Francisco Heredia Email & Phone Number

• Proactively identify and pursue new business opportunities to drive revenue growth and expand market share.• Generate qualified leads through various channels, including networking, industry events, and online research.• Develop and implement strategic sales plans tailored to specific client requirements, ensuring a compelling value proposition.• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.• Negotiate contracts and agreements effectively, ensuring mutually beneficial terms for both parties.

New York, Ny, Us

Serves as an advisor to institutional investors (asset owners, asset managers, hedge funds, banks, CTA’s, platforms and other market participants) in regards to: • Upcoming LIBOR secession and replacement.• Foreign exchange and fixed income electronic trading systems.• Pre - At - Post electronic solutions.Frequent speaker at industry conferences as a subject matter expert.

Boston, Massachusetts, Us

• Designed and implemented a uniform pricing strategy to increase revenue, standardize pricing, and gain a competitive advantage.• Advised on business strategy, new product development, and acted as a Subject Matter Expert across all Global Link products.• Developed strategy to offer additional services to existing clients, focusing on existing technical infrastructure.• Initiated two new products by leveraging existing technology and expanding relationships to create revenue streams for Global Link – no competitor.• Increased revenue by twenty percent (20%) for 2018.

New York, Us

ENTREPRENEURIAL VENTURES, Connecticut and Massachusetts 2009 – 2017 FX & Fixed Income Consultancy (2015 – 2017)• Developed a business development strategy for a global fixed income consultancy firm. • Served as an advisor for a macro fund start-up. • Served as an advisor for an FX overlay fund start-up. • Frequent speaker at FX conferences as an industry expert.Molten Markets, Inc. (2011-2015)Founding Partner – Head of Business DevelopmentFounded successful Company which was sold to Icap’s EBS in October 2015. Founded in 2009• Led Client Relations and Business Development with asset managers, hedge funds, banks, HFT’s and corporations.• In 2013, launched MoltenFX, an ECN designed to provide full transparency with no hidden costs for the active FX market participants. • In 2014, lunched InstiFX, a platform designed for fund managers with the need for allocations, pre-trade compliance, and TCA. Boston Global Associates, Senior Partner (2009 – 2009)Established Boston Global Associates- foreign exchange consultancy for Latin American institutional investors.• The venture provided electronic trading platform advice to companies and institutions in the region to help them bridge the gap with their financial services counterparties in the U.S.• The firm also offered marketing services to U.S. institutions that were seeking to expand their business in Latin America.

Zurich, Ch

Managed and executed new business expansion strategy and client relations for FX desk. • Managed client relations and business development, delivering 28 new institutional clients in eight months and increased market share with existing clients. Managed the review of tail accounts and collaborated with head of sales to reallocate them among sales people. • Managed FX Campaign to Canada’s institutional clients. Collaborated with real money, hedge funds, banks, corporate, and family offices. • Successfully managed client relations and business development with other UBS’ sales teams across the globe to bring new business to the Investment Bank.

Zurich, Ch

Built the Fixed Income and FX e-Commerce sales team. • Managed a six person sales team; member of the global e-FX executive committee. Managed the roll-out of the bank’s new FX platform in conjunction with Zurich and Singapore teams. • Worked with development team on new functionality and improvements; relayed feedback from clients. • Increased market share penetration in third party platforms across asset classes. During my tenure, UBS rose from 6th to 2nd place in Euromoney’s e-commerce ranking. • Speaker at multiple FX conferences.

Boston, Massachusetts, Us

• Global Link was State Street Global Markets’ core e-commerce offering spanning multiple asset classes. During my tenure I became a key contributor to FX Connect’s overall leadership position -- attaining over 75% of the real-money in the institutional FX marketplace.• Top performer during 2005-2009; my clients contributed multi-million dollars in successive revenue growth for Global Link; recognized by clients for streamlining their workflow, creating significant efficiencies.• Successive top cross-seller 2005-2009, introducing other bank services to clients; directly responsible for adding over a million dollars revenue to other areas of the bank.• Successfully managed strategic relationships with over 40 top tier institutional investors and broker-dealers; 25% of accounts grew in excess of 100%; all assigned accounts experienced growth.• Recognized by top management for initiating and managing a sales program to build a major State Street presence in Latin America. • Successfully implemented a sales strategy for Global Link to introduce electronic FX and futures execution, confirmation and settlement.• High profile teams: State Street Global Markets’ Fixed Income Strategy Team & State Street Associates.

Boston, Massachusetts, Us

Senior member of State Street’s Bond Connect client strategy and product development group prior to its integration with Global Link. Bond Connect was a registered Alternative Trading System engaged in providing fixed income trade execution services for institutional investors. • Highest producer of client orders to the system by working directly with clients. • Performed quality analysis of matching engine and the system applications to ensure strategies were correct.• Instrumental in creating and maintaining relationships with buy/sell side fixed income and currency traders and portfolio managers.

Certificate, Biotech & Pharmaceutical Management Foundations

Ms, International Finance

Bachelor Of Science, Finance And International Business

Education record