University of Pennsylvania

London School of Economics

Mamaroneck High School

Head of Flourish

Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.

Flourish

President

Client Strategies

Ran the sales division for Betterment for Business, a B2B "startup within a startup." Served as a member of the division's leadership, responsible for sales strategy, hiring, coaching and development, forecasting, and interfacing with the broader organization, all while carrying direct sales responsibilities with key strategic accounts.

Betterment

Director of Sales - Betterment for Business

One of the founding members of the Betterment for Business sales team, helping to build a new sales organization from the ground up.

New Business Executive - Betterment for Business

Sales lead in the financial services vertical at a venture backed marketing technology start-up. One of the top performers in the organization, with multiple clients in the Fortune 500. Owned the success of the vertical, from marketing events to coaching sales development reps to sourcing and closing new business. Joined as one of the first 20 employees at NewsCred, and was privileged to see the team grow to 200+ employees; over that time, contributed to building the overall sales strategy for the entire business from the ground up.

NewsCred

Sales Director - Financial Services

Ran operations and strategy for NewCred's revenue team (sales, business development, agency outreach and client services). Responsibilities included completely building out and managing our SalesForce.com instance, market sizing and territory alignment, creating sales process and strategy, interfacing with other departments to help improve internal efficiencies, developing and tracking key metrics, training and support, and just about anything else that fell through the cracks.

Manager, Sales Operations

Member of the sales and business development team. Closed deals with multinational and domestic corporations, selling a complicated SAAS product primarily into marketing divisions. Sourced outbound deals and managed inbound prospects.

Business Development

Worked as a research assistant in the Wellen Lab at the University of Pennsylvania. Collaborated directly with Kathryn Wellen Ph.D. in designing and running cancer cell metabolism experiments. Assisted in general lab management and attended lab meetings and conferences.

Wellen Lab

Research Assistant

Served as the joint policy intern between Green America and the American Sustainable Council for the summer of 2011. At Green America, conducted research and wrote a report on clean energy investments and job growth in support of Green America's Clean Energy Victory Bond Campaign. Supported updates to the Green Business Network portion of the website using Joomla and also helped research for and write open-letters from the organization to various political players and generally supported the work of the Corporate Social Responsibility program.

Green America

Policy Intern

As part of my joint internship, I conducted research on goals shared by ASBC and Green America. I supported the activities of ASBC's Climate/Energy and Small Business working groups, participated in conference calls, wrote reports and did research for the groups. I also helped maintain ASBC's Salesforce records and worked with Salsa, a web-based communications platform.

American Sustainable Business Council

Sold ads for campus newspaper; worked with existing clients and generated over 
     $5,000 in new client revenues, including Cosi, a national restaurant chain

Ben Cruikshank