Experience

WorkRails - Professional Services CPQ

• United States
• Software Development
• 1 - 100 Employee

• Strategic Advisor

  • Sep 2023 - Present

• CEO

  • 2020 - Aug 2023

  Co-founded sales automation (CPQ) platform for Services organizations and created initial product, finance, operations, HR, and legal functions. Concentrated efforts on positioning product and company for market entry and scalability. Led successful capital-raising efforts, securing multimillion-dollar funding from venture capital investors to accelerate growth. ● Accelerated growth to become market leading configure, price, quote (CPQ) platform for service… Show more Co-founded sales automation (CPQ) platform for Services organizations and created initial product, finance, operations, HR, and legal functions. Concentrated efforts on positioning product and company for market entry and scalability. Led successful capital-raising efforts, securing multimillion-dollar funding from venture capital investors to accelerate growth. ● Accelerated growth to become market leading configure, price, quote (CPQ) platform for service organizations. ● Demonstrated agility and resilience in leading company from high burn to efficient growth while safeguarding business operations and employee morale.

• Co-Founder; Product & Operations

  • 2016 - 2020



Sweigh, Inc. (Acquired by CPXi)

• Greater New York City Area

• Co-Founder; President/Chief Operating Officer

  • 2013 - 2016

  Built and directed all operational facets of digital sentiment-measurement platform, including technology, finance, operations, and customer success. Led product development and testing cycles, overseeing UX/UI design, infrastructure management, and developer relations. Established robust financial analysis frameworks, revenue models, and comprehensive cash flow statements/balance sheets. ● Authored provisional and non-provisional utility patents on technical processes, underpinning culture… Show more Built and directed all operational facets of digital sentiment-measurement platform, including technology, finance, operations, and customer success. Led product development and testing cycles, overseeing UX/UI design, infrastructure management, and developer relations. Established robust financial analysis frameworks, revenue models, and comprehensive cash flow statements/balance sheets. ● Authored provisional and non-provisional utility patents on technical processes, underpinning culture of innovation and proprietary advantage. ● Named “Innovator of the Year” in software by InnovateLI, demonstrating innovation mindset. Show less Built and directed all operational facets of digital sentiment-measurement platform, including technology, finance, operations, and customer success. Led product development and testing cycles, overseeing UX/UI design, infrastructure management, and developer relations. Established robust financial analysis frameworks, revenue models, and comprehensive cash flow statements/balance sheets. ● Authored provisional and non-provisional utility patents on technical processes, underpinning culture… Show more Built and directed all operational facets of digital sentiment-measurement platform, including technology, finance, operations, and customer success. Led product development and testing cycles, overseeing UX/UI design, infrastructure management, and developer relations. Established robust financial analysis frameworks, revenue models, and comprehensive cash flow statements/balance sheets. ● Authored provisional and non-provisional utility patents on technical processes, underpinning culture of innovation and proprietary advantage. ● Named “Innovator of the Year” in software by InnovateLI, demonstrating innovation mindset. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Global Head of Execution Services

  • 2010 - 2013

  Achieved 3 promotions spanning decade-long career, progressing from sole producer to executive managing global business, demonstrating leadership prowess and career advancement. Spearheaded new product development and business strategy by opening new markets and offices. Implemented advanced compliance, regulatory, and risk management processes to mitigate exposures. ● Hired by JPMorgan to launch new product, transforming initial concept to venture generating significant increase in annual… Show more Achieved 3 promotions spanning decade-long career, progressing from sole producer to executive managing global business, demonstrating leadership prowess and career advancement. Spearheaded new product development and business strategy by opening new markets and offices. Implemented advanced compliance, regulatory, and risk management processes to mitigate exposures. ● Hired by JPMorgan to launch new product, transforming initial concept to venture generating significant increase in annual revenue, exemplifying product development and commercialization expertise. ● Led team of 30 traders, product managers, and sales personnel across multiple global locations, ensuring seamless execution for clients and fostering culture of collaboration.

• Executive Director, Head of Depositary Receipts Execution

  • 2007 - 2010

• Vice President, Manager of Crossbook Platform

  • 2003 - 2007