Experience

Say Technologies

• United States
• Financial Services
• 1 - 100 Employee

• Head of Issuer Sales

  • Jun 2023 - Present

  New York City Metropolitan Area Responsible for driving growth and forge strategic partnerships.



OpenExchange, Inc.

• United States
• Technology, Information and Internet
• 200 - 300 Employee

• Vice President, Sales North America

  • Oct 2021 - Jul 2023

  United States

• Director of Corporate Sales, North America

  • Oct 2021 - Feb 2023



Rivel, Inc.

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

• Consultant

  • Jan 2020 - Oct 2021

  Westport, Connecticut, United States



Q4 Inc.

• Canada
• Architecture and Planning
• 1 - 100 Employee

• Managing Director

  • Jan 2014 - 2020

  Charotte, NC • Within first 12 months of employment, elevated eastern region to finish at 106% of quota; Q3 & Q4, finished 111% of individual quota. • Oversee partnership relationships, resulting in leads for the sales team. • Generate new leads and close new business throughout assigned territory; regularly recognized as top producer through effective lead generation process and proactive selling approach. • Recruit and train 4 Sales Directors throughout the eastern territory, ensuring strong… Show more • Within first 12 months of employment, elevated eastern region to finish at 106% of quota; Q3 & Q4, finished 111% of individual quota. • Oversee partnership relationships, resulting in leads for the sales team. • Generate new leads and close new business throughout assigned territory; regularly recognized as top producer through effective lead generation process and proactive selling approach. • Recruit and train 4 Sales Directors throughout the eastern territory, ensuring strong product knowledge, best practices, and ongoing professional development. • Instrumental with assisting the product development team with launching new services into market place. Show less



LOYAL3

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jul 2012 - Jan 2014

  Charlotte, North Carolina Area • Developed, cultivated, and maintained consultative high-level client partner relationships. • Delivered sales, achieving aggressive growth expectations. • Created and implemented a high-level consultative enterprise sales strategy, collaborating with creative cross-functional groups to ensure achievement of company metrics and client satisfaction.



The NASDAQ Stock Market

• United States

• Director

  • Jan 2006 - Jul 2012

  New York NY • Excelled driving exchange-based sales and managed relationships with existing listings, prospects, and private and public companies, finishing #2 nationally in new sales, 2010; completed 2012 #3 nationally in new sales, and President’s Club qualifier, 2011 and 2012. • Managed $9+M annually in exchange fees, product and service revenue, and relationships across 140 exchange-listed companies; equal number of non-exchange listed public and private companies. • Presented to and managed… Show more • Excelled driving exchange-based sales and managed relationships with existing listings, prospects, and private and public companies, finishing #2 nationally in new sales, 2010; completed 2012 #3 nationally in new sales, and President’s Club qualifier, 2011 and 2012. • Managed $9+M annually in exchange fees, product and service revenue, and relationships across 140 exchange-listed companies; equal number of non-exchange listed public and private companies. • Presented to and managed relationships with C-Suite and Board Level Management, communicating the value of the exchange and the corporate services. • Sold to C-Suite executives including software/ CRM- SaaS, websites, webcasting, corporate governance solutions, consultancy, and advisory services to a diversified suite of industries and business sizes. • Additional sales related accomplishments include the following: 140% of goal and #3 nationally in new sales, 2009; completed 2008 at 108% of quota; recognized for increasing Canadian market penetration by 200%, 2007, and top sales producer for Investor Relations Services, 2006. Show less



Shareholder.com

• Advertising Services

• Senior Sales Executive

  • Apr 2003 - Jan 2007

  Boston, MA • Led new business development, offering shareholder communications, corporate governance solutions, and competitive and investor intelligence solutions for publicly traded companies. • Team exceeded 8 straight quarters of team bonus targets throughout 2004 and 2005. • Achieved personal quota attainment of 145% and team also exceeded attainment at 114%; 2004. For 2003, team finished 114% of quota. • Sold disruptive technologies into public companies. • Outsourced new and early stage… Show more • Led new business development, offering shareholder communications, corporate governance solutions, and competitive and investor intelligence solutions for publicly traded companies. • Team exceeded 8 straight quarters of team bonus targets throughout 2004 and 2005. • Achieved personal quota attainment of 145% and team also exceeded attainment at 114%; 2004. For 2003, team finished 114% of quota. • Sold disruptive technologies into public companies. • Outsourced new and early stage IR websites and webcasting. Show less



State Street Bank

• DTC Buy-in Desk Officer

  • Feb 1998 - Apr 2003

  Greater New York City Area • Analyzed and forecasted clients’ sell volume, implementing key process improvements. • Built and maintained relationships with upward of 150+ brokers throughout the U.S, Canada, and Europe. • Ensured trades for all Securities Lending clients settled on or before Trade-Day +3. • Implemented macros and created process flow diagrams to streamline and improve processes. • Reviewed, edited, and added procedures covering 50+ team responsibilities and processes. • Completed yearly… Show more • Analyzed and forecasted clients’ sell volume, implementing key process improvements. • Built and maintained relationships with upward of 150+ brokers throughout the U.S, Canada, and Europe. • Ensured trades for all Securities Lending clients settled on or before Trade-Day +3. • Implemented macros and created process flow diagrams to streamline and improve processes. • Reviewed, edited, and added procedures covering 50+ team responsibilities and processes. • Completed yearly compliance audits including SAS 70, FED, and Sarbanes-Oxley. • Trained and managed five Sell Desk and Buy-In Desk representatives. Show less