Ryan Feeley, Cfa Email & Phone Number

Phoenixville, Pa, Us

New York, New York, Us

As a sales engineer, I help drive new revenue for Addepar's growing wealth management network.Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $3T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

Oaks, Pa, Us

I influence global profitability building partnerships to lead transformative, cross-functional projects with key stakeholders. Dedicated to upholding a client-focused culture, I help internal teams understand key requirements through needs assessments, building and implementing cost-effective solutions and strategic sales plans. Engaging clients at every turn to develop trust, I collaborate on requirements with key decision makers, and continue to promote account growth and success by offering expert advice on attractive service options. Some of the accomplishments I have earned include:• Won Higher Gear Award out of over 150 employees, designating peer recognition for commitment to clients, business, and people.• Signed prospects with AUM ranging $2B to $50B by leading lengthy sales cycles and complex requirements, generating recurring revenue of $75M.• Managed large teams across end client, advisor, operations and investment management workstreams.• Worked across multiple geographical jurisdictions for the top 20 largest global banks.• Successfully sold financial technologies and processes for wealth managers while cross selling asset management and brokerage services.• Reduced sales cycles 20% with streamlined business discovery process.• Conducted SEI’s first fully virtual wealth platform sale and subsequently implemented the same firm.• Reinforced commitment to developing future leaders, serving as mentor for four junior staff over last five years.

Oaks, Pa, Us

Addressing unique business needs in a newly created position to refresh investor experiences, I harnessed active leadership, collaboration, transparency, and innovative thinking to reach goals. I set the standards for investor experiences, drafting initial standard operating procedures, including synchronizing messaging to clients. Keeping abreast of a rapidly evolving set of asset classes, I managed asset allocation and research for $210B AUM of individual and institutional investor profiles, and offered advice for mutual fund and EFT complexes. I generated growth by liaising with internal and external teams to review benchmarks, identify themes, and implement tactical alpha generating opportunities.My efforts made numerous contributions to our success, including:• Co-managed a 2016 and 2017 Lipper awarded $3.8B global, multi-asset fund complex for institutional and advisor clients.• Delivered market gap insight, manager analysis and led analytical presentations to key decision-makers to promote and sell asset management services.• Updated capital market assumptions for all of asset classes to provide foundational strategic asset allocation guidance across model portfolios.

Oaks, Pa, Us

Focused on improving services, I managed products across the lifespan, including innovating a new service and technology to improve prospecting experiences. Enhancing client services further, I cultivated partnerships to understand and translate goals into action plans for developing accounts and meeting objectives efficiently. This included directing projects to optimize and standardize workflows which increased our ability to meet deadlines. I also relayed insights to executives to guide decision-making and improved this process by designing and overseeing the SEI Wealth Platform’s (SWP) investment management suite. Lastly, I contributed to continuous growth, converting prospects at premium prices and guiding new clients through the implementation process to deliver seamless experiences.A selection of highlight includes:• Transitioned first three trust banks with $9B in managed assets to SEI Wealth Platform and SEI's outsourced operations.• Revolutionized end client onboarding by bringing a new solution to market, managing offshore development resources, and marketed to current SEI clients.• Championed the design of investment management functionality such as model management, pre and post trade compliance, and performance and client reporting.

Oaks, Pa, Us

Training staff and building comprehensive, customized investment management solutions, I led 16 implementations from establishing scope, to allocating resources, maintaining budgets, monitoring tasks, and evaluating results. I promoted achievement of portfolio goals using creative and best practice initiatives to increase performance and productivity. I successfully implemented streamlined and standardized processes across the board, using clear and concise communications to all stakeholders.One key contribution in this role was:• Managed, trained and tailored firm workflows across key partner relationships such as SS&C, First Rate and InvestEdge products.

Oaks, Pa, Us

I managed reaching business goals for over 50 clients within the order and portfolio management platform, responsible for average assets of $8B.My major role was serving as go-to-person for portfolio management of SS&C's Advent suite, utilizing subject matter expertise in service delivery options to match clients with products, answer questions, and resolve complex problems.