Project Manager Sales Representative
Resume:
Belmont, MA *****
*********@*******.***
Professional Summary
Highly accomplished Financial Software expert with more than 15 years of
experience in the financial services industry. Provider of innovative
client support and a builder of strong client relationships lasting many
years. A proven track record of financial software expertise and forging
strategic business relationships, and product management.
Professional Experience
Thomson Reuters
2006 - 2011
Global source of intelligent information for businesses and professionals.
With headquarters in New York and London, Thomson Reuters employs more than
50,000 people in 93 countries.
Client Development Executive
. Managed client/product development in key Boston firms such as
Fidelity, State Street and Wellington to achieve high level of product
usage. Exercised in-depth knowledge of financial products and markets to
fully support the data needs of traders, portfolio managers, wealth
managers and analysts using Thomson Reuter's products.
. Ensured clients were kept up-to-date on data and software
functionality enhancements to maintain strong client relationships.
Achieved high levels of customer satisfaction by quickly and thoroughly
resolving data queries and application issues. Worked closely with product
management in obtaining critical client feedback to drive implementation of
product strategy.
. Developed advanced individualized training plans and consultative
solutions for client projects such as roll-outs and investment trading
strategies. Working knowledge of investment technology delivery
infrastructures.
. Demonstrated Reuter's product advantages both in pre- and post-sales
to senior management and high-level investment professionals. Engage needs-
based sales techniques to generate leads and cross-sell opportunities.
State Street Bank 2004 - 2005
Market Data Consultant
. Worked as a consultant in a newly formed team with the goal of
centralizing the management of market data across all of State Street to
leverage State Street's total spend to reduce overall costs.
. Researched how each data vendor was deployed throughout the
organization to understand and analyze the total relationship and
negotiated strategic/favorable globally applicable contract terms,
conditions, pricing for maximum cost savings and less redundancy of
services.
. Represented State Street's interests to market data vendors to
further relationships between internal clients at the bank
and vendors globally. Utilized market data systems knowledge to recommend
system enhancements and upgrades when necessary, to encourage best
practices with newer more efficient processes.
Wellington Management Company 2002 - 2003
Consultant Relations Analyst
. Team player with business developers and product management in
setting product priorities for prospective and existing consultant clients.
Prepared client-ready material and other competitive analysis to add value,
utilizing in-depth knowledge of investment products. Educated internal WMC
community regarding prominent consultant firms such as Mercer.
. Participated in on-site product reviews with research staff of
consulting firms to ensure WMC products were ranked and approved for
inclusion in investment manager searches. Understanding of client
objectives and risk-return profiles as well as the goals of their
consultants, provided product level expertise. WMC product road-maps.
. Recommended upgrade to CRM system to enhance ability to analyze and
use client data. Provided needs analysis and technical specifications of
end-clients to the systems group. Served as liaison to ensure that the
requirements of different user groups from various departments were
represented in the applications user interface and database structure.
Market Data Application Analyst
2000 - 2002
. Built relationships with Wellington's investors by assisting with
their use of market data and other trading tools.
Provided insight on analysis projects and models by using strong working
knowledge of the investment process.
. Kept open communication lines with vendors to ensure superior support
of Wellington clients. Kept abreast of new investment technologies and how
they may be of value to Wellington's investment professionals.
. Proactively communicated with both the Market Data Services group and
the investment community at Wellington to promote team efforts such as the
deployment of new desktop solutions and upgrades. Served as project manager
on many rollouts.
Harvard Management Company 1997 - 2000
Market Data Manager
. Managed an investment information budget of 3.5 million which
included Harvard's desktop, research and feed products. Ensured that budget
forecast was accurate as well as negotiated favorable agreements for
Harvard.
. Built business case to deploy new OS platform and data applications
for portfolio management to deliver greater functionality at a lower cost.
Successful Project Manager for the platform migration and assisted in
training on new applications.
. Responsibilities included managing the relationship between Harvard
and investment software vendors to ensure full understanding of product
features, pricing and superior support levels throughout the organization.
Reuters 1995 - 1997
Senior Client Trainer
. Responsible for training and supporting Reuters Xtra desktop
application in New England region.
. Trained on products both in classroom setting and individual
consultative sessions. Gained strong knowledge of financial markets.
Fidelity Investments 1992 - 1995
Mutual Fund Sales Representative
. Inbound sales representative conversant in all Fidelity MF offerings
and brokerage account services.
. Traded mutual funds and domestic equities and bonds. Achieved Series
7, 6, 63
Attended Sales Skills training.
Education
Master of Science, Information Technology
Bentley University McCallum School of Business
Waltham, Massachusetts 2001
Bachelor of Arts, Concentration in Finance
Simmons College, College of Management
Boston, Massachusetts, 1991
Skills
. Expertise in trading room applications and infrastructures such as
Reuters RMDS, Bloomberg, Factset
. Professional presentation and client training
. In-depth knowledge across financial markets
. Project Management experience, able to deliver creative solutions
. Proven Relationship Management success, problem resolution
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