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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
EMAIL AVAILABLE PHONE NUMBER AVAILABLE
SKILLS & INTERESTS
Specialties: SaaS Multi-Solution front - middle - back office investment management software solutions for buy side and sell side firms. Multi Asset class (equity, fixed income (including bank loans), derivatives, alternatives) global decision support for portfolio managers, buy/sell side (OEMS) solutions for electronic trading, compliance, post trade settlement, corporate actions, and reconciliation operations.
Software Applications: Advent Software (Axys, Advent Portfolio eXchange), Moxy (OMS) and various reconciliation tools), SS&C RECON, Charles River IMS SaaS solutions including (enterprise data management (EDM), Data Services, risk factor and performance attribution scenario analysis, and IBOR for corporate actions, real time/ historical P&L, and multi system reconciliation) and NICE Proactive Compliance broker dealer surveillance and risk management solutions.
Other: CRM (Salesforce, Slack), MS Professional, MSSQL.
Licenses and Certifications: Series 7, 6, 63 (Expired). Project Management Fundamentals Certified, MSSQL certification
Language: English primary. Fluent in Russian (speak, read, and write)
Interests: FinTech, Social Media, Cloud based solutions, Big-Data, Start-ups, digital advertising, mobile, and client engagement applications.
PROFESSIONAL EXPERIENCE
Charles River IMS platform - Provides an end-to-end solution to automate the front and middle office investment management process across asset classes on a single platform. New York, NY Client Manager, Strategic Accounts 03/2014 08/2016
Managed book of 11 clients including some of the largest and most recognized money managers in the financial industry with a total average contract value of $13.5m
Conducted cross selling activities, executed corporate marketing strategies, and drove revenue growth opportunities to closure while consistently achieving/exceeding individual annual growth goals with a licensing revenue target of $700K and
$500K in professional services
Developed and maintained a strong network of C-Level decision makers across my entire client portfolio through an established monthly cadence of executive connect touch points and other relationship building/client facing activities
Created strategic account plans and actively managed cross functional teams to ensure high quality of delivery within timeline/budget and client satisfaction with ongoing professional services engagements, commercial activities, and product development road map initiatives
Closely monitored client activities and facilitated product/service level feedback discussions to ensure continuous product road map alignment with client business requirements and evolving industry trends
Planned and executed at-risk client retention strategies and neutralized competitive threats in order to achieve 100% retention year over year
SS&C Technologies - Delivers mission-critical software products and software-enabled services that allow financial services providers to automate complex business processes and effectively manage their information processing requirements. New York, NY
Product Manager, Global Wealth Platform 09/2013 03/2014
Gathered analysis of product specifications/enhancements, client feedback, and market testing for the development of new product functionality as a part of a larger scale strategic corporate initiative targeting the US wealth management market segment
Conducted thought leadership events with target client focus groups, moderated client panels and presented industry insights at various client/industry conferences
Performed product demos for prospects and existing clients in collaboration with sales and account management NICE Systems - Enterprise software solutions and services. It operates through the following segments: Customer Interactions Solutions, Security Solutions, and Financial Crime and Compliance Solutions. New York, NY Sales Engineer Compliance Surveillance Solutions 03/2013 09/2013
Led discovery process which entails information gathering with the prospect to understand their business issues and using this knowledge to develop a tailored solution to resolve those issues
Designed and led solution presentations with an emphasis on selling the value proposition versus selling the product
Followed up with prospects throughout the sales cycle with a high level of detail, responsiveness, and professionalism SS&C Advent - SS&C Advent is the leading provider of technology solutions and services for the investment management industry worldwide. New York, NY
Sr. Lead Solutions Analyst III Asset Management Group 04/2011 02/2013
Actively managed 20+ strategic & at-risk accounts with a primary focus on improving product adoption, product utilization, and client retention
Client Profiles (Asset Managers, Institutional, Retail, Wealth Advisors, Hedge Funds, Quant funds, RIAs, Prop, Private Equity and Venture Capital firms.
Worked with internal cross functional teams to resolve client issues and implemented creative technical and optimized workflow solutions resulting in significant operational efficiency gains and improved client satisfaction
Redefined client on-boarding process in order to streamline continuity of information flow from sales to post implementation support with the goal of reducing missed opportunities, implementation pitfalls, and improving overall client experience
Blue Slate (an EXL Company) - Provides transformation and outsourcing services to global companies in multiple industries including insurance, banking, financial services, utilities, transportation and travel. York, NY Lead Business Consultant, Advent Software Certified Consultant 10/2007 04/2011
Led software implementation/upgrade projects working with an eclectic mix of client profiles including hedge funds, RIAs, advisors, and family offices of all sizes
Managed requirements analysis and facilitated meetings with end users, which ensured clients' requirements were within scope and budget
Performed BPI assessments to capture critical system utilization issues and consulted clients on how to avoid and troubleshoot these issues
Provided onsite knowledge and support for all assigned implementations, trainings, and software live dates while traveling to various parts of the country each week and balancing the needs of multiple client engagements Allstate Insurance Co. - Property/Casualty, and Life Insurance Company. Denver, CO Financial Analyst 01/2006 08/2007
Developed financial models and prepared written narratives and / or presentations to explain the outcomes, identify emerging issues, and assisted senior management in developing strategies for corrective action
Analyzed new investment and business opportunities through valuation models
Prepared financial models and market trend reporting to help Market Distribution Leaders and Allstate Insurance Agencies capture new business opportunities, strengthen client retention, and maximize bonus compensation
Leveraged advanced technical skills and systems knowledge to drive internal process improvements while ensuring data integrity and accuracy
Janus Capital Group - Provides wealth management solutions to retail and Institutional clients. Denver, CO Product Specialist 08/2004 01/2006
Executed Mutual Fund trades and performed other investor services such as problem research, correspondence, retirement product support, and account maintenance
Provided mutual fund investors with asset allocation guidance and market insights, and promoted suitable products based on investor objectives, time frame, risk tolerance, and investment experience
Sold Mutual Fund products, processed retirement distributions/contributions and retirement plan rollovers EDUCATION
University of Colorado Denver, CO
BA Major: Economics Minor: International Relations December, 2004 |
