Simetrik

Simetrik's no-code SaaS platform solves critical operational challenges for larger enterprises. We streamline data reconciliation, implement robust financial controls, and automate reporting to prevent losses from operational inefficiencies, errors, and fraud. With a global client footprint spanning 40+ countries, we reconcile over 1 billion records daily.

Sales Director

Hearsay Systems

Enterprise Account Executive

Sales Team Lead

AndPlus, an Ensono Company

Responsible for this cloud native and data engineering firm's outbound sales program, including the hiring and training of new employees, sales strategy, and market segmentation.

SVP, Head of Strategic Accounts

Morningstar

Managed global business development and the overall relationships for Morningstar's largest strategic partners within asset management, consulting and wealth management businesses. I led executive alignment with colleagues in the US, Canada, LatAm, EMEA, and APAC to ensure a consistent and coordinated approach in understanding client needs and implementing solutions across their business lines, which resulted in over 214% of personal sales goal achievement in 2020.

Senior Vice President

Spokesperson for Morningstar’s capabilities and architect of Morningstar’s business development strategy in Latin America. Managed direct reports for sales, data collection and relationship management activities in Brazil, and integral for budgeting, legal, cost of sales as well as accounts receivable activities. Identified and created strategic relationships with atypical client types such as regulators, fund associations, and media companies, increasing branding and developing strategic relationships for long-term growth.
•	In 2017 grew annual recurring revenue 72% and in 2018 grew revenue 41% through exhaustive segmentation and maintaining a client retention rate of 93%
•	Streamlined billing processes, reducing average accounts receivable balance from 120 days to 45 days   
•	Established individual and team sales KPIs, and implemented market segmentation strategy

Country Head, Morningstar Brazil

Opened Morningstar’s first office in Latin America, and acting legal representative for the firm within Chile, consistently growing the business and establishing the company’s first clients, including regulators and fund associations. Hired local employees and led sales activities within the country and regionally ex. Brazil.

Head Of Sales

Responsible for International business development in Latin America and the Caribbean for Morningstar's investment services and solutions. Proactive sales via client presentations and product trial management with financial institutions throughout the region.

Institutional Sales Manager, Latin America

Global Id Data Analyst

Index Data Analyst

With over 17 years of consistent success in sales, enterprise account management, and go-to-market strategies, I deliver measurable outcomes for financial services organizations in the U.S. and globally. My expertise spans financial services sales, SaaS solutions, and international business development, where I've consistently exceeded targets and driven sustainable growth.

Throughout my career, I've built a personal reputation of grit, resilience, emotional intelligence, and a can win attitude. I specialize in:
*Building strong client relationships and fostering trust to retain long-term partnerships
*Crafting and executing high-impact sales strategies
*Self sourcing opportunities and driving enterprise-level SaaS adoption 

I thrive in fast-paced environments that demand strategic thinking, cross-cultural collaboration, and relentless focus on delivering the right outcomes.

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