Experience

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  Preqin

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • AVP, Sales - West Coast

    • Jan 2022 - Present

    Managing Enterprise and Mid-Market Instituitional Investor and Service Provider Sales Team in San Francisco - We are always looking for talented sales professionals to join our growing team!

  • Account Executive, Enterprise

    • Nov 2020 - Jan 2022

    Preqin is the Home of Alternatives, foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselves to furthering the understanding of alternatives for over 17 years. Through close partnership with our clients, we continuously build innovative tools and mine new intelligence to enable them to make the best decisions every day.Today, more than 100,000 industry operators use our products, ranging from fund managers and investors to service providers and commentators. We are the only data and insights provider to cover the whole of the alternatives industry, spanning private equity & venture capital, hedge funds, private debt, real estate, infrastructure and natural resources.Our flagship platform is Preqin Pro, the largest and most versatile data and analytics source for alternatives. We also produce market-leading research reports, as well as tools for analytics, portfolio management, and due diligence to help fund managers and allocators to make the best possible investment decisions.

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  Conversica

  • United States
  • Software Development
  • 100 - 200 Employee

  • Account Executive

    • Jun 2019 - May 2020

    As a Conversica Account Executive, I helped North Eastern Mid-Market businesses solve the common problem of engaging leads and prospects from first contact to close. Ultimately, Conversica strengthens marketers’ and sales reps’ capacities to provide a better customer experience, which translates into a higher ROI.Conversica leverages AI for business to gather insights and develop a true connection with people. Intelligent Virtual Assistants reveal where people are in the buying cycle, and use that information to expand our clients’ knowledge of their business. Conversica's marketing solution is unparalleled in delivering a highly responsive, highly trained assistant to customers in Tech, Education, Manufacturing, Insurance and Business Services and other sectors.At Conversica, we place high value on relationships. Our mission is to get to know our clients and plan successful deployments of AI for their business. We do this through presentations, discovery calls, business reviews, building project plans, and aligning contracting and security, from start to close.For over 2 years, I had the opportunity to work with some of the most exciting and interesting companies in a variety of industries. I thrive on helping them grow and succeed with our powerful and unparalleled technology.More than a trusted advisor, we challenge our customers to do better for their business—helping them overcome challenges in lead generation and improving ROI markedly. It’s a partnership for the long haul. B2B Tech | Conversational AI | Sales Pipelines | Conversion Rate Optimization | AI Marketing | AI Sales Assistant | CRO Marketing | Customer Success AssistantPlease review the multimedia below to learn more."

  • Manager, Global Sales Development

    • Dec 2018 - May 2019

    Reported directly to Chief Sales Officer, Gregg Ames. Managed North America, Latam, & EMEA Corporate Sales Development operations

  • Senior Sales Development Representative

    • Apr 2018 - Dec 2018

    As the first Enterprise Sales Development Rep at Conversica, I worked directly with the Regional Vice Presidents of Enterprise Accounts to drive interest with key executive prospects in accounts over $1B in The Americas and EMEA regions.I’ve had the opportunity to work with some of the top enterprise companies and innovators in business today. I truly enjoy seeing our clients succeed with the technology we’re able to provide.Specialties: B2B Tech | Conversational AI | Sales Pipelines | Conversion Rate Optimization | AI Marketing | AI Sales Assistant | CRO Marketing

• 

  iPass

  • San Francisco Bay Area

  • Account Executive

    • May 2017 - Apr 2018
    • San Francisco Bay Area

    SMB & Mid-Market Account Executive for North and South America.

• 

  Apttus (Now Conga)

  • Senior Enterprise Business Development Representative

    • Feb 2016 - May 2017

    Analyze and research 45 global enterprise account’s and their market trends to develop strategic account plans and create personalized outbound campaigns which convey Apttus’ value proposition in relation to each prospect’s specific business modelCombine account research, persona based research and industry current events to develop compelling outcomes based messaging to be used in call/email campaigns to drive interest with key executive prospectsDevelop strategic email and call touch campaigns using outcomes persona based messaging on enterprise accounts to generate interest in Apttus’ value leading to an average of 7+ new meetings per month, 4+ new business opportunities per month and $7+ million in sourced pipeline Collaborate with Account Executives, Sales Engineering and other internal resources to run effective introductory and discovery calls with prospects to identify technical requirements, business drivers, pain points, use cases and stakeholders to assist Apttus in the sales cycle

  • Sales Excellence Associate

    • Jan 2016 - Feb 2016

    During my tenure as a Sales Excellence Associate, I completed 8 weeks of intensive, comprehensive training. Training covered the complete Apttus footprint, deep exposure to the enterprise software ecosystem, weekly sales presentations, and an introduction to Salesforce administration.Awards & Recognition: - Ben Allen Award ~ Presentation Category

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  ADP

  • Greater San Diego Area

  • District Manager

    • Jun 2015 - Dec 2015
    • Greater San Diego Area

    In my role as a Small Business Consultant, I was responsible for understanding my client's business and making specific recommendations based upon their needs, timeline and budget. Small Business Owners relied on me to present professional and comprehensive options to help them stay complaint with increasingly complex tax laws, payroll regulations and Health Care Reform. I helped Business Owners increase their efficiency, reduce their operating overhead and focus on the things they do best—serve their customers with innovative products and services.

• 

  Los Angeles Kings

  • El Segundo, CA

  • Community Relations Intern

    • May 2014 - Aug 2014
    • El Segundo, CA

• 

  Los Angeles Kings

  • Greater Los Angeles Area

  • Community Relations Intern

    • Jun 2013 - Aug 2013
    • Greater Los Angeles Area