Alex Dixon

Alex Dixon Email and Phone Number

Global Strategic Partnerships @ S&P Global Market Intelligence
New York, NY, US
Alex Dixon's Location
New York City Metropolitan Area, United States, United States
Alex Dixon's Contact Details
About Alex Dixon

Successful global leader for both start-up business ventures and established organizations, excels at building and continuously motivating teams through both significant periods of change as well as continuous improvement of the day to day. Specific expertise in Client Onboarding, Know Your Client (KYC)/Anti Money Laundering (AML), Tax and numerous regulations including: Dodd Frank, MiFID I & II, EMIR, FATCA, QFC, etc.Managed multiple functions including: Global Sales, Business Case development, Product Development and Operational excellence on a global scale.Extensive experience in banks managing both Run the Bank (RTB) activities and global Change the Bank (CTB) teams (including business, onshore and offshore IT) with $40+ million annual dollar budgets and 300+ FTEs to deliver real business benefits and cross-functional system implementations. 20+ years of project and portfolio experience; producing results, managing resources and implementing strategic solutions corporate-wide.Specialties:• Managing global teams through regulatory changes, whilst balancing competing business & risk stakeholders.• Ability to synthesize multiple vendors and organizations into market leading products• Defining business requirements to transform the processes and technology into Solutions that deliver real business benefits• Delivering business value from technology projects.• Identifying and connecting strategic opportunities across the Financial Services industryPronouns: He, Him, His

Alex Dixon's Current Company Details
S&P Global Market Intelligence

S&P Global Market Intelligence

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Global Strategic Partnerships
New York, NY, US
Website:
pitchbook.com/credit
Employees:
16
Alex Dixon Work Experience Details
  • S&P Global Market Intelligence
    Global Strategic Partnerships
    S&P Global Market Intelligence
    New York, Ny, Us
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  • Wall Street Blockchain Alliance
    Member
    Wall Street Blockchain Alliance Jan 2022 - Present
    New York, Us
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  • S&P Global Market Intelligence
    Global Strategic Partnerships
    S&P Global Market Intelligence Dec 2021 - Present
    New York, Ny, Us
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  • Darwin Consulting Llc
    Managing Partner
    Darwin Consulting Llc Apr 2019 - Present
  • Bryant University
    Guest Lecturer For Business Classes
    Bryant University Feb 2020 - Aug 2024
    Smithfield, Ri, Us
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  • Datacatalyst
    Managing Director
    Datacatalyst May 2019 - Dec 2021
    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
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  • Pegasystems
    Global Head Of Client Lifecycle Management & Kyc
    Pegasystems Sep 2019 - Mar 2021
    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
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  • Bloomberg Lp
    Managing Director
    Bloomberg Lp May 2015 - Apr 2019
    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)
  • Ubs Investment Bank
    Global Head Of Client Onboarding, Reviews & Regulatory Compliance
    Ubs Investment Bank May 2011 - May 2015
    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.
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  • Credit Suisse
    Global Client Data Lifecycle Management Program Lead
    Credit Suisse Apr 2010 - May 2011
    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.
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  • Jp Morgan
    Executive Director
    Jp Morgan Sep 2008 - Apr 2010
    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.
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  • Morgan Stanley
    Executive Director
    Morgan Stanley Nov 2004 - Jul 2008
    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.
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  • Morgan Stanley
    Chief Operating Officer Of Strategic Technology And Data Division
    Morgan Stanley Jan 2002 - Nov 2004
    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.
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  • Morgan Stanley
    Project Management Office – Strategic Technology And Data Group –Vice President
    Morgan Stanley Jul 2000 - Jan 2002
    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.
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  • Accenture
    Senior Manager In The Process Excellence Group
    Accenture Oct 1993 - Jul 2000
    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.
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  • Saxony Ice (Liesure Time Ice Supplier/Distributor)
    Plant Supervisor
    Saxony Ice (Liesure Time Ice Supplier/Distributor) Jun 1990 - Sep 1993
    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

Alex Dixon Skills

Risk Management Financial Services Strategy Management Fixed Income Program Management Project Management It Strategy Cross Functional Team Leadership Business Analysis Leadership Equities Derivatives Governance Analysis Business Process Improvement Finance Portfolio Management Vendor Management Financial Risk Change Management Client Onboarding Budgets Sdlc Pmo Process Improvement Budgeting Mergers And Acquisitions Middle Office Reference Data Pre Trade Regulations Dodd Frank

Alex Dixon Education Details

  • Lehigh University
    Lehigh University
    Materials Science & Engineering
  • Mamaroneck Hs
    Mamaroneck Hs

Frequently Asked Questions about Alex Dixon

What company does Alex Dixon work for?

Alex Dixon works for S&p Global Market Intelligence

What is Alex Dixon's role at the current company?

Alex Dixon's current role is Global Strategic Partnerships.

What is Alex Dixon's email address?

Alex Dixon's email address is al****@****bal.com

What is Alex Dixon's direct phone number?

Alex Dixon's direct phone number is +120320*****

What schools did Alex Dixon attend?

Alex Dixon attended Lehigh University, Mamaroneck Hs.

What skills is Alex Dixon known for?

Alex Dixon has skills like Risk Management, Financial Services, Strategy, Management, Fixed Income, Program Management, Project Management, It Strategy, Cross Functional Team Leadership, Business Analysis, Leadership, Equities.

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