Go-To-Market Lead & Product

• Jun 2023 - Present

We are a small business investing platform. We work with local entrepreneurs to buy existing, cashflowing small businesses. Then bring together a community of investors and a modern back-office platform to help entrepreneurs to achieve their dreams. We are a small business investing platform. We work with local entrepreneurs to buy existing, cashflowing small businesses. Then bring together a community of investors and a modern back-office platform to help entrepreneurs to achieve their dreams.

Account Executive - Strategic Established Investor Services

• Mar 2022 - Mar 2023

Account Executive - Investor Services

• 2021 - Apr 2022

Account Executive, Mid-Market

• Oct 2020 - Sep 2021

Carta is the first SEC-registered electronic Transfer Agent for private companies. Our online platform allows companies—from seed stage to post IPO—to issue and manage equity electronically with the participation of their Private Equity and Venture Capital investors, employees, auditors, and legal counsel.

Account Executive - SMB

• Jun 2019 - Oct 2020

Account Executive

• Nov 2018 - Jun 2019

• Exceeded daily, weekly, and monthly metrics consistently which resulted in the following quota attainments (163%, 187%, and 242% in the last three quarters). • Acted as the field account executive for seven states and achieved the third highest attainment on my team. • Cultivated 11 enterprise customers by creating clear technology roadmaps to further push sales. • Took lead in a nationwide role out for the emailing tool Outreach that is leveraged by 80 Sales Development… Show more • Exceeded daily, weekly, and monthly metrics consistently which resulted in the following quota attainments (163%, 187%, and 242% in the last three quarters). • Acted as the field account executive for seven states and achieved the third highest attainment on my team. • Cultivated 11 enterprise customers by creating clear technology roadmaps to further push sales. • Took lead in a nationwide role out for the emailing tool Outreach that is leveraged by 80 Sales Development Representatives. • Created a sales development rep training program to promote product knowledge within the team, which included talk tracks, business outcomes, and competitive analysis.

Inside Account Executive

• Aug 2018 - Nov 2018

Account Development Representative - SoCal Enterprise

• Jan 2018 - Aug 2018

Sales Development Representative

• Aug 2017 - Jan 2018

Executive Intern

• Sep 2016 - May 2017

• Creating a strategic strategy in order to penetrate the market in areas competitors are overlooking. • Evaluated federal and state legislation affecting specialty pharmaceuticals currently in development and awaiting clearance to inform sales, marketing, and distribution. • Identify, review, and benchmark Series A deals in preparation for an upcoming fund raise. • Creating a strategic strategy in order to penetrate the market in areas competitors are overlooking. • Evaluated federal and state legislation affecting specialty pharmaceuticals currently in development and awaiting clearance to inform sales, marketing, and distribution. • Identify, review, and benchmark Series A deals in preparation for an upcoming fund raise.

Management Consulting Intern

• Jun 2016 - Jul 2016

• Improved professionalism through the experience of interviewing executives to create a new process documentation for care team utilization. • Assisted client in conversion to a common platform by creating process documentation and in-depth flowcharts. • Improved professionalism through the experience of interviewing executives to create a new process documentation for care team utilization. • Assisted client in conversion to a common platform by creating process documentation and in-depth flowcharts.

Financial Representative

• Apr 2015 - Oct 2015

• Obtained over ten clients throughout the summer, which placed me in the top 20% of interns in the Minneapolis office. • Accelerated cold calling outcomes by strategically targeting specific markets. • Completed 40 dials a day as a result of effective prospecting which exceeded performance expectations. • Acquired and met with clients on a daily basis, gathering information about their financial situation(s) to formulate solutions to achieve their goals through objective… Show more • Obtained over ten clients throughout the summer, which placed me in the top 20% of interns in the Minneapolis office. • Accelerated cold calling outcomes by strategically targeting specific markets. • Completed 40 dials a day as a result of effective prospecting which exceeded performance expectations. • Acquired and met with clients on a daily basis, gathering information about their financial situation(s) to formulate solutions to achieve their goals through objective advice. Show less • Obtained over ten clients throughout the summer, which placed me in the top 20% of interns in the Minneapolis office. • Accelerated cold calling outcomes by strategically targeting specific markets. • Completed 40 dials a day as a result of effective prospecting which exceeded performance expectations. • Acquired and met with clients on a daily basis, gathering information about their financial situation(s) to formulate solutions to achieve their goals through objective… Show more • Obtained over ten clients throughout the summer, which placed me in the top 20% of interns in the Minneapolis office. • Accelerated cold calling outcomes by strategically targeting specific markets. • Completed 40 dials a day as a result of effective prospecting which exceeded performance expectations. • Acquired and met with clients on a daily basis, gathering information about their financial situation(s) to formulate solutions to achieve their goals through objective advice. Show less

Private Consulting

• Jan 2015 - Feb 2015

• Created new sales strategy and language which was used to successfully close a pilot program with a multinational chemical company. • Enhanced analytical thinking by assessing financial statements to determine where money and time can be more efficiently allocated within four different revenue opportunities. • Created new sales strategy and language which was used to successfully close a pilot program with a multinational chemical company. • Enhanced analytical thinking by assessing financial statements to determine where money and time can be more efficiently allocated within four different revenue opportunities.

Snowboard Instructor

• Nov 2010 - May 2013