William Saeger

William Saeger Email and Phone Number

Bank Stock Transfer Services @ Securitize
san francisco, california, united states
William Saeger's Location
New York City Metropolitan Area, United States
William Saeger's Contact Details

William Saeger personal email

n/a

William Saeger phone numbers

About William Saeger

TARGET MARKET DEVELOPMENTEstablished a niche market in the Banking community and closed sales with 1,000+ banks and 1,700+ REITS, Limited Partnerships and Publicly Traded Firms.STRATEGIC RELATIONSHIPSDeveloped and managed attorney relationships servicing more than 600 IPOs as stock transfer agent. I Created a strong and sustainable market position for future business by maintaining a deep network of B2B industry contacts. BUSINESS GROWTHPlayed an instrumental role in building the Registrar & Transfer Company’s valuation from $600K to $37 million, the selling price in 2015.TOP-PERFORMING SALES LEADEROn-boarded 255 accounts in a 4-year period, exceeding the total number of accounts on-boarded by a major competitor.SALES MANAGERTrained, motivated, and managed the sales team and provided guidance and oversight through the entire sales cycle to optimize their selling success. Developed and automated a 24,000+ contact CRM system providing sales team members with unprecedented efficiency in managing their sales pipelines.CMODeveloped the marketing plan and strategic objectives based on company goals. Designed and managed the marketing mix, including price optimization, product development, sales synchronization, and public relations. Managed third-party vendors, advertising agencies, PR firms and optimized digital marketing, including email, e-Biz, Google ad words & analytics, website SEO, and digital content marketing.

William Saeger's Current Company Details
Securitize

Securitize

View
Bank Stock Transfer Services
san francisco, california, united states
Website:
securitize.io
Employees:
58
William Saeger Work Experience Details
  • Securitize
    Sec Registered Digital Stock Transfer Agent
    Securitize Feb 2022 - Present
  • Pacific Stock Transfer Company
    Svp Of Marketing And Sales
    Pacific Stock Transfer Company Aug 2017 - Present
    Nevada, New Jersey
    My role is all about driving sales of Stock Transfer Services. I am utilizing my 30 years of experience in initial public offerings and expertise in the banking industry to develop Pacific Stock Transfer as a leader in the Stock Transfer Industry.* Organization of efficient S-1, REG A + , and Pre-IPO services. Simplifying the coordination between the company, legal counsel, and underwriters.*Expanding my expertise in the Banking, Thrift, and Credit union industries. Ensuring the highest level of client satisfaction.
  • American Stock Transfer & Trust Company, Llc
    Vice President Of Bank Stock Transfer Agent Services
    American Stock Transfer & Trust Company, Llc Mar 2015 - 2016
    New Jersey
    In this position, I focused on stock transfer agent and Financial services with both existing and prospective publicly traded clients within a targeted business-to-business segment. It is a balance of strategic planning and relationship management. I set the direction of the CMO and sales manager for the sales and marketing with a focus on digital marketing, increasing service visibility with clients, and maximizing sales and profitability to the Banking and credit union industries. • Developed multiple sales strategies, e-biz plans, and forecasts based on research and competitive analysis. • Maintained a strong and sustainable market position for future business by building and maintaining a strong network of B2B industry contacts and by ensuring the highest levels of client service.
  • Registrar & Transfer Company
    Vice President Of Sales, Sales Manager
    Registrar & Transfer Company Apr 1986 - Jan 2015
    Cranford, New Jersey
    In this position, I oversaw and guided the entire B2B sales cycle, which included developing and implementing e-biz plans and strategies for driving sales of stock transfer and financial services with targeted publicly traded companies. In addition, I was sales manager and supported sales executives with the preparation and presentation of proposals, as well as personally negotiating contracts and closing deals, working with C-level client executives and outside SEC attorneys. In addition, I provided critical market research to the CMO for the development of new product and services.• Secured more than 1,700 publicly traded accounts during tenure with company, with strong account retention across a 25-year period.• Built niche in the banking market and closed sales of more than 1,000 banks over tenure.• With the help of just one assistant, on-boarded more accounts in 4 years than a major competitor
  • Registrar & Transfer Company
    Vice President Of Marketing And Cmo
    Registrar & Transfer Company Apr 1989 - 2015
    Cranford, Nj
    I developed the overall marketing plan and strategic objectives for the marketing department and sales management. This included developing and managing the marketing mix, designing all marketing materials, optimizing all e-biz and digital marketing, setting up and coordinating all advertising placements. Managed all third-party B2B relationships, including vendors, advertising agencies, and Public relation firms. • Organized conference exhibits, events, webinars, and joint partner presentations.• Developed a complete understanding of marketing financial services to the banking, credit unions, and publicly traded companies.• Managed public relations as stock transfer agent for publicly traded companies.

William Saeger Skills

Mutual Funds Cash Management Banking Mergers And Acquisitions Investments Securities Financial Services Wealth Management Loans Due Diligence Strategic Planning Finance Risk Management Executive Management Forecasting Financial Analysis Portfolio Management Leadership Credit Series 7 Business Development Strategic Financial Planning Competitive Analysis Small Business Business Planning International Business Financial Reporting Management Commercial Lending Investor Relations Mutual To Stock Conversion Industry Bank Business Development Establishing Strategic Partnerships New Business Development Strategic Market Positioning Contract Negotiation And Closing C Level Executive Presentations Multi Channel Sales Strategies Client Relationship Management Strategic Planning And Execution Competitive And Market Analysis Marketing Collateral Development Strategic Public Relations Planning Digital Marketing Optimization Bank B2b Development

William Saeger Education Details

Frequently Asked Questions about William Saeger

What company does William Saeger work for?

William Saeger works for Securitize

What is William Saeger's role at the current company?

William Saeger's current role is Bank Stock Transfer Services.

What is William Saeger's email address?

William Saeger's email address is wj****@****tco.com

What is William Saeger's direct phone number?

William Saeger's direct phone number is +190827*****

What schools did William Saeger attend?

William Saeger attended Aba – Icba – Corporate Secretaries – Ama, University Of Miami - School Of Business.

What skills is William Saeger known for?

William Saeger has skills like Mutual Funds, Cash Management, Banking, Mergers And Acquisitions, Investments, Securities, Financial Services, Wealth Management, Loans, Due Diligence, Strategic Planning, Finance.

Who are William Saeger's colleagues?

William Saeger's colleagues are Mike Yanez, Alex Krivitsky, Amanda Dukeminier, Cpa, Ben Berko, Christie Olsen, Yuto Sagawa, 浅田真理.

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