Banking and Private Equity Sales, Americas

Institutional Sales Executive on the Americas Regional Major Sales team, managing a multi-million dollar book of clients in the Middle Markets segment of FactSet's Global Banking & Brokerage group. Clients include full service global and regional investment banks, independent research/sales & trading, macro-economic, and private equity firms.

Account Executive, helping to manage a book of clients in the Middle Markets segment of FactSet's Global Banking & Brokerage group which supports a diverse client base of both regional and global Institutional Broker Dealers, Advisory, M&A, Private Equity/Venture Capital and boutique investment firms.Responsibilities:-Day-to-day management of an existing book of clients, including prospecting for additional growth opportunities-Work closely with the New Business team to demo to prospects, lead trials and add to my existing book-Provide the highest level of service to clients and create & cultivate relationships-Collaborate with specialists and sales managers to help grow FactSet's product offerings and functionality

AVP New Business working in the Middle Markets segment of FactSet's Global Banking & Brokerage group supporting a diverse client base of both regional and global Institutional Broker Dealers, Advisory, M&A, Private Equity/Venture Capital and boutique investment firms.Responsibilities:-Assist with closing new business at prospective clients-Run/own all aspects of prospect and existing client trials-Collaborate with specialists and sales managers to create a new business strategy for New York GBB and share FactSet product expertise and competitor knowledge in the marketplace-Provide the highest level of service to prospective clients and create & cultivate relationships in preparation for and during the trial process

Global Banking & Brokerage Consultant managing Middle Market NY Accounts and the Sell-Side Greater Boston Area. In addition to managing existing clients, I work closely with the New Business sales team to prospect new clients and manage trials. Role includes training clients on the FactSet Software and how to integrate it into their daily workflow, as well as assist with any projects or models.

Assisted in the planning, implementation and follow-up for BOB Holiday Week 2009 in Princeton (Best of Bloomberg)Managed Contribution Tax Receipt CollectionPhilanthropy Administration related tasks

Contacted current clients to inform them of new and improved functions on the Bloomberg terminal Worked on the NY Hedge Fund team to prospect new clients, and organize free client seminars Competed in a stock market simulation where I worked closely with a group of sales interns to create a diversified stock portfolio utilizing the Bloomberg functions

Worked in groups to complete a bottom-up equity research presentation using Bloomberg terminal functionsCompiled a competitive analysis on Bloomberg's people product Worked closely with the Global People Profile Team to ensure corporate managerial information was accurate and current