Over the past 15 years I've professionally demonstrated a hands-on, attentive focus to accomplish any task, assigned project, or goal. By providing a critical, honest analysis of business practices, I identify what needs retooling and capture key insights that frame the business's requirements to prioritize and execute. I deliver solutions to real challenges and assess the best return on invested resources. I am effective at managing today's work demands where I approach my work with personal conviction, invest in the outcomes of projects, and remain motivated through to the finish line.
Managing Director & CTO April 2007Stonehaven, LLC - New York, NY
com experience 4 years sales management experience Salesforce.com architecture, customize user interface 4 years business ownership / entrepreneurial design, security controls, technical features and experience functionality Expertise in sales pipeline analytics, reports & Salesforce.com project management overseeing 1,600 dashboards consulting hours & customized deployments IT cybersecurity / risk assessment Point person in creating technological workaround Business continuity planning solutions for operations, IT, sales, marketing, Broker Dealer securities compliance compliance & accounting 3rd party contract negotiations / vendor management Core Accomplishments Spearheaded solution to our firm's informational needs caused by 275% growth 2012-13 by assessing, selecting, and managing Salesforce Platinum Partner consultant Bluewolf - including <10 major="" deployments:="" case="" management="" *="" investment="" products="" *="" deliverables="" object="" *="" security="" &="" sharing="" framework="" *="" account="" approval="" logic="" *="" activity="" log="" *="" activity="" viewer="" visualforce="" *="" voip="" cti="" integration="" *="" preqin="" database="" integration="" *="" alm="" case="" management="" instance="" *="" homepage="" custom="" visualforce="">10>
Co-created and built sales management tracking system to motivate team by delivering monetary, real-time rewards enforcing positive sales behaviors.
Utilized scoring points system on all investor interactions, trend analysis tool of valued pipeline with analytic snapshots, opportunity forecasting and bonus pool/expense calculations.
Re-engineered investor compliance and transaction tracking paper only system by creating CRM-based, integrated profiling and asset placement system in first year of new role Safely recovered from security malware threat from CryptoLocker intrusion in July 2013 stabilizing virtual server environment and ultimately recovering 99% of all files/data.
Performed crisis management during northeast blackout 2003 by rising to occasion for 18 hours, shifting to entirely manual business continuity plans, overcoming system failures, preserving guest & facilities safety of 1,980 room hotel through front office management Leading global placement agent & FINRA broker dealer focused on hedge funds, private equity, real estate and private placements.
Directing the Firm's information architecture & technology systems business development: Refined sales management process with new real-time analytical reporting, workflow automation & dashboards, integrated multiple Salesforce instances followed by synchronizing sales opportunity pipelines across instances using Salesforce-to-Salesforce, ensuring data governance with template design, de-duplication, and data controls.
Improved firm's information technology infrastructure with improved redundancy, more secure network/firewall, enhancing Business Disaster Recovery plan while adhering to FINRA regulations, exceeding compliance regulatory requirements.
Planned, managed and executed all technology system API integrations with Salesforce.com instance involving third-party providers.
Continually optimizing existing company systems through driving user adoption & user interfaces with tip sheets, reference guides, webinars, and one-on-one direct training.
Partnered in growing Affiliate Partner Platform in 2009 into profitable business line by creating a turn-key platform offering: operations, compliance, technology, sales management, accounting, product on-boarding/off-boarding.
The Affiliate Platform now represents more than 70% of the Firm's alternative investment products and will produce ~$1M in firm revenue in 2015.
Led & executed redesign of website, selection process of web design team, re-branding selection of photography, graphics, logo, and copyright content.
Oversee firmwide sales performance & activities: Executed on planned firm's growth in 2013, growing by 275% internally from team of 4 to 11 over 7 month period.
Integrally involved in key-decision hires and designing training program roll-out.
Led sales management in collaboration with firm CEO, optimizing sales effectiveness through consistent sales pipeline review, quarterly call cycle, account coverage & approvals, public relations initiatives, marketing materials review & distribution tracking.
Financial Center Manager April 2005 to April 2007Wachovia Bank - New York, NY
Member of acquisition strategy to grow retail presence from 2 to 17 branches over a two year period.
Launched new Wachovia branch at 78th St & 3rd Ave in September 2005.
Developed strategies for client cross-selling, small business & client acquisition in 2006 leading to: total deposit, lending & investment growth from $3.0M to $32.6M (1078% increase) & growth in acquired clients from 107 to 1,051 982% increase).
Led branch to exceed 2006 financial center performance goals in: validated deposits (156%), loans/lines (144%), CDs 180%), business/personal deposits (163%), overall book of business growth (279%).
Ranked no.2 in total sales referrals among Financial Center Managers in Manhattan-West market.
Assistant Director of Guest Services July 2002 to January 2005Hilton Hotels Corporation - New York, NY
Managed 2,058 room inventory with aggressive selling tactics, 85-90% annual occupancy average, REVPAR index of 105%, total annual rooms revenue in excess of $50 million.
Succeeded in elevated service delivery to guests from special arrival planning to crisis management service recovery.
Unwilling to allow a single guest to leave hotel with poor impression of stay.
Continually acknowledged by Hilton HHonors loyal guests for excellence in service.
Implemented innovative business partnership with massage therapy staffing company, reducing payroll expense by 137,000 in first year.
B.S : Hospitality and Tourism Management Operational Mgmt, 2002New York University - New York, NYHospitality and Tourism Management Operational Mgmt Vice President of H.S.M.A.I. - NYC Student Chapter
Study abroad program - Paris, France 2001
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