Brett Promisel

Brett Promisel Email and Phone Number

Chief Executive leading and scaling companies to achieve targeted investor returns @ Deep Pool Financial Solutions (Acquired by FIS Global)
Brett Promisel's Location
New York City Metropolitan Area, United States, United States
About Brett Promisel

I am a Senior Chief Executive with 30+ years of global leadership expertise driving 20-30% revenue growth, operational excellence, cost savings, and transformative process improvements resulting in superior ROI for both private growth technology companies and publicly traded global leaders such as RELX, FIS Global, and UBS.Known for instituting structure and bringing stability and best practices to international companies and solutions poised for growth, scaling and M&A activity. I have a track record of identifying, analyzing, and delivering impactful change management and have demonstrated achievement aligning financial initiatives and operational goals with corporate objectives. My hands-on style creates relationships of trust and confidence with customers, internal teams, and Boards, while effectively influencing performance through others. I visualize broad situations and execute focused strategies through exceptional leadership and entrepreneurial spirit, with a command of the details necessary to ensure the successful resolution of multifaceted issues.Select Career Achievements:- As President & COO of Lovell Minnick Partners owned Deep Pool Financial Solutions, I led the merger of two acquired global businesses, established a new operating structure, initiated a new collaborative culture, drove 20+% YoY growth, and managed the due diligence process and corporate sale to FIS Global at the end of 2023.- Hired in 2017 as COO of Safe Banking Systems (RegTech SAAS) specifically to build out a metrics driven customer centric operating structure for scale, I co-led the successful due diligence and M&A process to a full exit to Accuity.- Served as the lead executive in a key post-acquisition integration role in 2019 following the purchase of Safe Banking Systems to Accuity (FinTech/RegTech). Drove 30% growth, strategic global alignment, business development, product direction, commercial strategy, and talent integration.- After driving change, operational scale, talent development and business growth as COO /CFO at Investor Analytics (RiskTech SAAS), I led the due diligence and eventual successful exit to StatPro Group PLC in 2016.Core Skills & Competencies:-M&A Assessments/Due Diligence-Revenue Growth-Operational Management and Scaling-P&L and Budget Management/Forecasting-Board Presentations-Talent Management & Acquisition-Business Process Improvement-Strategic Planning-Team Building/Leadership-Client Relationship and Account Management-Commercial Strategy and Execution-Business Metrics/Analytics-Contract Negotiations-SaaS

Brett Promisel's Current Company Details
Deep Pool Financial Solutions (Acquired by FIS Global)

Deep Pool Financial Solutions (Acquired By Fis Global)

