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Experienced Sales Director with a demonstrated history of working in the Financial Services industry. Skilled in Sales, Account Management, Equity Research, and Data Science. Strong sales professional with a Master of Science (MSc) focused in Financial Management from Durham University Business School.
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Head Of SalesOxford Data PlanLondon, Gb
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Account ExecutivePassthrough Nov 2023 - PresentNew York, Ny, UsSuccessfully manage and grow a portfolio of fund manager clients by delivering investor onboarding solutions.Collaborate with cross-functional teams to ensure seamless integration of Passthrough's software with clients' existing tech stacks, enhancing client satisfaction and retention.Demonstrate expertise in private equity and venture capital markets, tailoring solutions to meet the unique needs of clients across the industry. -
Sales DirectorM Science Jun 2022 - Dec 2023New York, Ny, UsPromoted to manage a team of 5 while still contributing to new business at the individual level, responsible for over 90 fundamental and quantitative investment clients in Canada, Florida, Boston, and Tri-State areas.Analyzed the team's pipeline to identify upsell opportunities and churn risks, providing accurate monthly retention revenue forecasts across 4 territories.Engaged with C-Suite and decision-makers to negotiate per user, per team, and enterprise contracts. -
Sales ExecutiveM Science Nov 2019 - Sep 2022New York, Ny, UsM Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations. M Science is revolutionizing research, discovering new data sets and pioneering methodologies to provide actionable intelligence. Our research teams have decades of experience working with massive amounts of unstructured data in near real-time to discern critical insights that help clients make smarter, more informed investment decisions. We combine the best of finance, data and technology to create a truly unique value proposition for both financial services firms and major corporations.Responsibilities:Identifying new sales opportunities and generating a continuous pipeline for conversionDeveloping and harvesting new leads through effective networking, cold calling, email campaigns and in-person meetingsPitching actionable investment ideas to prospects and clients based on inflections in our data-driven research and analyses Navigating current account hierarchies to find C-Suite individuals or key decision makers. Deepening existing relationships with partners to better understand their obstacles and provide data-driven solutions.
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Equity Research SalesRosenblatt Securities Jul 2018 - Nov 2019New York , New York , UsDeveloped and maintained strong relationships with institutional investors, including hedge funds, mutual funds, and pension funds. Provided clients with tailored investment ideas and research insights.Acted as a primary point of contact for distributing equity research reports, investment recommendations, and market analysis to clients. Ensured timely delivery and effective communication of research findings.Stayed updated on market trends, economic developments, and company-specific news to provide clients with timely and relevant insights. Collaborated with research analysts to understand and convey key research themes. -
Relationship ManagerRbc Global Asset Management (U.S.) Inc. Aug 2017 - Jul 2018Toronto, On, Ca -
Associate Relationship ManagerRbc Global Asset Management (U.S.) Inc. Feb 2017 - Aug 2017Toronto, On, Ca
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Cash Management SpecialistRbc Global Asset Management (U.S.) Inc. Mar 2015 - Feb 2017Toronto, On, Ca
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InternMerrill Lynch Oct 2012 - Dec 2012New York, Ny, Us•Created a customer relationship management database and various marketing strategies•Researched financial trends and projects, producing recommendations for potential clients•Conducted market research into local businesses, generated sales leads•Produced financial portfolios matching discerning customers to the appropriate ethical investments
Conner Dubois Skills
Conner Dubois Education Details
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Durham University Business SchoolFinancial Management -
Roanoke CollegeBusiness Administration
Frequently Asked Questions about Conner Dubois
What company does Conner Dubois work for?
Conner Dubois works for Oxford Data Plan
What is Conner Dubois's role at the current company?
Conner Dubois's current role is Head of Sales.
What is Conner Dubois's email address?
Conner Dubois's email address is cd****@****nce.com
What is Conner Dubois's direct phone number?
Conner Dubois's direct phone number is +171768*****
What schools did Conner Dubois attend?
Conner Dubois attended Durham University Business School, Roanoke College.
What skills is Conner Dubois known for?
Conner Dubois has skills like Finacial Management, Portfolio Management, Cash Flow Analysis, Sales, Financial Analysis, Corporate Finance, Microsoft Office, Public Speaking, Powerpoint, Microsoft Excel, Teamwork, Leadership.
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