Dominic Casey Email and Phone Number
Dominic Casey work email
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Dominic Casey personal email
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I have been working with portfolio analytics software most of my career. It has been amazing watching the the evolution and adoption of Zephyr in the last few years. I get very excited being on the phone with clients and showing them the power and flexibility of the Zephyr platform.I manage a team of professional sales people and account managers. Our goal is to help our clients exceed their client retention and asset growth goals. We have over 1,000 clients ranging from 1 person RIAs up through and including the largest wire houses. Our clients use our tools to solve a multitude of problems including: ✔ Client Acquisition✔ CRM Integration✔ Proposal Generation✔ Client Reporting✔ Asset Allocation✔ Monte Carlo Simulation✔ Manager Research ✔ Manager Analysis✔ ESG Analysis and Screening✔ Performance Reporting✔ Board Reporting Our client list is expanding, if you'd like to learn more about our solutions and how we are helping our clients, send me a DM or contact me at: dominic.casey@informa.com
Zephyr
View- Website:
- informaconnect.com
- Employees:
- 959
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Head Of Sales And Account Management - Wealth Management SolutionsZephyrChicago, Il, Us
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Head Of Sales And Account Management - Wealth Management SolutionsInforma Financial Intelligence Jan 2019 - PresentBoston, Massachusetts, UsI manage a team of account managers and sales executives. The team is responsible for retention of existing revenue and gross sales. Our solutions are primarily used with financial advisors and asset managers and fulfill a number of roles including: portfolio analysis, client presentations, performance measurement, proposal generation and creation and maintenance of composites. -
Account ManagerInforma Financial Intelligence Aug 2013 - Dec 2018Boston, Massachusetts, UsResponsible for maintaining and growing a book of business that included accounts in the the US and Canada.
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Vice President - SalesStyle Research Jun 2011 - Apr 2013London, United Kingdom, GbDevelop and execute plan for marketing and selling in my territory.Present analytic software to prospectsUse email, cold call and social networking strategies to connect with prospects.Maintain and develop new relationships with key individuals at plan sponsors, investment consultants and investment management firms. -
Product SpecialistThomson Reuters Jul 2009 - May 2011Toronto, On, CaApplied expertise in portfolio and risk analysis in a sales consultant role. I presented Thomson Reuters portfolio capabilities in sales presentations, managed trials and pilots. Responsible for maintaining relationships with existing clients and consulting with them on any issues related to portfolio analysis. Internally wholesaled portfolio capabilities by presenting in team meetings, communicating product updates and creating sales ideas for business development team. Articulate how portfolio analytics tools fit in the work flow and relate to other Thomson Reuters platforms.Analyzed sales territories and consulted with business development teams on accounts to target and opportunities for growth within exisitng accounts. Responsible for growth of $6 million in revenue associated with portfolio analytics. Steer product enhancements by providing client feed back to product development team. -
Sales ExecutiveThomson Reuters Jul 2005 - May 2009Toronto, On, CaManaged midwest territoryproviding portfolio analytics to institutional investment managers, investment consultants, banks and trust companies.Executed consultative sales approach sales approach with key decision makers including CIOs, CFOs, CTOs, Directors of Research and Directors of Marketing and Client Service. Met or exceeded sales quota each year. Key wins included large regional and national firms. With a number of sales between 200%-500% of average sale size. Identified opportunitiesthrough growing exisitng accounts, targeted cold call and collaboration with other Thomson Reuters sales and account representatives.
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Sales ExecutiveMorningstar Jul 2004 - Jun 2005Chicago, Il, UsManaged and planned sales and business development for an emerging, midwest territory.Provided analytical software and data feed solutions to asset managers, banks, brokerage firms and other financial institutions and service providers. Developed and established new business opportunities through cold calling and other prospecting strategies. -
Relationship ManagerThomson Financial Sep 1999 - Jun 2004UsTrained and consulted with clients using Vestek's holdings based analysis tools. Acquired expertise in holdings based equity portfolio analysis. Tools included, attribution, characteristics, risk and portfolio optimization.Responsible for fostering relationships with clients and growing a $3 million revenue base.In conjunction with territory sales person, territory revenue grew on average 10% each year I was in the position. -
Product ManagerScudder Kemper Investments May 1988 - Sep 1999Communicated mutual fund strategy, portfolio position, performance and characteristics to mutual fund research departments at brokerage firms. Used numerous analytical tools including MorningStar, Lipper, Ibbotson and Zephyr to analyze mutual funds relative to peers and benchmarks. The analysis was used in position portfolios. As liason between portfolio management and institutional clients, I interviewed portfolio managers to gain insights to portfolio strategy and market conditions.
Dominic Casey Skills
Dominic Casey Education Details
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Loyola University ChicagoFinance -
Loras CollegeManagement
Frequently Asked Questions about Dominic Casey
What company does Dominic Casey work for?
Dominic Casey works for Zephyr
What is Dominic Casey's role at the current company?
Dominic Casey's current role is Head of Sales and Account Management - Wealth Management Solutions.
What is Dominic Casey's email address?
Dominic Casey's email address is do****@****ais.com
What schools did Dominic Casey attend?
Dominic Casey attended Loyola University Chicago, Loras College.
What skills is Dominic Casey known for?
Dominic Casey has skills like Equities, Financial Markets, Mutual Funds, Relationship Management, Business Development, Investment Management, Financial Services, Salesforce.com, Wealth Management, Financial Risk, Finance, Crm.
Who are Dominic Casey's colleagues?
Dominic Casey's colleagues are Miranda Lahaie, Tim Mccahery, Frederic Almeida, Kelei Alcott, Lisa Milburn, Junaid Omar, Mark Weinstein.
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