Chief Financial Officer
Hearsay Systems and its Hearsay 360 platform unifies the advisor-client experience so financial advisors and insurance agents can build stronger relationships with clients by delivering the right message on the right digital channel. As the complete client engagement platform for sales, marketing and compliance, Hearsay 360 transforms firms by breaking down data silos and unifying a client's advisor and brand experiences.
I am a proven leader with over 15 years of experience in high tech with increasing levels of responsibility. I have a diverse background that includes FP&A and operations jobs, covering all parts of the P&L. I possess excellent communications skills and extensive experience interacting with and presenting to senior management. I am comfortable dealing with chaos and reigning in the chaos through process improvements and system/tool enhancements. I have extensive experience leading teams; both as a direct manager of teams as large as 6 and as part of a team. Specialties: Complex financial modeling, business decision support, pricing strategy, sensitivity analysis, commissions, FP&A, inventory management
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