- Founding member of the National Incentives team; helped nationalize a fragmented $50MM+ regional incentive program into a unified enterprise operation supporting $1.2B in annual variable compensation across 40,000 payees.
- Design, model, and implement sales compensation plans for all Small Business sales channels — including Inbound Sales, Retention, and Outbound Telemarketing — working directly with channel Directors and VPs.
- Manage a $30MM+ annual incentive budget for assigned channels; produce and distribute monthly incentive payments to 5,000+ individual payees.
- Led the team's AI implementation initiative using Claude, AWS, and Kiro — streamlining analyst workflows, automating report generation, and reducing manual processing overhead.
- Build and maintain forecasting models, executive dashboards, and ad hoc analytics in Alteryx and Excel for VP and SVP leadership.
- Mentor and develop junior analysts; serve as technical lead and subject matter expert for incentive design and data reporting.
Alteryx
Excel Advanced
Claude AI
AWS
Kiro
Compensation Design
- Migrated $38MM in client assets from Merrill Lynch to Oppenheimer, enhancing investment strategies across brokerage, retirement, and trading accounts for HNW clients.
- Collaborated with the investment banking team on a $200MM Series B raise for a plant-based food company.
- Served HNW clients, corporate 401(k) plan sponsors, and investment banking opportunities in partnership with specialist advisors.
HNW Client Management
Investment Banking
Series 7 / 66
- Built a $38MM AUM book within three years, serving High Net Worth clients with comprehensive investment, retirement, and financial planning solutions.
- Used CRM analytics to design targeted sales and marketing campaigns; continuously refined acquisition funnel based on performance data.
- Originated first-position mortgages, refinances, and HELOCs aligned to client financial goals.
- Earned CFP certificate from Bryant University during tenure.
CFP Certification
CRM Analytics
Financial Planning
- Deployed $250MM+ over three years for publicly traded REIT (NYSE: ARPI), financing 1-4 unit residential properties for high-volume fix-and-flip operators nationwide.
- Built a sophisticated Excel-based loan tracking dashboard managing up to 150 active loans simultaneously (200+ line items each), tracking renovation costs from acquisition to disposition.
- Originated $25MM in first and second position hard money commercial loans; established and managed credit facilities with mortgage funds, family offices, and PE groups.
- Directed development of a crowdfunding platform to syndicate company deal flow.
Real Estate Finance
Excel Modeling
Loan Origination
- Designed a third-party installer sales incentive program that grew product segment revenue 500% over three years to $3MM+ annually.
- Corrected five years of improper cost accounting, uncovering $450K+ in shadow inventory and amending company valuation.
- Established $1MM+ in GE Capital credit accounts for clients; increased average transaction size 10%, repeat business 25%, and reduced A/R 20% within 90 days.
- Supervised GAAP audit and recapitalization prep that secured $2MM in new equity investment.