“I’ve made more lifelong relationships here than I can count, and I’ve learned a little something from everyone…”
You’re responsible for business development and client relationship management in the New York tri-state region and eastern Canada. Were you always in this role at ICD?
Previously I spent over four years at headquarters in San Francisco as an Account Executive, supporting field sales, and prior to that I started my career here on our Global Trade Desk in Boston.
What do you like about working at ICD?
For me the best has been the relationships that I’ve made over my 8+ years with coworkers, partners, and clients. I’ve made more lifelong relationships here than I can count, and I’ve learned a little something from everyone – mentors who have been instrumental in my career path or the chance to work with and train some of the younger folks, partners who have worked with our team to provide clients with investment options, and clients from across the country whom I’ve met (along with their families) at ICD’s many networking events. Relationships like these are the bedrock of ICD and translate into not only a great place to work but also a fantastic product.
Which three words would you attribute to ICD and why?
Focused – Being singularly focused on one area allows us to do one thing and do it well without distraction or competing priorities.
Innovative – We don’t sit still at ICD. On every front – from product to platform and everything in between – we’re constantly putting our efforts into anticipating the next trends in treasury and staying one step ahead.
Collaborative – Whether it is internally at ICD, with clients, or with our fund and technology partners, ICD seeks to work across the industry to foster relationships that ultimately help to provide the best experience for all stakeholders in the treasury space.
What motivated you to join ICD?
As a junior employee at a very large company, any ideas or feedback fell on deaf ears. At ICD I can reach out to any of our senior leadership at any time with a question or an idea from a client, prospect, or fellow employee and be confident that I’ll be heard and encouraged to further develop the idea.