Throughout my career, I have garnered the trust of professionals in the financial and technology industry. I have accomplished this by putting the interests of the client first as I see it as an opportunity to learn and be an agent of change for those who want to bring their ideas to life. I have ...more

Throughout my career, I have garnered the trust of professionals in the financial and technology industry. I have accomplished this by putting the interests of the client first as I see it as an opportunity to learn and be an agent of change for those who want to bring their ideas to life. I have been blessed in meeting many wonderful people that were willing to share in their journey. ◆◆◆ Current Roles ◆◆◆ ▪️ Advisor, Wurthy ▪️ Board Advisor, FCN Media ▪️ Advisor, Cennec ▪️ Chair of the Financial and Technical Advisory Board, ULISSES Project ▪️ Executive in Residence, David Eccles School of Business, University of Utah ▪️ Board Member, Society of Quantitative Analysts ▪️ Co-Founder, Modern Research Systems, LLC ◆◆◆ Previous Roles ◆◆◆ ▪️ Head of Growth, Flex Axion ▪️ Executive Director, ULISSES Project ▪️ Executive Director, Product Management, Analytics Group, Americas, MSCI Inc. ▪️ Executive Director, Sales, Hedge Funds BARRA Portfolio Management Analytics, MSCI Inc. ▪️ Equity Strategist, Investment Strategy Team, Sell-side Equity Research Division, Bear, Stearns & Co. Inc. ▪️ Vice President, Market Analysis, Product Manager Market Analysis Application Group, FactSet Research Systems ▪️Economist, Business Cycle Research Group, The Conference Board ▪️ Co-Founder, Stroller Spa NY/NJ ▪️ Founder, Mountain Path Homes LLC (franchise of Heritage Log Homes) ▪️ Co-Founder, The City's Best LLC ◆◆◆ Past Internships ◆◆◆ ▪️ Research Assistant, United Nations Development Programme Geneva, Switzerland ▪️Research Assistant, Air & Space Museum, Smithsonian Institution Washington D.C. ◆◆◆ Sales Recognition & Awards ◆◆◆ ▪️ Leading Sales Rep by Business Line - MSCI (multiple years) ▪️ Top Sales Specialist - FactSet (multiple years) ▪️ Top Sales Intern - Enterprise Rent A Car (NJ) ▪️ Sales Rookie of the Year - Electrolux (NJ) ▪️ Peace Corps Scholar Award ▪️ NatWest Bank Scholarship Award ◆◆◆ Specialties ◆◆◆ product management, product strategy, B2B sales, consultative sales, relationship management, account management, business strategy, negotiation, software sales, data sales, problem-solving, team leadership, marketing, macroeconomics, business cycles, investment strategy, risk, portfolio constructionless