Institute for Experiential AI at Northeastern University

As the Director of Business Development at the Institute for EAI, I lead a team of exceptional humans who coordinate and deliver Responsible AI solutions to industry, government, and research organizations all over the world.

Director, Business Development

NewtonX

I was recruited to help build out our sales efforts into the Large HT Enterprise Vertical which evolved into a focus on Financial Services (Banks, Insurance Co’s, VC, PE, HF, and Traditional Asset Mgrs)

Selected Contributions:
- First sales leader for our SaaS product: NewtonX Prime. 
-Took the target territory from zero to $1.7mm in 9 months. 
-Led the Strategic Account Team’s selling efforts into Global Banks/Insurance Cos/VCs (Feb ’23)
- Colaborated with our marketing team to help design collateral used for our GTM strategy into the Financial Services Vertical
- 2023 Corporate Hackathon Winner (CX Fragmentation)

Director of Strategic Partnerships

Gartner

A senior member of the Mid-Large HT II Team. Managed growth and retention strategies on over $2.1mm in CV by sharing objective, indispensable insights that inspire confidence in the decision-making of senior technology leaders. An authentic team leader, mentor, and contributor.

Selected Contributions:
- Achieved 110+% of quota for three consecutive years.
- Ranked in the top 15% of Global Account Executives.
- Expanded client base by over 35% over three years.
- Established lasting relationships with C-Suite members and key executives at several LE high-tech
companies.
- Recognized as a “Rock n’ Roll Superstar for leading our sales efforts in our Role Based Solutions.
- Part of the Management development program for the West Region, SMP 2021 program.
- Member of the Role-Based Services Innovation Team. 
- Mentored and coached new sales hires

Sr. Account Executive

Cantor Fitzgerald

Series 24. Was recruited to managed the San Fransisco Trading Desk. Senior Management Committee member who led equity sales relationships with 13 institutional accounts overseeing $400 billion in assets. Managed an eight-person equity trading desk handling more than $300 million annual share volume. Recruited and coached new talent. Facilitated sessions focused on leadership sales, product updates, client analysis, and portfolio management.

Selected Contributions:
- Consistently ranked top 10% of all regional offices as percentage of revenue goal.
- Collaborated with IT to develop KNEWSAPP news aggregator and communication tool. 
- Created employee recognition program that highlighted success stories.

Managing Director Institutional Equity Sales

KCG Holdings, Inc.

Built client relationships with total of $900 billion in assets. Led two-person team that drove more than $7 million in commissions annually. 

Selected Contributions:
- Ranked in top 10% for production and grew business over 25% every year.

Director Institutional Equity Sales

Deutsche Bank

Led $170 million in annual sales for Ohio and West Virginia region. Built relationships with broker/dealers, regional organizations, and banks.
 
Selected Contributions:
- Ranked #1 Sales Desk in mutual fund industry (Market Matrix, 2002/2003).
- Leader of #1 team in Central Region, completing two closed-end mutual funds offerings.
- Awarded #1 in Fall Presentation Olympics; presented at National Sales Meeting.

Senior Regional Sales Representative

SVP Sales

I have dedicated my entire career to building connections with people. My passion lies in linking individuals and organizations with the appropriate solutions and insights to help them stay relevant in their respective fields and roles. 

I would be thrilled to connect with you and learn more about any challenges you may be facing in your journey with Artificial Intelligence and its application in your organization.

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