Sales Management
Resume:
Daniel Lonergan
******.*.********@*****.***
Belmont, MA 02478
Accomplishments
Ownership and overall responsibility for Financial Services Practice executing long term multi million dollar projects.
Responsible for the identification, selection and execution of all FS project team members, team composition and project delivery.
Extensive client facing relationship management and global account management experience for large US and Global financial services firms.
Successful combination of PMO execution/delivery and Sales responsibility.
Managed the direction and growth of Financial Services Consultancy Practice exceeding 450% growth over a three year period.
Extensive (hands on) Project Management experience at Financial Services firms that include: Ameriprise, Bank of America, BBH, Charles Schwab, Citigroup, Deutsche Bank, JPMChase, National Financial / Fidelity, KeyCorp, RBS/Citizens, SEI, State Street, Wellington and others
Professional Experience:
SMP Distribution, Inc.
2010 – Present
Senior Account Executive
Business Development
New Business Sales
Account Management
Ness Technologies Inc., Pittsburg, PA
2008 – 2009
Director – Global Business Initiatives
Account Management and Sales responsibilities for current and new Financial Services accounts.
Sales and services into existing accounts totaling over $16,500,000.
Account management via collaboration of on shore and offshore BPO model (India).
Morgan Holland & Co., LLC, New York, NY
2007 – 2008
Director, Business Development and Partnerships
Sales and business development start up within business.
Front end and derivative offering.
Ascend Technologies, Waltham, MA
2004 – 2007
Financial Services Practice Manager
Overall responsibility and accountability for Financial Services Practice profitability and margin..
Exceeded account service goals and revenue every quarter from 2004 – 2007 through project/services delivery satisfaction, as well as collaborative partnership with sales.
Responsible for project delivery, project completion and relationships for multiple clients and multiple concurrent projects:
Citigroup, Bear Stearns, US Trust, JPMC, SEI, BBH, Citizens Bank, State Street, Fidelity, and Wellington.
Management and oversight of up to 22 projects within client list.
Direct management of up to 10 major client accounts and 12 projects on a day to day, week to week, and month to month basis (in addition to overall FS Practice management).
Oversight and management of Financial Services Consultancy growth from approximately $2,000,000.00 in 2004 to over $10,000,000.00 in 2007.
Dover International, LLC: Boston-Atlanta-Denver-San Francisco
2001 - 2004
Managing Director
Bank and Broker/Dealer system and business conversion initiatives.
System and operations strategy and best practice reviews.
Project management and system(s) analysis for clients.
Consultancy sales, marketing, and account development.
Business Continuation / Disaster Recovery Planning, Selection, and Implementation.
Fidelity Investments, Boston, MA
1999 – 2001
Director Fidelity Investments Institutional Brokerage Group
Responsible for the overall client business and strategic relationship for institutional clients that process business through Fidelity Investments Institutional Brokerage Group.
Manage and support business functions generating $12,000,000.00 - $14,000,000.00 of revenue annually.
Prepare and provide product and service demonstrations to sales and operational staff as well as conference demonstrations and senior management presentations.
Analyze, develop, and implement products and services to fit the needs of fully disclosed broker dealers processing business through Fidelity.
Participate on/with client management steering committees on strategy and future business needs and deliverables.
Prior Work Experience
Charles Schwab: Director, Mutual Fund Correspondent Clearing
Dover International, LLC: VP of Projects, Professional Consultancy
Software Applications Incorporated: Co-Founder, FS Project and Product Development
Sungard Financial Systems: BA and PM, Systems Implementations
Fidelity Investments: Broker, Series 7, 6 and 63 Licensed Representative
Education:
Providence College, Providence, RI
B.A. Business Management
University of Fribourg, Switzerland
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