Skills
• Programming Language(s) -
Python, SQL, C++
• Portfolio analysis & asset
allocation modeling ability to
evaluate performance, risk,
and construct institutional
investment strategies.
• Data-driven campaign strategy
ability to translate customer
insights into measurable growth
initiatives
• Strategic account planning
aligning client objectives with
long-term revenue expansion
and retention plans
• Technical value articulation
translating complex product
capabilities into clear business
outcomes during the sales cycle
• Complex deal navigation
managing multi-threaded
enterprise sales cycles across
executive stakeholders
• Revenue closing execution
consistently driving quota
attainment through disciplined
pipeline management and
negotiation
• Technical Product Management
- Product Research, Prototyping,
A/B Testing, Data Analysis,
Software products
• Deep understanding of
institutional trading workflows,
including order management,
execution strategies, risk
management, and market
microstructure
About
Senior Enterprise Revenue Leader with 20+ years of experience commercializing AI, advanced analytics, and mission-critical financial data platforms for institutional asset managers, private credit firms, and global investment banks. Trusted advisor to CIOs, Heads of Credit, and Risk leaders, leading complex, multi-year enterprise engagements in highly regulated environments. Deep expertise in private credit and institutional workflows, including underwriting, portfolio construction, risk analytics, LP reporting, and capital deployment. Proven ability to translate front-office investment processes into scalable technology solutions that enhance alpha generation, risk transparency, and operational efficiency, while driving strategic account growth and long-term revenue expansion.
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