Chief Operations Officer

• Jan 2020 - Present

Oversee sales, marketing, and operations at an enterprise level for a multi-billion dollar wealth management firm, serving 35+ advisors nationally. Autonomously implementing and managing service and sales models to new market segments. Oversee sales, marketing, and operations at an enterprise level for a multi-billion dollar wealth management firm, serving 35+ advisors nationally. Autonomously implementing and managing service and sales models to new market segments.

District Sales Manager

• Oct 2018 - Dec 2019

Built and coached a high-volume sales team focused on restaurant technology with cloud-based software and restaurant-grade hardware to deliver an all-in-one restaurant platform. Built and coached a high-volume sales team focused on restaurant technology with cloud-based software and restaurant-grade hardware to deliver an all-in-one restaurant platform.

Inside Sales Manager

• Jul 2015 - Oct 2018

Focused on lead generation and sales enablement to close new business as well as increase wallet-share of existing clients through consultative selling, aggressive personal objectives, and being an expert in the financial technology. Consistently exceeding revenue goals through creatively engaging prospective clients and ultimately creating a new inside sales unit.

Institutional Service Group Manager

• May 2014 - Jun 2015

Market Data Team Manager

• Apr 2013 - May 2014

Account Manager

• Jun 2010 - Apr 2013

Service Manager

• 2009 - 2010