Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes.
Overview
8
8
years of professional experience
Work History
Sales Director
M Science
06.2022 - Current
Promoted to managing a team of 5, while still contributing to new business at an individual level, responsible for $15M in ARR and over 90 fundamental and quantitative investment clients in Canada, Florida, Boston and the Tri-State areas.
Regularly analyze team’s pipeline and identify upsell opportunities and churn risk to provide accurate monthly retention revenue forecasts across 4 territories.
Engaging with C Suite or decision makers at accounts to negotiate per user, per team and enterprise contracts.
Connecting with all 5 team members on weekly basis to discuss yearly targets, career progression, and updates on opportunities/activities.
Sales Executive
M Science
11.2019 - 06.2022
Achieved 110% of 2021 new business target as a pure hunter, cultivating prospects through meetings, emails, calls, and industry events. Achieved 100% of new business target in 2020.
Assured retention of clients by sending email highlights and making calls pitching inflections in research.
Grew user engagement and developed adoption for non-users at accounts leading to upsells.
Orchestrated targeted email and call campaigns for new product launches and enhancements.
Institutional Sales
Rosenblatt Securities, Equity Research
07.2018 - 11.2019
Pitched investment recommendations from research to clients through phone calls and morning emails.
15 new clients onboarded and 3 major upsells in 1st year as an individual contributor.
Co-covered top 4 global multi-strat accounts with Head of Sales.
Negotiated contracts and payment terms with everyone from C-Suites to first year analysts.
Served on Strengths and Opportunities Committee, identifying areas for improvement within the company.
Relationship Manager
RBC Global Asset Management
03.2015 - 07.2018
Sold fixed income investments to municipal entities in NY and PA.
Grew AUM of two funds from $5.64 billion to $6.00 billion and $679.4 million to $1.03 billion 2017.
Actively managed $3.33 billion of AUM, for a total of 38 clients in the Cash Flow Optimization Program
Education
Master of Science - Management, Finance
Durham University Business School
Durham, UK
12.2014
Bachelor of Business Administration - Business Administration, Economics
Roanoke College
Salem, VA
05.2013
Skills
Profit and Revenue-Generating Strategies
Business Development and Planning
Marketing Campaign Analysis
Public Speaking and Presentations
Bloomberg, Salesforce, Big Dough, Street Context
Pricing Strategies
Accomplishments
2022 NYC Marathon Participant for Ronald McDonald House Charity
All American Midfielder - Roanoke College Lacrosse
Captain and Player Coach of all 3 University Lacrosse Teams - Durham University Business School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sales Director
M Science
06.2022 - Current
Sales Executive
M Science
11.2019 - 06.2022
Institutional Sales
Rosenblatt Securities, Equity Research
07.2018 - 11.2019
Relationship Manager
RBC Global Asset Management
03.2015 - 07.2018
Master of Science - Management, Finance
Durham University Business School
Bachelor of Business Administration - Business Administration, Economics
Vice Dean Acting at Joint Colleges of Medicine, Oral Health Science and Veterinary ScienceVice Dean Acting at Joint Colleges of Medicine, Oral Health Science and Veterinary Science
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