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Work Background
Energy AspectsSenior Sales Manager
Jan. 2025New York, New York, United States
Energy AspectsSales Manager
Jan. 2024 - Dec. 2024New York, New York, United States
Rapidan Energy GroupVP of Business Development - Financials
Jun. 2022 - Nov. 2023New York, United States• Develop and execute a comprehensive revenue strategy aligned with the organization's goals and objectives. Identify new revenue streams, assess market opportunities, and create innovative approaches to maximize revenue potential.
• Utilize versatility and multi-faceted background to initiate transforming initiatives such as hiring key marketing executive, initiating turn-key advisory solutions to maximize revenue opportunities and enhance relationships, partnering with outsourced BDR solutions company leading to exponential growth in SQLs.
• Lead the sales team in achieving revenue targets by formulating effective sales strategies, optimizing sales processes, and nurturing client relationships. Foster a high-performance sales culture, establish sales goals, and implement robust sales methodologies.
• Develop accurate revenue forecasts based on market analysis, historical data, and business trends. Generate regular reports and present financial insights to senior leadership, providing visibility into revenue performance, key metrics, and opportunities for improvement.
• Define and track key performance indicators (KPIs) to assess revenue performance and measure the effectiveness of revenue generation efforts. Analyze data and identify areas for improvement, • Collaborate with various departments, including marketing, finance, and product development, to align revenue strategies with overall business objectives. Played a critical role in the evolution and differentiation of key research services.
IQ-EQManaging Director
Aug. 2021 - Apr. 2022New York City Metropolitan Area• Partner with sophisticated investors and investment funds looking to co-source key financial responsibilities including ESG research/due diligence, impact analysis, accounting, operations, and regulatory compliance.
• Apply technical knowledge and subject matter expertise across core outsourced services including ESG frameworks/reporting/integration to build and enhance fund/investor solutions.
• Identify and oversee client engagements including managing expectations and associated deliverables.
• Business development leader focused on revenue creation, market strategy, client advisory, and product enhancement.
Truvalue LabsDirector
Nov. 2019 - Jun. 2020New York, NY• Partnered with asset management firms, hedge funds, and asset owners to advance their environmental, social, governance, (ESG) value creation initiatives.
• Collaborated with portfolio managers, traders, and risk officers to implement AI-driven ESG data and analytics into their investment strategies and equity/fixed income portfolios.
• Maintained expertise on sustainable finance related subject matter including financial frameworks, competitive offerings, and evolving landscape.
• Collaborated with product and technology teams to affect a more impactful and innovative offering.
MicroRioCo-founder/Chief Financial Officer
Jul. 2018 - Jan. 2020New York, NY• Lead all capital formation activities including investor relations; closed seed round; structured carbon emission reduction-linked bonds for impact investors.
• Gained valuable expertise and experience assessing operating model's environmental impacts, including carbon metrics, sustainability reporting, and emission reduction studies.
• Responsible for all financial planning and analysis including accounting, cost analysis, P&L management, and valuation projections.
• Conducted analysis and market research on relevant peers/competing technologies including trajectory of growth and appetite for investment by venture capital groups, blended finance structures, etc.
Argus MediaSenior Account Manager
Mar. 2016 - Jul. 2018New York, NY; Austin, TX• Lead and expanded a $3 Million business vertical including the negotiation/execution of high-value research contracts and market data subscriptions with financial/trading groups and public sector organizations.
• Sourced, closed and managed complex consulting engagements for sustainable energy projects.
• Identified strategic growth opportunities within my client segment through consultative engagement with existing clients and new prospects.
• Maintained proficiency in commodities markets including global trade and regulatory concerns, geopolitical risks, economic impacts, and pricing patterns with a focus on Renewables, Bioenergy, Natural Gas, Crude, Refined Products, Rare Earths, and Metals.
TriNetVice President
Jul. 2014 - Feb. 2016New York, New York, United States• Business Development leader for the SaaS payroll, benefits, and401K platform focusing on hedge funds and private equity groups.
• Managed pipeline, forecasted revenue, and developed key performance metrics to help employer focus on sales drivers.
• Lead and developed a team of sales development representatives successfully increasing number of quality prospects generated and overall efficiency of sales funnel.
BNP ParibasVice President
Dec. 2007 - Nov. 2012• Lead business development team for alternative fund solutions including credit, risk, derivatives execution, asset valuation, fund accounting, foreign exchange and investor services. • Pivotal in the strategic development of BNP Paribas investment fund services increasing revenue by 30% through consultative sales, strategic partnerships, and thought leadership.
HSBCSales Manager
Aug. 2005 - Dec. 2007• Managed the sales process for HSBC hedge fund services including fund accounting, trade execution, asset valuation, investor reporting and financing solutions.
• Generated $6.1M in revenue by adding $8bn+ in Assets Under Administration to the alternative fund services platform.
Bear StearnsAssociate
Dec. 2000 - Aug. 2005New York, NY• Gained proficiency in proprietary financial/operational systems including leverage/liquidity, equity trading, stock loan, reconciliation, back office, and risk reporting. • Managed teams at new client integrations to ensure a positive operational transition and client satisfaction.
• Assist in the development and continued cultivation of client relationships
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