As a value-focused sales professional at Intapp, I help private equity, investment banking, and asset management clients rethink their approach to digital transformation. I specialize in aligning DealCloud and the broader Intapp suite to strategic outcomes by bringing quantifiable value to the table through business case modeling, ROI narratives, and outcome-based selling.

With deep expertise in private markets technology, I work hand-in-hand with client stakeholders and internal teams to:

• Illuminate the cost of status quo workflows in PE/IB and articulate a path to operational scale

• Develop custom business cases and financial models tailored to each firm’s strategy

• Guide firms through CRM modernization, data consolidation, and AI-readiness

• Equip executive champions with the tools to drive consensus and unlock internal buy-in

• Champion adoption strategies rooted in measurable business outcomes, not just features

• Designed and implemented a pilot restricted securities management offering for a leading Wall Street bank’s ultra-high net worth wealth management clients.

• Conducted internal and external market research to identify target B2B/B2C client opportunities for a new Wealth management product offering, and developed key marketable use cases, resulting in over $10 Billion in net new assets in its first year.

• Conducted financial advisor field interviews to identify, document, and track technology and process

enhancements across the FA user experience, resulting in shortened processing times and broader

program accessibility.

• Collected FA feedback to inform development of marketing materials of a new wealth management product offering which assisted an FA in closing a $1 Billion dollar deposit by an Issuer’s entire C-suite.

• Drove operational enhancements between a leading wirehouse and the Transfer Agent, resulting in more timely delivery of client documents and statements, and faster transfers between the organizations.

• Served on the PMO team of a worldwide infrastructure data bearing asset disposal program which oversaw the destruction of tens of thousands of assets across 6 continents, as well as 3 newly acquired entities.

• Gathered technology and regulatory requirements for a leading wealth management platform

expansion, which contributed to the successful launch of 4 product offerings for clients, and

enhanced Advisor capabilities.

• Identified target markets of interest for an industry first first of its kind product, and developed key marketing materials to drive field adoption, resulting in double digit growth in account openings WoW.

• Stood up a 250 user pilot launch, and supported the full field launch to over 14,000 Advisors.

• Built a detailed project plan on the integration of a third party investment manager technology platform

• Managed client and vendor relationships by facilitating daily meetings and collaboration efforts

• Designed detailed process maps and identified risks across 30 commercial banking deposit processes, resulting in streamlined experiences for both the customer and the business

• Worked with experienced stakeholders in identifying previously missed controls, resulting in over 10 major controls documented across dozens of commercial banking deposits processes

• Performed a Private Banking KYC remediation on over 150 high net worth and ultra high net-worth accounts, domiciled in high risk countries

• Wrote detailed reports on AML/KYC escalations regarding reputational risks, and KYC shortfalls not previously raised in the initial client on boarding process

• Promoted to rank of Sergeant ahead of peers, and within the minimally prescribed amount of time

• Managed a 14-soldier military intelligence section, assuming responsibility for training, mentorship, and professional growth

• Facilitated emergency services, security, and logistics for three military posts and 7,000 soldiers in support of Operation Enduring Freedom at Camp Buehring, Kuwait

• Compiled over 80 significant activity reports on the Middle East, and presented over 20 intelligence briefs to higher command, which aided in operations and planning for the Global War on Terror

• Supported the portfolio manager and senior analyst of a $1.2 billion alternative investments portfolio through due diligence analysis of over 40 private equity funds across multiple asset classes for investment opportunities

• Executed credit and break-even analysis for over 20 high yield energy exploration and production companies to support buy/sell recommendations for a newly launched $100 million credit opportunities fund

• Determined appropriate market value and modeled out various internally priced structured products monthly, ranging from CLO, MBS, and other asset backed securities

• Actively modeled and monitored derivatives P&L and hedging for a $15 billion general account, and reconciled collateral accounts daily with numerous banking partners across the industry