Experience

Tackle.io

• United States
• Software Development
• 100 - 200 Employee

• Senior Cloud Marketplace Architect

  • Aug 2022 - Present

  Remote Provide expertise to Enterprise Independent Software Vendors on Marketplace Best Practices to optimize their GTM success. While simultaneously establishing automation and process improvements through Tackle’s Connectors and API’s. This ensures that ISV’s have robust, easy to understand reporting data at their fingertips and that sales ops and finance teams get their reporting metrics on time. Tackle works with more than 400 software companies including Auth0, CrowdStrike, HashiCorp… Show more Provide expertise to Enterprise Independent Software Vendors on Marketplace Best Practices to optimize their GTM success. While simultaneously establishing automation and process improvements through Tackle’s Connectors and API’s. This ensures that ISV’s have robust, easy to understand reporting data at their fingertips and that sales ops and finance teams get their reporting metrics on time. Tackle works with more than 400 software companies including Auth0, CrowdStrike, HashiCorp, Lacework, New Relic, Snyk, VMware, Dell, Snowflake and many more at every stage—from startups to enterprise. We are venture-backed by three of the world’s top SaaS investors—Coatue, a16z, and Bessemer Venture Partners—to execute on our mission to positively transform the way that software is sold. Learn more at tackle.io, and follow us on LinkedIn (https://www.linkedin.com/company/tackle-io/) and Twitter (https://twitter.com/tackleio)

• Cloud Marketplace Architect

  • Sep 2021 - Aug 2022

  Remote Tackle is dedicated to helping software companies generate revenue through Cloud Marketplaces, specifically: AWS Marketplace, Azure Marketplace, and Google Cloud Marketplace. Tackle’s Cloud Marketplace Platform drastically reduces your time to list and sell products on the Marketplaces, while providing granular transaction reporting, with zero engineering resources required. We enable your Sales, Business Development, Operations, and Finance teams to easily interface with the Cloud Marketplaces… Show more Tackle is dedicated to helping software companies generate revenue through Cloud Marketplaces, specifically: AWS Marketplace, Azure Marketplace, and Google Cloud Marketplace. Tackle’s Cloud Marketplace Platform drastically reduces your time to list and sell products on the Marketplaces, while providing granular transaction reporting, with zero engineering resources required. We enable your Sales, Business Development, Operations, and Finance teams to easily interface with the Cloud Marketplaces and leverage them to drive revenue fast



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate - Derivative Settlements

  • May 2018 - Sep 2021

  Greater Salt Lake City Area



Clearwater Analytics

• United States
• Software Development
• 700 & Above Employee

• Senior Financial Analyst

  • Mar 2016 - Apr 2018

  Boise, Idaho Area -Build and sustain valuable relationships with multi-billion dollar corporate clients in the US by providing timely and consistent financial/regulatory reports. -Reconcile investment transactions & accounting for portfolios using a state of the art SaaS system and answer related questions. Manage assigned projects & coordinate necessary resources. -Provides trusted expertise on GAAP, STAT and TAX investment accounting as well as industry-standard compliance, risk, and performance… Show more -Build and sustain valuable relationships with multi-billion dollar corporate clients in the US by providing timely and consistent financial/regulatory reports. -Reconcile investment transactions & accounting for portfolios using a state of the art SaaS system and answer related questions. Manage assigned projects & coordinate necessary resources. -Provides trusted expertise on GAAP, STAT and TAX investment accounting as well as industry-standard compliance, risk, and performance analytics. -Manage the on-boarding of new clients by analyzing their current investment portfolio, reviewing the associated processes, identifying areas for improvement and developing sustainable solutions. -Assist clients in creating/interpreting analytics data (e.g.,cash flow forecast, shock analysis, equity attribution,) for use in treasury, investment, and accounting departments. -Collaborate with the sales and marketing departments to drive new business and increase revenue generation from current clients. Show less



Citizens

• United States
• Banking
• 700 & Above Employee

• Licensed Banker

  • May 2015 - Feb 2016

  Slingerlands, NY - Conduct in depth reviews of clients' financial circumstances, and develop personalized investment solutions to help clients work toward their long term financial goals. - Analyzing information and preparing plans best suited to individual clients' requirements. - Series 6, 63 & Life, Accident & Health Licensed.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Insurance Agent

  • Nov 2013 - May 2015

  Albany, New York Metropolitan Area Responsible for the achievement of goals and objectives including new business policy sales, customer retention, and customer satisfaction Represented the company and developed ties with potential clients through trade shows, community events, and conferences Supported regional efforts to meet quality business metrics through prospecting and field underwriting



Hearst

• United States
• Media Production
• 700 & Above Employee

• Account Executive

  • Apr 2012 - Nov 2013

  Albany, New York Metropolitan Area Responsible for establishing and developing relationships with customers to organize long-term sales and marketing strategies utilizing Hearst Media Services suite of digital products. Included are those resold as a Google Premier Partner and other "best of breed" online marketing companies. Products sold in areas of keyword search, search engine marketing (SEO), web design and optimization (SEM),Mobile Websites, Social Media, email marketing, reputation management, direct mail and text… Show more Responsible for establishing and developing relationships with customers to organize long-term sales and marketing strategies utilizing Hearst Media Services suite of digital products. Included are those resold as a Google Premier Partner and other "best of breed" online marketing companies. Products sold in areas of keyword search, search engine marketing (SEO), web design and optimization (SEM),Mobile Websites, Social Media, email marketing, reputation management, direct mail and text marketing. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2011 - Apr 2012

  Albany, New York Metropolitan Area Assisted clients in planning for their short-term and long-term financial goals. Also provided investment, tax and insurance advice. Researched and analyzed investment opportunities, met with clients and potential clients to go over investment strategies.



LexisNexis

• IT Services and IT Consulting
• 700 & Above Employee

• Territory Manager

  • Sep 2010 - Nov 2011

  Albany, New York Metropolitan Area Account Management and new business development with Law firms from 2-50 attorneys and state & local government agencies seeking Legal Research Solutions which include Litigation Solutions, Transactional Solutions, Analytical Materials & Practice Area Content.



Paychex

• Business Consultant

  • Sep 2008 - Sep 2010

  Albany, New York Metropolitan Area Presenting retirement services products and services of Paychex, including 401(k), FSA, and mutual funds, to final decision makers. Scheduling appointments and visiting potential and current referral sources, specifically the financial advisor channel to secure referrals to end users. Prospecting for new clients and new referral sources utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by sales management. Analyzing the… Show more Presenting retirement services products and services of Paychex, including 401(k), FSA, and mutual funds, to final decision makers. Scheduling appointments and visiting potential and current referral sources, specifically the financial advisor channel to secure referrals to end users. Prospecting for new clients and new referral sources utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by sales management. Analyzing the prospects' needs and interests, determining which products are appropriate for them, and referring to appropriate party when necessary. Expediting the resolution of client problems or complaints. Show less



Hibu

• Advertising Services
• 700 & Above Employee

• Account Executive

  • Sep 2005 - Aug 2008

  Albany, New York Metropolitan Area Responsible for all aspects of day-to-day business operations, sales, planning and management in various markets across the Albany area. Identified key market trends and uncovered client needs to capture new business, develop new marketing ideas in a forever changing advertising world and help customers attain new leads.