Roger Braxton

GTM Engineering, Director at PE-backed fintech I ex-Moody’s Analytics, ex-Salesforce

Austinuniverse-v1 · gtme
PE-backed fintechex-New York Life Insurance Companyex-Moody's Analytics

About

Growing up, I would dismantle every toy/game/gadget at sight in an attempt to understand how and why they work the way they do and rebuild to full functionality. Just like everything in life, I succeeded at some and lost others. My broken toys were not enough to stop me, rather, I approached my next "experiment" with lessons from the failed ones to ensure success. I would attribute my greatest wins to my extremely inquisitive nature which enables me to understand what exists and opportunities to reinvent and recreate. I love to dig into customer problems and solve them with modern technology. I create, scale and optimize business portfolios that matter. To accomplish this, I focus on delivering key outcomes with amazing teams and quickly adapting to new learnings. As a results-driven professional, I will always strive to overcome expectations, complete goals, and increase personal knowledge to perform any job to the best of my ability. I have strong interpersonal skills, high energy, and an unconquerable desire to win. I have experience in multiple fields associated with IT Sales, Healthcare, Financial Services, Risk Management, Services Sales, Mobile Adoption, along with SaaS, PaaS, & MaaS execution. A proven track record of expanding net new growth by exceeding metrics and goals towards quota within a territory or different consumer groups.

Company history

  1. New York Life Insurance CompanyInternal Product Specialist (Investment Solutions)2014-07 – 2016-09 · 2y 2mo
  2. Moody's AnalyticsAssociate Director - Relationship Manager | Banking2021-12 – 2023-01 · 1y 1mo
  3. JPMorganChaseIntermediary Advisor (Relationship Banker)2013-10 – 2014-02 · 4 mo
  4. New York Life Insurance CompanySenior Product Consultant- Insurance Solutions2018-04 – 2020-04 · 2y
  5. People's United Bank, N.A.Financial Services Associate2012-04 – 2013-10 · 1y 6mo
  6. Facet WealthGrowth (Platform)2020-05 – 2020-12 · 7 mo
  7. SalesforceStrategic Account Executive, Marketing Cloud | Financial Services2021-01 – 2022-02 · 1y 1mo
  8. New York Life Insurance CompanyProduct Consultant- Insurance Solutions2016-09 – 2018-03 · 1y 6mo
  9. StealthGTM Engineer2023-01 – 2026-05 · 3y 4mo
  10. PE-backed fintechGTM Engineering, Director2026-06 – present · 2 mo

Skills

HubSpotSalesforceInvestmentsLife InsuranceMutual FundsFixed AnnuitiesFinancial AnalysisPublic SpeakingSalesTeamworkCustomer ServiceResearchBuilding Business RelationshipsTime ManagementLeadership

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