Experience

Inconf

• United Kingdom
• Events Services
• 1 - 100 Employee

• GTM Advisor

  • Jan 2023 - Present

  Private Equity AGMs and LPACs - GTM Strategy & Business Development - Implemented Apollo.io Private Equity AGMs and LPACs - GTM Strategy & Business Development - Implemented Apollo.io



Primary Venture Partners

• United States
• Investment Management
• 1 - 100 Employee

• Founding Member, Sales Mastermind Network

  • Oct 2021 - Present



Navan

• United States
• Software Development
• 700 & Above Employee

• Senior Commercial Account Executive

  • Jul 2023 - Sep 2023

  - H1 FY24: #1 of 83 reps in quota attainment.- Q2 FY24: 204% to quota. #3 of 81 reps in revenue closed.

• Commercial Account Executive

  • May 2022 - Jul 2023

  - Q1 FY24: 194% to Quota. #4 of 84 reps in revenue closed. - Q4 FY23: #4 of 77 reps in revenue closed.- Q3 FY23: #2 of 79 reps in revenue closed.- Q2 FY23: 100% of Ramping Goals Achieved.



Order.co

• Software Development
• 100 - 200 Employee

• Account Executive

  • Sep 2021 - May 2022

  Series B Procure-to-Pay platform. Consistently sold into Finance + Operations teams. Series B Procure-to-Pay platform. Consistently sold into Finance + Operations teams.



Frame.io

• United States
• Software Development
• 1 - 100 Employee

• Account Executive - Education

  • Jul 2021 - Sep 2021

  Acquired by Adobe

• Sr. Business Development Representative

  • Jun 2021 - Sep 2021

  - Sourced 79 qualified sales opportunities worth $1,287,680 in ARR, leading to 21 closed deals totaling $471,420 in ARR- "BDR of the Quarter" Q2 2021

• Business Development Representative

  • Nov 2020 - Jun 2021



Concise from Encore

• United Kingdom
• Events Services
• 1 - 100 Employee

• Account Executive

  • Feb 2019 - Nov 2020

  - Sourced and closed over $600,000 of new business in 2020 and achieved over 150% of annual quota in a 7 month span - Sold to C-Suite and Department Heads at the world’s largest banks, wealth managers and private equity firms - Navigated complex sales cycles with multiple stakeholders, undertaking legal review of contracts and completing security assessment audits - Sourced and closed over $600,000 of new business in 2020 and achieved over 150% of annual quota in a 7 month span - Sold to C-Suite and Department Heads at the world’s largest banks, wealth managers and private equity firms - Navigated complex sales cycles with multiple stakeholders, undertaking legal review of contracts and completing security assessment audits



AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Trade Operations Specialist

  • Jan 2018 - Feb 2019

  - Executed trades for client directed activity utilizing the Fiserv APL trading system - Evaluated and executed strategist portfolio model reallocations for large groups of client accounts - Provided support for accounts traded by outside managers and portfolio strategists - Analyzed negative customer experiences and took corrective steps by processing trade corrections on identified errors via Salesforce - Assisted in quarterly review of client statements - Executed trades for client directed activity utilizing the Fiserv APL trading system - Evaluated and executed strategist portfolio model reallocations for large groups of client accounts - Provided support for accounts traded by outside managers and portfolio strategists - Analyzed negative customer experiences and took corrective steps by processing trade corrections on identified errors via Salesforce - Assisted in quarterly review of client statements