Austin, Texas, United States
FY26: -Top performing rep in AMER -276% of quota - FY25 -Closed/won over 25 new logos across mid-market and enterprise prospects -Awarded AMER Sales Star at annual SKO
FY24: -Focused primarily on expanding NARR for Sprinklr's 2 largest Global Strategic customers (AMZN, MSFT) by targeting net-new business/use-cases across their portfolio of brands/business groups -Strategic Accounts, Relationship Manager + Hunter role -201% of quota (based on net-new business, renewals not included in quota) -Key team member in closing the largest renewal/upsell deal in company history
• Responsible for strategy development, execution of ZGSI's sales pipeline, and maintaining my personal book of business while scaling the rest of the team/GTM function • Raised over $21M as a key member of ZGSI’s series B funding round
• Built a $5M book of business across channel, commercial & consumer markets • Led the sales function as Principal Account Executive for the company
Selected by Vanguard to launch a new team within their Retail Investor Group, Efficient Solutions Brokerage Services ("ESBS"). • Led the growth of a specialized trading team as we expanded from 8 to 40+ teammates within 1 year. • Trained, instructed, and developed newly hired personnel on investment philosophy, sales, and qualifying prospects for our professional services. • Top 10 of personnel in the department out of 2000+ employees • Day to day - Responsible for consulting, managing, and trading for individual high net-worth clients above $15M and institutional accounts such as Google and FedEx. Spearheaded the qualification/upsell process for our newly established Personal Advisory Service.
• Consulted, educated, and assisted all types of investors to meet their financial goals by serving as the main point of contact for client solutions. • Nominated by upper management to an "Investment Solutions" matrix team to work on corporate efficiency projects. • Wrote the client-upsell script (S24 approved) which helped launch the Personal Advisory Services department. • Obtained Series 7 and 63.