Strategic Account Manager - Canada / Colorado
Feb 2021 - June 2023
San Francisco, CA
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Facilitated 96 core business sales, resulting in $2,807,920 in contracted Annual Recurring Revenue (ARR), through the execution of technical demos, meticulous coordination of key stakeholders, and ownership of the lead-to-close process, achieving a ranking 32% higher than the peer average.
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Cultivated and strengthened relationships with over 800 domestic and international financial clients across 192 firms by prioritizing open communication, showcasing essential workflows, and driving adoption of flagship solutions.
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Distinguished as a proficient project manager for large-scale strategic enterprise engagements, adeptly coordinating the goals and priorities of multiple ancillary product groups while effectively managing client expectations.
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Provided mentorship to 2 separate intern classes, conducting personalized one-on-one sessions focused on goal setting, client strategizing, and career development, resulting in full-time offers extended to 7 interns.
NOTABLE PROJECTS
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Co-authored, "Hunt New-Economy Stocks Favored By Rising Demographic Cohorts" for Bloomberg Market Magazine, published in June 2021 and reaching an audience of over 300,000 readers.
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Bloomberg Pan Asian Community (ERG) Lead
June 2020 - June 2023
San Francisco, CA
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Led the San Francisco chapter, driving an impressive 80% increase in club membership within one year through the strategic organization of internal and external events focused on cultural enrichment, career development, and networking, while managing a budget of $15,000.
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Moderated 10 diverse events in collaboration with senior leadership, executive sponsors, and external speakers, engaging audiences ranging from 30 to 300 individuals across global offices.
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Orchestrated and spearheaded three distinct Anti AAPI Hate events and six supplementary initiatives to provide essential support to internal AAPI employees and allies, resulting in a significant $13,000 increase in chapter budget allocation.
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Collaborated with various philanthropic partners to enhance programming across all US offices, culminating in a notable 20% rise in AAPI-specific volunteering events.
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Acknowledged by C-suite executives and senior leaders as a highly impactful Diversity & Inclusion advocate, recognized as the youngest ERG lead across all American offices.
EXPERIENCE
Strategic Account Manager - Canada / Colorado
Feb 2021 - June 2023
San Francisco, CA
-
Facilitated 96 core business sales, resulting in $2,807,920 in contracted Annual Recurring Revenue (ARR), through the execution of technical demos, meticulous coordination of key stakeholders, and ownership of the lead-to-close process, achieving a ranking 32% higher than the peer average.
-
Cultivated and strengthened relationships with over 800 domestic and international financial clients across 192 firms by prioritizing open communication, showcasing essential workflows, and driving adoption of flagship solutions.
-
Distinguished as a proficient project manager for large-scale strategic enterprise engagements, adeptly coordinating the goals and priorities of multiple ancillary product groups while effectively managing client expectations.
-
Provided mentorship to 2 separate intern classes, conducting personalized one-on-one sessions focused on goal setting, client strategizing, and career development, resulting in full-time offers extended to 7 interns.
NOTABLE PROJECTS
-
Co-authored, "Hunt New-Economy Stocks Favored By Rising Demographic Cohorts" for Bloomberg Market Magazine, published in June 2021 and reaching an audience of over 300,000 readers.
​
Bloomberg Pan Asian Community (ERG) Lead
June 2020 - June 2023
San Francisco, CA
-
Led the San Francisco chapter, driving an impressive 80% increase in club membership within one year through the strategic organization of internal and external events focused on cultural enrichment, career development, and networking, while managing a budget of $15,000.
-
Moderated 10 diverse events in collaboration with senior leadership, executive sponsors, and external speakers, engaging audiences ranging from 30 to 300 individuals across global offices.
-
Orchestrated and spearheaded three distinct Anti AAPI Hate events and six supplementary initiatives to provide essential support to internal AAPI employees and allies, resulting in a significant $13,000 increase in chapter budget allocation.
-
Collaborated with various philanthropic partners to enhance programming across all US offices, culminating in a notable 20% rise in AAPI-specific volunteering events.
-
Acknowledged by C-suite executives and senior leaders as a highly impactful Diversity & Inclusion advocate, recognized as the youngest ERG lead across all American offices.
Senior Equity & Technical Analysis Specialist
May 2020 - Feb 2021
San Francisco, CA
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Developed sophisticated valuation models utilizing Bloomberg's Query Language (BQL) and served as a product specialist, ensuring accurate interpretation and application of results for investment decisions for major clients on the West Coast.
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Demonstrated extensive product and market expertise to educate clients, addressing approximately 5,000 inquiries on topics such as programmatic assistance of BQL, factor back testing, and technical analysis.
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Conducted approximately 200 technical demonstrations to over 1,750 quantitative analysts, traders, and portfolio managers, elucidating the intricacies of equity offerings and sensitivities to market fluctuations to enhance client workflow efficiency.
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Elevated to a senior point of escalation for equity-related clients, collaborating with engineering teams to develop product roadmaps and resolve 20 workflow-disrupting bugs.
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Planned, executed, and managed Key Performance Indicators (KPIs) for over 5+ informative webinars covering complex financial topics to a diverse range of clients with professionalism and expertise.
Financial Product Analyst
July 2019 - May 2020
San Francisco, CA
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Developed robust valuation models utilizing Bloomberg’s Query Language (BQL) and served as a product specialist, ensuring accurate application of results for investment decisions for prominent clients on the West Coast.
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Leveraged extensive product and market expertise to address approximately 5,000 inquiries from clients, covering topics such as programmatic assistance of BQL, factor back testing, and technical analysis.
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Conducted approximately 200 technical demonstrations to over 1,750 quantitative analysts, traders, and portfolio managers, illustrating the intricacies of equity offerings and sensitivities to market changes, resulting in enhanced client workflow efficiency.
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Promoted to a senior point of escalation for equity-related clients, collaborating with engineering teams to develop product roadmaps and resolve 20 workflow-disrupting bugs.
Product Management Intern
June 2018 - Present
San Francisco, CA
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Accessibility Product: owned product development, roadmap meetings, design operations, customer success to minimize Microsoft accessibility issues by ~60%
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Specialized in US EPA Section 508 and WCAG accessibility standards
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Skills Management Product: worked with internal and external cross-functional teams on requirement gathering, functionality development, and conducting product advisory panels
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Created a strategic plan, product roadmap, and prioritization scorecard to assist for future accessibility issues using global and national standards
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Analyzed large data customer issues for product improvement and customer service using Mean Time to Resolve (MTTR) metric within one build by 20% using Python
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Communicated professionally with high-level stakeholders (ex. senior level management and large corporation representatives) on a daily basis and project statuses
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Marketing Research Associate
Sep 2017 - Nov 2017
Boulder, CO
Cataworx is a Business-to-Business telecom software startup based in Boulder, CO. They redefine how telecommunication service providers buy and sell wholesale connectivity services. I managed numerous cross-functional events and campaigns to increase visibility. I was able to design a brand portfolio with many of my designs used at the MEF17 Telecom Conference with over 200+ companies and 1000+ attendees.