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Sales Management

Location:
1983
Posted:
March 10, 2011

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Resume:

Brian O'Keefe

** ****** **. *********, ** *****

home: 978-***-**** . cell: 617-***-**** . e-mail: *******@*****.***

Professional experience

Fidelity Research Management - contract Boston, MA

November 2010 - January 2011

Information Architect (Spotfire expert) - For Devonshire Investors

Division, designed, implemented and unit tested data visualization reports

and analytical dashboards for management and business users. Utilized all

areas of Spotfire tool including, Information Designer, Web Player,

Expression Building, and Spotfire 3.2 designer. Spotfire reports were

distributed via Microsoft SharePoint to desktop computers, laptops and

iPad devices, as well as, via Spotfire Web Player and dxp files. Worked

with data architects and business analysts regarding: data quality,

pivoting, joining, requirements and data semantics. Analyzed and

identified entity-relationships, in-depth understanding of data and

process flows.

Panopticon AB - contract

Stockholm, Sweden / Topsfield, MA

November 2007 - December 2010

Developed the ezViz Office product and designed the website and other

collateral associated with ezViz. Responsible for the design, build,

implementation and roll-out of Panopticon's visual analytical software

product line. Organized, wrote and prioritized client requests for

enhancements including GUI changes, FIX connectivity, databases and

managed the product backlog using an agile development process.

Responsible for updating and training sales on development road maps and

new releases. Conducted webinars PR meetings, and analyst reviews for the

promotion and dissemination of Panopticon's core message and value

propositions. Industry speaker and thought leader, speaking at events

like: O'Reilly's Money Tech conference and SIFMA. Reviewed and authorized

all technical and marketing documents and specification notes regarding

Panopticon's SDK, Enterprise and Desktop applications and data connectors.

Member of the Panopticon's management committee which set policies on

pricing, sales campaigns and marketing programs. Started, a joint

venture with Panopticon AB, called ezViz.biz which offers a lower-end data

visualization product that targets SMBs and retail. Products are sold on

an on-line webstore at www.ezviz.biz.

Spotfire Inc. - contract (acquired by TIBCO)

Somerville, MA

February 2006 - November 2007

Industry segment leader responsible for segmentation analysis and

execution of a global go-to-market plan of interactive visual software in

the financial services industry. Regarded as the fast growing segment at

Spotfire. Financial services revenue grew to $7 million in the first 18

months of operation. Ultimately responsible to help sales reps achieve

revenue target goals via lead generation strategies and consultative

services. Supported global sales force by traveling to 25 countries to do

product presentations. Shaped and executed the go-to-market strategy by

developing value propositions, driving solution launches, creating

innovative marketing programs, developing field enablement strategies and

supporting public relations. Worked closely with product management,

sales, partner marketing and customers to understand business needs and

track industry and competitive trends in order to create compelling and

differentiated messaging within the financial services segment. Helped

develop content, tools and programs which provided the necessary sales

training, collateral and marketing content for internal and external sales

efforts. Supported bi-annual and annual business planning with

management. Achieved status as a thought leader, spokesperson and champion

for the company and products, both internally and externally combined with

proven ability to write whitepapers and speak to audiences on the merits

of using interactive visualization tools with financial data.

Firefly Capital Inc. (lost funding) Boston, MA

January 2005 - November 2005

Responsible for new business development and marketing for Firefly's

proprietary electronic trading platform for buy-side equity managers.

Designed and wrote functional specifications for the development of new

features and functionalities for the software. Worked with developers to

design real-time trade cost analytics (TCA), pairs trading, portfolio

management, and option hedging tools. In depth experience with algorithms,

ATSs or matching networks, ECNs, exchanges and options. Business

Development efforts targeted hedge funds, CTAs, mutual funds, pension

funds and on a limited basis high-net-worth.

Bear Stearns Co. Inc.

Boston, MA

April 2003 - December 2004

Responsible for new business development and sales trading for equities,

futures, foreign exchange and derivatives, targeting hedge funds, CTAs,

mutual funds, proprietary bank traders and High-Net-Worth. Introduce

Bear's services, including: execution, e-commerce and global clearing to

institutional and retail prospects. New business development centers on

internal and external presentations, both written and oral. Series 3, 7,

63

Liquidnet Inc.

Boston, MA

May 2002 - April 2003

Responsible for new business development and relationship management for

existing clients of Liquidnet's block trading system. Developed the Boston

region into being the largest revenue producer for Liquidnet. New

business development centered on client presentations, both written and

oral and exhibiting trading software to buy-side trading desks, CIOs and

COOs. Maintain an adept understanding of e-commerce initiatives, FIX

protocols, straight-through-processing trends and investment technology

tools. Relationship management entails the nurturing and servicing of 18

existing accounts, including several of the largest mutual fund families

located in the U.S. Work productively with buy-side traders to

effectively deliver alternative trading services to their equity desks.

Series 3, 7, 63

Sovereign Bank

Boston, MA

August 2001 - May 2002

Initial wealth management group hire for Sovereign Bank's New England

division. Built a team of professionals to cover all aspects of wealth

management, including: estate planning, trusts, investment management,

IRAs, profit sharing plans, philanthropy, charitable foundations.

BOK Capital Inc.

Boston, MA

March 2000- August 2001

Founder of an investment advisory start-up. Manage an alternative

investment portfolio for high net worth individuals and a proprietary

equity trading account.

Putnam Investment Management

Boston, MA

1997 - 2000 Commodities

Managed a $50mm commodity portfolio within the Global Asset Allocation

group benchmarked against the Goldman Sachs Commodity Index (GSCI). First

alternative investment product launched at Putnam. Member of a select

Currency Investment team that was responsible for FX hedging strategies in

Putnam's international equity funds and global bond funds.

1993 - 2000 Derivatives & Global Bonds

Design and implement derivative-related investments strategies for Fixed

Income and Equity portfolios: country risk, asset allocation shifts,

duration management and yield curve positioning, relative value alpha

strategies. Design currency-hedging strategies after analyzing market

fundamentals, technicals and capital flows. Execute and monitor all

currency forward positions for Global Fixed Income portfolios. Provide

market-related views at various Putnam capital market forums. Worked with

IT department on product reviews, FIX connectivity and STP procedures.

Bank of Boston

Boston, MA

1991 - 1993 Foreign Exchange Trading

Chase Manhattan Bank

New York, NY

1989 - 1991 Foreign Exchange Trading

Bank of Boston

Boston, MA

1985 - 1989 Foreign Exchange Trading

EDUCATION & SKILLS

University of Maine 1981 - 1985

Orono, ME

Bachelor of Arts; Economics

Skills: Advanced: Excel, TIBCO-Spotfire, Panopticon; Intermediate: .Net

Developer, HTML

OTHER INTERESTS

Snowboarding, Lacrosse, Fly-fishing



Contact this candidate