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MULTIPLE EARLY STAGE COMPANIES                                                                                                        2009 - 2016

  • CLICKMETER, Consulting Director - Customer Success(2014 to 2016)
  • PAYAIR US LLC, Director – Client Development               (2013 to 2013)
  • RADAR LOGIC INC, Director – Client Development         (2010 to 2013)
  • GRAMERCY AUCTIONS, Director – Auction Services      (2009 to 2010)

As an early adopter & founding team member with four B2B early stage startups I have operated as a SaaS product specialist, evangelist, strategist, project manager and post-sale professional. My responsibilities included cold calling/emailing, product education, customer onboarding, large-scale presentations, C-level contract negotiations, strategic deal closing, and facilitating communication across multiple internal and external teams. I excel in developing deep relationships with senior level decision makers and operating as a consultant to their business specifically focused on best practices for added value and maximizing ROI.   I am proficient in learning and understanding complex processes, new technologies, and products; with a talent for translating them into easy to understand formats for both decision makers and end users.

BANK OF AMERICA / ABN AMRO LASALLE BANK, Chicago, IL                                                                2005 to 2008
Assistant Vice President – Real Estate Capital Markets (CMBS)

  • Originated, structured, negotiated, and underwrote loans on income producing commercial real estate
  • Created and analyzed discounted cash flow models, financial statements, property cash flows, rent rolls, leases, legal documents, and due diligence packages for Loan Committee Proposals (LCP)
  • Defended loan underwriting and structure to internal credit committee as well as investors (B-Buyers)
  • Managed and oversaw deal flow for a team of six analysts. Avg. deal size $2.3mm, department annual production in excess of $1bn
  • Managed a portfolio of national client relationships for multiple senior originators 

 

ZACKS INVESTMENT RESEARCH, Chicago, IL                                                                                              2004 to 2005
Account Executive – Zacks Investment Management

  • Contacted warm leads regarding its online investment research tool, ZacksElite.com
  • Required a strong knowledge of Zacks quantitative ranking model and equity research methodologies
  • Contributed to the continuing education of the account executive team
  • Communicated complex ideas in a simple and straightforward manner that clients could understand

COWAN FINANCIAL GROUP / LENNOX ADVISORS, New York, NY                                                        2002 to 2004
Investment Analyst – Investment Management

  •  Supported three managing directors in all aspects of their investment business. Increased assets under management by 100% during my tenure
  •  Created and managed relationships with third-party vendors, large scale money managers, high-net worth clients, compliance and internal insurance counterparts
  • Provided strategic asset allocation recommendations and portfolio models based on the clients current holdings, risk tolerance and time horizon
  • Executed trades and investment contracts on behalf of our high-net worth clients

GOLDMAN SACHS, New York, NY                                                                                                                     2000 to 2001
Transaction Analyst – Global Treasury Operations

  •  Reviewed and confirmed the accuracy of monetary transfers for Goldman Sachs and its high net-worth clients. On a typical day an analyst would move $1,000,000,000 worldwide
  • Trained on all funds transfer systems, FED WIRE, SWIFT, and CHIPS
  • Built and maintained relationships with internal sales assistants across all profit centers of Goldman Sachs as well as with contacts at outside financial institutions
  • Educated sales assistants and payment creators on industry standards

 EDUCATION

PLATTSBURGH STATE UNIVERSITY, Plattsburgh, NY                                                                                            1998 to 2000 

  • Graduated Bachelors of Science: Marketing