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LMResults-driven Customer Success professional with over 10 years of experience.
Experience
Strategic Accounts Director
Augmedix
Dec 2024 - Present (11 months)
Senior Principal Customer Success Manager
Unqork
Nov 2021 - Sep 2023 (1 year 10 months)
Principal Customer Success Manager
Qualtrics
Jul 2020 - Nov 2021 (1 year 4 months)
Manager - Management Consultant
Cognizant
Jul 2018 - Jul 2020 (2 years)
Senior Consultant - Management Consultant
Deloitte
Mar 2015 - Jul 2018 (3 years 4 months)
AIAnalytical Business Development Analyst with expertise in data-driven solutions.
Experience
Senior Business Analyst
Wells Fargo
Jan 2023 - Present (2 years 10 months)
Business Analyst
Anderson Corporation
Jun 2022 - Sep 2022 (3 months)
Business Analyst
DCM Services
Jun 2021 - Dec 2021 (6 months)
Experienced SWIFT consultant specializing in financial security and compliance.
Experience
Project Manager - Swift Specialist
Royal Bank of Canada Wealth Management
Apr 2024 - Present (1 year 7 months)
Production Operations - Swift Specialist
Legal and General Investment Management
Sep 2022 - Dec 2023 (1 year 3 months)
Senior Swift Payments Application Developer
United States200k-300k USD
Strategic finance leader driving FP&A, fundraising, and scalable financial operations.
Experience
Senior Strategic Finance Director
Hazel Health Inc.
Sep 2022 - Present (3 years 2 months)
AT
Australia200k-300k AUD
I'm one of the co-founders of Himalayas.
Experience
HICo-founder
Himalayas
Aug 2020 - Present (5 years 3 months)
VCOwner
Economics student skilled in financial analysis, valuation, and client-facing advisory.
Experience
Investment Banking Summer Analyst
Castle Oak Securities
Jun 2025 - Aug 2025 (2 months)
Legal Intern
Callahan|Inman Family Law
Jun 2024 - Sep 2024 (3 months)
Research Intern
Center for Family Representation
Sep 2022 - Jan 2023 (4 months)
JLUnited States200k-450k USD
Zero to One to Enterprise - Healthcare Polymath - New Vertical GM - Strategic Initiative Leader
Experience
DIRECTOR NEW BUSINESS GM, RPM & CLINICAL PROGRAMS
OMRON HEALTHCARE
Jan 2020 - Dec 2022 (2 years 11 months)
OHDIRECTOR NEW BUSINESS GM, HEALTHCARE SERVICES
ANStrategic business specialist driving insights, operational efficiency, and revenue growth.
Experience
PGStrategy Specialist
Prada Group
Oct 2023 - May 2025 (1 year 7 months)
Strategy Associate
Wild One
Oct 2022 - Nov 2023 (1 year 1 month)
LCAssociate Consultant
L.E.K. Consulting
KGExperienced wealth management executive specializing in investment strategy and team leadership.
Experience
Partner, Managing Director
Snowden Lane Partners
Jan 2013 - Dec 2021 (8 years 11 months)
MLVice President, Senior Financial Advisor
Merrill Lynch
Jan 1997 - Dec 2013 (16 years 11 months)
Account Executive
Product-focused solutions consultant and AI product builder driving measurable business value.
Experience
AI Solutions Intern
Ingram Micro, Inc
Jun 2024 - Aug 2024 (2 months)
Solutions Consultant
SmartRecruiters, Inc
Jun 2021 - Jul 2022 (1 year 1 month)
Solutions Analyst
SmartRecruiters, Inc
Feb 2021 - May 2021 (3 months)
MUMarket risk consultant with expertise in regulatory compliance and analytics.
Experience
Client Services - Market Risk Consultant
Confluence Technologies
Jan 2022 - Present (3 years 10 months)
Market Risk Consultant - Risk Factors
Wells Fargo Securities
Jan 2014 - Present (11 years 10 months)
Mexico20k-50k USD
Entrepreneur with a passion for unique tourism experiences.
Experience
TMEntrepreneur
Tulum Mermaid
Sep 2018 - Present (7 years 2 months)
Owner and Founder
ABFintech project partner and Capital Market pro
Experience
SSProject partner
Several fintech startups
Jan 2010 - Present (15 years 10 months)
IBMD, CEO
Investment banks
Jan 1994 - Jan 2014 (20 years)
MBA graduate with dual specialization in Finance and Management of Technology.
Experience
Finance Intern
Federal Bank
Apr 2024 - Jun 2024 (2 months)
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Finance and Economics student driven to deliver analytical financial insights.
Experience
Vice President, Finance Club
Finance and Economics Club
Sep 2023 - Present (2 years 2 months)
Medical Employee
Office of Dr. Vinod Patel M.D.
