(01) Experience

The Career

Value engineer. AI builder. Operator.
From Fortune 500 value engagements to shipping AI products solo.

Download Résumé ↓LinkedIn ↗

Years Experience

Finance · SaaS · AI

Products Shipped

Nalee · Lore · Precision

Live on iOS

On the App Store

MBA

Data Analytics

Rowan University

EMEA + APAC

Global Delivery

Enterprise engagements

Value Engineer

Current

Ivanti · Jan 2026 – Present

Lead enterprise capability and maturity workshops (virtual and onsite), translating discovery insights into strategic roadmaps, transformation priorities, and value-driven business cases
Expanded value frameworks by integrating AI capability assessments and modeling AI-driven benefits within ROI and business hypothesis tools
Designed and shipped a redesigned digital framework experience using AI-assisted development, enabling self-service assessments and structured discovery data capture
Built AI-enabled workflows and agent-assisted processes to streamline content generation, framework delivery, and asset synthesis
Designed scalable enablement programs for solution engineers, sales, and CS teams to independently facilitate value workshops
Developed LinkedIn content strategy transforming framework assets into thought leadership that drives inbound interest

Scale Customer Success Manager

Strategic Assignment

Ivanti · Aug 2025 – Jan 2026

Six-month strategic assignment focused on scaling internal teams and integrating Capability & Maturity frameworks into customer engagement and upsell models
Led customer success initiatives covering onboarding, adoption, and renewal programs that strengthened client relationships
Identified and executed revenue expansion opportunities through upsell and cross-sell strategies with Account Executives
Supported customer advocacy by partnering with Sales and Marketing to develop success stories and reference accounts

CoE Strategist · Customer Success Center of Excellence

Featured Speaker · Ivanti LIVE

Ivanti · Apr 2024 – Jan 2026

Facilitated enterprise capability and maturity assessments through structured onsite and virtual workshops across EMEA and APAC
Streamlined CoE frameworks by standardizing delivery processes, automating assessment outputs, and improving scalability of customer deliverables
Partnered with marketing and product to transform complex methodologies into a self-guided digital assessment platform
Designed and delivered global enablement programs, scaling framework adoption across internal teams through multimedia learning assets
Co-presented enterprise frameworks at Ivanti LIVE, positioning the CoE methodology as a strategic advisory model

CMO & Co-Founder

Current

Precision Algorithms · Dec 2023 – Present

Co-founded a prediction-markets intelligence engine that produces independent machine-learning probabilities for every live Kalshi and Polymarket market, grading model-versus-market edges in public
Own brand, positioning, and go-to-market from zero to public launch
Built the content and distribution engine behind the audience
Shape product strategy and the analytics narrative that turns raw market data into a trustworthy, independently-scored signal

Customer Experience, Account Manager

Contract

Allied Solutions LLC · May 2023 – Oct 2023

Served as single point of contact for mid-level accounts managing risk management tracking and escrow service issues
Proactive monitoring of compliance and regulatory performance including notice timings, certificate insurance, and flood tracking
Responsible for scheduling and executing client experience meetings including pulse checks focused on retention and engagement
Ensured program adherence to KPIs and investigated activities impacting client experience, financial, and compliance outcomes

Account Executive

SpotOn · May 2022 – May 2023

Developed expertise in merchant services and business management SaaS software
Deciphered merchant statements and credit card processing contracts to spearhead rate negotiations
Built relationships with business owners through in-person territory appointments
Navigated clients through the full sales cycle using Salesforce, organizing demos and developing proposals

Partner Finance Specialist

3 years 4 months

Marlin Capital Solutions · Feb 2019 – May 2022

Partner Finance Specialist (Dec 2021 – May 2022): Administered banking documentation for lease and loan products; developed Salesforce proficiency managing multiple accounts while upholding customer and partner relationships
Customer Service Specialist (Feb 2019 – Dec 2021): Managed high-volume customer interactions; processed payments across accounts and upheld banking compliance standards including taxation, bankruptcy, and insurance knowledge

Bank Teller

TD Bank · Jun 2018 – Feb 2019

Handled significant daily transactions while maintaining proper balance of ATM machines and vaults
Communicated professionally with customers, explaining banking products and services
Validated large cash deposits from armored vehicles and monitored records through Excel

Intern

Internship

Morgan Stanley · May 2018 – Aug 2018

Managed clientele under a financial advisor, organizing meetings and prospecting for new clients
Received education on financial management with exposure to American, international, and emerging financial markets
Gained insight on portfolio diversification and ROI-driven financial management strategies

Cashier & Customer Service

Wegmans Food Markets · Sep 2012 – May 2018

5+ years of customer-facing service in a high-volume retail environment
Developed strong interpersonal and communication skills serving diverse customers daily

(02) Expertise

Top Skills

Artificial IntelligenceGenerative AIValue EngineeringEnterprise SaaSAlgorithmic TradingData AnalyticsExecutive CommunicationROI StrategyMaturity AssessmentsLinkedIn GrowthCapability & Maturity FrameworksFortune 500 Consulting

(03) Recognition

Earned, Not Assigned

3×

LinkedIn Top Voice

Recognized across AI, enterprise tech, and value strategy

65K+

Audience

Combined following across LinkedIn, X, and TikTok

49+

Certifications

Ongoing commitment to learning across AI, SaaS, and strategy

(04) Education

Academic Background

MBA

Business Administration & Data Analytics

2019 – 2025

B.S.

Business Administration & Management

2015 – 2019

Want the full story?

Let’s connect.

Full work history, recommendations, and case studies on LinkedIn. Or just say hello.

LinkedIn Profile →Download Résumé ↓← Back to Portfolio