Senior enterprise sales and account management executive with 20+ years experience driving revenue growth across financial services, professional services, and fintech through consultative, relationship- driven business development. Expertise in building strategic account plans, navigating complex multi-stakeholder organizations, and translating SaaS/data solutions into measurable business value for C- suite decision-makers.
SKILLS
Commercial Skills:
Collaborative Team- Player, Communication and Negotiation, Critical Thinking, Customer Retention, GTM Creation and Enhancement, Leadership, Operations Management, Process Improvement, Product Enhancement, Sales and Relationship Management, Strategic Planning
FinTech Experience: AI Platforms, CRM Systems, Data Analytics, SaaS/ DaaS Offerings
Financial Markets Expertise:
Alternative Fund Strategies, Asset Management, Energy Market Intelligence and Data, Equities; Fixed Income; and Derivatives, ESG Frameworks and Materiality, Macroeconomics Research and Data, Private Markets, Risk Mitigation, Series 7 and 63 Licenses ( Exp. )
EDUCATION
Master of Business Administration, International Business
Georgetown University Washington, D.C.
Generated $750K+ in new revenue at Energy Aspects advising clients on data-driven insights and SaaS analytics that inform strategic decisions. Previously achieved 95% client retention with 30% account growth at Rapidan Energy, doubled a key $2M vertical with Argus Media, and sourced $6M+ in new business at HSBC/BNP Paribas serving sophisticated clients across financials, corporates, consultants, and public sector organizations. Consistently exceeds growth targets through executive-level engagement, cross-functional collaboration, and structured territory planning that identifies expansion opportunities.More...