Peter J. O’Keefe, Jr.

617-***-**** adgokg@r.postjobfree.com

Experienced Senior Account Executive with a demonstrated history of working in the information services industry and delivering ROI, consultant-based solutions. Skilled sales professional specializing in Customer Relationship Management (CRM), Financial Services, Account Management, and Software as a Service (SaaS).

Education

B.A. English 1991-1995

College of the Holy Cross Worcester, MA

Professional Experience

1/20 -present

Kelly Educational Services Boston, MA

Education Associate-Public School System Substitute and Remote Learning Specialist

·Serving as a full-time substitute teacher in the Danvers, MA school system

·Taught students ranging in age from elementary thru high school in a variety of subjects and specialties

·Worked closely with students in special needs categories and assisted with all educational subjects from the English, Literature, Arts to the Sciences

2/19-7/19

SunTec Business Solutions, Boston, MA

Engagement Manager, N.A. Financial Markets

·Responsible for account management and business development of strategic enterprise accounts

·Hybrid sales role focused on growing a book of new logo Fortune 500 firms in North America

·Increased sales activity within new business lines of existing client base as well as aggressively prospected SunTec enterprise software solutions for the N.A banking and financial service industries

7/16-2/19

IHS Markit Cambridge, MA

Senior Account Manager- Financial Capital Markets

·Managed a sales territory consisting of Fortune 500 clients with a focus on the financial services industry including mutual funds, hedge funds, investment banks and private equity

·Represented and promote the IHS Markit industry expertise across the following disciplines: energy, finance, automotive, technology, maritime and trade, aerospace and defense, chemical and economic and country risk

·Developed effective long-term relationships and high level of customer satisfaction with key C- and Senior-level decision makers and influencers across IHS Markit client base

·Liaised with colleagues in IHS Markit segment organizations through transferring subject matter expertise in areas such as sales intelligence, sales effectiveness, company data and winning new business against competitors

·Provided strategic account leadership to maintain and sell complex subscription and Consultant-based solutions to various personas and buying centers

6/08-7/16

Dow Jones & Co. Boston, MA

Senior Sales Executive—Institutional Sales

·Responsible for managing the complete sales cycle, including working with existing customer base of over $5 million in annual revenue. Ensured that proposed solutions are architecturally sound, by working closely with clients in the following business areas Investment Management and Banking, Wealth Management, Sales and Trading Risk & Compliance, Knowledge Management and Research, Insurance and Private Equity/Venture Capital, PR/Corporate Communications

·Identified, qualified, developed and closed new business with Fortune 500 companies as related to the Dow Jones product lines to achieve individual annual New Business Revenue and revenue retention goals (100% of territory benchmark) in addition to group revenue goals

·Recognized as top territory revenue growth performer for fiscal year 2015 and largest sale 2015

·Finished FY2014 with 100% of Revenue (retention) Target and 115% of New Business Revenue Goal

·Identified and analyzed customer business and sales issues in order to match the appropriate Dow Jones solution/technology to the customers’ needs and requirements.

·Contributed thought leadership around the strategic direction of Dow Jones, on subjects such as brand, positioning, value proposition and product roadmap

·Tracked and forecasted new business opportunities through Salesforce.com

·Completed SPIN, Basho, and Challenger sales training and Ken Blanchard Situational Leadership II training

2/08-6/08

Thunderstorm Capital Boston, MA

Equity Trading and Operations Manager

·Executed all equity trading for the firm’s separate accounts and onshore and offshore hedge funds including domestic and international securities

·Ran and supervised all performance reporting for managed accounts on a daily, monthly, and quarterly basis

·Responsible for daily trade reconciliations for managed accounts

·Served as main point of contact with prime brokerage operations and multiple custodial banks

·Maintained accurate client portfolio data on Axys and Moxy management systems

·Assisted in handling and servicing client inquiries and requests

12/02 – 2/08

Boston Private Bank & Trust Company Boston, MA

Head of Equity Trading

·Responsible for the execution of all equity trading for the Investment Management Team

·Contributed investment ideas for fixed income and equity portfolio as a member for the Investment Policy Committee

·Significantly improved the efficiency of the bank’s order management and trading capabilities, collaborating for six months with SEI software engineers and serving as the beta site for installation of the Advent Hosted Solution

·Coordinated with various business groups and committees within the Bank on Order Management and trading/research technology related projects

·Leveraged and managed relationships with the institutional brokerage community for research and information flows

·Served as main point of contact with market data, research and trading vendors

·Produced and managed the bank’s hard and soft dollar budgets

9/98 – 10/02

First Albany Corporation Boston, MA

Institutional Equity Sales Trader

·Provided sales trading coverage and relevant research to middle market institutional accounts

·Participated in a six-month training program in First Albany’s NYC office to establish relationships with the firm’s traders / floor brokers and learn the firm’s trading and operational systems

·Worked on a team with research sales and analysts to improve First Albany’s profile with customer evaluation and ranking

Computer Skills & Affiliations

·Proficient in Salesforce.com, Microsoft Dynamics, Bloomberg, MS Office, Tableau, LinkedIn Navigator

·Knowledgeable of SAP. Oracle, and Microsoft solutions

·Member of Boston Securities Traders Association

·Property & Casualty Insurance Producer Licenses

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