Chief Customer Officer (CCO)

DEC 2025 - PRESENT · 8 months

Director of Content Partnerships

APR 2025 - NOV 2025 · 8 months

• Built and executed the go-to-market strategy for our new content and social sentiment data API business. • Responsible for managing current and expanding content partnership channels to drive engagement and revenue through referral, marketing, and reseller agreements. • Provided valuable feedback to our product teams for documentation, support, and product improvements. • Collaborated with advertising and sponsorship teams on monetization opportunities across content and product lines.

Representative III, Relationship Management - ChartIQ

APR 2024 - APR 2025 · 1.1 years

• Managed a portfolio of 70 strategic accounts that included major financial media companies, retail brokerages, banks, and trading technology firms with ARR exceeding $2.8MM and annual retention rate of 98%. • Exceeded quota in 2024 by 330% by closing the second largest deal in ChartIQ history. • Worked with all clients to make sure our data visualization solutions were being integrated in a timely manner and upgraded to a new version at least once a year. • Supported revenue generation through customized partnership strategies, co-branded content, and cross-promotions. • Compiled research, data, and client feedback to influence marketing initiatives, product roadmap, and developer relation processes.

Senior Account Manager - ChartIQ

SEP 2018 - JAN 2023 · 4.4 years

Same details listed in Representative II, Relationship under S&P Global. Role transitioned after acquisition.

Representative II, Relationship Management - ChartIQ

JAN 2018 - MAR 2024 · 6.3 years

• Managed up to 115 accounts exceeding $1.4MM in ARR that ranged from startups to retail brokerages and trading platforms. • Averaged an annual retention rate of 96% over the 5 1/2 year span. • Helped design and execute B2B co-marketing efforts (webinars, press, social) to drive engagement and sales for brand awareness and thought leadership. • Assisted in the marketing strategy to support product launches and updates, strategic partnerships, and educational initiatives.

Marketing Manager - ChartIQ

JAN 2016 - AUG 2018 · 2.7 years

• Expanded brand reach and awareness of products by launching quarterly campaigns that involved various online advertising channels, social media content, blog content, email marketing, and in-person or online events. • Worked with the sales team to produce collateral materials to help them sell such as whitepapers, case studies, battlecards, product sheets, video demos, and more. • Managed a six figure annual marketing budget. • Coordinated 15–20 global events annually that included managing logistics, supply management, and booth merchandising and design. • Boosted sales revenue by 10% YoY by attracting more qualified leads. • Increased organic traffic by 65% by creating a strong SEO and content strategy, effectively allowing the team to cut AdWords spend by 50%.

Senior Account Manager (ChartIQ acquired by S&P Global)

SEP 2018 - JAN 2023 · 4.4 years

Marketing Manager - ChartIQ

JAN 2016 - AUG 2018 · 2.7 years

Founder and President

AUG 2015 - AUG 2016 · 1.1 years

• Advised several small businesses on digital marketing, advertising, content creation, website development, and event strategy to help their businesses grow in different ways.

Director of Marketing & Tasting Room Manager

SEP 2014 - JAN 2016 · 1.4 years

• Oversaw retail and venue marketing, wine club promotions, and in-venue merchandising. • Booked and managed over 90 on-site gatherings and events including live music, tastings, and private parties to drive foot traffic and sales. • Managed team and inventory at various wine festival events throughout Virginia. • Coordinated media sponsorships and promotional partnerships with local tourism associations and lifestyle brands.

Advisor

JUL 2014 - FEB 2015 · 8 months

General Manager

JUN 2011 - FEB 2015 · 3.8 years

• Responsible for inventory management, merchandising, sales forecasting, sales opertaions, staff management, marketing strategy, and community events. • Increased revenue by 400% in over 3 years by selling soccer goods to retail customers, individual teams, youth organizations, and schools. • Fostered local partnerships with youth leagues, colleges, and professional teams to drive awareness and expand market reach.

Marketing Associate /Asst. Retail Manager

OCT 2004 - SEP 2010 · 6 years

• Led efforts to establish the company’s first marketing program that included website redesign, creating a social media strategy, and managing sponsorship and advertising opportunities to increase brand awareness and foot traffic to retail stores. • Organized in-store and offsite events to capitalize on seasonal revenue. • Established partnerships with local sports leagues, youth organizations, and universities to increase awareness of our stores.