Bernie O'Connor Email & Phone Number

New York, NY, US

• Applying decades of executive and line management operating experience, C&A is a transformation consulting practice delivering cutting edge advisory services and solutions to the world’s top financial services firms.
• Lead consulting engagements with financial services clients to implement Customer Communication Management (CCM) strategies, technologies, and operating practices that drive a world class Customer Experience (CX).
• Established C&A Consulting’s customer communication management practice by recruiting seasoned, front line talent to serve as trusted, high-value SMEs to leading financial services organizations. Leveraging best in.
• Participated in the development and implementation of major communication platform implementations with industry-leading organizations that include Morgan Stanley, Refinitiv/Beta, J.P. Morgan Securities, DST Output and.

Windsor, CT, US

• The world’s largest hedge fund/PE administrator and mutual fund transfer agency, SS&C Technologies (NASDAQ: SSNC) is a $5.5B company with more than 22,000 employees in 35 countries worldwide.
• Led the transformation of the Sales and Revenue Operations functions following the integration of the $1.2B DST Systems Financial Services Group. Built a go-to-market revenue strategy and revenue initiative programs to.
• Implemented 17 sales campaigns that drove new logo wins, maximized cross-selling opportunities, and captured market share from competitors. Increased booked new revenue to $68.5M (+137% YoY) and improved pipeline value.
• Reorganized the sales function with new leadership, improved accountability, and doubled sales resources to improve market penetration. Implemented a revenue playbook that defined sales activities and expectations.
• Established a Strategic Program Office that packaged enterprise technologies, formed new capabilities, and delivered greater value and differentiation, which showcased the true synergy of the newly combined companies.

Melbourne, Victoria, AU

• Computershare (ASX: CPU) is a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communications, and diversified financial and governance services.
• Led the post-acquisition integration of EquiServe’s Shareholder Communications Function. Fully leveraged all resources and assets to drive growth across newly served commercial markets.
• Created annual annuity revenue streams of $50M+ and successfully grew division revenue over tenure from $25M to $164.3M. Achieved a #1 ranking among global peer businesses for revenue, unit cost, profit, and quality.
• Managed ten direct reports, an extended organization of 250, and an additional 250 seasonal employees. Improved employee satisfaction NPS from 3.25% to 28.5% and achieved a surveyed 7.4/10 for engagement.
• Transformed the business from a paper-dominated service offering by developing and delivering an array of digital solutions. Enabled the business to capitalize on new and profitable services, participate in.
• Developed strategic partnerships with third-party bank core processors that enabled a lucrative multi-tenant sales model. Personally cultivated a significant partnership with COCC that resulted in a 7-year contract.

Milwaukee, Wisconsin, US

• An industry leader in information processing, imaging, and back-office services to 720 banks, insurance companies, and financial institutions, BISYS-Information Services generated $1.2B in annual revenue.
• Led revenue growth, strategy development, and marketing operations to drive Banking and Corporate Financial Solutions business for the BISYS Information Services Division. Managed ten direct reports and a P&L of $225M.
• Revamped the sales strategy, replaced 60% of the sales force, and created a high-performance sales team and culture. Improved the sale pipeline by 220%, increased RFPs and proposals by 72%, closed major wins with.

New York, New York, US

• The largest transactional communication services provider in North America, DST Output facilitates print and digital communication solutions utilized by hundreds of clients in multiple industries.
• Played a pivotal role in growing DST Output from a $10M early-stage company to a $500M market leader. Drove $665M in new contract value, renewed $1.1B in existing contracts, and developed new products projected to.

New York, New York, US

New York, New York, US

Bachelor Of Business Administration

Executive Finance Program – Sponsored By Corning

Executive Program On Negotiation – Sponsored By Dst