Functional Skills

Communications
Accounting
Solution Architecture
Data Architecture
SQL Analysis
Real Estate Investing
Sales and Operations Planning (S&OP)
Leadership Development
Customer Service

Software Skills

SQL
Python
Microsoft Excel
Salesforce

Sector Experience

Consumer Goods
Financial Services
Healthcare
Media & Entertainment
Technology

Notable Clients

Electronic Arts
HP
Nike
Sony
Thermo Fisher Scientific

Fortune 500

Experience

833 Consulting LLC Information Technology
Owner
11/2023 - 7/2024
833 Consulting is a boutique Salesforce partner specializing in Data Cloud and Marketing Cloud Intelligence. Owner
• Implemented Salesforce Data Cloud for multiple clients
• Successfully implemented Marketing Cloud Intelligence/Datorama for large brands like Nike, Electronic Arts, Warner Brothers, and Salesforce

Salesforce Information Technology
Lead Solution Engineer - Marketing Cloud
8/2015 - 11/2023
• Expanded a telemedicine company's Salesforce footprint by $950K by constructing a dynamic recommendation engine utilizing Salesforce Data and Marketing Clouds
• Closed $2.8 million dollars of new business during a market downturn
• Worked $18.3 million dollars of deal flow across 238 opportunities with 39 account executives
• Assisted 3 hospitals with their system consolidation plans resulting in $1.1MM of new logo business

J.P. Morgan Finance
Associate - Prime Brokerage
8/2008 - 6/2015
• Increased book of business from 7 to 25 clients by delivering stellar service and earning recognition from management
• Reduced transaction errors by 88% through building custom solutions that solved technical hang-ups and client-side issues
• Implemented initiatives resulting in an 80% reduction in transactional error rates due to cross-platform and legacy system interactions
Associate - Asset Management
• Created/redesigned 50+ processes saving hundreds of work hours annually by automating mundane tasks via Excel macro programming
• Led an audit that eliminated 98% of all accounting discrepancies and was completed 2.5 months ahead of schedule

Lehman Brothers Finance
Product Controller – Equity Derivatives
1/2008 - 8/2008
• Supported the Structured Volatility and Convertible Security trading desks and reported to the heads of desk
• Collaborated with various multi-disciplined teams that managed a $300+M high yield bond portfolio by analyzing trade and market data and creating dashboards

Empire Capital Partners Finance
Commercial Finance Specialist
7/2006 - 1/2008
• Sourced, analyzed and researched businesses and commercial properties requiring either debt or equity financing
• Co-managed a $20+M family-owned real estate portfolio consisting of multi-use properties

AXA Advisors Finance
Financial Consultant
4/2005 - 7/2006
• Investment specialist servicing individuals and small businesses
• Built a substantial book of business topping team sales rankings three months in a row