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Work Background
One ConcernVP of Sales
Jun. 2024
EPFRSales Executive
Nov. 2022 - Jan. 2024New York City Metropolitan Area
Refinitiv, an LSEG businessSales Specialist, Quant and Alt Data, KSA
Jun. 2021 - Nov. 2022New York City Metropolitan Area
New Generation Research, Inc.Director Of Business Development
Nov. 2020 - Jun. 2021
CreditSightsStrategic Sales Manager
Jul. 2019 - Nov. 2020Greater New York City Area
Dun and BradstreetSolutions Advisor
Aug. 2017 - Nov. 2018Short Hills, NJ
Reis | Commercial Real Estate Data and AnalyticsDirector, National Accounts
Oct. 2014 - Aug. 2017Greater New York City AreaReis is the nation's most trusted source for property and market intelligence, including vacancy rates, rent levels, cap rates, new construction, rent comparables, sales comparables, valuation estimates, and capital market trends across eight major commercial real estate sectors.
Informa Investment Solutions (formerly Zephyr Associates, Inc.)Vice President, Account Management
Jan. 2011 - Oct. 2014Greater New York City AreaManaged a team of 7 direct report Account Managers, across the US and UK, tasked with selling a suite of both cloud based and locally installed enterprise software solutions
Responsible for the retention and growth of over $30 million in annual revenue
Developed and implemented quota bearing compensation plan to emphasize growth and retention
Created and managed campaigns to grow revenue and increase retention
Coordinated Global Account strategies– created and managed growth initiatives with our biggest clients across multiple Account Managers and territories
Worked closely with all aspects of the business, including Billing, Product Management, Development, Marketing and Contracts
Worked with clients in a consultative manner to help them develop reports that best “tell their story”
Educated money managers how to best position their products
Trained mutual fund wholesalers on the value and meaning of performance analytics
Gave financial advisors unique insight to their performance analysis and asset allocation
Scheduled and ran daylong training session for groups of up to 50 clients and prospects
Merrill LynchFinancial Advisor
Jul. 2004 - Jan. 2011Short Hills, NJFinancial Advisor in the Global Wealth Management Group of Merrill Lynch. Worked with affluent families, executives and business owners to manage their personal and professional financial goals and needs. Met with his clients regularly to review strategy and progress in order to consistently react to the clients evolving financial life. Drew upon the breadth and depth of Bank of America-Merrill Lynch’s resources and products to help his clients achieve their goals. Client Satisfaction was his primary objective.
Thomson Financial (formerly Baseline Financial)Account Executive
Jan. 2000 - Jun. 2004Greater New York City AreaManaged a territory that included clients in New York City, Missouri, Indiana, Kansas, Oklahoma, Nebraska and Iowa. Responsible for selling an equity analysis and portfolio management software tool to money managers, heads of research and analysts at both buy side and sell side firms. Responsibilities included training users, coordinating customized projects, and maintaining client satisfaction while pursuing growth opportunities.
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