United States
-Key Accounts SDR of the Year FY26 -Q3 FY26 Impact Maker Award -Fortune 50 Prospecting -$12.5M Pipeline Generation -158% Opportunity Attainment -117% Meeting Attainment -Only OT Key Accounts Prospecting Lead -CISA 100W Industrial Control Systems Course
-FY25 Pipeline Generation Leader -Led a team of 5 -150% Quota Attainment
-132% Quota Attainment -$5B+ Revenue Account Prospecting
• Shadowed under Vice President and Wealth Management Advisor • Assisted in quarterly and annual wealth advisement meetings • Learned administrative skills associated with wealth advising