New York, New York, United States
I am a highly energetic, entrepreneurial, and hands-on senior executive with 20+ years of progressive leadership experience driving revenue generation, directing operations, and overseeing organizational restructuring within FinTech, Index, and Asset Management industries. I thrive as a resourceful problem solver a with reputation for swift execution, mobilizing teams, increasing productivity, and improving employee morale. I am also known as a developer and executor of innovative strategies distilling complex concepts and creating environment of open, honest, and direct dialogue. As a clear communicator and people connector, I have demonstrated success interacting with diverse teams to cultivate long-term relationships, developing new growth strategies, structures, and partnerships within fast-paced environments. Specialties: Leadership & Team Building • Revenue Growth & Market Expansion • Investment Management • Operations Management & Streamlining • New Business Development • Budgeting & Forecasting • Staff Recruitment & Development • Strategic Partnerships • Cost Reductions & Controls • Customer Relationship Building • Performance Measurement
Build and foster client relations spanning numerous industries driving new business development, market penetration, profit improvement, and sustainability initiatives. Identify opportunities and invest in startups. Selected Skills: * Client Relationship Building * New Business Development * Client Engagement Management * Market Penetration & Growth * Profit Improvement & Sustainability * Performance Measurement * Branding, Advertising, & Commercial Modeling * Go-to-Market Strategy Development & Execution
Head of Relationship Management, Managing Director, London, UK (2015 – 2018) Participated as Chief Revenue Officer managing all revenues from firm across Americas, EMEA, and APAC. Directed 14 European Sales team members including senior Sales executives and support staff spanning London, Zurich, and Frankfurt. Restructured team managing recruitment, staffing, and training. Led and grew London office. Collaborated with CEO and CFO on new contracts, budgets, and forecasts. Managed vendor negotiations. Director, Americas (2011 – 2015) Led US business development rolling out strategy fostering aggressive growth in previously underserved market. Built Sales operation from ground up and implemented energetic sales and marketing approach awarding cold calling, new relationship development, and presentation of clear value proposition over competitors. Selected Skills: * New Business Development * Global Market Penetration * Full P&L Management * Leadership & Team Building * Staff Recruitment & Training * Strategic Partnership Development * Budgeting & Forecasting * Vendor Relations & Contract Negotiations * Office Expansion & Consolidation * Continuous Process Improvement * Corporate Modeling & Restructuring * Product Monetization & Strategic Pricing * Client Relationship Building * Sales Operations Management * Cold Calling & Presentations
Continued development of The Markets.com post $300M acquisition. Learned CapitalIQ platform and developed strategy to cross-sell CapitalIQ into existing TheMarkets.com customer base. Selected Skills: * Client Relationship Building * New Business Development * Cross-selling & Account Management * Market Penetration & Revenue Growth