Bryce Pearson Email & Phone Number

Extensive business development experience in enterprise software sales, interacting with senior executives of highly technical companies within a competitive industry. By leveraging advanced technology, both on-premise as well as hosted cloud based SaaS (Software as a Service), I enable companies to extract additional value out of their software applications and personnel to realize operational efficiencies, mitigate business risk and convey competitive advantages. All while reducing unnecessary administrative governance and overhead. This effectively allows my clients to focus on managing and growing their business while keeping costs down. Responsible for entire business development lifecycle from lead generation, product demonstration, contract negotiation, implementation oversight and ongoing account management. Frequent business travel to conduct sales meetings and maintain client relations with high touch account services.

Listed skills include Strategic Planning, Product Management, Account Management, Marketing, and 46 others.

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  Vice President Of Sales

  Indata

  2003 - Present - San Diego Area

  INDATA provides software solutions to institutional investment managers, wealth advisors, banks and hedge funds with assets under management ranging from <$100 Million to >$100 Billion across all asset classes, both domestic and international. Full range of outsourced managed services available for System Administration, Corporate Actions, Compliance, Reconciliation, ROR Verification and Cloud hosting. Key product functionality (standalone or integrated):• Trade Order Management (OMS) w/ Imbedded Execution Management (EMS)• Modeling/Rebalancing and Block Order Generation Leveraging Artificial Intelligence and Machine Learning (AI)• Tax Lot Tracking Tools for Tax-Efficient Portfolio Management• Family and Group Trading Capabilities (by Strategy/Manager/Product/Household/etc.) • Multi-Security Swapping along with Conditional “If/Then” Logic Order Generation• Electronic Trade Execution & Allocation (FIX) • Integrated Transaction Cost Analysis (TCA) • Investment Guideline and Regulatory Compliance Monitoring in Real Time, Domestic & Global (GSDS) Rules• Portfolio Accounting/Investment Book of Record (IBOR)• Custodian Reconciliation• Performance Measurement & Composite Maintenance (GIPS Compliant)• Attribution & Risk Analytics• Customizable & Interactive Business Intelligence Analytics (BI - Data Visualization Reporting)• Client Billing• Integrated CRM w/ Client Portal• Centralized Enterprise Data Management Tools (EDMS/Data Warehouse) • True Open Architecture and Application Programing Interface w/ Data Dictionary (API)• Proactive System Monitoring w/ Real Time Alerts (Data & Event Driven)• Guided Workflow Management and Activity Controls for Process Improvement• Comprehensive Audit Trail• Marketing and Research Management Tools (RMS)

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  Uc San Diego