Alex Dixon Email & Phone Number

New York, Ny, Us

New York, Us

New York, Ny, Us

Smithfield, Ri, Us

New York, Ny, Us

DataCatalyst is a global data solutions firm with a unique combination of deep content knowledge, data acumen, and data toolsets to solve problems ranging from Data Strategy through MDM leveraging Analytics within verticals including Financial Services, Health Care, Manufacturing/Distribution, and Retail. Alex lead engagements focused on:- Client Experience at one of the worlds top 3 banks- Integration of leading stock exchange and data providers Index businesses

Cambridge, Ma, Us

• Responsible for target organizations, sales strategy, oversight of product development and existing client base for $50M+ ACV products.• Managed strategic partnerships with Consultancies and ecosystem participants.• Lead development of sales collateral and market presence, via blogs, podcasts & webinars

Business Development- Global Banks for Entity Exchange & Entity Intelligence (Screening) (2017-2019)Surpassed global sales plan with 70% penetration of top 30 banks in 18 months. Developed joint value propositions leveraged across client segments and geographies.Business Manager - Client Outreach (2018-2019)Created sales strategies, target audience and value proposition for global core sales force resulting in significant YoY growthBusiness Manager- Entity Intelligence (Screening) Product Development & Rollout (2016-2017)• Built business case, value proposition and commercial model for new product• Identified strategy, machine learning opportunities, vendor partners and sequencing of functionality development for quick adoption• Managed business case, product development, commercials and selling of subsequent Entity Screening and verification product suite to Financial Services clients spanning multiple asset segments, e.g. Hedge Funds, Pension Funds, Asset Managers, Broker Dealers & Corporates. COO, Client Data Solutions (2015-2016)

Zurich, Ch

Recruited to be Global Head of Client Onboarding, Transitions & Reviews, managing 300+ FTEs in eight global locations. Designed and implemented transition from a KYC/AML function to anonboarding TOM involving KYC, legal, credit, tax and regulatory compliance• Implemented single point of contact model for firms top clients, which resulted in significant improvement in Z/Yen Onboarding experience rankings (2010 – 13th, 2011 – 8th, 2012 – 2nd)• Worked with Financial Crime Compliance to jointly close open audit points, and prevented any new tier 1 or 2 being identified.• Obtained regulatory compliance for all in scope clients for Dodd Frank and EMIR• Achieved annual 15% process efficiency management goals for 2011-2014• Migrated group from pure trade enablement to a team balancing sales client demands & firm controls to ensure 100% regulatory compliance• Transitioned ~60 onshore KYC and periodic review roles to near shore location, while keeping Series 99 approved WSPs onshore for control• Aggregated siloed product specific onboarding groups (9 in 2011, 3 in 2013, 1 in 2014) into one global cross-trained model• Responsible for RTB Risk for all Instrument & Client Data across multiple locations in the Americas.

Zurich, Ch

Recruited to be Global Client Data Lifecycle Management Program LeadDeveloped holistic requirements strategy of all departments involved with client data in front office, middle office, and support areas including regulatory reporting.• Developed new Technical and Business Architecture as well as responsible for all client data, involving combining resources from 7 different teams into a new centralized organization• Developed a comprehensive 3 year business case ($47 million) utilizing primarily regulatory pressures as the initial driver for the CFO.

New York, Ny, Us

Led and managed creation of Global Client Onboarding strategy across multiple LOBs within WSS including KYCand regulatory agreements along with required global onboarding documentation• Created and received approval for multi-year budget for $32MM over 3 years.• Managed and led the implementation of an effort to provide internal visibility into ERISA regulated clients and their accounts to satisfy regulatory concerns.• Upgraded talent on inherited underperforming team, resulting in managed turnover of 88%, while still meeting all committed deliverable dates.

New York, Ny, Us

*Manage an annual budget of $15 MM to support and enhance the global accounts system for all areas of Institutional Securities (Equity, Fixed Income, Prime Brokerage and Private Wealth Management) in 51 offices with a business and IT team comprised of over 60 people located in NY, Montreal, LN, TK, China & India. Systems are used for the creation and maintenance of all customer, firm and internal accounts (over 200,000 accts per year in 25+ jurisdictions). *Primary business responsibility for the production support and stability of the global account system (16 global GUIs) used by over 5,000 employees in every division. Supported new office expansions in Far East, including implementation of anti-money laundering rules, regulatory account approvals, security and entitlements for sensitive account data, country specific requirements.  Developed required functionality to support Bank Deposit Program and Cash Management for PWM including checking, credit cards and sweep funds.

New York, Ny, Us

Managed business and technology groups $100+ million financial and human resource allocation Implemented division-wide time and financial allocation system, which resulted in improved financial transparency for internal business unit leads as allocations for projects could be directed to specific cost centers and actual effort tracked against estimates developed by project teams.  Organized quarterly meetings with senior Institutional securities business unit management to review current and projected spend, high level project status, delivery target dates, budgets and quantifiable benefits to be delivered to the business.  Developed Return on Investment (ROI) model that was rolled out division wide, and mandated for all projects. ROI benefits consisted of risk management (both qualitative and quantitative based on fines) efficiency improvements and client growth.

New York, Ny, Us

Developed and implemented project management office globally, including:  Development of standard project life cycle and template for each phase of project life cycle Created global standardized status reports which became integral for division management in quarterly business reviews with the president of institutional securities group and his management team.  Conducted training courses for line operations on managing multi-million dollar projects.

Dublin 2, Ie

Led multiple projects spanning both the Communications and Financial Services Industries. Roles included functional assessments and analysis, technical strategy, project management, process reengineering, and system design and development. Managed diverse teams including Andersen personnel, clients and contractors. Project experiences:*Merrill Lynch Global Technology Assessment: delivered a comprehensive evaluation on HR and Risk Management, used interview and survey methodologies to develop report which was presented to the CEO and Board of Directors. *AT&T Local Service Activation Management: Lead Business Designer of a system to improve AT&T’s provisioning of local communications service to 10 million customers in NY State. *AT&T Prospect Management Reengineering: Involved in several projects to change the domestic, residential telemarketing effort at AT&T, from a static, mass market, list-driven method to an individualized customer specific, dynamic database-driven approach.

Managed ice factory and 8 assembly line employees. - Supervised daily output and inventory control for 60 tons/day of production. - Set Single-Day record for output quantity. - Distributed product throughout Metro New York area

Bs, Materials Science & Engineering

Education record