Mar 2020 – Sep 2021 · 1 yr 6 mos

• Ocrolus is a fintech infrastructure company that transforms documents into actionable data with over 99% accuracy. Powered by Artificial Intelligence and a unique human-in-the-loop data validation process, Ocrolus plugs directly into customer workflows via API, eliminating the need for manual data work. The solution includes built-in fraud detection and analytics, enabling customers to make smarter and faster business decisions with unprecedented precision. Use-cases include loan underwriting, account openings, invoice processing, and other document-intensive processes. Ocrolus has raised over $30 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others.

Sep 2019 – Mar 2020 · 6 mos

May 2018 – May 2019 · 1 yr · Greater New York City Area

• 2018 Presidents Club- achieved 140% of quota
• Blend stands for better lending. We are a well funded start up innovating an industry eager for change. Our digital platform brings simplicity and transparency to consumer lending. We are transforming the trillion dollar consumer lending sector with disruptive technology that helps lenders close loans faster than ever before, while creating efficient workflows and an optimal borrower experience.

May 2018 – Mar 2019 · 10 mos · Greater New York City Area

• Brave New Coin delivers cryptocurrency market data, analysis, blockchain industry resources and a wide range of crypto data solutions.

Jan 2017 – May 2018 · 1 yr 4 mos · Greater New York City Area

• From January 2017-May 2018, I held the position of Institutional Sales Manager for the Americas region.
• 360T is a multi-bank, multi-asset trading platform for OTC financial instruments. As the centre of competence of Deutsche Börse Group’s global FX strategy, the company offers a full range of streamlined services across the entire trading workflow of FX Derivatives and Short Term Money Market products, allowing for full breadth of trading styles.
• The network is used by over 1500 buy side client organizations worldwide, including global and regional corporate treasuries alongside several hundred commercial and private banks and major asset managers. 360T has a global presence in more than 75 countries and offices in Europe, America, the Asia-Pacific, India and the Middle East.

Sep 2015 – Jan 2017 · 1 yr 4 mos · Greater New York City Area

• From September 2015- January 2017, I held the position of Regional Sales Manager at Charles River Development. In this role, I managed Sales for the Midwest and NYC Buyside. I was responsible for sales and strategy that generated new business revenue. My main responsibilities were lead generation, sales cycle and pipeline management, problem solving and relationship building at the C-Level. My clients were large global buyside organizations. My role included internal collaboration with Sales Engineering, Product Management, Relationship Management teams and Senior Management.
• Charles River serves more than 370 investment firms in 44 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pensions markets. The Charles River Investment Management System provides a hosted end-to-end solution that automates front and middle office investment management functions across asset classes on a single platform.

Mar 2012 – Sep 2015 · 3 yrs 6 mos

• Interim Head of Americas New Business Sales (June 2015 - August 2015)
• From March 2012- October 2013, I held the position of Sales and Relationship Manager within Bloomberg AIM (Asset and Investment Manager). Since October 2013, my primary role now is in Global Buyside Enterprise Sales.
• Relationship Management:
• During my time in this role, I have managed over 30 existing buyside relationships in the US, spanning across the Northeast, Midwest and Mid-Atlantic regions. My main function was to serve as the relationship liason between Bloomberg trading solutions and our clients. My responsibilities included implementation, training and on-going support. I was engaged in strategic initiatives across the front, middle and back office of these firms and led strategy sessions with senior management.
• Sales:
• During my time in this role, I was responsible for growing our business through demonstrations for both existing and new business prospects. In 2013, I contributed to new business and growth of existing business for a total of 400% against a YOY target. I am experienced in leading both individual & collaborative sales efforts.
• My clients are mostly investment managers, asset managers, insurance companies, retirement trusts, family offices and state agencies in Canada, Northeast, Midwest and Mid-Atlantic United States. I also helped implement global solutions to clients with a footprint in Latin America, Europe and Asia Pac.
• AIM is the Bloomberg buy side order management system. A true front to back solution for the buyside, AIM features a full suite of functionality including our multi asset class trading platforms, compliance, portfolio analytics and operations tools. AIM is an ASP solution offering buyside firms a hosted model, increasing efficiency and often reducing cost of ownership. Included in our front to back offering are our integration services and technology solutions.

Apr 2011 – Mar 2012 · 11 mos

• From April 2011-June 2011, I sat on the AIM Tradedesk. The tradedesk handles inbound inquiries and works with problem solving for our global client base. The AIM Tradedesk operates a global support model.
• Account Management:
• During my time in this role, I was responsible for the implementation, training and on-going support of our Hedge Fund clients. Over this period, I managed existing relationships and led implementations of 2 new clients. I led strategic industry discussions with these clients around topics such as derivative regulation and Dodd-Frank compliance. I also leveraged my internal relationships and workflow familiarity to drive product development for these clients.
• AIM is the Bloomberg buy side order management system. A true front to back solution for the buyside, AIM features a full suite of functionality including our multi asset class trading platforms, compliance, portfolio analytics and operations tools. AIM is an ASP solution offering buyside firms a hosted model, increasing efficiency and often reducing cost of ownership. Included in our front to back offering are our integration services and technology solutions.

Feb 2010 – Mar 2011 · 1 yr 1 mo

• Providing business and technological support for buyside and sellside clients. Proficient in FIX Connectivity. My role ranged from troubleshooting exchange connectivity to the support of our Electronic Trading network for Bloomberg’s Trading Platforms - AIM (Buyside Multi Asset Class), TOMS (Sellside Fixed Income), SSEOMS (Sellside Equities), EMSX (Equities, Future, Options, FX EMS)

Jan 2009 – Feb 2010 · 1 yr 1 mo

• Front line support for Bloombergs 300,000+ clients. Served in different roles within the Customer Support team including Product Development captain and Deputy Team Lead

May 2008 – Dec 2008 · 7 mos · Cancun, Mexico and Chicago, IL

• From May 2008-July 2008, I was a member of the On-Site program staff in Cancun, Mexico. My responsibilities included staffing the activities for our travelers and generating leads for future travel.
• Outside Sales Manager:
• During my time in this role, I was responsible for the hiring, training and management of 35 Campus Sales Managers (CSM) in the Midwest region. Through various promotions and marketing campaigns, my sales region produced approximately $1 million in gross revenue for the company.

May 2007 – May 2008 · 1 yr · Baltimore, MD

• National Runner-Up in Paramount Pictures nation-wide advertising campaign for film “Hot Rod”
• Served as exclusive studio market contact for Lions Gate Films; worked in NYC office (Winter 2008)
• Organized and participated in promotional campaigns for multiple studio films in New York and Baltimore.
• Oversaw screenings, wrote and edited screening reports for various films in the Baltimore area

Apr 2006 – May 2008 · 2 yrs 1 mo · Baltimore, MD