Account Manager Sales Executive

SEAN KENNEDY

** ***** **** **, *******, CT ***** · 203-***-****

*********@*****.*** · www.linkedin.com/in/spkennedy CAREER PROFILE

Experienced Global Sales Director with a demonstrated history of working in the financial services industry. Strong Sales professional skilled in Consultative Selling, Relationship Building, Sales Negotiation, Portfolio Management, Investment Management, Hedge Funds, Regulatory Compliance, Marketing, Lead Generation and Business Development. EXPERIENCE

OCTOBER 2017 - PRESENT

SALES DIRECTOR, GLOBAL REGULATORY RISK AND COMPLIANCE, SEI

Oversee all sales efforts for SEI’s Global Regulatory Compliance platform.

Met or exceeded goals for years 2017, 2018, 2019, 2020, 2021

Responsible for creating pricing, building the overall sales value proposition, perform market segmentation, competitor analysis and act as an internal subject matter expert.

Cultivate and uncover all net new name opportunities and bring them from initial cold call stage to licensing terms/deal negotiations.

Work with marketing to host virtual events, create lead generation campaigns and target prospective clients through LinkedIn, 6sense and other 3rd party tools. Added a number of large money managers that can now be targeted as a cross-sell opportunity for SEI’s Investment Manager Services (IMS) vertical.

Build out strong relationships throughout the regulatory/compliance community (especially C-suite executives) across North America.

Attend Investment Management conferences across the U.S. to expand the brand awareness of the Global Regulatory Compliance platform and build relationships and uncover leads.

Coordinated the relationship between 3rd party partners of SEI’s Global Regulatory Compliance to assure we received the best possible pricing, terms and value while making our service seamless to the client.

Established a viable product offering that served a growing need for IMS’s top-tier prospects with our Global Shareholder Disclosures Managed Service.

SEPTEMBER 2016 - SEPTEMBER 2017

SENIOR SALES EXECUTIVE, FINASTRA (MISYS)

Led a Go-To-Market strategy including lead generation, marketing and new business development for Finastra’s fully integrated front-to-back portfolio and risk management system.

Conducted all business development and prospecting efforts to close new name clients.

Responsible for leading sales presentations of a complex portfolio management and risk platform for prospective clients.

Managed a list of Finastra’s top buy-side clients in the US.

Provided market feedback on the complex multi-asset class platform to product development to guide the product roadmap.

Represented Finastra at asset management conferences across the US to build relationships and uncover opportunities.

2

SEPTEMBER 2014 – APRIL 2016(2000 – 2016 AT FACTSET W/ MULTIPLE PROMOTIONS) VP, INSTITUTIONAL SALES, AMERICAS, HEDGE FUNDS, FACTSET

Senior account manager and new business lead for institutional client base, focusing on Hedge Funds. Client and Prospect territory included CT, Westchester, NJ and NYC.

Responsible for all facets of the new business sales process including cold calling, meeting with clients and negotiating licensing terms/deal negotiations.

Headed the management of a key book of business to support and increase FactSet revenue for existing accounts.

Consistently achieved $800,000 Annual Subscription value goals/targets. DECEMBER 2005 – SEPTEMBER 2014

VP, INSTITUTIONAL SALES, FACTSET

Served as account manager and New Business lead for institutional client base, focusing on Hedge Funds, Wealth Managers, Asset Allocators and Investment Management clients and prospects located in CT and Westchester NY.

Responsible for all facets of the new business sales process including cold calling, meeting with clients and negotiating licensing terms.

Also worked to support and increase FactSet revenue for existing accounts.

Consistently met or exceeded goals/targets with a number of years with north of $1 million in Annual subscription value.

AUGUST 2002 – DECEMBER 2005

INSTITUTIONAL SALES, FACTSET

Served as account manager for institutional client base, focusing on Hedge Funds, Investment Managers and Wealth Managers across the Southeastern U.S.

JANUARY 2002 – AUGUST 2002

ACCOUNT EXECUTIVE, FACTSET

Served as account manager for institutional client base, focusing on Hedge Funds, Investment Managers and Wealth Managers across the Southeastern U.S.

SEPTEMBER 2000 – JANUARY 2002

CONSULTANT, FACTSET

Served as a Consultant for an institutional client base, focusing on Hedge Funds, Investment Managers and Wealth Managers across the Southeastern U.S.

Provided training, support and performed project work on all FactSet related tasks to assure clients extensively utilized the platform.

EDUCATION

MAY 2000

B.B.A., MANAGEMENT INFORMATION SYSTEMS, LOYOLA UNIVERSITY MARYLAND 3

SKILLS

Portfolio Management

Consultative Selling

Sales Negotiation

Sales Leadership

Financial Markets

Asset Management

Hedge Funds

Financial Services

Equities

Market Data

Alternative Investments

Investment Management

Trading Systems

Fixed Income

HONORS AND AWARDS

Sales Achievement Award 2008

Chairman’s Club 2014

INTERESTS

Cycling, Running, Skiing, CrossFit, Markets

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