Brian Bressler, Cfa work email
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Brian Bressler, Cfa personal email
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As the SVP of Professional Services at FactSet, I lead a global team of more than 100 professionals who provide project management, technical, and consulting services to our clients in the financial industry. With over 10 years of experience in fintech, I have a deep understanding of the challenges and opportunities facing our clients, and how we can help them achieve their goals with our solutions.I am passionate about delivering excellence, innovation, and value to our customers and our company. I have successfully unified six different organizations into a single Professional Services organization, creating a unified Project Management Office, formalizing pre-sales roles, and hiring regional leaders. Under my leadership, we achieved record-breaking revenue, handled more successful implementations than ever before, and brought the organization back to growth. I am also a CFA Charterholder and was formerly a Certified Associate in Project Management, demonstrating my commitment to professional development and industry standards.
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Vp, Professional ServicesDialpadAustin, Tx, Us
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Svp, Global Director Of Professional ServicesFactset Nov 2021 - PresentTasked with unifying more than 100 employees across six different organizations into a single Professional Services organization. As a part of this shift, we have created a unified Project Management Office, formalized pre-sales roles to standardize the way our team solutions our projects, and hired regional leaders to help drive the business globally. In year one, we were able to bring the organization back to growth, handled more successful implementations than every before, and had a record breaking year for revenue. -
Director Of Professional Services OperationsFactset Mar 2021 - Oct 2021Created a program to standardize operations across six Professional Services teams. As a part of this program we defined and delivered on a learning and development strategy across more than 200 employees, unified our teams on a single delivery tool, implemented standard operation procedures across our most common solutions, and migrated all teams to standard contracts.
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Vice President, Director Of Professional ServicesFactset Jun 2015 - Feb 2021Our Professional Services team was designed to provide project management expertise on our largest product deployments, technical expertise as it relates to changes in our clients' investment operations, and industry expertise on consulting engagements.As the Director of the Professional Services group, I have led initiatives to create a platform for Services delivery, integrate Professional Services teams from recent FactSet acquisitions, standardize legal and billing processes, and develop pricing models for our Services Catalog. Additionally, I spearhead our business development efforts and the creation of new service lines.
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Regional Director Of Customer SuccessFactset Sep 2014 - May 2015Established the Southwest Region and managed all consulting resources. In this role I developed strategic initiatives for our larger accounts and partnered with the sales team on business development.
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Customer Success ManagerFactset Jan 2012 - Aug 2014Austin, Texas AreaManaged a team of 14 consultants in a region that covers over 1200 users at approximately 180 client locations. My focus here was in training consultants on financial concepts, investment processes, & the FactSet software and on managing strategic projects at our larger accounts.During my tenure our team maintained the highest overall client satisfaction rate globally. Our team also grew by 160% and expanded our coverage from one state to six.
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ConsultantFactset Sep 2010 - Jan 2012Worked with investment managers to utilize FactSet's extensive financial software packages. Assisted them in building reports, charts, and workspaces to improve the client's day-to-day workflow. Provided guidance on the results and statistics available through the software.Chosen by the sales team to consult on four trials, all of which resulted in the purchase of our products. Created a customized investment research process complete with mutual and hedge fund tear sheets, portfolio analysis documents, and equity one-pagers for a new fund of funds client.
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Graduate ConsultantOld Salem Museums & Gardens Sep 2009 - May 2010Implemented new HR practices, performed market research and data analysis on the industry, constructed a financial model for a new venture, and wrote grants to provide funding for three projects.
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Due Diligence InternPiedmont Angel Network May 2008 - Nov 2008Corresponded with the fund executive on market research and investment screening to assist with early-stage venture due diligence.
Brian Bressler, Cfa Skills
Brian Bressler, Cfa Education Details
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Business Management -
Wake Forest UniversityCommunication; Entrepreneurship And Social Enterprise
Frequently Asked Questions about Brian Bressler, Cfa
What company does Brian Bressler, Cfa work for?
Brian Bressler, Cfa works for Dialpad
What is Brian Bressler, Cfa's role at the current company?
Brian Bressler, Cfa's current role is VP, Professional Services.
What is Brian Bressler, Cfa's email address?
Brian Bressler, Cfa's email address is br****@****ail.com
What is Brian Bressler, Cfa's direct phone number?
Brian Bressler, Cfa's direct phone number is (203) 810*****
What schools did Brian Bressler, Cfa attend?
Brian Bressler, Cfa attended Wake Forest University - Babcock Graduate School Of Management, Wake Forest University.
What skills is Brian Bressler, Cfa known for?
Brian Bressler, Cfa has skills like Financial Modeling, Finance, Market Research, Data Analysis, Management, Business Analysis, Due Diligence, Project Management, Leadership, Valuation, Strategy, Investments.
Who are Brian Bressler, Cfa's colleagues?
Brian Bressler, Cfa's colleagues are Michael Buchholz, Daniel Gonzalez, Lilly Angell, Uma K M, Andrea Torres, Jorneil A., Gaurav K Parashar.
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