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Experienced 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)
Vice President, Senior Financial Advisor
Merrill Lynch
Jan 1997 - Dec 2013 (16 years 11 months)
Account Executive
Albion Group International
Jan 1994 - Dec 1997 (3 years 11 months)
Dynamic project and account management professional with strong sales expertise.
Experience
Project Manager | Executive Assistant | Virtual Assistant
VirtualDeniz
Jan 2023 - Present (2 years 10 months)
Project Manager
VirtualDeniz
Jan 2023 - Present (2 years 10 months)
Account Manager
Visionary CEO/CFO with extensive leadership and strategic management experience.
Experience
Director / President
Confidential Group Company
Jul 2017 - Present (8 years 4 months)
Chief Financial Officer
Confidential MNC
Jan 2010 - Jul 2017 (7 years 6 months)
Director - Transactions Advisory Services
Experienced leader in healthcare operations and recovery services.
Experience
Executive Director
Southwest Indiana Recovery and Empowerment
Dec 2024 - Aug 2025 (8 months)
President
Boyett Treatment Center
Jan 2017 - Nov 2024 (7 years 10 months)
Casino Accounting Manager
Unknown Casino Employer
Dynamic Enterprise Sales Leader specializing in Digital Transformation.
Experience
Business Development Manager – Enterprise Software
Presidio
Dec 2021 - Present (3 years 11 months)
Vice President Technology Solutions
ATSG/MTM Technologies, Inc.
Apr 2019 - Nov 2021 (2 years 7 months)
Senior Technical Account Manager
Dynamic and results-driven financial leader
Experience
Senior Manager, Internal Controls and SOX Compliance
Charles River Laboratories
Aug 2022 - Present (3 years 3 months)
Financial Director
United States Air Force
Apr 2009 - May 2021 (12 years 1 month)
140k-170k USD
Strategic chief of staff with expertise in operational excellence.
Experience
Operations & HR Consultant
KLT Consultant
Apr 2024 - Jan 2025 (9 months)
Chief of Staff, Operations/HR
MVP Group Inc
100k-140k USD
Experienced customer success professional with a focus on client satisfaction.
Experience
Product Success Lead
Privacy Hub by Datavant
Jan 2023 - Jul 2024 (1 year 6 months)
Strategic business specialist driving insights, operational efficiency, and revenue growth.
Experience
Strategy Specialist
Prada Group
Oct 2023 - May 2025 (1 year 7 months)
Strategy Associate
Wild One
Oct 2022 - Nov 2023 (1 year 1 month)
Associate Consultant
L.E.K. Consulting
120k-160k USD
I am a strategic operations leader optimizing systems, budgets, and technology to drive organizational efficiency.
Experience
Director, Operations
The Health Alliance for Violence Intervention
Jan 2019 - Present (6 years 10 months)
200k-350k BRL
I am a sales and marketing leader driving revenue through tech, media, and innovation.
Experience
Senior Key Account Manager
JoomPro Brazil
Jul 2023 - Aug 2024 (1 year 1 month)
Senior Sales Specialist
Results-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
I am a strategic sales leader driving revenue growth and client success.
Experience
Strategic Account Manager
American Steel & Aluminum
Nov 2024 - Jun 2025 (7 months)
Sr. Account Manager
Forrester Research
May 2022 - May 2024 (2 years)
Enterprise Solutions Specialist
Stanley Black & Decker
45k-100k USD
Economist, 20+ years accounting. Strong work ethic. Proficient in financial operations & software.
Experience
Accountant
Radlein Mills 1995 Ltd.
Nov 2022 - Present (3 years)
Senior Account Manager driving retention, revenue growth, and strategic enterprise expansion.
Experience
Senior Account Manager
Spectrio
Dec 2018 - Dec 2024 (6 years)
Customer Relationship Manager
Heartland
Jan 2018 - Jan 2019 (1 year)
Principal Consultant
B2 Consulting
Jan 2015 - Jan 2018 (3 years)
20k-40k USD
Accounting and Financial Manager with a track record of success
Experience
Finance & Accounting Manager
THAKHEK DRY PORT
Jan 2022 - Dec 2022 (11 months)
Operation & Accounting Manager
VIMPEX LOAS CO., LTD
Oct 2019 - Jan 2022 (2 years 3 months)
I am a Strategic Account Manager driving growth through analytics, AI insights, and C-suite partnerships.
Experience
Vice President, Client Solutions
Parallel Markets
Apr 2023 - Present (2 years 7 months)
Strategic Customer Success Manager
Passbase
Jun 2022 - Apr 2023 (10 months)
Team Lead, Customer Success
Talkwalker
Results-driven strategic account manager who grows revenue and strengthens client partnerships.
Experience
Strategic Account Manager
Marcus Food Company
Jan 2024 - Present (1 year 10 months)
Account Delivery Specialist
NutraCo
Jan 2022 - Jan 2024 (2 years)
Experienced accounting professional with strategic planning skills.
