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Work Background
Thomson ReutersSr. Director of Financial Services - Corporates Division - Tax, Legal & Risk
Dec. 2024United StatesAs the Sr Director of Financial Services at Thomson Reuters, I am responsible for enhancing our presence and market growth within the financial services vertical for the Corporates Division of our Legal, Tax & Risk teams. My responsibilities include understanding industry trends, identifying challenges, and the competitive landscape while creating GTM strategy for our sales, partnerships, products and marketing teams to help drive strategic initiatives, customer engagement & revenue growth.
Thomson ReutersNational Director of Sales & Marketing
Jan. 2020United StatesFocused on increasing partnership and sales for a Thomson Reuters team who specialize in products including: CLEAR, ID-Verification, Risk-Analytics, Adverse Media, TRUA, Endera, Compliance Learning, Reg Intel, ODEN, Court Express & AU10TIX - Facial Recognition, Document Scanning and Biometrics
Thomson ReutersFinancial Compliance & Risk Analytics Specialist
Oct. 2014 - Dec. 2019CaliforniaCLEAR Enhance Due Diligence, ID Verification & Risk Inform Providing Corporate Risk, Fraud, Skip Tracing, Collection & Investigation professionals with cutting edge technology and information solutions from the global leader of intelligent information. I specialize in providing the leading cutting edge technology to the following departments within companies: • Anti-Money Laundering Due Diligence
• Fraud Investigations
• Skip Tracing & Collections
• Underwriting & Risk Analytics tools
• ID-Verification tools
Walker AdvertisingVice President of Sales
Jun. 2011 - Apr. 2014Los Angeles, CaWalker Advertising is a multiple-award winning, full-service advertising agency based in Los Angeles. We cater to the needs of the legal community throughout the United States. Since 1984, Walker Advertising, through its brands Los Defensores and 1-800-The-Law2 has been able to provide exceptional services for the Latino community by connecting those in need of legal representation to experienced attorneys like you. For over 28 years, we’ve been a leader in legal advertising, helping attorneys grow their practices through integrated marketing strategies that maximize opportunities in TV, radio, print and online. Our messaging is seen by more consumers in need of legal representation than the messaging of a lawyer who advertises on his or her own.
We specialize in creating targeted campaigns for Personal Injury, Workers’ Compensation, Mass Tort, Class Action and customized areas of law to suit your needs.
Strategic Legal SolutionsConsultant
Jan. 2008 - Jan. 2008I helped build a West Coast Sales Team along with creating and implementing the sales strategy and go to market
Thomson ReutersDirector, Regional Accounts
Mar. 2000 - Jun. 2011Managing national telemarketing division, supporting national sales, CRM tool and increasing revenue's to all regional, corporate Accounts. Selling Thomson products in, corporate, legal & Government accounts. Coordinate efforts amongst multiple team members for training, new product demonstrations, customer service, ordering and general customer support of all products under the Thomson umbrella
Earned multiple sales honors for increasing overall territory revenues and praised for expanding the number of Thomson's products purchased by each client.
Member of the Future Manager Program in 2006 & General Manager's Advisory Board in 2006
Awarded "Presidents Club" honors for Year 2000, 2005, 2006, 2007 & 2008 and recognized for being Western Division Sales Rep of the year in 2006 & National Sales Rep of the year for Medium/Large Law Segment with 188% of quota. Earned "Century Club" honors in all years of employment. (100% of assigned quota or better)
#1 in 2010 for sales of Litigation Technology Software (CaseNotebook)
North American Title GuarantyAccount Manager
Jan. 1998 - Jan. 2000New business development
Northwestern Mutual Life Insurance CompanySALES ASSOCIATE
Sep. 1997 - Jan. 1998Gained a strong knowledge of the financial services industry while completing an in-depth internship program. Trained and licensed as a Life Insurance Agent.
Better Business BureauMEMBERSHIP DEVELOPMENT REPRESENTATIVE
Mar. 1997 - Dec. 1997Used effective marketing strategies to develop and retain relationships with business accounts throughout the Sacramento market.
Applied effective cold calling techniques and interpersonal people skills to increase memberships and reestablish relationships with former business members.
Developed as many as 70 new memberships in less than six months and commended for consistently being one of the top membership recruiters. Honored as the "Top Membership Development Representative" for two different months.
North American Title GuarantyTelemarketing Manager
Jan. 1996 - Jan. 1997Utilized a thorough understanding of the sales process to effectively market title and escrow services throughout a highly competitive territory. Called on new accounts, built new client relationships, and established an extremely loyal clientele.
Increased market share from 6% to 25.6% in two years and nearly doubled the annual sales volume too more than $500,000. Exceeded all income records for 1998 and 1999 and increased profit margins for both years. Named 1998 "Salesman of the Year" and nominated for 1999 "Salesman of the Year." Previously worked
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