Jonathan Slogoff

Executive Director at Waystone
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency
Skills

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Bio

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Shane McGrath

Jon approaches the trading business with an unbridled enthusiasm. Jon’s client-first philosophy and deep knowledge of the markets make him a rock star on the trading floor. Quite simply, Jon is a huge asset.

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Credentials

  • Previously held Series 7, 55, 63
    FINRA
    Apr, 2001
    - Nov, 2024

Experience

  • Waystone
    • Ireland
    • Financial Services
    • 300 - 400 Employee
    • Executive Director
      • Feb 2022 - Present

      Work with emerging managers and growth managers to leverage our global platform that provides a platform for Investment Management Governance, Risk, Compliance, and Administrative services. Waystone currently oversees $1T+ of client assets in just 20 years in business. Our mission is to help an investment manager in all jurisdictions where the manager is managing investments. From establishing the necessary fund structures or fund administration, to accessing capital in foreign… Show more Work with emerging managers and growth managers to leverage our global platform that provides a platform for Investment Management Governance, Risk, Compliance, and Administrative services. Waystone currently oversees $1T+ of client assets in just 20 years in business. Our mission is to help an investment manager in all jurisdictions where the manager is managing investments. From establishing the necessary fund structures or fund administration, to accessing capital in foreign jurisdictions to ongoing compliance and governance. Show less Work with emerging managers and growth managers to leverage our global platform that provides a platform for Investment Management Governance, Risk, Compliance, and Administrative services. Waystone currently oversees $1T+ of client assets in just 20 years in business. Our mission is to help an investment manager in all jurisdictions where the manager is managing investments. From establishing the necessary fund structures or fund administration, to accessing capital in foreign… Show more Work with emerging managers and growth managers to leverage our global platform that provides a platform for Investment Management Governance, Risk, Compliance, and Administrative services. Waystone currently oversees $1T+ of client assets in just 20 years in business. Our mission is to help an investment manager in all jurisdictions where the manager is managing investments. From establishing the necessary fund structures or fund administration, to accessing capital in foreign jurisdictions to ongoing compliance and governance. Show less

  • Enfusion
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP of Sales
      • Feb 2021 - Feb 2022

      Enfusion is a leading global provider of investment management software solutions and services. Enfusion is a leading global provider of investment management software solutions and services.

  • Charioteer Partners
    • Greater New York City Area
    • Financial Services Client Strategy and Sales Consultant
      • Mar 2014 - Jan 2021

      Provided consultative services and new business development for emerging financial services companies that sell to investment managers and banks. Clients included disruptive software companies focused on client data aggregation, dashboard analytics, and leveraging CRM technologies. LikeFolio New York, NY - Head of Sales for social media data analytics company that surfaces shifts in consumer spending behavior, product sentiment, and purchase intent, factors that drive top line… Show more Provided consultative services and new business development for emerging financial services companies that sell to investment managers and banks. Clients included disruptive software companies focused on client data aggregation, dashboard analytics, and leveraging CRM technologies. LikeFolio New York, NY - Head of Sales for social media data analytics company that surfaces shifts in consumer spending behavior, product sentiment, and purchase intent, factors that drive top line revenues. Datazoic Machines Inc New York, NY - Director of Business Development for investment banking data analytics and CRM platform. Responsible for defining market opportunities, sourcing, and managing clients leveraging consultative sales methodology. Worked with C-suite members and investment teams to identify and solve pain points and/or workflow inefficiencies. CorpAxe, New York, NY - Business Development Manager for an investment manager platform that aggregates, standardizes, and quantifies buy-side resource consumption. Identified and sourced hedge fund clients and created the end-to-end sales road map. Secured five of the first ten clients. Jefferies, New York, NY - Senior Business Analyst hired to devise the financial and operational plan for a proposed internal hedge fund spinout. Developed the business plan and operating model, working directly with the COO, legal, and accounting departments. Show less Provided consultative services and new business development for emerging financial services companies that sell to investment managers and banks. Clients included disruptive software companies focused on client data aggregation, dashboard analytics, and leveraging CRM technologies. LikeFolio New York, NY - Head of Sales for social media data analytics company that surfaces shifts in consumer spending behavior, product sentiment, and purchase intent, factors that drive top line… Show more Provided consultative services and new business development for emerging financial services companies that sell to investment managers and banks. Clients included disruptive software companies focused on client data aggregation, dashboard analytics, and leveraging CRM technologies. LikeFolio New York, NY - Head of Sales for social media data analytics company that surfaces shifts in consumer spending behavior, product sentiment, and purchase intent, factors that drive top line revenues. Datazoic Machines Inc New York, NY - Director of Business Development for investment banking data analytics and CRM platform. Responsible for defining market opportunities, sourcing, and managing clients leveraging consultative sales methodology. Worked with C-suite members and investment teams to identify and solve pain points and/or workflow inefficiencies. CorpAxe, New York, NY - Business Development Manager for an investment manager platform that aggregates, standardizes, and quantifies buy-side resource consumption. Identified and sourced hedge fund clients and created the end-to-end sales road map. Secured five of the first ten clients. Jefferies, New York, NY - Senior Business Analyst hired to devise the financial and operational plan for a proposed internal hedge fund spinout. Developed the business plan and operating model, working directly with the COO, legal, and accounting departments. Show less

  • Guggenheim Partners
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director of Equity Research Sales and Trading
      • Mar 2010 - Mar 2013

      Provided research and trading services to hedge funds as an early member of the Equities Division. Provided research and trading services to hedge funds as an early member of the Equities Division.

  • Pali Capital
    • Financial Services
    • 1 - 100 Employee
    • Director of Equity Research Sales and Trading
      • Apr 2001 - Jan 2010

      Sourced and covered 50+ accounts in dual role as Research Sales and Trader. Sourced and covered 50+ accounts in dual role as Research Sales and Trader.

  • Wall Street Source
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President of Sales
      • Apr 1999 - Mar 2001

      Served as early member of web-based financial news service targeting mutual funds, hedge funds, and brokerage firms. Served as early member of web-based financial news service targeting mutual funds, hedge funds, and brokerage firms.

  • Thomson Reuters
    • Canada
    • Software Development
    • 700 & Above Employee
    • Sales Manager and Client Management
      • Oct 1994 - Mar 1999

      Sales Manager promoted to oversee a sales team of eight as player coach. Sales Manager promoted to oversee a sales team of eight as player coach.

Education

  • University of Wisconsin-Madison
    BA, Political Science
    1990 - 1994

Community

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