Coinbase

Senior Sales Associate | Coinbase Prime

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange.

Account Manager | Coinbase Prime

Credit Suisse

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients
 
• Supported RMs with client relations on a day-to-day basis and maintaining a service culture of excellence 

• Supported team head and RMs to achieve ambitious NNA, AuM growth and revenue targets throughout FY 2017 and Q1 2018.

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (CH)

• Assisted senior management (department head and MDs) in gaining financial transparency of the business area and maximizing sales potential for PB Advisory and Sales.

• Supported weekly and monthly NNA, AuM growth and revenue reporting and financial analysis

• Provided in-depth analysis and specialist advice to investment consultant, relationship management, and wealth planning divisions

Advisory & Sales Private Banking IWM Europe Team 

GRANA

•   Lead a market expansion strategy in Singapore for a fast-growing, Hong Kong based 
    e-commerce fashion start-up

•   Streamlined the company’s supply chain management to meet just-in-time requirements 
    for temporary point of sale (POS)

•   Re-structured data management system to reflect KPI needs and performed cross-reference 
    analytics for new market customer base in order to optimize the pop-up store model 

•   Controlled for expenses and cash flows and advised management as well as on-the-ground
    sales teams

External Business & Sales Consultant

Silverhorn Advisors

•	Lead sales initiatives and supported several multi-strategy in-house funds and two portfolio managers with reporting, reconciliation & client services

•	Performed financial valuation analysis through the use of DCF, trading comparables, and leveraged buyout methodologies

•	Performed in-depth portfolio and benchmark analytics in response to market events and client requests

•	Oversaw daily cash flows and managed asset reconciliations of FI products, stocks, options, futures, and swaps

•	Prepared materials for equity offering and financial advisory presentations and internal presentations

Analyst

Swisspro SR SA

•	Delivered impactful and positive business change by leading sales campaigns and developing a robust market expansion strategy within a team for a leading Southeast Asian based water filtration systems firm in conjunction with the University of St. Gallen. The strategy was successfully implemented to the client’s fullest satisfaction

External Sales Consultant

TalkPool Network Services AB

•	Data entry, client relations, accounting, maintaining filing systems, taking dictation, operating office equipment.

Sales Specialist

Institutional sales leader with 10+ years managing key client relationships across North America, Europe, and Asia (ex-Japan), maintaining a 95%+ retention rate.

I’m part of Coinbase’s core institutional sales team, working directly with our UHNWI segement and strategically critical clients. I grow and manage a high-performing institutional book at the heart of the platform.

Transitioned from TradFi to crypto in 2021 and now help clients confidently enter and scale in the digital asset space—while educating 26k+ LinkedIn followers, with 15M+ content views.

Andrew Axelrod

TriNet

Contracts Analyst

▪       DocuSign Admin, Salesforce User, RFI Automation, B2B KYC
▪	Working in the Legal Department’s Sales & Client Contracts Team, supporting new prospect sales and current customer service, including contract negotiations, document reviews, legal case management and triaging, and assisting the Commercial and Regulatory Team with various research and analysis projects.
▪	Supporting customer service contract negotiations, various contract & document reviews (e.g., NDA negotiations with prospective customers), assisting with case management and assignment, and resolving various issues referred to the team pertaining to TriNet or the PEO industry. 
▪	Providing support to the Sales, Customer Experience, Marketing, and Client Communications Teams by analyzing and providing feedback on marketing materials, RFP/RFI responses, and other internal and customer-facing documents. 
▪	Assisting with management of TriNet’s customer service agreement templates and associated addenda and amendment forms, as well as the associated alternate legal language libraries. Managing these forms by internal departments and coordinating the process for updating the templates and forms.

Contracts Specialist

Honeywell

▪	Supported a portfolio of Aerospace sales-side contracts, involving negotiations and mutually agreeable, risk-mitigated, and commercially advantageous outcomes
▪	Collaborating with and supporting category owners in the formation and execution of domestic and international contracts under the FAR & DFAR (FPoC for Missiles and Munitions)
▪	Identified issues and provided guidance to budget owners, key stakeholders, and other cross-functional team members, including business, legal, quality, pricing, and ISC functions 
▪	Advised internally on the interpretation and legal ramifications of terms and conditions
▪	Reviewed Statements of Work, RFPs, RFQs, and RFIs
▪	Participated in kickoff and review meetings and bidding on development projects 
▪	Knowledgeable of digitized contract lifecycle management software and building out internal webpages (Table of Contents)

Sr. Contracts Representative

Regions Bank

▪ Drafted memos re: H1-B Visas, CCPA, GDPR, GLBA, Ad-tagging, OWASP, Open Source, & FinTech
▪ Reviewed and redlined master agreements for products, services, and licenses  
▪ Shadowed tele-negotiations with several vendors re: commercial contracts  
▪ Used Archer and Ariba platforms to insert work-product into workflow

Legal Contracts

Mann & Potter, PC

▪ Took witness statements, ordered accident reports, and investigated accident scenes
▪ Drafted memorandum regarding Ala. Code § 32-8-84 unclaimed and abandoned motor vehicles
▪ Attended depositions, collected tax identifications, and served subpoenas

Law Clerk

Office of the Governor, State of Alabama

▪	Drafted memorandum regarding FRCP 45 Non-party Subpoena Cost-Shifting fees
▪	Provided research template for responding to public records requests
▪	Aided in drafting correspondence to various depts & individuals as to the Governor’s positions

Legal Extern

Farris, Riley & Pitt, LLP

▪	Created pleadings and discovery for personal injury, auto accident, and premise liability cases
▪	Drafted Motions to Continue and Transfer Venue 
▪	Participated in voir dire and read expert’s deposition to jury on behalf of absent witness 
▪	Prepared memorandums re: Alabama Rule of Evidence 702 and Municipal Indemnity for Wrongful Death
▪	Supervising attorney used 702 memorandum to draft a Motion in Limine 
▪	Motion in Limine was granted and limited much of expert’s testimony, ultimately excluding expert from trial

Butler Snow LLP

Worked primarily in pharmaceutical and medical device litigation
Performed pre-trial research: medical expert, company witness, & fact witness background investigations 
Prepared attorney’s for trial, including but not limited to: arranging trial notebooks, assembling exhibit lists, & documents for production
Created FDA regulatory chronologies, assisted in medical records collection, and compiled medical literature databases
Hyperlinked deposition transcripts with trial exhibits for attorney review

Project Assistant

My contracts experience includes working at Regions Bank (finance), Honeywell (aerospace), and TriNet (HR outsourcing). Contracts = legal + IT. I aim to provide quality result(s) by harnessing the power of technology and application of legal insight. Bonus, I love Bitcoin & blockchain technology.

Technological innovation is rapidly changing the legal landscape, and along with it, newer sorts of “technical difficulties.” I've been on the front lines of the digital services assembly line, translating legal functions into automation. Being tech-savvy is not only a practical move for an organization but is essential to prosperity in the digital age. 

Effective contracts formation and execution requires strategically negotiating to preserve an entity’s interests while minimizing the risks of lost business, or worse, litigation. Good contracting is at the intersection of jurisprudence and logistics. Businesses want sound formation and execution of contracts, thereby keeping litigation expenses low or nil. I can provide this value-added approach, working in a cost-effective and high-quality style.

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Andrew Axelrod

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