Director of Product, Indexes

• Sep 2022 - Present

In collaboration with the COO, developing the Index Strategy for our firm. Responsible for index licensing, calculation, and administration services. Developed a comprehensive commercial policy for our index services and provide guidance and support to the product manager and senior quant, fostering a high-performance culture. Partnering with Sales and Marketing teams to develop go-to-market strategies. Successfully established a strategic partnership for EU BMR capabilities. Support Sales leaders with index opportunities, own and manage the roadmap for the index business, and leverage market trends and customer needs to expand opportunities. Show less

Business Development, Indexes

• Apr 2022 - Sep 2022

Solutions Consultant, ESG | Benchmarks and Indices

• Jul 2020 - Mar 2022

As a dedicated ESG advocate, presented and educated sales teams on ESG initiatives, supporting the adoption of our ESG offerings. Spearheaded the development of go-to-market strategies for regulated products and served as a dedicated coach and mentor for sales and account managers in the Canadian region. Advised on the combined value proposition of ESG and benchmarks, working closely with marketing to create an ESG insight series aligned with our corporate brand. As a member of the Global Business Opportunity Team, provided monthly sales performance updates to key stakeholders. Show less

Performance Director, Benchmarks and Indices

• Jan 2019 - Jul 2020

Spearheaded growth and retention strategies across a $30M Americas business, encompassing the US, Canada, and Latam markets. Collaborated with leadership teams to localize and customize global proposition strategies. By coaching and mentoring sales representatives, facilitated the creation of consistent revenue streams. Played a pivotal role in successfully closing business opportunities for the GTM sales team. As a member of the Global Business Opportunity Team, provided monthly sales performance updates to key stakeholders, assuming full ownership of Benchmarks and Indices sales. Show less

Market Specialist, Index Services

• Oct 2018 - Jan 2019

Expert Sales, Benchmark Services

• Feb 2017 - Jan 2019

As a Benchmark Subject Matter Expert (SME) for the Expert Sales team, played a key role in driving annual revenue growth. Leveraging the Index Services Platform's data content, developed custom indices that attracted leads from Tier 1 Banks, Investment Management firms, and ETF providers. Revenues increased by $12K monthly, resulting in a total sales of $1.7M for the year. Pioneered a new revenue stream by launching an ESG Index, leveraging content and index services. This initiative not only contributed to our revenue growth, it also aligned with market demand for sustainable investments. Made significant contributions to the launch of a specialty ETF, fostering long-term relationships with international partners and positioning our firm as a trusted collaborator. Show less

Global Account Manager

• Jan 2014 - Feb 2017

Managed global customer relationships for Tier 1 Banks and Investment Management business accounts. Drove long-term revenue growth, enhanced customer satisfaction, and increased market share. Generated revenues of $1.6M by partnering with a Tier 1 investment bank to create financial products for institutional and retail clients. Propelled revenues by $170K through the execution of an unlimited licensing agreement. Accomplished global licensing agreements for international banks, leading commercial policy discussions and contract negotiations. Show less

Sales Specialist

• Aug 2013 - Dec 2013

Managing Director | Relationship Manager

• Aug 2010 - Aug 2013

Successfully led equity trading operations across 40 countries. Generated business leads from treasurers, corporate finance professionals, hedge funds, institutional money managers, and corporations. Exceeded buyback objectives by cross-selling our capabilities, securing business with Staples, Inc. Fostered long-term relationships with five pension funds in Illinois, earning a trading agreement with the City of Hartford. By actively participating in the Brokerage Committee for the Illinois Municipal Retirement Fund, restored connections between money managers and emerging broker dealers. As a panel expert in the Annual Pension Fund Meeting, contributed to the formulation and development of relationship-building strategies. Show less

Vice President, Electronic Sales

• Jun 2007 - Oct 2010

Oversaw business development for a micro- to mid-cap block-trading system. Directed pre-sales, product management, and customer support, deploying new technology. Achieved 14% closing rate for new clients, securing assets from 500M to 50B. Spearheaded value-based sales methodology to capture clients from competitors, elevating industry presence. Oversaw business development for a micro- to mid-cap block-trading system. Directed pre-sales, product management, and customer support, deploying new technology. Achieved 14% closing rate for new clients, securing assets from 500M to 50B. Spearheaded value-based sales methodology to capture clients from competitors, elevating industry presence.

Associate | Domestic Equities Institutional Sales Trader

• 1996 - 2005

Managed trading needs, nurtured client relationships, and provided market feedback to institutional clients, ensuring seamless communication between cash trading desk and clientele. Managed trading needs, nurtured client relationships, and provided market feedback to institutional clients, ensuring seamless communication between cash trading desk and clientele.

Associate

• 1996 - 1998