S&P Global

Lead a team of 15 to manage, nurture, and grow our top Professional Services clients across the globe, specifically within the Accounting and Consulting industries. We retained 96% of an $80mm book of business and grew it by 16% on the year.

Americas Head of Strategic Accounts, Professional Services

Managing a team of 30 people covering over 1,000 customers in the Non-Financial Corporates, TMT, Professional Services, and Government segments within S&P Global. Our customer base totals over $76mm and covers all of the United States and Canada collectively. We finished the year retaining over 95% of the book and achieving a 9.5% growth rate on the year.

Head of Account Management, Americas | Corporates and Professional Services

Stood up the NFC Segment's first Account Management team, a group handling both retention and existing customer growth throughout the year. We achieved a 96%+ retention rate and grew the business by over 9% in the calendar year on a $47mm book of business across the US East Coast & Canada.

Regional Head of Account Management, East Coast and Canada | Corporates & Professional Services

Responsible for leading the Non-Financial Corporates Team in Canada, New England, and the Southeast in all Sales and Relationship Management endeavors.

120% of Annual Sales Quota
95% Retention Rate

Regional Commercial Manager

Led a team of 4 Sales Professionals targeting new customers and growth within our existing customer base in the greater New England and Midwest Regions.

2017 - 100% of Annual Target
2018 - 120% of Annual Target
2019 - 119% of Annual Target

New Business Sales Management - Non-Financial Corporates, New England

Led business development efforts for S&P Global Market Intelligence across Illinois, Indiana, Iowa and Michigan, working with area Corporations, Consultants, Accounting firms, Law Firms, Investment Banks and PE/VC.

2015 - 140% of Annual Target
2016 - 120% of Annual Target

Director, Business Development

Associate Director, Business Development

Sales Associate

Supported a Midwest-focused book of business from Chicago, IL, down to Texas.

Client Development Associate

Royal Bank of Scotland Business

Analyst - Interest Rate Derivative and FX Prime Brokerage

Brown Brothers Harriman

Sr. Client Account Manager

State Street

Fund Accountant

Experienced Team Lead with a demonstrated history of working in the financial services industry. Skilled in Sales, Entrepreneurship, Customer Relationship Management (CRM), Equities, and Mutual Funds. Strong finance professional with a MBA focused in Entrepreneurship, Economics, Strategy, and Finance from The University of Chicago - Booth School of Business. 

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