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Driving partnerships in the venture capital, private equity, and portfolio company space. Advising investors and portfolio companies on HR, compensation, benefits, insurance, DEI, go-to-market (GTM), and M&A strategy.A matchmaker by nature, I'm always keen to connect with best-in-class providers.Specialties: partnerships, platform strategy, value creation, mergers & acquisitions, carve-outs, spin-offs, go to market strategy, business development strategy, human capital management, HR management, PEO, benefits, talent acquisition, business development, sales, channel enablement, lead generation, nurture campaign design, startup acceleration, broker alliance, family office, employee benefits due diligence, operational due diligence, human capital due diligence, sales ops due diligence, algorithmic trading, high frequency trading, fintech, financial services, FX, OTC, API
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Sales DirectorVistraNew York, Ny, Us -
Senior Manager, Partner Strategy And EnablementJustworks Feb 2024 - PresentNew York, Ny, Us -
Managing ConsultantCypress Strategies Apr 2022 - PresentGTM and M&A Strategy
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Business Consultant And Partnership LeadSequoia Consulting Group Aug 2022 - Nov 2023San Mateo, Ca, Us -
Head Of Sales (Senior Managing Consultant)Alterity Group Sep 2021 - Jul 2022New York, Ny, UsCreated and executed go-to-market (GTM) strategy for boutique consultancy, selling into private equity, PEO, and broker verticals -
Senior Vice President, Sales - Private Equity Practice LeaderTrinet Apr 2019 - Sep 2021Dublin , Ca, UsCreated and drove TriNet's private equity strategy, encompassing: sales, client engagement, partnerships, thought leadership, events, and product -
Senior Vice President, Sales - Financial ServicesTrinet Jan 2019 - Sep 2021Dublin , Ca, UsTriNet Cares NY Committee Co-Lead 2018, 2019, 2020TriNet President's Club 2017, 2018 (Summit), 2019 (Summit), 2020TriNet Financial Services "Rookie of the Year" 2017
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Vice President, Sales - Financial ServicesTrinet Nov 2016 - Jan 2019Dublin , Ca, Us
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Director Of Business Development - Prelytix (Intent Data & Predictive Analytics Platform)First Derivatives Oct 2015 - Jun 2016Newry, Co. Down, GbDrove MRP's go-to-market sales strategy for intent-data/predictive analytics platform in the financial services space (P2P lending, venture capital, benefits, insurance, etc.), leading development and execution of:- Strategy: market scoping and analysis- Messaging: lead generation script writing- Sales: prospecting, contract negotiation, and deal closing- Partnering: identifying and closing of strategic partners- Account management: campaign design and client feedback -
Director Of Business Development - New MarketsFirst Derivatives May 2015 - Jun 2016Newry, Co. Down, GbPioneered FD's foray into new markets by uncovering unexplored growth areas. Created strategic partnerships for our data management technology and consulting in new market sectors, including digital media/advertising, smart metering technology, manufacturing, and IoT.
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Director Of Business Development And Partnerships - Delta Flow (Fx Trading Platform)First Derivatives Sep 2012 - Oct 2015Newry, Co. Down, GbResponsible for partnership sales and account management for SaaS FX trading platform, targeting both trading firms and technology vendors. Managed over 60 API partners, tripling revenue, totaling $5B/daily trade volume. Coordinated multiple internal and external teams, including: sales, legal, development, on-boarding, project management, and executive leadership.
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Business Development Manager - Delta Product GroupFirst Derivatives Oct 2010 - Aug 2012Newry, Co. Down, GbInternally recruited to create the lead/demand generation practice for FD's Delta products. Implemented entire pre-sales process for FD's fintech business unit from the ground up: recruited, trained, and managed a global lead generation team, developed target database, created messaging, coordinated with outside sales teams.
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Senior Account ExecutiveMrp (Acquired By First Derivatives) Jan 2010 - Oct 2010Philadelphia, Pennsylvania, UsInside lead/demand generation for multiple technology clients (Cisco, Dell, IBM, Microsoft, NetApp, et al). Exceeded goals every month of employment. Consistently ranked as a top producer. -
Loan Modification ConsultantEmortgage Recovery Apr 2009 - Dec 2009Consulted distressed homeowners during the peak of the housing crisis.
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Assistant ManagerPeerless Marketing Concepts/East Coast Business Concepts Dec 2005 - Mar 2009Represented Fortune 500 clients to small and mid-size companies. Recruited and trained outside sales team. National "Top Gun" Award for individual sales and leadership.
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Freelance Graphic DesignerCypress Designs May 2004 - Dec 2005Sold new clients on creative services. Designed and developed brand identity, logo, website, and print materials. Projects included: - Rutgers University- Jersey Shore PFLAG- Crescendo Chamber Music- Pike Ultimate
Brian Lo Skills
Brian Lo Education Details
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Rutgers UniversityGraphic Design -
University Of SussexEnglish Literature And Film
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Cherry Hill West High School
Frequently Asked Questions about Brian Lo
What company does Brian Lo work for?
Brian Lo works for Vistra
What is Brian Lo's role at the current company?
Brian Lo's current role is Sales Director.
What is Brian Lo's email address?
Brian Lo's email address is lo****@****ail.com
What is Brian Lo's direct phone number?
Brian Lo's direct phone number is (888) 874*****
What schools did Brian Lo attend?
Brian Lo attended Rutgers University, University Of Sussex, Cherry Hill West High School.
What are some of Brian Lo's interests?
Brian Lo has interest in Social Justice, Craft Beer, Non Profit, Microfinance, Social Action, Education, Community Development, Tech, Whiskey, Environmentalism.
What skills is Brian Lo known for?
Brian Lo has skills like Professional Employer Organization, Hr Management, Hr Consulting, Business Development, Direct Sales, Account Management, Small Business, Partner Management, B2b, Financial Markets, Fx Trading, Partnerships.
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