
Experienced Sales & Account Manager with a diverse financial services background. I have an innate understanding of the industry and the interconnectedness of financial markets. I have experience selling pure banking products into the buy side and the sell side; as well as financial technology solutions. Clients types have included all the following, Investment Banks, Regional Banks, Corporates, Insurance companies, Payments companies, Pension Funds and Sovereign Wealth Funds I have held Series 7 & Series 63 licenses and NY State Life & Health license. Graduated Magna Cum Laude and inducted into the Beta Gamma Sigma National Honor Society. I recently completed a FinTech programme from The Oxford University in London that covers topics such as Blockchain, Artificial Intelligence, Cryptocurrencies, Quantum Computing and other disruptive technologies in the FinTech realm. I also have a curiosity for the evolving FinTech scene and stay abreast with news; having delved briefly into co-founding a startup with my short term online Oxford University course cohorts. Early career - Finance and valuations roles in Investment Banking teams at JPMorgan. Sales career - JPMorgan : Sales associate responsible for selling JPMorgan's securities finance solution to asset managers, insurance companies, corporate & public pension plans. Equilend: Sales and Relationship manager for a trading and market data technology platform. Managed 30+ accounts including Tier 1 banks and large Asset managers across North America. SmartStream: Enterprise sales for various operational workflow, risk management and data solutions with a focus on buy-side clients, regional banks, Tier 2 banks, and corporates. Fitch: Sales Director responsible for New England & Canada. I manage and grow a $15+ million book and also responsible for new logos. Solution suite includes Fitch Credit Ratings & Research, Fundamental Financial data & Macro Intelligence Research. Moody's: Sales Director for the content licensing group, responsible for managing and growing a $20+ million book of business for a diverse client base including banks, asset managers and insurance companies.
avisbudgetgroup.com
fitchsolutions.com
smartstream-stp.com
equilend.com
jpmorgan.com
goldmansachs.com
moodysanalytics.com
New York, New York, United States
Director
Moody's Analytics
• www.linkedin.com/company/moodys-analytics
• Full-time
May 2022 - Present
New York, United States
Sales Director - Credit & Risk Solutions
Fitch Solutions
• www.linkedin.com/company/fitch-solutions
• Full-time
Jun 2018 - May 2022
New York, New York, United States
Enterprise Sales Executive
SmartStream Technologies
• www.linkedin.com/company/smartstream-technologies
Feb 2017 - May 2018
New York, New York
Co-Founder
Epistimi
Jan 2017 - Dec 2018
London, United Kingdom
Sales and Account Management - North America
EquiLend
• www.linkedin.com/company/equilend
Jun 2015 - Jan 2017
New York, New York
Investment Bank - Sales Associate
J.P. Morgan
• www.linkedin.com/company/jpmorgan
Jan 2013 - May 2015
New York, New York