David Martin Email & Phone Number

United States

Greater New York City Area

• Offer internal and external partners consultative support related to all financial business in the markets we serve. Act as the primary point of contact for all partner needs and facilitate full support from first.
• Responsible for project management from a managed accounts perspective on all post-commencement business partner reconciliations and portfolio investigations
• Work closely with IT, our Relationship Managers, and other internal teams to maximize our reporting capabilities and ensure our partners always have access to the critical portfolio details they need
• Hold ownership of some of our largest vendor partners, working daily with their front and back teams on portfolio management and post-commencement contract modifications, and support the implementation of complex.
• Engage with business partners daily to obtain appropriately completed tax resale certificates, service worksheets, and various contract documentation, and support the bank’s escheatment and unidentified fund processes
• Responsible for critical updates to existing operations procedures and assist with the drafting of new procedures for key business processes, and identify gaps in department functions or initiatives for further review

Greater New York City Area

Morristown, NJ

• Was responsible for licensing new physician providers in markets around the United States. Worked directly with the physicians, their Office Manager/Practice Administrator or the CEO of a hospital organization in this.
• Licensing process included: Cold calling, organizing webinar presentations, conducting presentations for physicians and all appropriate clinic staff, and addressing all questions and concerns thereafter.
• Facilitated all contract negotiations between physician clinic and department Director during licensing. Was also responsible for managing the entire onboarding process including, but not limited to, physician.

Summit, NJ

• Was responsible for licensing sell-side institutions to a broker compensation solution; and buyside institutions to a compliance vendor due diligence solution. Products were developed to streamline areas of each firm’s.
• Managed each account after licensing. Account management included follow up product demos, billing inquiries, revenue analysis and various other responsibilities.
• Provided frequent sales reports on each account to keep management aware of recent developments and the effectiveness of different strategies. Client base was global.

New York, NY

• Was responsible for licensing sell-side institutions to a data management software platform, known as BrokerTrak. Product assisted brokers and research providers with receiving proper credit for all services to.
• Frequently worked with prospects’ Head of Sales, Head of Equities, COO, CFO or CEO, along with our respective legal departments, to negotiate mutually agreeable terms in licensing agreements
• Managed every account licensed since initiative began in November 2011. Account management included product demos, billing inquiries, interaction upload feedback, enhancement requests and basic system support
• Assisted Legal, Finance, Development and Support teams with the streamlining of product’s incorporation into a Customer Relationship Management “CRM” system, account management, billing workflow and product enhancement.
• Personally licensed all BrokerTrak agreements, which exceeded 300 brokers/research providers at the time of my departure. Sales figures far exceeded $1 million in annually recurring revenue, and licensed firms included.
• Developed extensive knowledge of the financial services industry, and networked with hundreds of broker-dealer contacts. Personal client base was global, with clients in locations including New York, California, Hong.

• Solely handled the organization of all firm trading documents, presentations, spreadsheet data, and research projects and information
• Assisted Senior Research Analysts with quantitative research conducted on firm’s custom research platform, ELROI
• Prepared presentations using Microsoft PowerPoint for use at all client meetings and public offerings
• Handled the construction of clients’ stock portfolios built with research platform and conducted conference calls with clients and/or colleagues in California to outline and discuss the performance of these portfolios
• Created “alphas” for firm clients, which were used in assuring their portfolios generally received higher rates of return than industry benchmarks
• Ran backtests on clients’ portfolios versus desired benchmark(s)

• Handled customer service and communication between Outside reps and clients
• Took orders from customers and placed them using proprietary computer programs
• Assembled presentations and organized meetings between Outside reps and clients
• Quoted pricing on a wide array of products for customers