Brian Maney Email & Phone Number

Boston, Ma, Us

Holmdel, Nj, Us

Holmdel, Nj, Us

Holmdel, Nj, Us

• Develop and maintain positive relationships at all levels with existing enterprise accounts (B2B SAAS).• Centralize communication between the client and internal teams through regularly scheduled tag up meetings.• Generate additional revenue and decrease churn from existing client base by evaluating client business gaps and selling project opportunities.• Onboard, mentor and supervise project managers through custom projects, bug fixes, and software enhancements, in order to meet sprint deadlines while conveying progress to clients.• Achieved 100% client retention and month-over-month client growth throughout current tenure.• Evaluate, prioritize, and outline descriptive project requirements for POS with internal teams to meet SLA requirements.• Establish and strengthen enterprise relationships with C-suite executives by driving initiatives to improve customer satisfaction.• Increase the number of client prospects and raise awareness of the company’s new and existing software offerings through frequent networking at industry conferences and events.• Train and supervise international employees through site visits and internal communication channels to ensure the customer experience is consistent and industry leading across the globe.• Report directly to, and work alongside, the main executives to forecast future growth opportunities and expand into different verticals (CEO, CTO, and COO).• Created new business opportunities that would pave the way to expansion by leveraging network connections to gain interest from potential investors.

• Spearheaded the transition and consolidation to a centralized financial software by acting as the internal project manager; managed project plan and scope to ensure milestones were met on time and on budget.• Primary point of contact for client base. Ensured regular and periodic interaction with current and prospective investors by scheduling and attending calls and/or meetings in order to strengthen investor relationships.• Communicated regularly with the investment community through marketing emails/calls to raise funds and broker co-investment deals.• Oversaw and followed up on investors’ investment interests. • Responsible for educating and communicating the company’s strategy, business activities, and financial performance to investors.• Scheduled and arranged meetings/calls with existing or prospective investors while logging and managing relevant information in company CRM (Salesforce).• Created and oversaw the company’s email marketing campaigns through Constant Contact while educating colleagues on the platform.• Prepared and created presentations for monthly webinars and updated marketing material (factsheets, pitchbooks, overviews, and investment themes).• Reported directly to, and worked alongside, the CEO and COO to build and maintain investor relationships.• Efficiently communicated with the administrator, custodian and investors to resolve issues and ensure all deliverable timelines were met.

New York, Ny, Us

• Implemented and onboarded employees and clients to Advent Geneva and acted as the head liaison for questions in concerns to the finance/accounting software.• Governed the client relationships with three hedge funds (each with assets in excess of one billion dollars) through the administration of ad hoc requests and monitoring the daily activity of their accounts.• Facilitated communication with hedge fund clients via daily emails, phone calls, and face-to-face interactions to provide overviews of account activity, answer questions, and to resolve any outstanding issues.• Trained international operations groups in daily financial procedures, in order to reinforce communication between the North American offices and foreign counterparts. • Spearheaded a project to construct and monitor relationships between hedge fund clients and software vendors; this served to develop a more advanced and customizable allocation software to increase informational accuracy and decrease internal processing time by 50%. • Integrated new client financials into Advent Geneva by reconciling the previous accounting platform to that of J.P. Morgan, thus ensuring a seamless transition for the client.• Managed a group of associates on daily and monthly financial reporting. Reviewed, revised, and compiled the individual analyses into uniform client deliverables.• Completed new-hire interviews and selected candidates, in addition to overseeing the training of new members and conducting performance evaluations.

Boston, Massachusetts, Us

• Facilitated the data migration from IBT to State Street, as a super user, by learning the new systems, validating the data imports through reconciliation and training former IBT employees on the software during the merger.• Served as the direct contact for two of the largest mutual fund clients with a net worth of over 30 billion dollars.• Supervised 10 employees, reviewed and revised their assignments, and delegated tasks to the appropriate associates.• Identified and resolved any discrepancies in mutual fund activity through daily communications with investment managers, brokers, and internal departments.

• Contacts mutual funds clients after processing daily financials in order to verify account activity, confirm dividend payments, prevent security discrepancies, and to ensure correctly projected expenses.• Evaluated trade activity with Portfolio Managers, brokers, internal departments, and team members; this resolved trade issues and ensured the correct reporting of the NAV. • Processed daily fund transactions in order to meet client deadlines by reconciling trades and cash-to-broker statements.

Minneapolis, Mn, Us

 Assisted with customer questions, resolved customer complaints, and received recognition for outstanding customer service. Organized the sales floor, monitored supplies, and offered recommendations for product placement and displays. Selected to take on additional duties as a Peer Trainer, and trained new team members.