experience

Account Executive · Ingram Micro

Managing more than 150 accounts taught me that a forecast is only as good as the conversations and follow-through behind it.

• I managed more than 150 commercial and enterprise accounts against a $300,000 quota.
• I owned account plans, monthly and quarterly forecasts, and updates for leadership.
• I worked with partner managers, solution engineers, and operations to move deals forward and grow accounts.

Account Executive · Odoo

Odoo taught me to understand a business quickly, ask better questions, and show the product in the context of the customer's actual work.

• I generated $240,000 in qualified SaaS pipeline through commercial and enterprise outreach.
• I delivered more than 30 product demonstrations in a quarter after running discovery with each prospect.
• I worked with implementation and product teams when a customer needed help getting started.

Financial Analyst · b+h Polymers

At b+h Polymers, finance was practical: pricing, budgets, forecasts, and the operating questions sitting behind each number.

• I built Excel pricing models and automated variance reporting for global supply-chain procurement.
• I prepared actual-versus-budget capital reports for executive review.
• I ran forecasts and scenarios to test whether international projects made financial sense.
• I also handled B2B outreach across North America, Europe, and Asia. Internal reporting showed an 80% increase in qualified partner inquiries during the engagement.
• I maintained relationships across the global plastics supply chain.

Financial Analyst · Tyler Cole Agency

This is where I learned to turn weekly market research into a view leadership could question, discuss, and act on.

• I produced time-series and valuation work across equities, fixed income, and commodities.
• I reviewed market trends, model output, and back-tested strategy results.
• I delivered weekly research, positioning recommendations, and model findings.

Futures Trader · Breakout, contract

I traded with defined position sizes, exits, and risk limits.

• I used position sizing, stop-loss rules, and risk limits across futures, foreign exchange, and equities.

Co-Founder · SFIN Media

I built the CRM workflows behind the team's lead follow-up and conversion process.

• I built CRM automation and conversion workflows. Internal reporting attributed a 30% conversion-rate increase to the work.

Founder · Light Essentials

Running a small business taught me to stay close to the numbers and the customer at the same time.

• I managed marketing, inventory, customer support, and financial analysis using Salesforce and Excel.

education

University at Buffalo, The State University of New York

Bachelor of Arts in Economics · Minor in International Business

• GPA: 3.78 out of 4.0
• Dean’s List for five consecutive semesters

leadership

Investment Research Vice-President · University at Buffalo Student Investors Network

• I contributed sector research across more than eight industries to a simulated portfolio benchmarked against the S&P 500. Team reporting measured 12% relative outperformance.
• I delivered weekly investment-committee research covering more than 100 equities with Bloomberg Terminal and FactSet.

analysis

Financial modeling · Investment and market analysis · Forecasting · Financial reporting · Valuation analysis · Time-series analysis · Scenario analysis

tools

Microsoft Excel · Python · Bloomberg Terminal · FactSet · HubSpot · Odoo ERP · Salesforce

commercial and operational

Pipeline forecasting · Client discovery · Stakeholder communication · Process improvement

languages

English, native · Spanish, intermediate

certifications

HubSpot Inbound and Sales certifications · HubSpot Revenue Operations · Microsoft Excel certification (Pearson)