TERENCE J. DUDDY 908-***-**** Metuchen, NJ adg6lz@r.postjobfree.com

RESULTS-ORIENTED SALES LEADER & RELATIONSHIP MANAGER Financial Technology (FinTech) & Software-as-a-Service (SaaS) Customer-centric business development executive offering extensive experience delivering key revenue growth initiatives in FinTech and financial services. Consultative seller known as an expert in streamlining client processes by translating complex financial concepts and aligning investment solution products with clients' goals. Proactive, analytical, and determined with a proven track record of quota attainment, maximizing cross-selling opportunities, and contract renewals. Leverages extensive background in fixed income, equities, derivatives, ETFs, and ESG to sell into buy-side (asset managers, pension funds, insurance companies, hedge funds) and sell- side (banks, broker dealers). Willing to travel up to 100%. PROFESSIONAL QUALIFICATIONS

• Quota Attainment – Achieved 15%+ YoY growth on 5% target through identifying stakeholders and proactively calling clients on $2.5M book of business with CreditSights. Met Bloomberg AIM quota of $1.2M annually YoY and exceeded quota up to 133%.

• Consultative Selling – Pioneered successful client engagement strategy adopted to reinforce products and support account growth by increasing onsite visits. Leveraged financial subject matter expertise to align products with customer needs.

• Relationship Building – Identify key decision makers and foster strong relationships with C-level and operations executives within existing sales territories through onsite visits and consistent communications.

• Order & Execution Management – Engaged with institutional clients to streamline manual workflow with Bloomberg AIM order and execution management system (OMS/EMSX) solutions for straight-through processing (STP).

• Product Development & Implementation – Collaborated with 20-member to pioneer new Bloomberg portfolio performance and analytics (PORT) product in development phase as portfolio performance SME. Led 3- to 6-month Bloomberg OMS/EMSX product implementations as project lead.

AREAS OF EXPERTISE

Quota Outperformance

Consultative Selling

Relationship Building

Prospecting & Cold Calling

Territory Management

Sales Forecasting

Contract Negotiation

Training & Development

Product Development

PROFESSIONAL EXPERIENCE

CreditSights New York, NY 2017 – 2019

SENIOR SALES ACCOUNT EXECUTIVE

Credit-risk and research solutions with $10M in revenue.

• Achieved 15%+ YoY growth on 5% target through identifying stakeholders and proactively calling clients within $2.5M book of business.

• Managed 45 existing accounts and promoted credit research, credit risk module and fixed income ESG platform to buy-side clients.

• Pioneered successful client engagement strategy adopted company-wide that reinforce products and support account growth by increased onsite visits.

• Leveraged product and financial subject matter expertise to maintain renewal rate of 93%+ and facilitated risk product cross-selling. Reason for Departure: Role eliminated due to company restructuring. KEY ACHIEVEMENT:

• Grew Voya Financial users from 3 to 45 in less than 12 months through full day demonstration sessions with product experts. Bloomberg LP New York, NY 1999 – 2017

SENIOR SALES ACCOUNT EXECUTIVE, Core Relationship Manager (2010 – 2017) Privately held financial, software, data, and media company with revenue of $10B.

• Enhanced new business and retention by cold calling, prospecting, and traveling across Southeast and NY.

• Conducted quarterly onboarding and sales training classes of 30+ and served as subject matter expert (SME) for asset class overview of municipal bonds.

• Demonstrated expertise in fixed income, exchange traded funds (ETFs), equities, ESG, portfolio performance, and risk analytics. KEY ACHIEVEMENT:

• Exceeded $625K quota with 2-year contracts and annual revenue up to $1.5M. TERENCE J. DUDDY 908-***-**** Metuchen, NJ adg6lz@r.postjobfree.com PROFESSIONAL EXPERIENCE, CONTINUED

Bloomberg LP New York, NY

SENIOR SALES ACCOUNT EXECUTIVE, Portfolio Performance, Attribution, & Risk Solutions (PORT) (2009 – 2010)

• Collaborated with 20-member team of sales, financial engineers, and marketing to pioneer new product in development phase as portfolio performance SME.

• Created marketing collateral including user guide and power point presentations on performance analysis and multi-asset investments.

• Engaged with business development and Quant teams to provide feedback on industry trends and development. KEY ACHIEVEMENT:

Presented new product to 15+ buy-side, sell-side, and hedge fund clients weekly across 8 territories. SENIOR SALES ACCOUNT EXECUTIVE, Asset Investment Management “AIM” Buy-side Order Management Solution (1999 – 2009)

• Met target of $1.2M annually YoY and exceeded quota up to 133% by partnering with institutional clients to streamline manual workflows with OMS/EMSX solutions for STP.

• Prospected for new logos and sold AIM to buy-side clients with $1B+ in assets including banks, hedge funds, investment advisors, and insurance companies across 8 territories.

• Led 3- to 6-month product implementations as project lead; managed deliverables, integrations, module configurations, testing, and maintained accounts post go live.

• Represented 10-member sales team in weekly product development meetings and communicated market direction to improve competitiveness.

• Coordinated weekly meeting for 40-member North American sales team to provide motivation, share testimonials, and recognize accomplishments.

• Mentored incoming sales reps in 2-week product sessions and cross-trained teams.

• Recognized as Global AIM Rainmaker in 2008 and consistently ranked in top sales producer out of 30+ reps. KEY ACHIEVEMENTS:

• Closed $500K deal with Banco Santander’s LATAM wealth management team by building relationship with investment manager and understanding compliance needs.

• Expanded 1 user at Selective Insurance to $150K enterprise account with subsequent add-ons of $250K. ADDITIONAL EXPERIENCE

MUNICIPAL BOND TRADER, Offitbank, New York, NY

DERIVATIVES & EMERGING MARKETS SPECIALIST, Offitbank, New York, NY EDUCATION

MASTER OF SCIENCE Organizational Dynamics

Emphasis in Business Strategy, Economics, Statistics, & Risk Management University of Pennsylvania, Philadelphia, PA

BACHELOR OF ARTS History

Rutgers University, New Brunswick, NJ

TECHNICAL SKILLS

Salesforce Bloomberg API Bloomberg Order Management AIM Bloomberg PORT Excel Microsoft Office CERTIFICATIONS

Complete Financial Statement Analysis Udemy, March 2020 Excel: Financial Modeling & Valuation Udemy, April 2020

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