Throughout my career, I have worked closely with our clients; commercial, governmental and lastly business schools, helping them derive more value from their investment in our firm’s data solutions. • Through Account Planning and Management, I diagnosed and discovered new financial data ...more

Throughout my career, I have worked closely with our clients; commercial, governmental and lastly business schools, helping them derive more value from their investment in our firm’s data solutions. • Through Account Planning and Management, I diagnosed and discovered new financial data applications for clients. • I championed the clients’ data needs internally, in collaboration with our other firm professionals, fostering trust to deliver on the best fit financial technology solutions to our clients’ unique academic research publishing goals and budgets. • I provided database financial modeling demos and training to faculty and students to assist with their curricula and job search needs. I did public speaking at Business Dean Conferences and Student Competitions. • I harnessed S&P Global resources to provide sponsorship dollars, research tools, content and expert speakers to enable the CFA Societies to host first class educational conferences and competitions to student participants. These programs would help prepare and groom the next generation of financial analysts. • I helped grow our academic business sales within my assigned territory and met/exceeded our firm’s subscription retention goals. I have been recognized for delivering high touch client service. Clients and company team members would describe me as an engaged and calm presence, always prompt and attentive to the task at hand, with a laser focus on helping clients accomplish their goals in research and in teaching. A key manager described me as a hard-working, consummate professional and subject matter expert across an array of financial data sets, who advocates fiercely for his clients and his team co-workers. A client mentioned me being very proactive in understanding the needs of academic clients with my suggestions that would enhance the education of the students. Now, I would like an opportunity to deliver on that same high level client service and help you to grow your business further. Specialties: Fundamental Financial Data, Screening, Point in Time Data and Estimates. Strong Interest in Personal Finance and Risk Management and Taxationless