Sales Manager

Peter Dickson

***********@*******.*** • 415-***-****

B2B Senior Sales & Business Development Executive SUMMARY OF QUALIFICATIONS

Senior Institutional Sales, Trading and Business Development executive - Coverage of major investment managers, quant firms, pension funds, trading firms, hedge funds and multi-asset class managers utilizing data, research and analytics. Results driven sales experience and management in software, SaaS, and data based technology solutions for both fundamental and quantitative analytical processes and trading strategies, front end content and functionality; algorithmic trading solutions; research, quantitative, structured and unstructured data, sentiment and predictive analytics. Involved with client systems implementation and integration, electronic trading solutions, relationship management and response to client input and feedback.

Trading experience as a buy-side trader and PSE exchange specialist with background in position equity trading and risk management, price discovery and liquidity access, managing both proprietary and portfolio trading operations. Experienced in development and delivery of proprietary trading systems, market data content, execution strategies, STP technology system solutions with front, middle and back office connectivity, trade desk operations.

Expertise in data-based technology solutions focused on complex data sets and capital markets data; electronic and automated trading, data analytics software, algorithmic trading solutions; proprietary research, risk management, quantitative applications leveraging structured and unstructured data for institutional investors, hedge funds, brokers, pension funds, traders. EXPERIENCE & ACHIEVEMENTS

Business Development Director

Contix/TriCore: San Francisco, CA

Data, market, news, sentiment and visual data analytics and software companies addressing the demand for highly efficient analytics and processing capabilities.

Director of Business Development and Sales for platforms enabling end users to read, collect, manage, dynamically analyze, visualize and quantify large and complex market data sets, social and traditional news, public, financial and research data sets - both structured and unstructured. Responsible for helping build national sales with a focus on the institutional investment community, pensions, hedge funds. Work directly with Engineering team to proactively build product based on data development and client input.

Business Development Manager

Dow Jones: San Francisco, CA

Head of Western Regional Sales and Business Development for new business division delivering data, news and data analytics software tools for multi-asset based quantitative methodologies inclusive of Equities, FX, Energy, Commodities and Derivatives.

• Delivered first multiple product, multi-six figure sale.

• Focus on major investment management firms, hedge funds, pension funds, proprietary trading, ultra-low latency and high- frequency trading, utilizing advanced multi-asset class, global strategies; derivatives; quantitative, automated, indexing,

Business Development Data Software, SaaS Relationship Management

Institutional Sales Results-Driven, Consultative Hunter - Prospector

Financial Data, Technology Trading and Operations Institutional Trading electronic and algorithmic trading; alternative investments and advanced data technologies.

• Multi-faceted products include advanced data-mining, algorithmic data, real time data deliveries (XML), software integration, technologies incorporating low latency data, co-location, elementized data, text and data – both structured and unstructured, sentiment analytics and historical archives for advanced trading strategies, risk management, alpha generation, CEP, MRN formats, indexing, re-balancing, sentiment analytics; portfolio optimization, time series analysis and back-testing.

• Responsible for new account development, contract negotiations, account penetration, cross selling, relationship management at the executive/decision-making level; product development, client input and feedback, partnerships and new alliance development to facilitate client integration.

Business Development Manager, Institutional Sales

Zacks Investment Research: San Francisco, CA (headquartered in Chicago) Provider of Institutional Research and Quantitative modeling tools, delivering software and data.

• Western Region Institutional Sales and Business Development manager covering investment managers, pension funds, hedge funds, plan sponsors, brokers and alternative investment managers.

• Products include both fundamental research to facilitate the analytical process, and a suite of quantitative tools used for screening, reporting, risk management, strategy implementation, proprietary algorithms, portfolio development, back-testing.

• Responsible for account development, account penetration, cross selling, relationship management and western region

• development at the executive /decision making level. Director, US Execution

EGH: San Francisco, CA

Innovative start-up/provider of proprietary software and STP platforms, quantitative research and trading strategies to global hedge fund, private equity firms and investment managers.

• Head of US Sales and Trading for an Institutional Broker. Coverage of US and UK based clients and prospects; offices in San Francisco, London and Hong Kong. Developed both US and Asian market STP platform, software and quantitative trading strategies; instrumental in product development based on market feedback.

• Focus on accounts employing quantitative strategies with a need for electronic and automated trading platforms utilizing FIX connectivity, proprietary algorithms and STP - front, middle and back office.

• Expertise in institutional sales, relationship management, account penetration, electronic execution, client evaluation,

• Grew the account base from one to 25+ accounts.

• Responsible for generating 83+% of firms’ revenue in 2003-2004. Managed US sales staff (5) and initiatives.

• Developed an extensive book of clients globally, focused on global trade execution, electronic connectivity, international settlements, conversion strategies; with limited resources from scratch

• Responsible for, and great success in account development and penetration though referrals, research and cold calling, developing quantitative idea driven strategies & research, trade process from execution through settlement and clearing.

• Instrumental in liaising the development of proprietary trading systems, long/short quantitative strategies and strategic alliances, including research and trading strategies for equities, equity derivatives, ETF’s, ADR’s. Equity Specialist / Head Trader:

• Head trader at Meridian Capital Management: Buy-side equity trader: syndicate, portfolio and prop trading; managed trading desk operations. Equity Specialist at the Pacific Exchange: Equity and derivatives trader; managed risk capital, trading applications and post operations. EDUCATION

Haas School of Business, University of California Berkeley, CA

• Bachelor of Science – Finance; Minor – Engineering

• Varsity Soccer team

ASSOCIATIONS / AFFILIATIONS / ACCOMPLISHMENTS:

• Advisory Board Member, CIFT - Center for Innovative Financial Technology, UC Berkeley Haas School of Business

• Board Member - Tamalpais High School Athletic Boosters

• Board Member - PAASS: Project Awareness and Special Sports, Challenger Baseball

• FINRA Series 7, 55, 63, 65

• Completed San Francisco Marathon in 3 hours 19 minutes

• Mill Valley Little League-Coach & Manager; Mill Valley Soccer Club Coach; Mill Valley Challenger Baseball League Coach

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