Highly disciplined and driven finance sales professional with a passion for setting and achieving ambitious goals and striving for continuous learning opportunities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Associate, Equity Data & Analytics
S&P Global Market Intelligence
07.2018 - Current
Manage relationships with some of the largest hedge funds, sell-side banks and broker dealers in NY/CT
Work directly with client teams and individuals in varying positions including but not limited to, Market Data, Portfolio Managers, Analysts, CIO's, COO's and CCO's
Help identify market trends and strategize new products and initiatives with S&P Market Intelligence product management groups
Create custom reports for clients to help them analyze positions and market strategy
Tasked with onboarding and managing new team members
Director - Corporate Sponsorships
Hope Gala
05.2022 - Current
Lead a team tasked with securing new sponsors and building on existing relationships with returning donors
Main point of contact for all sponsors and large donors
Collaborate with advisory board to strategize new and existing Hope Gala initiatives
Education
Bachelor of Science - Energy Business & Finance
Pennsylvania State University
University Park, PA
05.2018
Skills
Finance/Financial Analysis
Selling Skills
Client Interactions
Corporate Partnerships
Microsoft Office
S&P CIQ Pro
Certification
CFA® charterholder, CFA Institute - Passed all three levels on the first attempt
Timeline
Director - Corporate Sponsorships
Hope Gala
05.2022 - Current
Senior Associate, Equity Data & Analytics
S&P Global Market Intelligence
07.2018 - Current
Bachelor of Science - Energy Business & Finance
Pennsylvania State University
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