Personal Information
Organization / Workplace
Greater New York City Area United States
Occupation
Certified Salesforce Consultant
Industry
Finance / Banking / Insurance
About
I have 10 years of experience in the financial services and technology industries, the last six of which in the Salesforce ecosystem.
I started my career in commercial banking at Wells Fargo, then raised capital for Private Equity and Debt funds at CrossBay Capital Partners and most recently worked in sales at Salesforce, before branching out to consult financial services firms and technology companies on leveraging Salesforce.
I attended Indiana University’s Kelley School of Business and graduated with a B.S. in Finance and Entrepreneurship.
- Presentations
- Documents
- Infographics
John Barrows (CEO, jBarrows) - Top Strategies for Maximizing Response Rates from Executives
Sales Hacker
•
10 years ago
Prospecting at Salesforce
Salesforce Partners
•
7 years ago
Appirio Lead Generation presentation on Salesforce
Hemant Mishra
•
8 years ago
Fundraising with Salesforce
Purple Vision
•
10 years ago
Run Your Insurance Agency in the Cloud
Darren Cunningham
•
13 years ago
Forecasting Accurately with Salesforce Forecasting
Dreamforce
•
8 years ago
How to Scale Your Admin Team as Your Company Grows by Ted Hazard
Salesforce Admins
•
7 years ago
Salesforce: how to connect your sales team to grow sales
Australian Institute of Management NSW & ACT
•
10 years ago
How Salesforce Trains Sales Reps
Work.com - A Salesforce Company
•
11 years ago
Cloudforce Essentials 2012 - Salesforce on Salesforce - Optimising Your Sales Team
Salesforce_APAC
•
11 years ago
How Salesforce drives Sales Excellence
Salesforce Deutschland
•
9 years ago