Experience

Workato

• United States
• Software Development
• 700 & Above Employee

• Solutions Account Executive

  • Dec 2020 - Present



Atlassian

• Australia
• Software Development
• 700 & Above Employee

• Enterprise Sales

  • Oct 2018 - Jan 2020



Opsgenie

• Greater Boston Area

• Senior Account Executive

  • Jan 2016 - Oct 2018

  Opsgenie was Acquired by Atlassian Opsgenie was Acquired by Atlassian



Resilient Systems, Inc.

• Greater Boston Area

• Senior Business Development Representative

  • Aug 2015 - May 2016

  Resilient Systems, formerly Co3 Systems, is the leading provider of Incident Response Management software– enabling organizations to thrive in the face of cyberattacks and business crises. Our collaborative platform arms incident response teams with workflows, intelligence, and deep-data analytics to react faster, coordinate better, and respond smarter. Headquartered in Massachusetts, USA, Resilient Systems’ customers are some of the world’s most trusted organizations, from Fortune 100… Show more Resilient Systems, formerly Co3 Systems, is the leading provider of Incident Response Management software– enabling organizations to thrive in the face of cyberattacks and business crises. Our collaborative platform arms incident response teams with workflows, intelligence, and deep-data analytics to react faster, coordinate better, and respond smarter. Headquartered in Massachusetts, USA, Resilient Systems’ customers are some of the world’s most trusted organizations, from Fortune 100 companies to small and mid-sized organizations. Show less Resilient Systems, formerly Co3 Systems, is the leading provider of Incident Response Management software– enabling organizations to thrive in the face of cyberattacks and business crises. Our collaborative platform arms incident response teams with workflows, intelligence, and deep-data analytics to react faster, coordinate better, and respond smarter. Headquartered in Massachusetts, USA, Resilient Systems’ customers are some of the world’s most trusted organizations, from Fortune 100… Show more Resilient Systems, formerly Co3 Systems, is the leading provider of Incident Response Management software– enabling organizations to thrive in the face of cyberattacks and business crises. Our collaborative platform arms incident response teams with workflows, intelligence, and deep-data analytics to react faster, coordinate better, and respond smarter. Headquartered in Massachusetts, USA, Resilient Systems’ customers are some of the world’s most trusted organizations, from Fortune 100 companies to small and mid-sized organizations. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Hedge Fund Investor Services Analyst

  • Sep 2013 - Aug 2015

  •Remediate and review investor files for AML/KYC information while following proper OFAC regulatory examinations for investors: responding to any discrepancies and ensuring proper action. •Responsible for receiving and processing all capital activity which includes subscriptions, transfers, exchanges, and redemptions. •Process payments for over 1500 high net worth individuals and corporate investors. •Provide customized service to over 50 alternative investment funds. •Perform… Show more •Remediate and review investor files for AML/KYC information while following proper OFAC regulatory examinations for investors: responding to any discrepancies and ensuring proper action. •Responsible for receiving and processing all capital activity which includes subscriptions, transfers, exchanges, and redemptions. •Process payments for over 1500 high net worth individuals and corporate investors. •Provide customized service to over 50 alternative investment funds. •Perform under strict deadlines and pressures of a fast paced and competitive hedge fund environment. Show less •Remediate and review investor files for AML/KYC information while following proper OFAC regulatory examinations for investors: responding to any discrepancies and ensuring proper action. •Responsible for receiving and processing all capital activity which includes subscriptions, transfers, exchanges, and redemptions. •Process payments for over 1500 high net worth individuals and corporate investors. •Provide customized service to over 50 alternative investment funds. •Perform… Show more •Remediate and review investor files for AML/KYC information while following proper OFAC regulatory examinations for investors: responding to any discrepancies and ensuring proper action. •Responsible for receiving and processing all capital activity which includes subscriptions, transfers, exchanges, and redemptions. •Process payments for over 1500 high net worth individuals and corporate investors. •Provide customized service to over 50 alternative investment funds. •Perform under strict deadlines and pressures of a fast paced and competitive hedge fund environment. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Sep 2012 - Feb 2013

  • Assisted in the conversion of systems from Smith Barney to Morgan Stanley • Analyzed and approved spreadsheets for client presentation • Managed and organized client portfolios • Performed clerical duties including but not limited to: Answering phones, filing, copying, and scheduling • Assisted in the conversion of systems from Smith Barney to Morgan Stanley • Analyzed and approved spreadsheets for client presentation • Managed and organized client portfolios • Performed clerical duties including but not limited to: Answering phones, filing, copying, and scheduling



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Intern-Wages/Wilson Group

  • Aug 2010 - Dec 2010

  • Performed financial and investment research along with various marketing research • Created and generated spreadsheets • Managed and organized client portfolios • Performed clerical duties including but not limited to: Answering phones, filing, copying, and scheduling • Obtained a greater understanding of the financial world, markets, financial models, and business structure • Performed financial and investment research along with various marketing research • Created and generated spreadsheets • Managed and organized client portfolios • Performed clerical duties including but not limited to: Answering phones, filing, copying, and scheduling • Obtained a greater understanding of the financial world, markets, financial models, and business structure