Working with companies across sectors on analyzing their current state, figuring out their issues and the source of the problems, providing solutions, and often executing on the path chosen by senior leadership. Areas of focus have ranged from redesigning an Investor Relations program to improve share price growth to streamlining and repairing their new hire onboarding processes to lower attrition rates.

Hired as first Chief Commercial Officer to establish commercial business (Sales, Marketing and Customer Success) for an AI-powered insights company that provides decision-making tools, solutions and analytics to the food, agriculture, and climate economies and their participants. Focus on Sustainability and Growth solutions for customers.
•Reported directly to CEO and member of Leadership and Hiring Committees.
•Built team for scale and added key functions such as equity strategists.
•Created first client target list to test product market fit and worked with product on key design features.
•Developed strategy for covering clients and generating revenue.
•Covered senior level clients directly and responsible for direct revenue contribution.

Senior member of 30-year old consulting firm that assists industrial companies, both public and private equity owned, to develop intensely competitive strategies and growth profits via highly segmented growth and pricing programs. Project scope is often global and can include restructuring, M&A, incentive systems, innovation execution and selling strategies. Track record for exceeding aggressive profit targets is nearly 100%.

Senior client coverage for key decision makers at top Markets clients with a focus on providing enterprise connectivity and maximizing the value of these deep client relationships.

In addition to the Client Strategy and Analytics role, was asked by Senior Markets Leadership to manage US & International Research Sales, Sector Specialists and Corporate Access in the Americas.

Hired for newly created Global Executive Committee role to build a global team, formulate client analytics and establish a strategy product across Equities and Fixed Income sales and product in order to maximize client profitability.
•Drove monetization discussions with clients, resulting in $5mm+ incremental revenue.
•Streamlined client revenue capture process and mobilized and created internal alternative data sets for clients.
•Established Global Markets strategy that included adjustments to use of capital (prime and repo).
•Developed performance scorecards for sales teams, aligning business goals with key compensation metrics.
•Co-Led Global MiFID Committee responsible for research and corporate access pricing and negotiations.
•Voting Member of Global Markets, Global Equities, and Americas Markets Executive Committees.

Recruited by Surveyor CEO for new executive-level role managing senior broker relationships, establishing a corporate access platform and developing an internal framework for analysis of broker service consumption and payment.
•Developed broker profitability analyses/KPIs, maximizing relationships with sell-side providers.
•Structured and executed a strategic plan to grow brand awareness and strengthen relationships with corporates leading to new meetings for the investment team.

Senior client coverage for key decision makers at top Markets clients with a focus on providing enterprise connectivity
and maximizing the value of these deep client relationships.

Hired to develop business plan, infrastructure and team required for successful execution in Client Strategy, Account Management and Corporate Access businesses. Promoted to new created global position aimed at leveraging and replicating best practices established in the US, while also serving as Senior Relationship Manager for key Equity clients.
•Organized program of client prioritization and resource allocations including re-tiering over 600 clients.
•Developed a disciplined approach to strategic business planning, including client budgets and profitability metrics, resulting in a more coordinated, consistent and efficient client coverage model.
•Member of senior leadership team responsible for integrating Nomura's and Instinet's cash equity businesses.
•Drove senior client relationships and monetization of key resources.
•Served as Interim Head of US Institutional Sales for 12 months, managing 33 salespeople.

Reshaped corporate access business, formulating and executing a core infrastructure including transparent prioritization, increased information flow, and accountability for sales and clients with respect to delivery of corporate access and client resource consumption.