David Mchugh Email & Phone Number

Wayne, PA

Greater New York City Area

Led the sales process delivering new solutions into varying client types within the wealth management space (wire-houses, regional broker dealers, discount brokerages, RIAs). Worked in conjunction with account management teams to increase revenue and retain existing subscription-based revenue.

Providing desktop and analytic solutions to global banks, regional broker dealers, asset management firms and hedge funds. Maintaining a territory across the US developing new business and strengthening existing relationships to help meet company retention goals.

Greater New York City Area

Secured at risk revenue within territorial accounts where Thomson Reuters (TR) products were slated to be sunset. Coordinated sales, account management, and client support resources to ensure a positive migration onto go forward TR solutions.

Greater New York City Area

Supported account through the Mid-Atlantic and Southeast regions who used BridgeStation as the primary daily market data terminal. Assisted in pre-sales demonstrations and post sales training. Was responsible for proactive support of large revenue accounts within assigned territory.

Greater New York City Area

Managed the end user support for all clients at a given financial institution. Implemented proactive support campaigns to retain revenue while also ensuring team reached customer satisfaction goals.

Greater New York City Area

Handled day to day support and engagement with Reuters Focus Group Accounts (largest global financial institutions). Managed all aspects of client engagement from billing inquiries, training requests, new sales leads, etc.

Responsible for sales support and training of financial market professionals within global financial institutions.

Mt Laurel NJ

Trained retail wealth managers on desktop market data systems and CRM tools.