Results-oriented business professional with extensive experience in enterprise sales, business development, and performance analytics. Proven ability to generate high-value pipelines and close significant deals with senior stakeholders, including AM Law 100 firms. Expertise in outbound prospecting, solution selling, and delivering impactful product demonstrations, consistently exceeding sales targets. Recognized for strong leadership and competitive drive, leveraging analytical skills to inform strategic decision-making and foster long-term client relationships.
Overview
7
7
years of professional experience
Work History
Sr. Analyst - Client Delivery Advocate
iCapital
Stamford
10.2024 - Current
Working as an analyst specializing in performance reporting for alternative investments, including private equity, hedge funds, and real assets. Serve as a key point of contact for clients, delivering customized performance reports, addressing inquiries, and presenting portfolio insights. This includes daily, weekly, and monthly performance checks.
Daily collaboration with internal teams to ensure timely, accurate data and provide high-quality service that supports client investment strategy and reporting needs.
Spearheaded effort to improve team collaboration by identifying our strengths and weaknesses as a team to determine where we can improve and where we already shine. This team initiative in turn helps our greater overall mission as a company to deliver accurate high-quality service to our clients.
Collaborated with internal teams to provide timely data supporting client investment strategies.
Led team initiative to assess strengths and weaknesses, enhancing overall collaboration.
Identified areas for improvement to elevate service quality and client satisfaction.
Facilitated communication between teams to streamline performance reporting processes.
Supported overall company mission by ensuring high-quality service delivery.
Global Solution Sales Executive
Litera Microsystems
Chicago
08.2023 - 10.2024
Drove business growth across global territory, including AM Law 100 firms.
Demonstrated value of solutions to high-profile clients by tailoring presentations and proposals.
Generated over $500,000 in revenue through strategic initiatives within legal technology sector.
Achieved quota pacing consistently, surpassing targets during Q1 of 2024.
Identified and capitalized on high-value opportunities to enhance market penetration.
Built strong relationships with clients, fostering trust and loyalty.
Led multiple high-level sales conferences in San Diego, Savannah, New York City, and Boston.
Leveraged understanding of evolving legal industry needs to secure client acquisitions.
Sales Representative & Assistant Manager
Vector Marketing Corporation
Norwalk
01.2019 - 05.2023
Developed strategic sales presentations for in-home meetings to identify customer needs and tailor product offerings, achieving personal sales exceeding $350,000 and ranking as #1 Sales Representative in North America out of 100,000 reps.
Leveraged best sales practices to recruit and train regional salesforce through coaching sessions and seminars focused on time management, organization, effective communication, goal setting, and negotiation techniques.
Identified prospective customers via lead generation and referrals while maintaining relationships through long-term engagement strategies.
Established loyal customer connections using relationship-building techniques to enhance satisfaction and retention.
Recognized as five-time All-American scholarship winner from a competitive pool of 100,000 students.
Received Presidents Club letter from CEO Al DeLeonardo for exceptional sales performance.
Achieved Sword of Erik recognition for selling $150,000 personally in one calendar year.
Coordinated training initiatives to improve sales skills across the regional team.
Education
Master's degree - digital marketing
Sacred Heart University
Fairfield, CT
05.2023
Bachelor of Science - Finance
Sacred Heart University
Fairfield, CT
05.2022
Skills
Sales strategy and business development
Performance analysis and reporting
Revenue generation and insights
Team collaboration and presentations
Pipeline building and prospecting
Client relationship management
Accomplishments
NCAA Division I Men’s Baseball Team Member (Sacred Heart University) • 1st Team All-NEC Designated Hitter (2021) • Pre-Season 1st Team All-NEC First Baseman (2023) • 3× NEC Academic Honor Roll • 3× NEC Prime Performer
Affiliations
Volunteer at Appalachia Service Project 2025 TCS NYC Marathon Finisher
Advanced Care Registered Nurse, Labor and Delivery at Winnie Palmer Hospital for Women and BabiesAdvanced Care Registered Nurse, Labor and Delivery at Winnie Palmer Hospital for Women and Babies