Experience

Supernova Technology™

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President, Sales and Marketing

  • Mar 2019 - Present

  with Supernova's digital wealth management lending solution, and thought leadership in suitability, risk management and advisor/investor education, we connect banks, Wealth Management firms and investors to enable access to low interest liquidity solution to help advisors deliver holistic goal-based advice, and investors achieve their financial wellness. with Supernova's digital wealth management lending solution, and thought leadership in suitability, risk management and advisor/investor education, we connect banks, Wealth Management firms and investors to enable access to low interest liquidity solution to help advisors deliver holistic goal-based advice, and investors achieve their financial wellness.



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• SVP, Customer Success, Sales & Services

  • Jan 2016 - Feb 2019

  Oversee $400M Enterprise SaaS business across a product portfolio of 20 SaaS products (software, data and research). Managed 100 people customer success team. Consistently delivered $net new ACV vs. target, while achieving 12% operating efficiency, increased CSAT and employee engagement.

• Head of Operation, Product & Project Management

  • Jul 2014 - Dec 2015

  Global functional leader for 100+ project managers, agile scrum masters/product owners and product operation teams. Accelerated speed to market through agile transformation and scaling agile enterprise wide. Established and managed Product Solution Council to ensure alignment of company strategy and product roadmaps. Built operation excellence in incident management, ticket and patch management to best serve our customers.

• Head of Global Deal Desk

  • Mar 2013 - Jul 2014

  Established and managed Global Deal Desk from scratch to enable the critical pivoting of the company from a product centric organization to solution focused organization, delivering significant increases in deal win rate and deal size. Defined pricing framework for solution-based selling. Implemented end-to-end process for pricing, RFP, and contracting, enabled through salesforce.

• SVP, Global Institutional Software

  • Sep 2009 - Mar 2013

  Oversaw global institutional software P&L, delivering high double digit growth consecutively for ten years through organic growth and acquisition. Defined go-to-market strategy and successfully executed the plan for flagship investment research software product. Established and managed global product management, marketing, sale and client service teams.

• Director, Institutional Software

  • May 2007 - Aug 2009

• Director, Product Management

  • Jan 2005 - May 2007

• Director, Product Development

  • Jun 2003 - Dec 2004

• Business Manager

  • May 2002 - Jun 2003



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• Tech Team Lead

  • Sep 1995 - Jun 1998