mar 2000 - Jun 2004

  New York, NY Series 4 - Registered Options Principal, Series 55 - Institutional Equity Trader



FSC Securities

• United States
• Financial Services
• 1 - 100 Employee

• Registered Principal

  • Aug 1994 - Dec 1999

  Albany, New York Area Series 7, Series 24, NYS Life Accident Health Licenses



Albany Savings Bank

• United States
• Banking

• Customer Service Specialist

  • 1989 - 1994

  Albany, NY