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Gene Barra is a Sales Associate at Tri-Vin Wines and Spirits. They possess expertise in asset management, hedge funds, fixed income, alternative investments, private equity and 19 more skills.
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Sales AssociateTri-Vin Wines And SpiritsHarrison, Ny, Us
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Sales AssociateRow 13 Wines, Inc 2019 - PresentCroton-On-Hudson, Ny
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Director Of Business DevelopmentRed Swan, Llc 2018 - 2019 -
Director; New Business SalesEze Software Group 2014 - 2017Mt Kisco, NyEze Software acquired TKS Solutions, a previous employer Presented accounting and partnership allocation software (Penny) to CFOs, COOs, and Controllers @ various hedge funds throughout the US. Managed a sales cycle that ranged from 4 to 24 months. Worked with prospective Hedge Fund, Private Equity and Administrator clients to understand the complexities of their business, their fee structures and investor statement communications, and offer solutions to facilitate their monthly process. Nearly doubled client accounts from 20 enterprise accounts in 2014 to 38 in 2015. Attracted market share growth, growing the sales pipeline to an estimated $750,000. Served on the management team, charged in part with overseeing product marketing, proposal development, repeat business, sales promotions, cold calling, and account retention. Oversaw sales and business development strategies, starting with the initial introduction and nurturing the relationship throughout. Conducted presentations at user conferences when possible. Trained the new sales engineer/software demonstrator on the industry, defining all needs; e.g. financial reporting, forecasting, investor allocations and reporting, fee calculations. Secured open-ended monthly contracts and led contract negotiations with new client accounts. Helped build TKS to a business worth acquisition in 2015. -
Vp Account Management; Morgan Stanley Fund ServicesMorgan Stanley Mar 2008 - May 2014 Provided back-office support for complex hedge funds and performed accounting functions, such as account reconciliations, financial statement preparation, monthly statements for investors and tax related inquiries for 4 major clients with $500M to $3B in assets. Joined the business development team for approx. 12 months, which involved new business development, established account growth, customer satisfaction, and commercial account retention. Captured monthly income data and allocated fee structures for clients. Discussed and answered questions specific to fee allocations as well as provided details to direct managers when requested on how fees were calculated/derived. Participated in software product demonstrations when invited to assess the software and provide an input on its use/functionality. -
New Business DevelopmentCogency Software And Sungard 2004 - 2007Cogency Software & SunGard (acquired ISBI) Led B2B new business development for two software companies within 3 years. Conducted sales presentations with managers with investment/financial services firms. Contacted and built a prospect database that expanded the company’s market reach and nurtured leads for a solid close rate. Presented solutions to prospects, highlighting client’s needs seamlessly weaved into the software’s functionality. Identified target customers and coordinated sales activities with business managers and other sales staff. Reviewed the sales pipeline and aligned the sales goals to meet with on-going selling expectations.
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Director, Business Development/ConsultantSs&C Technologies 1989 - 2004Note: SS&C Tech acquired HedgeWare, a former employer Joined the company as a Consultant, managing client relationships and working with hedge fund clients on software implementation. Transitioned to new business development as company grew. Presented accounting, general ledger, and tax software to CFOs, COOs, and portfolio managers. Conducted account management as needed and resolved some client issues. Participated in yearly tradeshows as a way to forge new business relationships and possible alliances. Used these public forums to assess the strengths/weaknesses of other software, which was later used during the sales process. Served as a member of the management team, charged with steering overall sales operations and business development activities. Outlined software performance, including actionable reporting, performance monitoring functions, net value assessments, and portfolio values. Negotiated annual contract terms with decision makers. Grew the client base six-fold, going from 10 clients to more than 60. Assisted with the growth of HedgeWare’s revenue and assets to a point where it could be acquired by SS&C. -
Account ManagerDonovan Data Systems 1986 - 1988
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Tax AccountantPrice Waterhouse 1983 - 1986
Gene Barra Skills
Gene Barra Education Details
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Accounting -
English
Frequently Asked Questions about Gene Barra
What company does Gene Barra work for?
Gene Barra works for Tri-Vin Wines And Spirits
What is Gene Barra's role at the current company?
Gene Barra's current role is Sales Associate.
What is Gene Barra's email address?
Gene Barra's email address is gb****@****oft.com
What is Gene Barra's direct phone number?
Gene Barra's direct phone number is +161731*****
What schools did Gene Barra attend?
Gene Barra attended University Of Notre Dame, University Of Notre Dame.
What skills is Gene Barra known for?
Gene Barra has skills like Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Private Equity, Equities, Financial Services, Customer Relationship Management, Account Management, Customer Support, Lead Management, Strategic Account Development.
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Eugene Barra
United States -
2icfi.com, essexmanagement.com2 +130165XXXXX
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Eugene barra
United States -
Gene Barra
United States1msfundservices.com
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