Anthony O'Brien

• Led commercialization and delivery of applied AI + RevOps automation systems, enhancing conversion rates and operational throughput.
• Delivered +35% qualified meetings and +35% pipeline value in 60 days, while reducing CPL by 30%, by implementing end-to-end RevOps design: offer/intake flows, attribution foundation (UTMs/channel tagging), qualification scoring + disqualifiers, routing rules, booking, lifecycle automations, and CRM hygiene + KPI dashboards.
• Implemented an AI-enabled support and operations layer driving first response time -83% in 4 weeks, 25% deflection in 30 days, AHT -22%, ticket backlog -25% in 60 days, and cost-to-serve -23% through triage, smart escalation with context handoff, automation, and performance reporting.
• Developed 'lead-to-install' performance framework with a 7-metric scorecard (speed-to-lead, set/show/close, CPA, cycle time, cancellation) leveraging AI first-touch, smart routing, auto-retry sequences, and stage-based follow-up.
• AI agents (first-touch, qualification, scheduling, support triage) • scoring/routing + SLA enforcement • no-show/reactivation and lost-lead recovery • attribution + pipeline source visibility • dashboards for conversion, speed, workload, and bottlenecks
• Collaborated with a diverse team to achieve project goals and resolve product-related issues.

Built and operated investment/trading activities with emphasis on crypto market structure, liquidity, and execution discipline.

• Developed multi-exchange trading operations and processes supporting risk management and opportunity capture.
• Managed daily operations, overseeing staff and enhancing client relations.
• Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
• Developed and implemented strategies that identified new business opportunities.
• Made strategic investing decisions that advanced business interests and increased profitability.
• Evaluated market trends to identify new opportunities for growth and expansion.

• Drove production to $50M+ per month across lending categories
• Oversaw daily operations, optimizing staff management and enhancing client relations.
• Scaled a national commercial lending platform spanning construction, acquisition, rehab, and bridge/term lending.
• Developed strategies to enhance client engagement and satisfaction.
• Identified potential risks associated with projects or investments.
• Directed relationships with key stakeholders, fostering collaboration among investors and partners.
• Negotiated contracts with suppliers, vendors, and clients.

• Hired to launch and scale U.S. commercial & industrial (C&I) growth across deregulated electricity and natural gas.
• Opened and expanded deregulated state markets; led U.S. commercial growth strategy and field execution.
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• Directed strategic initiatives to streamline operations across multiple departments, improving overall efficiency.
• Oversaw daily operations while coordinating cross-functional teams to ensure alignment with company objectives.
• Managed team productivity, costs and budgets to enhance efficiency and profitability.
• Analyzed industry trends to identify opportunities for expanding market share.
• Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
• Mentored senior leadership team in effective decision-making processes and strategies.

• Built and led large-scale sales execution across deregulated energy markets.
• Recruited, trained, and managed 250+ sales associates selling natural gas and electricity across 16 states.
• Opened new markets and drove customer acquisition in C&I segments through competitive positioning and consistent execution.
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• Led strategic initiatives to enhance operational efficiency within energy management systems.
• Developed comprehensive energy solutions tailored to client needs and market trends.
• Collaborated with cross-functional teams to align project goals with corporate strategy.
• Managed vendor relationships to enhance supply chain operations and service delivery.
• Analyzed market data to identify opportunities for growth in renewable energy sectors.
• Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
• Partnered with staff to create professional development plans to support personal and business growth.
• Led change management initiatives to adapt to market shifts and align with organizational needs.
• Negotiated high-value contracts with vendors and partners to optimize resource allocation.
• Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
• Interviewed prospective employees and provided input to HR on hiring decisions.
• Planned and led team meetings to review business results and communicate new and ongoing priorities.

• Developed and implemented strategies that identified new business opportunities, enhancing revenue potential.
• Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies, and company policies.
• Evaluated market opportunities to drive growth and innovation initiatives.
• Operated an energy trading desk and delivered market solutions spanning natural gas, power, crude, and refined products.
• Reviewed monthly financial statements and generated reports to inform strategic decision-making.
• Reviewed daily and overall financials to ensure profitability.
• Identified potential risks associated with projects or investments.
• Coordinated due diligence processes for potential investments, ensuring alignment with company goals.

• Founded and operated a conversion/reversal-focused hedged strategy with institutional counterparties; later exited via sale to a major bank.
• Identified opportunities for growth by analyzing current trends in the marketplace and making strategic decisions based on those findings.
• Analyzed market trends to inform business strategies and decision-making processes.
• Led strategic planning sessions to align business objectives and initiatives.
• Oversaw project management activities, ensuring strategic goals were executed on time.
• Led and guided team members, fostering collaboration across departments to achieve shared objectives.
• Built a team of professionals with diverse skill sets.
• Negotiated contracts between partners or vendors in order to obtain favorable terms for the company.
• Reviewed reports on performance metrics such as customer satisfaction scores and revenue growth rates. in order to make informed decisions regarding future initiatives.

• Led sales strategy development for diverse financial products and services.
• Developed strategic sales plans that targeted revenue growth across multiple regions, aligning resources with market opportunities.
• Managed relationships with key clients to drive revenue growth initiatives.
• Developed and implemented strategies to increase sales volume, market share, and profitability.
• Implemented sales technologies that streamlined processes, directly supporting the sales team's ability to meet client needs.
• Conducted in-depth market analysis to inform strategic sales initiatives and drive growth.
• Analyzed market trends to identify opportunities for business expansion.
• Led cross-functional teams to enhance customer engagement and satisfaction initiatives.
• Directed training programs for the sales department to ensure the adoption of best practices.
• Facilitated communication between senior management and sales personnel, enhancing alignment on client relationship strategies.
• Directed institutional fixed-income strategies to enhance client relationships and optimize trading performance.