May 2023 – May 2025 · 2 yrs

Jul 2021 – May 2023 · 1 yr 10 mos

Oct 2019 – Jul 2021 · 1 yr 9 mos

• Ocrolus is a FinTech company that automates data verification and analysis for bank statements and other financial documents. The Company analyzes e-statements, scans, and cell phone images of documents from every financial institution with over 99% accuracy. By replacing tedious, imperfect human audits with sharp, AI-driven analyses, Ocrolus modernizes financial review processes in lending and a variety of other industries.

Oct 2018 – Oct 2019 · 1 yr

• Guided companies to a stable source for working capital through our funding platforms. Built a strong rapport with clients allowing for a smooth transition throughout the funding process. Prioritizing goal orientation and time efficiency, made over 200 calls a day and turned leads into funded deals. In conjunction with providing companies long term and short term funding options.

Mar 2017 – Jan 2018 · 10 mos

• Launched sales and marketing efforts through the Long Island wine and spirit industry. Learned intricacies of customer services and how to secure long term business. Created new accounts for American Estates in a previously untapped market.