Experience

MANTL

• United States
• Financial Services
• 1 - 100 Employee

• Enterprise Account Executive

  • Oct 2022 - Present



Nest Wealth

• Canada
• Financial Services
• 1 - 100 Employee

• Enterprise Account Executive

  • Sep 2021 - Present



FinMason

• United States
• Financial Services
• 1 - 100 Employee

• Senior Sales Executive

  • Mar 2020 - Sep 2021

  FinMason's API's can drastically improve your time to market and reduce your costs. Our analytics can help you with risk and performance, aggregate factor exposures, scenario analysis and stress testing, Monte-Carlo projections, scenario returns and much more. We have the largest analytics platform available with over 700 analytics and 3.5M assets in our database, which includes fixed income and equities. Our API's are flexible and fast! Our 10,000 run Monte-Carlo analysis returns results in only 50ms. Our scalability can handle any amount of portfolios that you have. Let me know how our analytics can help you with your business.



Eidosmedia

• Italy
• Software Development
• 100 - 200 Employee

• Senior Manager, Sales and Marketing

  • Oct 2018 - Feb 2020

  Méthode is the world’s leading multi-channel publishing platform that provides their customers with the ability to produce and publish content efficiently via web, digital or print in a highly secure and controlled workflow, while in a real-time collaborative Cloud environment. Many top financial service companies rely on Méthode to publish their reports in multiple formats and versions from a single source, through a variety of channels. Méthode is the world’s leading multi-channel publishing platform that provides their customers with the ability to produce and publish content efficiently via web, digital or print in a highly secure and controlled workflow, while in a real-time collaborative Cloud environment. Many top financial service companies rely on Méthode to publish their reports in multiple formats and versions from a single source, through a variety of channels.



Confluence

• United States
• Software Development
• 400 - 500 Employee

• Senior Sales Exective

  • Dec 2016 - Oct 2018

  Confluence is the global investment management industry's leading provider of automated data management solutions. Confluence's Unity Platform addresses a wide range of challenges from performance measurement to customized reporting for a full array of domestic and international managed investment products including mutual funds and variable products, as well as hedge funds and other alternative investments. Confluence is the global investment management industry's leading provider of automated data management solutions. Confluence's Unity Platform addresses a wide range of challenges from performance measurement to customized reporting for a full array of domestic and international managed investment products including mutual funds and variable products, as well as hedge funds and other alternative investments.



ICE Data Services

• United States
• Financial Services
• 700 & Above Employee

• Sales Director

  • Jun 2015 - Dec 2016

  BondEdge is a comprehensive platform used for portfolio management, risk analysis and performance reporting. This platform provides the ability to analyze holdings, distributions and performance of fixed income and multi-asset portfolios to both the buy-side and the sell-side and is available as an on-site software installation or through OnDemand Software as a Service (SaaS). BondEdge is a comprehensive platform used for portfolio management, risk analysis and performance reporting. This platform provides the ability to analyze holdings, distributions and performance of fixed income and multi-asset portfolios to both the buy-side and the sell-side and is available as an on-site software installation or through OnDemand Software as a Service (SaaS).



Gimme Credit

• United States
• Research
• 1 - 100 Employee

• Senior Sales Executive

  • Apr 2010 - May 2015

  Gimme Credit is an independent provider of high yield and investment grade corporate bond research, delivered daily to credit market investors and traders. Users can access relative value recommendations based on in-depth research on credit quality, capital structure, valuation and market prices, covering all sectors in the corporate bond market. Gimme Credit is an independent provider of high yield and investment grade corporate bond research, delivered daily to credit market investors and traders. Users can access relative value recommendations based on in-depth research on credit quality, capital structure, valuation and market prices, covering all sectors in the corporate bond market.



Bondtrac Inc.

• United States
• Information Technology & Services

• Vice President of Sales

  • Jan 2001 - Apr 2010

  Bondtrac is a fixed income software subscription containing broker-dealer inventory for investment professionals to utilize for querying and purchasing high yield and investment grade bonds as well as as advanced reporting features and historical bond data. Bondtrac is a fixed income software subscription containing broker-dealer inventory for investment professionals to utilize for querying and purchasing high yield and investment grade bonds as well as as advanced reporting features and historical bond data.