Experience

Suited

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Director | Strategic Accounts

  • Feb 2021 - Present



Gro Intelligence

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• VP | Enterprise Sales

  • Mar 2019 - Nov 2020

  Sourced and qualified commercial banking, asset management and systematic trading fund leads. Fostered user discovery of insights and trading signals through guided evaluations of Gro’s data and machine learning predictive models. Collaborated with research analysts to author forward looking market-focused commentary. Served as a member of the corporate leadership team. Sourced and qualified commercial banking, asset management and systematic trading fund leads. Fostered user discovery of insights and trading signals through guided evaluations of Gro’s data and machine learning predictive models. Collaborated with research analysts to author forward looking market-focused commentary. Served as a member of the corporate leadership team.



NextTier Education

• United States
• Software Development

• Investor Advisor

  • 2016 - 2018

  Collaborated with the corporate leadership team to develop go-to-market, growth and client success strategy. Supported establishment of strategic partnerships with other educational technology providers. Partnered in negotiating a successful exit via Follett Corporation's acquisition of NextTier. Collaborated with the corporate leadership team to develop go-to-market, growth and client success strategy. Supported establishment of strategic partnerships with other educational technology providers. Partnered in negotiating a successful exit via Follett Corporation's acquisition of NextTier.



FactSet

• United States
• Financial Services
• 700 & Above Employee

• VP | Senior Institutional Sales, Strategic Partnerships & Alliances

  • 2012 - 2014

  Responsible for monetization of off-platform products. Generated and pursued leads, negotiated user agreements, and interfaced with client leadership to further key relationships. Coordinated with internal and client technology teams to ensure seamless implementation and delivery of off-platform solutions.

• VP | Global Account Manager, Global Banking & Brokerage

  • 2004 - 2012

  Responsible for revenue growth and retention for 3 of FactSet’s largest global investment banking clients. Successfully structured and negotiated complex contract terms and authorized user agreements. Directed on and off-platform expansion beyond banking and equity research into wealth management. Managed sales and customer success teams spanning the US, Europe, and Asia.

• VP | Regional Sales Manager, Investment Banking Sales

  • 2000 - 2004

  Managed teams responsible for acquisition, maintenance and growth of investment banking and equity research clients. Engaged with senior client leadership to further strategic relationships and provide enterprise solutions across client organizations.

• VP | Institutional Sales, Investment Banking Sales

  • 1998 - 2000

  Responsible for lead generation, product trials, contract negotiation and revenue retention for investment banking boutiques and middle market firms.

• Director | Consulting Services

  • 1996 - 1998

  Led the expansion of FactSet’s customer success effort. Spearheaded adoption of a 24x7x365 client call center. Developed and implemented quantitative data-driven performance metrics for the customer success team. Implemented a multi-layer management structure to support departmental growth from 20 to over 70 consultants based in the US, Europe, and Asia.

• Senior Consultant

  • 1994 - 1996



Ford Motor Company

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Systems Analyst

  • 1991 - 1994