At PEI Group, I lead the Americas account management team and partner with the CRO and C-suite on commercial initiatives and direct data solution rollouts. The team achieved 105% of annual NRR targets on a +$38M book of business.
At IQ Research Inc., I scaled and led six account managers, driving 35% year-over-year net revenue growth and a 95% client retention rate. I also introduced client-specific outreach playbooks and improved CRM practices to support retention and cross-selling.
At PitchBook Data, I established an account management team that consistently worked toward a 130% NRR target. I managed and developed four associate managers and eight individual contributors, and the team generated over $50MM in annual bookings.
Earlier, at Ernst & Young, I coordinated service lines across two top-grossing capital markets accounts, generating over $200 million in annual revenue. My experience also includes marketing analytics at PIMCO and investment portfolio management at Merrill Lynch, Pierce, Fenner & Smith Inc.