Experience
Student Ambassador
European Business University of Luxembourg
Dec 2022 - Present (2 years 11 months)
Accounting
Shakinah Investments
Oct 2009 - Present (16 years 1 month)
100k-150k USD
Seasoned Account Manager with a proven sales track record of retention and expansion sales.
Experience
Strategic Account Manager
Bigtincan
Feb 2021 - Apr 2023 (2 years 2 months)
Account Manager
RenoRun
Jan 2022 - Dec 2023 (1 year 11 months)
Account Executive
RenoRun
Jan 2022 - Dec 2022 (11 months)
Brand Success Manager
Goodfood Market
Jan 2020 - Dec 2022 (2 years 11 months)
Leading Asset Management Company
Aug 2007 - Jan 2010 (2 years 5 months)
Senior Management Roles
Various MNCs
Sep 2001 - Aug 2007 (5 years 11 months)
Mar 2015 - Jun 2017 (2 years 3 months)
Marketing Manager
Nice Guy Vapors
Jan 2014 - Sep 2016 (2 years 8 months)
Casino Cage Supervisor
Unknown Casino Employer
Jul 2012 - Mar 2015 (2 years 8 months)
ATSG/MTM Technologies, Inc.
May 2018 - Nov 2021 (3 years 6 months)
Senior Solution Architect
ATSG/MTM Technologies, Inc.
Apr 2014 - Nov 2021 (7 years 7 months)
Apr 2020 - Jan 2024 (3 years 9 months)
Manager, Client/SubContractor Relations
Data Analysis & Results
Jan 2018 - Dec 2020 (2 years 11 months)
IT Account Research MBA Internship
Align Capital
Jan 2017 - Dec 2018 (1 year 11 months)
Manager, Webstore/Marketing
Teddies for Bettys
Jan 2013 - Dec 2015 (2 years 11 months)
Account Executive
Medely
Jun 2021 - Jan 2023 (1 year 7 months)
Account Manager
TrueCare24
Sep 2020 - Jun 2021 (9 months)
Telehealth Innovation Consultant
Health Recovery Solutions
May 2018 - Oct 2020 (2 years 5 months)
Account Executive
Lua
Aug 2017 - May 2018 (9 months)
Mar 2021 - Oct 2022 (1 year 7 months)
Consultant & Coach
SD Consulting Services, LLC
Jun 2018 - Mar 2019 (9 months)
Master Teacher
Simon Gratz Mastery Charter
Jul 2017 - Jun 2018 (11 months)
Assistant Principal of Instruction
Simon Gratz Mastery Charter
Feb 2015 - Jun 2017 (2 years 4 months)
Secondary Math and Science Teacher
Philadelphia School District
Sep 2010 - Dec 2014 (4 years 3 months)
Twitch
Jul 2022 - Jul 2023 (1 year)
Senior Sales Manager
CLIP
Oct 2020 - Apr 2021 (6 months)
Head Of Corporate Sales
Uber for Business
Apr 2018 - Jan 2020 (1 year 9 months)
Head of Customer Success LATAM
Uber for Business
Feb 2017 - Apr 2018 (1 year 2 months)
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)
Jan 2020 - Jan 2022 (2 years)
Regional Specialist
Stanley Black & Decker
Jan 2018 - Dec 2019 (1 year 11 months)
Account Manager
Stanley Black & Decker
Oct 2016 - Dec 2018 (2 years 2 months)
Strategic Planning Accountant
EMGEF (Electricity Generating Company)
Jul 2010 - Jan 2022 (11 years 6 months)
Strategic Planning Accountant
SOMEC (Mechanic Solutions Company)
Jul 2010 - Jan 2022 (11 years 6 months)
University Professor
University of Camaguey
Jun 2004 - Jan 2022 (17 years 7 months)
Regional Sales Manager
Ekahau
Jan 2014 - Jan 2015 (1 year)
Regional Vice President
Santa Rosa Consulting
Jan 2013 - Jan 2014 (1 year)
Cost Accountant
EARTH TRADING CO., LTD
Aug 2017 - Oct 2019 (2 years 2 months)
Senior Accountant
DKSH (Myanmar)Ltd.
Mar 2016 - Aug 2017 (1 year 5 months)
Jan 2022 - Jun 2022 (5 months)
Customer Success Manager, UK & ROW
Talkwalker
Jul 2019 - Dec 2021 (2 years 5 months)
Customer Success Manager
Talkwalker
Jul 2019 - Dec 2021 (2 years 5 months)
Committee Member - Treasure
Botswana WorkCamps Association
ClearSlide
Apr 2018 - Dec 2020 (2 years 8 months)
Senior Client Success Manager - Strategic
SiriusDecisions
Mar 2016 - Nov 2017 (1 year 8 months)
Account Manager
451 Research
Jun 2013 - Mar 2016 (2 years 9 months)