Aug 2022 - Present (3 years 3 months)
Economist and finance researcher focused on institutional investors and capital markets.
Experience
FIAsset-Allocation Analyst
Fidelity Investments
Jan 2007 - Dec 2014 (7 years 11 months)
Derivatives Trader
Futures First Info. Services
Jan 2006 - Dec 2007 (1 year 11 months)
I am a senior quantitative engineer and market-making strategist focused on ultra-low-latency trading.
Experience
Lead Quantitative Engineer
TTG Capital
Feb 2025 - Present (9 months)
Sole Proprietary Trader
Frank Ranghel
Jan 2019 - Present (6 years 10 months)
I am a Business Administration student skilled in financial services, office administration, and process improvement.
Experience
Accountant Intern
Apkapay
May 2023 - Jul 2023 (2 months)
Summer Intern
Aashman Foundation
Jun 2022 - Jul 2022 (1 month)
Motivated sales professional with a passion for financial crime compliance.
Experience
Client Service Intern
Bloomberg
Aug 2023 - Aug 2023 (0 months)
Business & Commercial Analyst Intern
Standard Bank
Mar 2023 - Mar 2023 (0 months)
Customer Service Sales Representative
FrieslandCampina
Aug 2020 - Nov 2022 (2 years 3 months)
Results-driven Financial Trader with expertise in market analysis.
Experience
Service Technician
Smart Office Connexion
Jan 2013 - Present (12 years 10 months)
Neighbourhood Watch
C.P.F.
Jan 2011 - Present (14 years 10 months)
Financial Trader
Operations Analyst
Solutran, LLC
Mar 2020 - Aug 2020 (5 months)
Business Analyst
Mayo Clinic
May 2019 - Mar 2020 (10 months)
Accenture
Jan 2022 - Sep 2022 (8 months)
Production Services & Governance – Swift Consultant
London Metal Exchange
Apr 2021 - Nov 2021 (7 months)
Middleware – Swift Consultant
London Stock Exchange Group
Aug 2019 - Apr 2021 (1 year 8 months)
Strategic Finance Manager
Panorama Education Inc.
Apr 2021 - Sep 2022 (1 year 5 months)
EYStrategy & Transactions Senior Consultant
Ernst & Young
Aug 2019 - Apr 2021 (1 year 8 months)
Investment Associate
Stewart Capital Advisors
May 2015 - May 2018 (3 years)
Venture Capital Careers
Feb 2022 - Present (3 years 9 months)
UPProduct & Growth
UpGuard
Oct 2023 - Present (2 years 1 month)
UPProduct
UpGuard
Aug 2020 - Oct 2021 (1 year 2 months)
UPGrowth
UpGuard
Jul 2019 - Aug 2020 (1 year 1 month)
Analyst Intern
Three Line Capital
Jul 2022 - Sep 2022 (2 months)
OMRON HEALTHCARE
Oct 2018 - Jan 2020 (1 year 3 months)
OHDIRECTOR GROWTH STRATEGY & EXECUTION - HEAD OF OPERATIONS
OCULUS HEALTH
Sep 2015 - Oct 2018 (3 years 1 month)
FOUNDER/CEO
NATIONAL HEALTH CARE PROVIDER SOLUTIONS
Aug 2011 - Mar 2015 (3 years 7 months)
VENTURE CAPITAL ANALYST
PEARL STREET VENTURE FUNDS
Jan 2009 - Aug 2011 (2 years 7 months)
Mar 2021 - Oct 2022 (1 year 7 months)
Albion Group International
Jan 1994 - Dec 1997 (3 years 11 months)
Business Consultant
Iterable, Inc
Apr 2019 - Aug 2019 (4 months)
Implementation Consultant
SmartRecruiters, Inc
Mar 2016 - Mar 2019 (3 years)
MO P&L Analyst
Bank of America Merrill Lynch
Jan 2013 - Present (12 years 10 months)
Database Analytics Consultant
Wells Fargo Securities
Jan 2012 - Present (13 years 10 months)
Documentation Analyst, Derivatives
Wells Fargo Securities
Jan 2011 - Present (14 years 10 months)
Tulum Mermaid
Jan 2018 - Present (7 years 10 months)
CAWardrobe Stylist
Carmen Adriana
Sep 2002 - Sep 2017 (15 years)
Hospitality/Server
1770's House
Jan 2008 - Present (17 years 10 months)
Wardrobe Consultant and Stylist
Bloomberg News
Jan 2002 - Present (23 years 10 months)
Volunteer Coordinator
Project Hospitality
Jun 2017 - Present (8 years 5 months)
Surgical Observer
Northwell Lenox Hill
Sep 2024 - Dec 2024 (3 months)
Sales & Business Development
Shegz Autos
Mar 2017 - Feb 2019 (1 year 11 months)
Stock Market College
Jan 2010 - Present (15 years 10 months)
