UL Solutions

Senior Sales Executive, Advisory

OWL ESG, Inc.

Led the identification, development, and promotion of a new ESG AI-powered SaaS platform for a startup, focusing on securing key accounts and partnerships with top asset managers and consulting firms.

Managed the full sales cycle, developed outbound strategies, and collaborated with cross-functional teams to build robust pipelines and deepen client relationships.

Managing Director, Business Development

Alliance Advisors

Played a key role in scaling customized ESG advisory services, helping clients maximize ESG targets and strengthen corporate governance policies.

Developed and grew clients' ESG programs through strategic engagements with executive leadership and stakeholders.

Senior Vice President, ESG Advisory

Rivel, Inc.

Developed new business opportunities within the firm’s growing ESG consulting practice, advising on ESG shareholder engagement and disclosure matters.

Director, Governance and Sustainability

Georgeson

Promoted full suite of unclaimed property services to large private and publicly-traded companies, through Georgeson, a subsidiary of Computershare.  

Performed data mining, extensive research within merger/acquisition market, liaised with internal departments, and utilized CRM to prospect, identify, and develop new business leads.  Conducted initial client needs assessment, developed solutions, negotiated/executed contracts, managed on-boarding process, and maintained exceptional client relationship to support future revenue growth.  Established and cultivated robust sales pipeline to meet and exceed corporate sales objectives.  

✔ PostMerger CleanUp - shareholder-financed program following a merger or acquisition to identify potential unclaimed property and mitigate risk of shareholder assets being escheated to state treasurers as abandoned property.

✔ Shareholder CleanUp - found/activated lost or dormant account owners and processed required legal documents to reduce corporate audit risk. Conducted due diligence mailings, state reporting requirements, and remittance of property.

✔ Small Shareholder Oddlot Progam - reduced shareholder-servicing and proxy-related costs by offering shareholders with fewer than 100 shares of stock the opportunity to either sell their shares or round-up to exactly 100 shares. 

✔ Corporate Actions - develop, print, and mail customized corporate action materials to shareholders. Tender offers, exchanges, redemptions, rights subscriptions, retractions, Dutch auctions, installment receipts, plans of arrangement, warrant subscriptions, and conversions. 

 Produced average of $5M in sales annually
✔ $7.7M (2013, $5.8M quota)
✔ $4.7M (2012, $4.4M quota)
✔ $7.4M (2011, $5.7M quota)
✔ $5.7M (2010)
✔ $8M (2009)

✔ Recognized as Post Merger Cleanup Subject Matter Expert (SME). Highly successful at cross-selling 	to existing and new transfer agency clients. 

✔ Consistently met or exceeded corporate sales goals year-over-year.

Vice President

Managed the day-to-day service and operations of Postmerger Cleanup programs; averaged 12 to 15 ongoing Postmerger Cleanup and/or Odd-Lot programs concurrently. Directed all aspects of project management, to include weekly client updates, shareholder inquiries, reviewing securities transactions to ensure accuracy of information and conformance with FINRA regulations, and preparing and coordinating mailing of program documents.

Account Executive

A seasoned business development professional with over 20 years of experience in driving strategic growth initiatives and managing complex B2B sales cycles. Proven expertise in implementing innovative sales strategies, fostering executive-level relationships, and consistently exceeding quotas in competitive markets. Adept at navigating multi-stakeholder sales processes, aligning solutions with C-suite priorities, and integrating modern sales methodologies to enhance business development efforts.

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