Bio
Experience
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Row 13 Wines, Inc
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Croton-on-Hudson, NY
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Sales Associate
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2019 - Present
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Croton-on-Hudson, NY
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Director Of Business Development
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2018 - 2019
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Eze Software Group
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Mt Kisco, NY
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Director; New Business Sales
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2014 - 2017
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Mt Kisco, NY
Eze Software acquired TKS Solutions, a previous employer Presented accounting and partnership allocation software (Penny) to CFOs, COOs, and Controllers @ various hedge funds throughout the US. Managed a sales cycle that ranged from 4 to 24 months. Worked with prospective Hedge Fund, Private E...
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VP Account Management; Morgan Stanley Fund Services
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Mar 2008 - May 2014
Provided back-office support for complex hedge funds and performed accounting functions, such as account reconciliations, financial statement preparation, monthly statements for investors and tax related inquiries for 4 major clients with $500M to $3B in assets. Joined the business developme...
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New Business Development
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2004 - 2007
Cogency Software & SunGard (acquired ISBI) Led B2B new business development for two software companies within 3 years. Conducted sales presentations with managers with investment/financial services firms. Contacted and built a prospect database that expanded the company’s market reach and ...
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Director, Business Development/Consultant
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1989 - 2004
Note: SS&C Tech acquired HedgeWare, a former employer Joined the company as a Consultant, managing client relationships and working with hedge fund clients on software implementation. Transitioned to new business development as company grew. Presented accounting, general ledger, and tax so...
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Account Manager
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1986 - 1988
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Tax Accountant
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1983 - 1986
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Education
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1978 - 1982University of Notre Dame
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University of Notre Dame
Suggested Services
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Industry Focus. “Financial Services”
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