Charles Schwab

Registered Financial Services Representative

Vanguard

Deliver exceptional service to investors by optimizing retirement account services operations, streamlining securities transactions for high-net-worth portfolios, and enhancing the self-service journey. Consistently exceed lead referral targets by identifying tailored financial solutions while leveraging client feedback to drive operational improvements and elevate the overall client experience.

Client Relationship Associate

Nuclear Networking - by Sympler 

Directed team of multidisciplinary digital marketing strategists across key accounts driving $1.5M in incremental revenue in less than 12 months.

Senior Account Director

Nextbite

Served as the Virtual Brand Account and Executive Client Partner to Nextbite’s largest enterprise franchised and corporate-owned client (IHOP): operationalized and deployed the go-to-market strategy and staffing model across +1K store locations, +2K virtual brands and 90% of 2022 total gross company revenue.

Vice President of Account Management

Senior Director, Enterprise Account Management

Director, Enterprise Account Management

Sabbatical

WorkFusion

Manage relationship including financial performance of international CPG client. Comprehensive accountability for success of 3-year program to deploy artificial intelligence software across 7 Global Business Service Lines and entire supply chain. Conduct quarterly reviews with C-level executives to ensure client value realization against investment. Oversee enterprise-wide adoption, client-side enablement, and automation journey acceleration.

Strategic Services, Global Client Partner

PebblePost

Lead team of Account Strategists across Enterprise and Mid-Market accounts. Set regional goals for net new and organic revenue growth, accelerate spend, and act as executive level touch point and primary point of escalation. Identify upside potential, productivity and execution standards. Remove obstacles impacting revenue generation by building interdivisional strategic partnerships. Solicit customer feedback and facilitate satisfaction reviews to increase spend and strengthen relationships.

Senior Director, Account Strategy

Adobe

Lead account development and tactical campaign execution across Enterprise and Agency advertising relationships. Progressive planning and high-level account oversight, designing and implementing growth strategies across SaaS and Managed service models. Act as regional Client Services executive in the northeast region while providing hands-on operational and sales support for all deliverables, escalations, and client communications. Expand company footprint by navigating account hierarchy to reach decision makers and influencers. Contribute to organic and net new business growth.

Director, Client Services

Turn

Value creation, strategic vision, and leadership of North American Client Services team. 
Develop and grow relationships with global advertising agencies and large brands with budgets across display, mobile, video, and social media platforms. Oversee all US and Canada revenue channel growth and development including media execution and data management. Accountable for financial and operational performance, forecasting, win/loss reporting, portfolio planning, and organic account growth. Oversee training, development, and resource allocation.

Regional Vice President -  Client Services

Yahoo

Programmatic business development and client relationship executive across 100+ Americas accounts. Identify digital advertising trends and develop strategic account plans cross-region. Manage both North American and Latin American book of business and co-pitch proposals with local sales teams in region. Solid understanding of the Latin American digital advertising space - Local market trends, financial health, share of spend, key players in region, both buy and sell side.

Director, Account Management - Americas

Seasoned Global Account Director and trusted advisor with deep experience in client relationship management, organizational change, and digital transformation. With over 6 years in Big 4 consulting and 12+ years leading growth account management and client services teams, I’ve guided late-stage startups and established firms through key growth phases. Now moving into financial services, I’m committed to serving the evolving needs of retail investors and institutional asset managers, delivering value through a blend of operational strategy, stakeholder alignment, and innovative solutions.

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