Nov 2024 – Present · 1 yr 5 mos · London, United Kingdom · Remote

• Driving enterprise business development for FNZ's North America expansion — one of the world's largest wealth management platform providers with $1B+ ARR — targeting asset managers, banks, wealth managers, and insurance companies.
• ● Selected as AI Sales Champion across FNZ's global organization, leading adoption of AI-driven prospecting, sales motion workflow, and deal intelligence to modernize how the team operates and competes.
• ● Managing full enterprise BD lifecycle through close: GTM strategy, industry roundtable ambassador, executive demos, pricing, and contract negotiation across complex multi-stakeholder deals with North America's largest financial institutions.

Jul 2023 – May 2024 · 10 mos · New York, New York, United States

• ●Led wealth enterprise sales execution (>$6B ARR) across product sales teams and strategic segment leader of named accounts for broker-dealers, RIAs, and TAMPs in North America for ICS & GTO product solutions.

Dec 2022 – Oct 2024 · 1 yr 10 mos · Blaine, Minnesota, United States

• ● Level 1 Certified USA Hockey Coach for youth 8-and-under (mite) in skill development and game day operations and strategies.

Feb 2021 – Jul 2023 · 2 yrs 5 mos · Herndon, Virginia, United States · Remote

• Joined Skience as the enterprise sales leader — responsible for building the GTM sales motion while simultaneously carrying the bag and closing deals.
• PLAYER — Closing
• ● Led enterprise sales strategy and execution across a $30M+ ARR digital onboarding and CRM platform, expanding Skience's footprint across banks, broker-dealers, and RIAs in North America.
• ● Closed landmark enterprise accounts including:
• #1 global custodian
• Top-10 RIA aggregator
• ● Represented Skience as a trade show speaker, media interview subject, and industry roundtable ambassador — driving brand credibility and top-of-funnel pipeline in a competitive market.
• COACH — Building
• ● Built the enterprise GTM playbook from the ground up: sales process design, messaging frameworks, competitive positioning, and social selling strategy adopted across the team.
• ● Mentored sales & marketing team members (lead generation, account management, sales engineering, account executives) on prospecting discipline, demo execution, and enterprise deal navigation — elevating team capability as the company scaled.
• ● Helped position Skience for the WealthManagement.com 2022 Industry Award: Outstanding Achievement in CRM Technology — a direct result of the sales and market presence built during this tenure.
• ● Featured in FinancialPlanning (2023) and delivered thought leadership sessions at Envestnet Advisor Summit and FutureProof Festival (2022).

Nov 2020 – Present · 5 yrs 5 mos · Minneapolis, Minnesota, United States

• Founded PapillionCapital as a strategic WealthTech consultancy after nearly two decades inside financial institutions and high-growth FinTech companies — bringing operator-level expertise to firms that need senior revenue leadership without the full-time hire.
• SERVICES
• ● Fractional Sales Leadership — embedded GTM strategy, organizational design, sales process & playbook development, messaging, enablement, and revenue operations for growth-stage WealthTech companies
• ● Platform & Product Design — advising financial institutions on wealth ecosystem architecture across front, middle, and back office
• ● Sales Process Design & Coaching — structured engagements to build or rebuild enterprise sales motion from the ground up
• ● Digital Selling University — sales team training on modern prospecting, social selling, and AI-assisted deal execution
• ENGAGEMENTS
• ● Delivered consulting services to a $3T+ full-service financial institution across advisor compensation, trade order management, rebalancing, model marketplaces, sleeve-level portfolio accounting, billing, and performance reporting.
• ● Advised revenue management WealthTech platform serving broker-dealers and RIAs on GTM strategy, market positioning, and sales process design.
• CLIENT FOCUS
• ● Bank trust departments, broker-dealers, RIAs, TAMPs, and B2B FinTech companies seeking to modernize their wealth ecosystem and accelerate enterprise revenue growth.

Jan 2020 – Oct 2025 · 5 yrs 9 mos · Blaine, Minnesota, United States

• ●Organized and directed 10 and under youth group practice activities & exercises.

Feb 2016 – Nov 2020 · 4 yrs 9 mos · Wakefield, Massachusetts, United States · Hybrid

• Joined Vestmark as a senior enterprise sales leader and spent nearly five years doing two things simultaneously: closing the biggest deals in the company's history and building the people and processes behind the next wave of growth.
• PLAYER — Closing
• ● Drove enterprise BD across a $100M+ ARR portfolio management platform, targeting asset managers, banks, broker-dealers, TAMPs, RIAs, and clearing/custody platforms across North America.
• ● Closed landmark enterprise deals including:
• #1 independent broker-dealer in the U.S.
• #1 insurance broker-dealer in the U.S.
• #2 turnkey asset management platform (TAMP)
• 3rd largest clearing firm in the U.S.
• COACH — Building
• ● Mentored inside sales reps, sales engineers, relationship management and account executives — coaching account plan development, objection handling, demo execution, and enterprise deal navigation.
• ● Designed targeted, client-specific presentations and established social selling and marketing campaigns that the broader team could replicate.
• ● Served as trade show speaker and industry roundtable ambassador — building Vestmark's brand and generating pipeline while modeling the behaviors expected of the team.
• ● Featured in FP Pad interview with Bill Winterberg (TD Linc 2018) and delivered thought leadership sessions at RBC Connect 2018, T3 Enterprise 2019, and Pershing Insite 2019.

Sep 2011 – Feb 2016 · 4 yrs 5 mos · Minneapolis, Minnesota, United States

• ● Transitioned into enterprise business development at RBC Clearing & Custody, applying operator-level knowledge of wealth technology to build credibility and close deals.
• ● Onboarded six new broker-dealer clients in four months generating $2M in new business revenue — recipient of the RBC WM Award of Excellence for cross-organizational collaboration.
• ● Nominated and selected for RBC’s Next Generation Leadership Development Program — a distinguished cohort of high performers identified across all U.S. businesses for outstanding performance and leadership potential.

Aug 2009 – Sep 2011 · 2 yrs 1 mo · Minneapolis, Minnesota, United States

• ● Served as RBC’s inaugural Overlay Portfolio Manager — built the firm’s Specialty Portfolios advisory product from zero, enabling in-house Overlay Trading Services for private client, IBD, and RIA professionals within three months of launch.
• ● Grew the model roster, total accounts, and AUM by 200% over two years — a product launch and growth story that sharpened my GTM instincts before I ever carried a sales bag.

Oct 2006 – Aug 2009 · 2 yrs 10 mos · Minneapolis, Minnesota, United States

• ● Managed a nine-person trading department executing 61% of RBC’s retail equity trade volumes across $29B in client assets — my first formal leadership role, responsible for team performance, process integrity, and daily operations at scale.
• ● Led integration of three trade order management systems (APL, AOM, ICI/IMPACT) and participated in all phases of a $250M back-office conversion from Beta to Broadridge BPS — hands-on experience that later made me one of the most credible voices in the room when selling these exact solutions.

Apr 2004 – Oct 2006 · 2 yrs 6 mos · Minneapolis, Minnesota, United States

• ● Started in Managed Account Operations, learning the back-office mechanics of advisor directed, separately managed accounts, unified managed accounts, billing, and electronic trading systems from the ground up.