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Chief Executive leading and scaling companies to achieve targeted investor returns
Brett Promisel Work Experience Details
  • Deep Pool Financial Solutions (Acquired By Fis Global)
    President And Chief Operating Officer
    Deep Pool Financial Solutions (Acquired By Fis Global) Jun 2021 - Present
    Dublin 2, Dublin, Ie
    NOTE: Deep Pool was acquired by FIS Global in December 2023.Brought on by Lovell Minnick Partners to establish operational excellence and global scale within Deep Pool's founder led fintech business. Company grew 20% YoY with a 40%+ EBITDA though my tenure.Restructured the organization and instituted best practice across the core Client Success and R&D groups with a constant focus on talent management/growth as well as transformational change.Responsible for Sales, Client Success, R&D, & Talent.Reported externally to the Board while private; now to internal FIS leadership.Led the internal Corporate Sales process, working closely with LMP and Deutsche Bank, leading to a successful exit for the investors.Continue to lead, under the FIS Capital Markets division, the Deep Pool business and P&L with a focus on integration, scale and growth.
  • Lexisnexis Risk Solutions
    Chief Operating Officer, Sbs Business Line @ Accuity
    Lexisnexis Risk Solutions Jan 2019 - Jun 2021
    Alpharetta, Ga, Us
    Drove commercial strategy, product pricing evaluations, corporate data analytics and metrics, and people development all with a focus towards revenue growth, P&L optimization, and effective change management.Responsible for leading the global integration of the Accuity business into LexisNexis Business Services. Led strategic workstreams, transformational programs, and talent growth initiatives. Responsible for global business development, sales coordination, and operational activities for the SBS solution under the Accuity Fircosoft umbrella. I represented Accuity as the Senior Executive on customer steering committees, sat on the Accuity Client Advisory Board, and led customer commercial negotiations.Post acquisition, I led the integration of SBS into Accuity via:- Organizational changes- Culture unification- Client account management- Financial reporting- Resource mentoring and career placement
  • Safe Banking Systems (Acquired By Accuity Inc In 2018)
    Chief Operating Officer
    Safe Banking Systems (Acquired By Accuity Inc In 2018) Mar 2017 - Dec 2018
    NOTE: SBS was acquired by LNRS/Accuity in mid-2018. Provided leadership and expertise throughout the entire acquisition process:- Management presentations- Due diligence- Financial Projections- Interface with Investment Bank and Legal teamsI led the full integration of SBS into the Accuity organization across all functions and services post-close.Core role:- Created business development programs and processes to drive global revenue by 18% YoY.- Drove Operational Change throughout the organization to create a structure poised for growth and scale.- Instituted collaborative tools and processes to gain efficiencies, to ensure superior client service, and to provide opportunities for employee growth and knowledge transfer.- Responsible for the Service Delivery, Technology, and HR functions.
  • Flynn Inc.
    Co-Founder (Former Ceo)
    Flynn Inc. Aug 2016 - Oct 2018
    New York, Ny, Us
    FLYNN is the first real-time mobile many-to-many deeply integrated marketing platform for All Things Fun. Mobile platforms are helping, and simplifying, how all kinds of businesses find new customers, sell more product, and engage with their audience. For Businesses, FLYNN is a marketing platform to build direct consumer relationships, target personalized communications, and increase revenue, with real-time control. Overall mobile usage is on the rise. People are spending 5 hours/day on their device, 85% in apps. For Users, FLYNN is a simplified interactive platform to consume relevant information, take action, receive real value and connect socially.As CEO• Worked with the Board to identify potential investors; meeting, presenting, and securing seed funding from those investors.• Developed a business plan and road map for the expected build, marketing, and product launch.• Organized ‘core-customer’ and partner meet-ups to discuss and direct the Technology and Marketing functions.• Oversaw all internal elements of the organization including sales/marketing, finance, infrastructure and product development, human resources, and client services.
  • Safe Banking Systems
    Coo Consultant
    Safe Banking Systems Dec 2016 - Feb 2017
    Developed and initiated execution of the company’s restructuring supporting strategic growth. • Coached and worked with the CEO and senior management to define strategic corporate objectives.• After identifying and reviewing core process and management challenges, defined, and began, implementing a new organization structure, service delivery and technology approach, and revised processes for clients and development.• Established tools and processes to drive a culture of accountability, collaboration, and empowerment.
  • Startupbootcamp Fintech
    Business Mentor
    Startupbootcamp Fintech Apr 2016 - Dec 2016
    London, Gb
    Provided leadership, networking, product development and business advice to a group of 10 FinTech Startups in an accelerator program.
  • Investor Analytics
    Coo - Chief Operating Officer, Cfo - Chief Financial Officer
    Investor Analytics Jul 2011 - Aug 2016
    New York, Ny, Us
    Internally led an investment bank driven divestment process concluding with the sale of Investor Analytics to StatPro. As COO and CFO, I handled the partner search and full due diligence process and assisted with the integration and hand off post-closing.Core Role:Developed and executed a SaaS company’s strategic and tactical operational plans. • Oversaw all internal elements of the organization including sales/marketing, finance, infrastructure and product development, human resources, and client services.• Partnered with internal functions, and led the members of the senior management team in the achievement of strategic objectives.• Executed and delivered Board reporting on client, revenue, and financial matters.• Increased P&L by 25% and gross margin by 4.3%. Reduced expenses by 11%.• Negotiated and maintained 3rd –party and vendor contracts and relationships.• Sponsored the adaptation of Agile across all development and sales processes.• Utilized a metrics and KPI driven approach to benefit identification and realization using a work driver capacity model linked to a cost-to-serve the client base. As a result, service capacity increased 50% over four years.
  • Ubs Investment Bank
    Executive Director
    Ubs Investment Bank May 2007 - Jun 2011
    Zurich, Ch
    Global Head of Collateral and Treasury ChangeGlobal Head of Prime Services ChangeDetermined and delivered process and technology improvements for the Collateral Management and Treasury Operations organizations and drove large-scale Investment Bank strategic initiatives with a focus on industry regulatory changes and improved client service.• Managed $10M technology budget, and global team of 20 to deliver strategic change with regards to collateral margin architecture, security optimization, and daily processing workflow.• Sat on Global Program Steering Committees for Operations Change, Client Relationship Management Workflow, Liquidity and Unencumbered Asset Reporting, and Collateral Risk and Margin Architecture.• Addressed program governance, plans, and stakeholder/sponsor management via a global team of project managers, business analysts and developers. • Managed global design and implementation of a collateral data warehouse that was used as the source for regulatory and internal collateral availability reporting.• Developed models representing current process inefficiencies and optimized changes for top-line impact.Delivered process improvements for the Prime Brokerage Services organization that increased productivity and efficiency, reduced costs, controlled risk, and improved client service.• Managed a 30-person global team of project managers, business analysts, and technologists responsible for the identification and the delivery of process improvements, resulting in more than $8M dollars in annualized savings.• Oversaw $9M IT budget enabling the delivery of designed solutions.• Worked with vendors and internal production groups to ensure a proper application support and service infrastructure; performed vendor reviews and contract negotiations; defined SLAs, issue tracking mechanisms, and disaster recovery.
  • Algorithmics Inc
    Manager Of Client Services
    Algorithmics Inc Jul 1999 - May 2007
    • Secured $4M in sales and structured projects working with targeted clients in emerging markets.• Established governance structures and support models for at-risk clients.• Managed team of seven project managers and business analysts utilizing a staff of 20 engineers; typical engagements were 9-month, $800k, complex firm wide implementations. • Proposed, designed, sold, and contracted consulting services totaling in excess of $7M yearly.• Oversaw multi-project scheduling, project time and budget management, resource management, project risk management and tracking of projects against objectives and reporting of the same.• Covered a diverse array of clients including: Morgan Stanley, Bloomberg, HSBC, AIG, Northern Trust, Freddie Mac, Koch Industries, ChevronTexaco, BNYM, Bank of Nova Scotia, Daiwa Securities.
  • Riskspan
    Head Of Client Services
    Riskspan Mar 2006 - Dec 2006
    Arlington, Va, Us
    Early stage start-up – Built out the initial infrastructure for Client Services:• Process• Documentation• CRM• Talent structure• Revenue framework
  • Triple Point Technology
    Manager - Professional Services
    Triple Point Technology Apr 1998 - Jul 1999
    Westport, Ct, Us
  • M. Rosenblatt And Son
    Mechanical Engineer - Fluid Dynamics
    M. Rosenblatt And Son Jul 1992 - Mar 1998

