Bio
Credentials
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Performance Management: Setting Goals and Managing Performance
LinkedInMar, 2024- Jun, 2026 -
Wolters Kluwer, Financial & Corporate Compliance | Diamond Club
Wolters Kluwer - FinancialFeb, 2024- Jun, 2026 -
Asking Great Sales Questions
LinkedInApr, 2020- Jun, 2026 -
Communication Tips
LinkedInApr, 2020- Jun, 2026 -
Effective Listening
LinkedInApr, 2020- Jun, 2026 -
Empathy for Sales Professionals
LinkedInApr, 2020- Jun, 2026
Experience
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Account Management Specialist, Insurance Segment
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United States
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Financial Services
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700 & Above Employee
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Account Management Specialist, Insurance Segment
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Feb 2020 - Present
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Business Development
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Jan 2018 - Feb 2020
I work with compliance and risk management professionals regarding their regulatory change management needs, Policy & Procedure development and maintenance, as well as Employee Compliance requirements.
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Business Development Executive
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Dec 2011 - Feb 2017
Mercator Advisory Group is the leading independent research and advisory services firm exclusively focused on the payments and banking industries globally, charting the course for sustained growth and profitability.
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Sales Executive
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Sep 2010 - Nov 2011
TowerGroup is the leading advisory research and specialized research firm focused on the global financial services industry. We provide the world's top financial institutions, technology companies, and professional services firms with continuous, timely and objective information and advice.
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Customer Relationship Manager
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Feb 2009 - Sep 2010
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Sr. Global Account Manager
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Aug 2007 - Nov 2008
Responsible for sales of high-technology research and consulting services to twenty-four of the world's largest financial institutions representing $2.8 million in annual revenueActively managed relationships with senior investment banking, equity research, hedge fund managers, traders, and m...
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Sr. Account Manager
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Jan 1999 - Jan 2007
Maintained and generated business development activities for InfoTrends, a leading market research and strategic consulting firm focused on digital business communication & document management technologies.Managed over thirty-six active client relationships representing $1.5 million in annual...
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Account Manager
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Jan 1995 - Jan 1999
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Customer Service Representative
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1988 - 1994
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Education
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1987 - 1990Bentley University
Suggested Services
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Industry Focus. “Financial Services”
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