• University: Fordham University
• College: Gabelli School of Business
• Degree: Master of Business Administration (MBA)
• Major: Finance
• Minors: Artificial Intelligence
• Campus Mode:On Campus
• Start Date: 26 August 2026

• University: Saint Francis College
• College: NA
• Degree: Bachelor of Arts (BA)
• Major: Economics
• Minors: NA
• Campus Mode:On Campus
• Start Date: 01 September 2009

Customer Success Manager

• Managed a $2M book of business across 70 mid-market accounts at a payroll, HR, and benefits SaaS platform, advising senior executives on compliance, tax strategy, and financial workflows
• Drove expansion revenue by identifying commercial opportunities and executing targeted outreach, closing 3 new international accounts from 5 referred opportunities in a single quarter
• Led executive QBRs and achieved 97% portfolio retention through data-driven risk analysis, forecasting, and proactive account strategy

Associate Product Manager

• Managed the end-to-end lifecycle of stable value investment products for institutional clients, aligning product strategy with market conditions, regulatory requirements, and fund performance
• Analyzed fund performance data and translated complex investment concepts into strategic messaging for institutional investors, financial advisors, and internal sales teams
• Contributed to acquisition of 3 new institutional clients by partnering with sales and marketing on product positioning and go-to-market strategy
• Delivered data-driven quarterly investment reviews, converting performance analysis into actionable recommendations for portfolio retention and growth

Senior Customer Success Manager

• Managed 60-80 concurrent client pipelines at a high-growth fintech unicorn, guiding clients through residential mortgage transactions from application through close
• Designed a custom pipeline management framework in Excel tailored to loan sizes and transaction milestones, improving visibility, forecasting, and prioritization
• Partnered cross-functionally with underwriting, closing, title, and finance teams to resolve bottlenecks and maintain 95%+ client satisfaction

Customer Success Manager

• Founding member of the Customer Success team at a SaaS platform delivering proprietary wealth research and dossier generation on UHNW individuals to sales and marketing teams across financial services, luxury, and private client industries
• Managed 50+ SMB and enterprise accounts, achieving a 97% renewal rate and 10% upsell revenue
• Built core customer success workflows, enablement materials, training programs, and scalable playbooks from the ground up

Account Specialist (Benefits)

• Managed a $2.3M book of business across 40 mid-market employer clients (100-500 employees), analyzing claims data, cost trends, and plan performance to inform renewal strategy across fully-insured and self-funded plans
• Co-led quarterly business reviews with senior account executives, presenting performance analysis and strategic recommendations to guide client decisions
• Owned technical implementation and configuration of benefits administration systems, including plan setup, eligibility rules, and enrollment workflows

Benefits Analyst

• Managed 30+ SMB employer clients (1-200 employees) at a national benefits brokerage, owning end-to-end client support from plan implementation through renewal
• Analyzed claims data, cost trends, and plan performance to inform strategic recommendations
• Contributed to quarterly business reviews translating plan data into insights that guided client decision-making

• LGBTQ: no
• Ethnicity: Black or African American
• Disability: prefer_not_to _say
• Veteran: no
• First-generation College Student: yes
• Pell Grant Eligibility: yes
• Work Authorization: yes
• Visa Sponsorship: no