Brett Promisel Skills

Financial Services Market Risk Derivatives Business Process Improvement Fixed Income Hedge Funds Equities Prime Brokerage Leadership Scalability Global Management Mergers And Acquisitions Operations Management Project Management Sales Metrics Reporting Large Scale Change Management Client Services Cross Functional Team Leadership

Brett Promisel Education Details

  • Washington University In St. Louis
    Washington University In St. Louis
    Mechanical Engineering
  • Thomas Sprigg Wootton High School
    Thomas Sprigg Wootton High School

Frequently Asked Questions about Brett Promisel

What company does Brett Promisel work for?

Brett Promisel works for Deep Pool Financial Solutions (Acquired By Fis Global)

What is Brett Promisel's role at the current company?

Brett Promisel's current role is Chief Executive leading and scaling companies to achieve targeted investor returns.

What is Brett Promisel's email address?

Brett Promisel's email address is br****@****ail.com

What is Brett Promisel's direct phone number?

Brett Promisel's direct phone number is +4420841*****

What schools did Brett Promisel attend?

Brett Promisel attended Washington University In St. Louis, Thomas Sprigg Wootton High School.

What skills is Brett Promisel known for?

Brett Promisel has skills like Financial Services, Market Risk, Derivatives, Business Process Improvement, Fixed Income, Hedge Funds, Equities, Prime Brokerage, Leadership, Scalability, Global Management, Mergers And Acquisitions.

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