At AssetaAI, I drive new business for an AI-powered platform serving single-family offices, multi-family offices, and family office service providers. I lead outbound prospecting, discovery, demonstrations, deal structuring, and pipeline management while bringing market feedback into go-to-market strategy.
Previously at Trivium Point Advisory, I owned the end-to-end lifecycle for 50+ HNW/UHNW households, coordinating investment, tax, estate planning, and operations teams to strengthen retention and expand client relationships. I've also built CRM workflows and reporting in Salesforce, led marketing and operations initiatives.
I also co-founded Pike, a authentic sock brand, where I manage partnerships, product development, manufacturing, budgeting, and compliance.
