EVP, Managing Director Americas at LeapXpert

• Mar 2022 - Present

Head of Sales and Account Management, Americas at Symphony.com

• Dec 2020 - Mar 2022

Head of Sales & Account Management, Americas

• Apr 2019 - Mar 2022

Head of Global Accounts, Americas

• Apr 2019 - Dec 2020

SVP - Global Head of Sales and Business Operations, Trading Division

• 2013 - Jan 2019

Oversaw a $300+ million revenue stream with Global responsibility for sales execution and business operations. Managed a sales and business team focused on the trading capabilities offerings within the firm, including fully hosted, SaaS, cloud based and deployed software solutions. Set the business strategy and direction, sales approach, team structure, oversaw product management and client support teams and facilitated a cross company engagement model to enable cross-selling and up-selling within the firm and beyond. Designed robust programs ensuring business process efficiencies to enable effective sales execution.

Managing Director – Thomson Reuters US Broker Dealer Entity

• 2004 - 2018

Senior member of the Board of Directors and Principal Manager of all activities pertaining to the US Broker Dealer entity creating and implementing proper business operations to ensure adherence to compliance and regulatory controls; manage activities of the registered representatives and sales personnel that are listed as members of the Broker entity • Design and Control all operational activities of the Broker Dealer and ensure compliance with all rules and regulations of the governing bodies of the brokerage business, electronic trading and order routing including the SEC, FINRA, NFA, CFTC and FCA. • Define and execute commission and incentive plans for registered representatives and employees of the Broker Dealer entity • Represent Thomson Reuters transactions business on industry panels and round table forums discussing market trends and the impact of regulatory controls on our business and the small Broker Dealer community • Coordinate and oversee external audits performed by regulatory agencies and independent accounting firms as well as internal Sarbanes Oxley financial audit to ensure full compliance with the rules and regulations set forth under the law • Assist in the creation of the annual compliance meeting to ensure all registered representatives have a clear understanding of what is expected and establish continuing education requirements

SVP - Global Head of Sales and Operations - Exchange Traded Transactions

• 2008 - 2013

• Global oversight of all sales functions and business operations for transactions sector including revenue ownership ($220+ million), sales planning and execution, process and procedure design, client support and product management; set the strategic direction, sales focus, engagement model, and organizational structure of the business• Managed new sales and account retention team of 40+ representatives focused on the growth and continued development of new and existing clients maintaining a ~90% annual retention rate and YoY positive net sales results• Grew trading connectivity and community from 6000 end points to 10000 in under 2 years through the development of strategic sales initiatives, streamlined processes and procedures and mutually beneficial third party partnerships accounting for approximately $1.3 million in net new monthly recurring revenue to the business• Spearheaded acquisition target identification and analysis and executed multiple M&A engagements to help build business inorganically and expedite achievement of our strategic vision • Oversaw integration of acquired companies and other business partnerships into the workflow of Thomson Reuters and returned 8% growth in new business revenue ($217mm up from $201mm) through new sales approaches • Drove Marketing and Public Relations teams to create literature and mass media presentations focused on enhancing our brand recognition in the trading space resulting in multiple awards for Thomson Reuters products• Created a ‘best of breed’ client support organization recognized as the gold standard both internally and externally

VP - Head of Sales & Business Strategy – Americas

• 2005 - 2008

• Grew business revenue 7.6% from $158mm per annum to $170mm during my time in the role• Senior member of the Reuters Sales & Trading Leadership Team setting and executing the strategic vision and sales direction for all products, projects and activities within the Exchange Traded markets space for the Americas • Responsibilities included the retention, growth (revenue and community), maintenance and strategic direction of the Reuters desktop and transactions businesses within the US, Canada & Latin America• Aligned organizational focus on strategic positioning of the products, creation of new channels of sales, targeted placement of sales resources, creation of marketing materials and attendance at industry events to create brand recognition and value. All resulting in consistent positive revenue returns.

Director, Head of Transactions Products & Strategy – North & South America

• 2001 - 2005

Oversaw the business growth and development of Reuters multi-asset transactions products within North and South America; responsible for revenue and community growth within the region; managed multiple projects designed to build and expand client base world wide; worked closely with clients and Sales to gather customer needs and convey those to development personnel to aide in the design of requested functionality; introduced Reuters products and capabilities to other vendors in an effort to build alliances and cooperative working arrangements; implemented Institutional and Broker Dealer connectivity utilizing various protocols; established network links to order management systems and vendors using the FIX protocol, API connections and Reuters proprietary interfaces. • Spearheaded all business related issues pertaining to strategy and direction of the Reuters transactions offerings including contract negotiations, commercial policy, revenue and budget targets, bonus plans and quarterly campaign incentives• Identified opportunities and established relationships with senior level personnel from other Financial Service companies in an effort to expand and grow business• Sales efforts led to 40% increase in transactions community over 10 month period and an increase in average monthly trade volumes from 4.5 billion to 10 billion shares routed• Liaised between sales and technology groups to ensure effective comprehension and delivery of internal expectations and client requests resulting in timely release of robust, client driven products• Provided hands on assistance for both session and business level testing of new Broker Dealer and Institutional connections to the Reuters Order Routing service (ROR) via FIX and other networking protocols and suggested alternate means of connectivity when necessary