Experience

Institutional Cash Distributors (ICD)

• United States
• Financial Services
• 1 - 100 Employee

• Inside Sales and Business Development Specialist

  • Feb 2016 - Present

  Cohasset, MA 02025 ICD specializes in short term fixed income instruments and Money Market fund solutions for global treasury clients. We provides industry leading risk management, exposure analytics, data flow and integration. The ICD Money Markets portal is an internet based, holistically-engineered platform which is flexible, customizable and delivers end-to-end trading and investment risk management and reporting. As an Inside Sales and Business Development Specialist, I am responsible for providing… Show more ICD specializes in short term fixed income instruments and Money Market fund solutions for global treasury clients. We provides industry leading risk management, exposure analytics, data flow and integration. The ICD Money Markets portal is an internet based, holistically-engineered platform which is flexible, customizable and delivers end-to-end trading and investment risk management and reporting. As an Inside Sales and Business Development Specialist, I am responsible for providing support for ICD’s business development team globally. These responsibilities include: cold calling in order to connect with and discover opportunities for new business partnerships. The results of my efforts are multiple WebEx and on-site demonstrations of the ICD trading solution as well as on-site meetings with prospective clients. I am first line in connecting, evaluating, and needs assessment with prospective partners and clients. I am also involved and liaison during the process from prospective partner interest to solution recommendation. Show less



FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Global Account Sales, Support & Business Development

  • 2003 - 2015

  NYC My responsibilities at FIS (formerly SunGard Institutional Brokerage) included lead generation, new sales, sales support, and relationship management for the SGN Short-Term Cash Management portal on a global basis. STCM is a cash investment solution for institutional liquidity investors. Securities include money market funds, CP,Bank Deposits,Income Funds,Demand Deposits and SMA. This solution is utilized by treasury/investment specialists at corporations,hedge funds,public… Show more My responsibilities at FIS (formerly SunGard Institutional Brokerage) included lead generation, new sales, sales support, and relationship management for the SGN Short-Term Cash Management portal on a global basis. STCM is a cash investment solution for institutional liquidity investors. Securities include money market funds, CP,Bank Deposits,Income Funds,Demand Deposits and SMA. This solution is utilized by treasury/investment specialists at corporations,hedge funds,public utilities,governments and universities Territories covered - USA, Canada and Europe. My efforts have been instrumental in helping SunGard SGN STCM to achieve over $150 Billion USD equivalent in total assets representing over 400 institutional clients Extremely successful at cross-selling.Multiple qualified leads,meetings,and new accounts have resulted from my efforts in this area. Key products and solutions I have cross sold include the MarketMap and FAME Energy platforms as well as SunGard's Corporate Liquidity Avantgard suite of treasury products The MarketMap solution suite provides cost-efficient access to real-time and historical market data from terminals,feeds,web components and historical data management solutions for the financial,energy and commodities sectors. SunGard's Avantgard suite of treasury solutions are designed to drive treasury and cash management,accounting,receivables and execution of payment processing via SWIFT In 2010 I won the Cross-Sell Referral award for most leads generated and converted across SunGard’s entire organization. I am regularly called on to assist the SunGard Sales Academy with new hires. SSA is a comprehensive training and coaching program which all new hires must complete.As such, I share my years of industry experience, sales expertise, and skills. I am also a member of SunGard 100% Achievers Club; qualifying for the last 10 years consecutively.Three of those years exceeding quota by nearly 200% and winning the DIRECTOR’s AWARD each year. Show less



Gruntal & Co.

• United States
• Financial Services
• 1 - 100 Employee

• VP Sales and Account Manager

  • Jan 2000 - Aug 2003

  57 Madison Avenue, NYC Gruntal & Company, LLC 2000 – 2003 (3 years) Financial Consultant. Stock and municipal bond broker. Unit Investment Trust sales. SMA.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant / VP Mutual Fund Sales and Portfolio Management

  • 1998 - 2000

  200 Park Avenue, NYC Mellon Bank Wealth Management- Dreyfus Financial Services: Structured detailed asset allocation plans and client portfolios. Stock and fixed income/bond mutual fund sales. Transamerica annuities.



J.B. Hanauer & Company (RBC Dain Rauscher)

• Account Executive

  • 1995 - 1998

  Rye Brook, NY Municipal, Corporate, and High Yield Bond Broker. Mutual fund sales. Established large retail client book of business from the cold calling of Cole’s Directory and Dunn & Bradstreet lead cards.