Vice President

••••• R. •••••
••••• Westland Avenue
Westwood, MA •••••
H. (•••••) ••••• C. ••••••••••OBJECTIVE•••••A senior management position with full profit and loss responsibilities involving sales, delivery and operations, requiring market strategy, creative problem solving, decisive decision making, polished presentation experience, strong motivation and team building skills, extensive negotiating experience and seasoned client relationship development.•••••EXPERIENCE•••••Charles River Development, Burlington, MA ••••• - •••••
Vice President of Sales, Americas - Vice President, Consulting Services Overall management of Americas sales team responsible for generating •••••% of new worldwide license and services revenue as the company grew from $••••• Million to $••••• Million over a two year period, personally responsible for negotiating, closing and executing •••••+ individual contracts with some of the largest and most influential firms in the financial industry. ••••• person sales team included Inside Sales Reps, Direct Regional Sales Managers, Sales Operations, Sales Technology Team and Director of Operations for Latin America. Solution areas included Portfolio Management; Fixed Income, Equity and Derivatives Trading; Algorithmic and Program Trading; FX modeling and trading, EMS, FIX Networks, Crossing Systems; Data and Analytics Management; Real Time Pricing and Post Trade Handling. ••••• •••••% of $•••••M Quota, ••••• •••••% of $•••••M Quota, ••••• - •••••% of $•••••M Quota. Presidents Club ••••• •••••••••• January ••••• assumed responsibility for all implementation and consulting activities in the Americas Region, leading a team of •••••+ consultants, overseeing ••••• ••••• concurrent engagements, generating $••••• Million in revenue. Clients range from the largest of institutional fund managers and buy-side organizations to sub-billion dollar hedge funds and investment firms. Engagements are focused on Portfolio Management, Trading, Execution and Compliance solutions. Chartered with streamlining processes and methodology, while growing operation to •••••+ consultants and $••••• Million.•••••Excelergy Corporation, Lexington, MA ••••• - •••••
Managing Director, Financial Services Charged with penetrating entirely new markets for the company. Reporting to the CEO, working at the board level, responsible for analyzing market opportunities, configuring solutions that utilize Excelergy components, developing and driving market strategy focused on the banking, brokerage and insurance vertical. Ground up creation of web-centric self administered billing, EBPP solution leveraging Web Services EAI, for the healthcare insurance payer segment including concept strategy, collateral creation, prototype development, ROI modeling, marketing campaign execution, prospect targeting, industry briefing and presentations. Overall management of all sales, marketing and delivery functions within the vertical, as well as recruiting and educating sales and consulting resources. The Living Bill campaign resulted in access to many of the largest healthcare payers (BCBS, Aetna, Pacificare ) and generated a qualified pipeline of $••••• $••••• million.•••••Tower Technology, Boston, MA•••••••••• - •••••
Vice President of Sales, Financial Services and State & Local Government - Created, built and developed Financial Services Vertical in North American Start-Up organization. Assumed management of State and Local Government Vertical. Resulted in U.S. sales increase of ten fold ($2 mil. to $••••• mil.). Recruited and developed sales force and professional services resources, developing and executing vertical marketing strategies, and managing all sales and delivery functions. Solutions centered on infrastructure software for e-Business, Enterprise Content Management, Workflow, Web Services & EAI systems based on large distributed architectures. Targeted implementations include: Loan & Credit Card Processing, Cash Management, Call Center, CRM, EBPP, Registries, Trust, Pension & Retirement Systems, and Claims Processing.•••••Oracle Corporation, Financial Services Consulting, Waltham, MA•••••••••• - •••••
Practice Manager (••••• •••••) - Focused on developing and expanding Oracles Financial Services New England Practice by initiating, selling and managing engagements centered on integrated applications and technology solutions. Major engagement development with The Hartford, AARP, Mercer Consulting, Fleet and State Street. Corporate coordinator for Merrill Lynch Brazil. Engagements focused on General Ledger, Payables, Receivables, Project Accounting, OLAP, Risk Management and Profitability.•••••Managing Principal (••••• •••••) - Leveraged management, technology and industry knowledge as a senior managing consultant. Negotiated and delivered large financial industry projects ($1M+) and individual executive engagements, while driving practice development, client relations, and recruiting. Directed implementations for Aetna, Zions Bank, Glendale Federal, and B of A involving GL, AP, PO, AR, Fixed Assets, Project Accounting, OLAP, Data Warehousing.•••••Logica North America, Banking Decision Systems, Waltham, MA•••••••••• - •••••
Product Marketing Manager (••••• •••••) - Spearheaded marketing strategies and product direction for Risk Management and Cash Management product groups including budget development, collateral production, conference scheduling and materials development, speaking engagements, sales presentations, proposal development and partner negotiations.•••••Division Manager (••••• •••••) - Revitalized a disgruntled workforce and stagnant client base by assuming full profit and loss responsibility for the risk management product group. Managed development and maintenance of ALM risk analysis software. Consistently attained a •••••%+ profit margin through strategic planning, client development, contract negotiation and fiscal budgeting. •••••Senior Consultant / Client Service Manager (••••• •••••) - Elevated level of client services for the Banking Decision Systems Division, by initiating new consulting offerings, and revamping training and support activities. Developed marketing strategies that led to •••••% increase in services revenue. Presented at trade conferences and seminars. Orchestrated annual client conference. •••••Consultant (••••• •••••) - Executed consulting engagements for •••••+ of the worlds largest financial institutions focusing on strategic economic risk measurement, interest rate risk and profitability analysis, M&A analysis, hedging strategies and derivative analysis. •••••Quality Assurance Analyst (••••• •••••) - Designed, implemented, verified and automated all product quality testing processes. Tracked and drove to solution all reported product problems and enhancement requests. Covered client phone support.•••••State Street Bank and Trust, Boston, MA•••••••••• - •••••
Fidelity Income Recovery Task Force (••••• •••••) - Expedited recovery of millions of dollars in past due income owed on various Fidelity Mutual Funds holdings. Achieved through negotiations with paying and transfer agents, brokers and all areas of the State Street Custody Network.•••••Account Controller (••••• •••••) - Managed daily cash availability, facilitation of transactions, fund accounting, portfolio pricing and overall fund reporting. •••••Moseley Securities Corporation, Boston, MA ••••• - •••••
Assistant Broker - Assisted Senior Vice President in market research, underwriting analysis and prospecting.•••••EDUCATION•••••Bentley College, Waltham, MA
Master of Business Administration, Concentration in Finance ••••• •••••
Boston College, Carroll School of Management, Chestnut Hill, MA
Bachelor of Science, Double Major in Finance and Computer Science••••••••••