Charlotte Devine Email & Phone Number

Red Bank, New Jersey, United States

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves thousands of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional.

Eatontown, New Jersey, United States

New York, United States

• Served as the lead point of contact for clients/partners throughout the implementation phase, and tracked progress to ensure successful and timely launches.
• Acted as primary liaison between partners and internal teams to drive delivery of partner onboarding deliverables
• Lead weekly meetings between Pagaya and partners, and provided regular status updates internally

New York, United States

• Responsible for implementing and managing US Credit reporting for buyside and sellside clients
• Partnered with Credit Sales team to provide strategic insight on electronic-trading performance and trends on a monthly and quarterly basis
• Utilized Tableau to create standardized and custom dashboards for our Sales team and external buyside and sellside clients
• Acted as the main liaison between various data reporting groups to ensure data quality, and partner with Marketing and Compliance to create new standards for US Credit client reporting needs

Greater New York City Area

• Pitched Tradeweb’s Institutional Credit platform to new buy-side clients, while directly managing existing accounts and promoting new functionality
• Organized meetings, calls and/or demonstrations of electronic platform directly with clients, to understand client expectations and provide best solutions for their trading needs
• Liaised with e-Commerce, Integration, and middle office contacts at various firms to facilitate the onboarding and implementation process
• Worked with Tradeweb Product Managers to implement client feedback to improve platform functionality and successTradewebAs a leading builder and operator of electronic marketplaces, Tradeweb offers institutional.

Greater New York City Area

• Pitched GFI’s electronic platform to prospective users and promote new features to existing sellside accounts through on-site meetings and demonstrations
• Maintained relationships with sellside accounts and gathered feedback from the trading community to understand workflows and trading needs
• Collaborated externally with traders and internally with brokers, developers, and business analysts to facilitate improvements in platform productivity and make transactions as seamless and effective as possibleGFI.

Bachelor Of Arts (B.A.), Psychology

Psychology, Spanish Literature

Education record