Timothy O'Leary Email & Phone Number

Greater Boston Area

Seismic is the recognized leader in sales and marketing enablement, equipping global sales teams with the knowledge, messaging, and automatically personalized content proven to be the most effective for any buyer interaction. Powerful content intelligence and analytics enable marketers to prove and improve their impact on the bottom line, revealing what is really driving revenue and what needs to be adjusted. The result for global enterprises like IBM, Guggenheim Investments, PayPal, and Quest Diagnostics is better win rates, larger deals, and higher customer retention. Seismic is headquartered in San Diego with additional offices in North America, Europe, and Australia. To see how Seismic is being used by companies in your industry, visit https://seismic.com/To see how Seismic is being used by firms in your industry, visit http://www.seismic.com.

Hanover, Ma

A 23 year old Massachusetts based construction company, providing residential renovation and new construction.• Produced project estimates for all client prospects, detailing material costs, manual hours, and projected completion timeframes.• Maintained company calendar and job assignments, ensuring ongoing projects maintain required resources to hit target completion dates, reallocating resources if necessary. • Provided project completion follow-up, ensuring contractual obligations and client expectations have been met.• Assisted onsite with any and all projects, including the completion of siding, roofing, decking, window replacement and new construction, to ensure all projected goals are met.

Quincy, Ma

A global fintech leader with over $9B in market capitalization managing millions of trades a day involving trillions of dollars, deliver essential communications for 5K+ brands and shareholder voting in 90 countries.• Responsible for growing account revenue, contract renewals, and developing and nurturing executive-level customer relationships.• Delivered all revenue goals, including five contract renewals during a volatile period following an organizational acquisition. • Transitioned 20 print and digital fulfillment communication clients to a new fulfillment facility with zero service disruption.• Introduced, trained and educated new team members regarding existing client organizations, contacts, products and services.• Provided support, direction, and industry insight to exiting clients, following the Broadridge acquisition of DST Customer Communications.

Quincy, Ma

DST CC, acquired by Broadridge Financial Solutions in 2016, was a division of DST Output known for transforming a company’s transactional, marketing and compliance communications into exceptional customer experiences and delivering better business results. Annually, they prepared 3.5B+ communications via print, digital and mobile channels. • Managed 28 asset management, mutual fund and insurance clients. • Generated $21MM in annual revenue and delivered proactive account management and strategic relationship management.• Transitioned 12 clients' physical assets and ordering capabilities from Massachusetts to Missouri location without disruption.• Assisted plan sponsors in managing fiduciary responsibilities. • Identified opportunities to increase assets under management and reduce costs.• Presented new products and services to client executives with the goals of improving efficiencies.• Generated additional revenue through renewals and expanding the scope of existing relationships.• Created long-term account strategies for cross selling and upselling of print and electronic delivery of client communications.• Acted as a peer leader amongst client relationship management and assisted in problem resolution.• Represented and presented at company and industry conferences.• Onboarded 10 clients to MarketPower, the company’s marketing communications content management system.• Created a standardized quarterly business review template used by all account managers.• Provided detailed analysis on annual spend, print content, order activity, distribution methods.• Assisted clients with annual budgets, industry trends and pre and post-sale marketing material performance reviews.• Traveled throughout the U.S. 25% of time to conduct onsite client meetings, maintain and improve client relationships.

Weymouth, Ma

CFG was a provider of marketing fulfillment and compliance automation services for the investment management industry. CFG was acquired by DST OutPut in 2010.National Accounts Manager, 2007 - 2010• Managed plan sponsor accounts worth $8M+ in annual revenue. • Developed executive level relations at top clients.• Collaborated with marketing, procurement, legal and billing to ensure company and client goals were met.• Provided proprietary web-based system demonstrations to client prospects and conducted regular on-site visits.Account Manager, 2004 – 2007• Reviewed and monitored all order and shipping activities to ensure accurate delivery.• Assisted customers in order processing utilizing MarketPower, an online integrated communications management platform. • Audited product inventory reporting, recommended reorder levels and volumes based on historical usage.• Interacted daily with multiple departmental staff to ensure client needs and requests were addressed. • Ensured quality control of all client digital asset setups and files uploaded for print and distribution.

Quincy. Ma

State Street is one of the largest asset management companies in the world partnering with institutional investors to provide investment management, research, trading and investment servicing.Business Analyst II, 2003 – 2003• Oversaw business analysis and authored documentation to support client technological enhancement requests.• Produced business requirement documents for the development staff and reviewed system development initiatives.• Assisted in the division planning process regarding the Deutsche Bank Custody only conversion.Account Manager, 2000 – 2003• Managed operations for 22 mutual funds with $8B+ in total net assets.• Supervised 11 fund accountants and coordinated relationships with executives at four mutual fund clients.• Conducted semiannual progress reviews and annual employee performance appraisals.• Received multiple awards for quality of work; member of the Quality of Work Life Committee.Senior Fund Accountant, 1999 - 2000• Trained all new employees for three fund groups; solved complex accounting issues• Performed monthly share reconciliation to determine cash availability for client spending.Fund Accountant, 1998 – 1999• Primary client service liaison for eight mutual funds; trained on equities, bonds, money market funds and REMICs.• Monitored 42 funds, calculated and reported nightly total net asset values and converted 30+ mutual funds.• Completed an 8 week "Global Launch" pilot program for international multiclass fund accounting.