New York City Metropolitan Area
Chief Revenue Officer of Themes ETFs. Themes ETFs is a forward-thinking ETF provider specializing in thematic, sector-specific, and leveraged single stock ETFs. The company's products are designed to offer investors targeted exposure to high-growth areas of the economy, supported by rigorous research and advanced indexing methodologies. Themes ETFs was founded in 2023, as the US sister company of Leverage Shares – the European leader in leveraged and inverse ETPs with nearly $2B in AUM. For more information, visit www.themesetfs.com. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please go to www.themesetfs.com. The ETF Funds are distributed by ALPS Distributors, Inc. Themes ETFs is not affiliated with ALPS. Website http://www.themesetfs.com 203.228.1288 • [email protected]
I’ve been working with and leading sales and business development teams for the better part of 20 years with a laser focus on strategy, process, GTM, revenue forecasting, and general management to help organizations build happy, productive, and killer sales teams. At Maestro: WE ARE SEASONED SALESPEOPLE, TECHNOLOGISTS, DESIGNERS, AND WORDSMITHS. It is our collective goal to teach salespeople how to sell more, faster. We do so though interactive engagement and relentless accountability
Joined GraniteShares as its Chief Revenue Officer bringing a proven record of projecting a clear vision, leading sales teams, evangelizing portfolio solutions, and driving revenue for organizations in the financial services industry. As CRO, I am responsible for all aspects of marketing, business development, and sales across all of GraniteShares core ETFs and single stock ETPs, working collaboratively with CEO Will Rhind and the Executive Leadership Team, and leading the sales and business development effort globally.
Facet provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. Startup offering virtual, full-service financial planning from dedicated certified financial planners. • Conducted 3-month assessment to evaluate commercial strategy, identify bottlenecks, and create scalable growth plan. • Restructured revenue stream to meet venture capital (VC) funding requirements and pivot to focusing on B2C sales, enterprise partnerships, independent broker-dealers, custodians, and associations. • Firm ncreased annual recurring revenue from $300K to $4M through strategic client acquisition while reducing operational costs by $500K. • Devised financial wellness program for employers consisting of education, coaching, and full planning. • Created marketing presentations and inbound/outbound scripts. • Served 8-member executive team in weekly status meetings; briefed Board of Directors and private equity (PE) investors monthly. • Established 25+ major relationships and 3 pilot programs with national associations, RIAs, and custodians. • Collaborated with engineers to create Salesforce dashboards for forecasting and reporting.