Exceeded over 100% of goal in 2022, 2023 and 2024. Accounted for over 50% of net new revenue since joining the company
Led internal sales trainings, based on Challenger and Sandler methodologies to help the team build champions and better differentiate from competitors
Closed three of the four largest deals in company history (100k+ ARR) including logos such as Coupa, Qualtrics, and Proofpoint
Collaborated cross-functionally to ensure the product roadmap included features that would drive value for potential customers and increase ACV
Account Executive : Investor Services
Carta, Inc.
08.2018 - 04.2022
Attained over 200% of quota in the second half of 2021 while leading the team in ACV
Coordinated with sales leadership to revamp the SDR to AE handoff, giving AEs more control over the sales cycle and creating less friction for prospects
MM Account Executive
Exceeded monthly quota consistently which resulted in the following quota attainments: 151% Q2 attainment & 123% Q3 attainment, 105% Q4 attainment, 171% Q1 attainment
Created and distributed a prospect-facing presentation to the mid-market team to support enterprise deals
SMB Account Executive
Ranked #1 SMB Account Executive company-wide and was invited to Carta's Leaders Summit (2019)
Collaborated with Carta's marketing team to create competitor battlecards and streamline the buying experience
Outbound SDR
Recognized as San Francisco's top SDR of 2018
Summer Analyst
RA Capital Advisors
06.2017 - 09.2017
Potential Sale of Healthcare IT Solutions Provider: Developed pitchbook materials that ultimately led to a new ~$80m sell-side engagement in the healthcare IT sector. Key research presented included comparable company analysis and detailed strategic and financial buyer profiles
Education
Bachelor of Science - Financial Math and Statistics
University of California, Santa Barbara
Hobbies and Interests
Outside of work you can find me on the golf course, training for my next race, studying up on my next real estate investment, or reading a good book.
Timeline
Strategic Account Executive
Tesorio
08.2022 - 09.2025
Account Executive : Investor Services
Carta, Inc.
08.2018 - 04.2022
Summer Analyst
RA Capital Advisors
06.2017 - 09.2017
Bachelor of Science - Financial Math and Statistics