Bill O'Shea Email & Phone Number

Evanston, Il, Us

New York, Ny, Us

London, United Kingdom, Gb

• Manage London-based firm's financial services SaaS business in the Americas and EMEA, tracking and managing pipeline, renewals, wins and losses.• Organize and execute end-to-end sales operations for all European and Americas-based clients across 8 product offerings, working in tandem with broader Financial Services sales group to grow analytics business.• Identify product opportunities within current client base to produce new sales.• Provide pre and post-sales expertise to client base, hold regular meetings with high-touch clients, and observe and disseminate industry trends.• Direct business development efforts for team of 3 quantitative and operations analysts across 8 product offerings.

London, United Kingdom, Gb

• Led London-based firm's financial services SaaS business in the Americas.• Directed client service efforts for team of quantitative analysts and developers across 4 product offerings.• Managed consultative efforts and business development projects for 75% (40 individual client relationships) of firm’s high-touch clients in North America, communicating regularly with CFOs, PMs, traders and quantitative analysts in the Equity, Fixed Income, and FX markets.• Created client-specified reports and graphics to describe transaction activity, historic trends, cost drivers, outliers, broker performance, and peer comparisons.• Partnered with clients to perform ad-hoc research, formulate questions, determine design structure, and identify data population along with inclusion/exclusion criteria to avoid bias.

New York, Ny, Us

Consultant, Mid-West Region Sales VP• Grew New York-based firm’s SaaS business by selling a cloud-based platform of advanced analytical tools and data models, and consulting for a stable of clients across the Mid-West and West regions.• Led consultative efforts and product development projects for 15 high-touch clients, including 2 of the firm’s largest commission payers.• Interpreted data and presented actionable results to client management (head traders, portfolio managers and C-level executives) on a quarterly and ad hoc basis.• Initiated, drove and closed complex software sales process for 20% of new prospects.• Achieved group sales goals by closing 25% of new contracts.• Increased subscription rates for current clients, in several cases by 15%, by upselling across the product suite.• Single-handedly developed and nourished successful consultative relationship with the firm’s largest Midwest client.Vice President - Analytical Products & Research• Established upstart Chicago office for New York-based firm with mandate to build and grow strong local client service presence throughout the Midwest.• Provided comprehensive client service coverage for 75% of Midwest revenue base, interpreting results for senior management on a quarterly and ad hoc basis.• Remotely coordinated the needs and desires of client base with senior product management, development and sales staff to meet and exceed client expectations.• Successfully balanced the demands of client base against a strict profitability model to assure success for the firm during challenging market environment.• Managed acquisition of 10 new client relationships after staff changes, achieving zero turnover while maintaining all previous responsibilities.

• Managed team of quantitative analysts, sales people, and database programmers in both daily assignments and long-term overall strategy, with a singular focus on delivering a product that met and exceeded the varied objectives of each individual client.• Routinely met with CFOs, PMs and head traders to present analytical material and deliver actionable insights.• Ran client service relationships for 30% of team’s revenue base, while managing projects and overall client experience across entire revenue base. • Drove sales process for 20% of new prospects, and managed client on-boarding process for all new sales.• Redesigned both human and software-based processes to adapt to the ever-changing needs of the client base, resulting in a quicker, more efficient experience for the client at a reduced cost to the firm.• Designed new Web-based GUI, as well as beta tested intermittent software releases.

New York, Ny, Us

• Promoted and marketed corporation as a highly cost-effective agency broker through the creation, development, and presentation of advanced quantitative web-based products, notably for top-20 client segment. • Managed workflow and set priorities for team of 4 junior analysts and programmers. • Trained and educated new team members and provided focus and leadership during large-scale assignments, notably the development of analyses for presentation to upper management and sales groups.

Westlake, Texas, Us

• Managed the extension process for options trades per industry regulation.• Created cash and margin account negative equity reports by transferring data from the Schwab database to Excel, then creating reports using analysis and preset sort macros.• Closed customer maintenance calls and corresponding Comtracks using MAMS software.• Performed various special projects for supervisors and managers, including large private client and corporate accounts.

Bachelor, History

Education record