Customer service
Resume:
Brian Falvey
Client Solutions Manager Client Services Account Manager
Bridgeport, CT 06604
********@***.***
Former Wall Street Trader with expertise in (C-Suite) client-facing roles and managing complex client challenges nationally and globally. Expert solutions-focused manager delivering quality and profit to industries of banking/finance, insurance, industrial, utilities, medical, retail, food service, and recreation-entertainment.
Companies served include but not limited to: JP Morgan, Aetna, Target, Praxair, Yum Brands, Brunswick, AON Corp., CCR, Quest Diagnostics, Marsh & McLennan, Independence Holdings, American Reprographic, and Vishay Technologies.
Willing to relocate to: Northeasten USA
Authorized to work in the US for any employer
Work Experience
Managing Director
Quant Mountain - New York, NY
January 2012 to December 2019
• Responsible for ensuring investor success through the Absolute Return Fund. A best-in-class algorithmic trading model.
• Building client-facing presentations and reports to support the engagement process.
• Assists in support of software solutions provided to customers.
• Worked with the in-house development team to design and test bugs and enhancements. Managing Director
Arch Street Financial, LLC - Greenwich, CT
September 2010 to December 2012
• Lead marketing and sales for data subscription and trading simulator platforms.
• Leading work streams within complex procurement outsourcing engagements. Institutional Sales
The Griswold Company - New York, NY
April 2009 to September 2010
• The Griswold Company was an independent agency brokerage firm and member of the NYSE, NASD, and BSE.
• Managed time-sensitive order execution for global asset managers, Hedge Funds, Institutions, and accredited investors.
• Clients include: The Dreyfus Corp., State Street Global, Neuberger Berman, ING Investment Management and JP Morgan
Owner
InLieuofaGift.com - New Canaan, CT
May 2007 to April 2009
• Responsible for end-to-end product management including web development, advertising, procurement, and revenue management.
• B2B, Merchant Services, Accounting Reconciliation, Tax Filings, and Capital Commitment. Partner BearWagner Specialists 1991
Wagner Stott Specialists > Became BearWagner 2001 - New York, NY October 1984 to April 2006
• Bear Wagner was a leading Specialist Firm on the NYSE. Specialists consistently leveraged professional relationships in an auctioneer role to synchronize buyers and sellers in equity markets.
• Delivered mission-critical trading support for a successful firm that became Bear Wagner Specialists.
• Partner 1991-2006
• Client partner responsibilities including lead industry and strategy expert roles as well as being responsible for general management, profitability, and career development of talented associates. Education
Bachelor of Arts in Economics
Bucknell University - Lewisburg, PA
High school diploma in General Studies
Iona Preparatory School - New Rochelle, NY
Skills
• Revenue Management (10+ years)
• Product Management (10+ years)
• Training & Development (10+ years)
• Strategic Planning (10+ years)
• E-Commerce (3 years)
• Account Management (10+ years)
• National & Global Accounts (10+ years)
• Leadership Experience (10+ years)
• Leadership Development (10+ years)
• Leadership Training (10+ years)
• Staff Development (10+ years)
• Staff Training (10+ years)
• Staff Management (10+ years)
• Procurement (10+ years)
• Solution Proposals - Company and Client (10+ years) Assessments
Customer Service Fit — Highly Proficient
July 2019
Assesses personality traits that result in high-quality customer service. Full results: Highly Proficient
Work Style: Conscientiousness — Highly Proficient
November 2019
Tendency to be well-organized, rule-abiding, and hard-working. Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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