Experienced Regional Sales Director with a demonstrated history of working in the investment management industry. Strong sales professional skilled in Microsoft, Sales, Event Management, Teamwork, and Verbal Presentation.
carta.com
columbiathreadneedleus.com
commonwealthfinancialgroup.com
San Francisco, California, United States
Account Manager
Carta
• www.linkedin.com/company/carta--
• Full-time
Dec 2023 - Present
San Francisco Bay Area
Customer Success Manager
Carta
• www.linkedin.com/company/carta--
• Full-time
Dec 2022 - Dec 2023
San Francisco Bay Area
Sr. Associate , Company Coverage - Carta Liquidity
Carta
• www.linkedin.com/company/carta--
• Full-time
May 2022 - Dec 2022
San Francisco Bay Area
SMB Account Executive
Carta
• www.linkedin.com/company/carta--
• Full-time
Apr 2021 - May 2022
San Francisco Bay Area
Regional Sales Director
Columbia Threadneedle Investments, US
• www.linkedin.com/company/columbia-threadneedle-investments
Mar 2016 - Dec 2020
Boston, MA
Financial Services Representative
Commonwealth Financial Group
• www.linkedin.com/company/commonwealth-financial-group
Jun 2015 - Mar 2016
Intern
Umass Athletics Media Relations
Sep 2014 - May 2015
Summer Intern
ADK Group
May 2013 - Aug 2013
Boston, MA
Sales Rep
Prove People Wrong
Sep 2012 - Mar 2013
Coach
Top Gun Lacrosse
Jun 2011 - Aug 2011
Volunteer Assistant Coach
Boston Jr. Bruins Hockey
May 2010 - Aug 2010
Intern
Buckley Sport Management
May 2010 - Jun 2010
Warwick, RI
