United StatesFounded 2025Select partner
Get fast sales & service results with low-code CRM
My 20+ year career at NYL, UBS and E*TRADE includes COO and CMO roles, P&L oversight, a background as a journalist and floor trader, and broad experience in a range of critical functions: digital transformation, marketing, sales, service, P&L management, CRM, Salesforce, cloud-based integrations, process improvement, customer experience, product development, and team building.
Salesforce Certified Agentforce Specialist - Salesforce Certified AI Associate - Salesforce Certified Administrator (SCA) - Salesforce Platform App Builder Certification - Series 24, Registered Principal, FINRA - Series 7, Registered Rep, FINRA - Series 99, Operations Professional, FINRA
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