Bentley University

UNC Kenan-Flagler Business School

Friends' Central School

MBA Candidate, University of North Carolina - Kenan-Flagler Business School

Chapel Hill, North Carolina, United States

- Created the world's first digital inventory management platform catering to high volume special market resellers.- Directed software development teams to design a purpose built system integrating skus and tracking numbers for streamlined customer interfacing.- Secured warehousing and trained employees to manage and dispatch inventory according to internal codes.

Dispatch Digital Logistics

Founder and CEO

- Strategize cross functionally with product, risk, compliance, finance, treasury, and engineering to provide the best possible trading experience for our high net worth and institutional customers.- Align teams with various software vendors and negotiate contracts within budgeted scope.- Design loyalty and retention programs with product team by providing direct customer insight and analysis.- Create and execute messaging to boost participation in trading/lending/staking campaigns.

Poloniex

Client Services

- Strategize with VP and C-Level Executives on how to improve and grow customer retention across product portfolio.- Onboard new institutional and high net worth clients for large tokenization and redemption of USDC.- Establish strong rapport with key customer base by networking internally and providing white glove support externally.- Utilize Salesforce, Zendesk, Gmail, Slack, Telegram, Discord, and three additional tools for customer correspondence.- Create and execute email campaigns targeting Institutional and high net worth individuals for revenue driving activity.- Communicate product improvement requests from crucial customer base to internal teams.

Circle

Client Services - Poloniex & USDC

- Conduct basic customer experience activites ranging from KYC review, 2FA disable, and address whitelisting.

Customer Experience/Support

- Close all North American business for organizations with less than 2000 employees ($400,000 annual quota). - Travel domestically and internationally for sales meetings and trade shows.- Interact with customers post-sale to ensure proper use of the solution via training sessions to decrease potential churn. - Work with finance and operations to ensure all accounts are in compliance with their purchased subscription.Highlights:-102% of Quota (Q4 2016)-96% of Quota (Q1 2017)-191% of Quota (Q2 2017)-112% of Quota (Q3 2017)-60% of Quota (Q4 2017)

harmon.ie

SMB Account Executive

- Closed North American business for accounts with less than 200 employees.- Established long term relationships with customers to ensure the proper use of the solution and to create potential upsell oppurtunity.- Worked with partners to develop new opportunities and share best practices for promoting the solution.- Created and executed email campaigns targeting prospects while highlighting key messaging and relevant case studies.

Inside Sales Manager, Western Region

- Using multiple lead-generation tools, generated a minimum of 50 outbound calls, 40 outbound emails, and added 10 new outbound leads to CRM daily.-Achieved monthly and quarterly forecasted goals and defined objectives that inside sales team converted into qualified opportunities.-Developed, presented and implemented plans to manager for acquiring new business and traction in assigned area. Included activity breakdowns, performance milestones and resource requirements.Highlights:-Outperformed or met opportunity quota on a monthly basis for entirety of employment (including month 1).-Recognized on social media platform by prospective client for excellent sales practice.-Shared best practices and creative new techniques with colleagues in order to optimize email responses and add to pipeline.

Datadog

Sales Development

- Cultivated business opportunities through targeted inbound trial campaigns. -Developed strong business relationships with prospects in various roles and levels.-Scheduled meetings among prospects by quickly identifying business needs and generated interest.-Maintained records in Salesforce to map pipeline.Highlights:-Second most tenured member of sales organization upon acquisition. -Generated over 290 opportunities in 12-month span.-Worked with customer success team to determine viable upgrade candidates and directly interacted with customers interested in purchasing additional services.-Helped on board new members of Business Development team by teaching best practices and call cadence structure.

Logentries (Acquired by Rapid7)

Senior Business Development

- Contacted prospective customers at target companies to develop business relations.-Communicated product knowledge and expertise to customers.-Engaged with Inside Sales Representatives to develop and execute territory lead generation plans and campaigns. -Promoted and remained up to date on software industry, new products, technology, and competitors.

SevOne

Business Development

- Researched specific information on properties by using external databases and by contacting property managers requesting key market indicators. -Used in-house excel models to analyze feasibility of ventures.-Prepared business materials for executives and investors.

Campus Apartments

Investment & Real Estate Development

- Used technical and fundamental analysis to determine sound investment opportunities. -Utilized the Bloomberg terminal to perform market research and generated reports for both management and customers. -Reviewed portfolios and suggested asset allocation based on retirement goals and current financial situation. -Attended meetings regarding an in-house computer conversion and taught coworkers how to efficiently use the new system.

Morgan Stanley Smith Barney

Wealth Management

- Managed and operated a valet team of 6 at a upscale restaurant. -Created a personnel schedule, conversed with customers, and communicated with restaurant management.

Matthew Frank