Ryan Feeley, Cfa Email & Phone Number

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.

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.
• 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.

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.
• 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.
• 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.
• 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.