Professional Bio
With over a decade of experience in B2B and B2C leadership and selling, specifically around technology and its strategic implementation, I deeply understand a company's journey as it grows from being a startup to a multi-billion dollar organization.
I excel at building, scaling, and leading highly functioning and adaptive teams. I understand and know how to navigate the ever-changing landscape of establishing a comprehensive customer journey and how to help companies define their true value-proposition and position in the market. I am focused on creating holistic value for my company, team, and clients.
Technology Expertise
- Advanced
- Intermediate
Featured References
Employment History
Wizeline September 2021 - December 2022
Senior Partner
Lead and manage the teams that support some of the world's largest brands in Finance, Consulting, Media and Entertainment, and Retail. Responsible for all aspects of strategy, producing predictable growth, accountability of delivery, generating revenue, owning a P&L, and staffing.
Head of Inside Sales
Enterprise Accounts - West Coast
Head of Solutions Architecture and Presales
Program Manager(PjM) - Enterprise Accounts
Product Manager
Account Manager
Morgan Stanley April 2012 - September 2015
Financial Advisor | Financial Planning Specialist
Analyzed, created, and presented complex portfolios, ideas, and solutions for a wide variety of clientele/prospects to address their specific needs.These individuals ranged from CEOs and Executives of major companies,Municipalities, small business owners, and significant decision-makers.
Frequently worked with different teams to create tailored proposals and products, and then presented these solutions in a comprehendible way.Many times these solutions were new or foreign to the audience it was being delivered to, so it was imperative to be able to deliver these complex and novel ideas both efficiently and effectively.
Series 7 and 66 license along with CA Life, Health, and Annuity license.Received my Financial Planning Specialist title through Morgan Stanley.
Zuora June 2011 - March 2012
Customer Success (CSM)
Joined at around 100 people as a part of the CSM team to enhance and streamline the customer experience.
Portfolio
Thought Leadership
Employment History
Wizeline September 2021 - December 2022
Senior Partner
Lead and manage the teams that support some of the world's largest brands in Finance, Consulting, Media and Entertainment, and Retail. Responsible for all aspects of strategy, producing predictable growth, accountability of delivery, generating revenue, owning a P&L, and staffing.
Head of Inside Sales
Enterprise Accounts - West Coast
Head of Solutions Architecture and Presales
Program Manager(PjM) - Enterprise Accounts
Product Manager
Account Manager
Morgan Stanley April 2012 - September 2015
Financial Advisor | Financial Planning Specialist
Analyzed, created, and presented complex portfolios, ideas, and solutions for a wide variety of clientele/prospects to address their specific needs.These individuals ranged from CEOs and Executives of major companies,Municipalities, small business owners, and significant decision-makers.
Frequently worked with different teams to create tailored proposals and products, and then presented these solutions in a comprehendible way.Many times these solutions were new or foreign to the audience it was being delivered to, so it was imperative to be able to deliver these complex and novel ideas both efficiently and effectively.
Series 7 and 66 license along with CA Life, Health, and Annuity license.Received my Financial Planning Specialist title through Morgan Stanley.
Zuora June 2011 - March 2012
Customer Success (CSM)
Joined at around 100 people as a part of the CSM team to enhance and streamline the customer experience.