Jaime J. Bean

Jaime J. Bean Email and Phone Number

Senior Director | Institutional Sales @ Alpha Theory | Process Driven Investment Platform for Alpha Generation @ Alpha Theory
Jaime J. Bean's Location
Charleston, South Carolina Metropolitan Area, United States, United States
About Jaime J. Bean

www.AlphaTheory.com www.centerbook.com As a Senior Director in Business Development at Alpha Theory, we help fundamental managers improve their decision-making process and enhance their alpha generation. With over 20 years of experience in the financial industry, I deeply understand investors' challenges and opportunities in a complex and dynamic market environment.My core competencies include building and leading high-performing sales teams, developing and executing effective sales strategies, and cultivating long-term customer relationships. I have a proven track record of delivering revenue growth, customer retention, and market share expansion for various fintech companies, including Alpha Theory, IntellPro, Sentieo, and Code Red RMS (now FactSet). I am also passionate about continuous improvement, innovation, and learning. I hold a BSBA in Finance and Economics from Syracuse University, a Certificate in Financial Accounting from NYU Stern, and a Certificate in Sales Training from Dale Carnegie Training. I have 5 children and live in Daniel Island, SC.

Jaime J. Bean's Current Company Details
Alpha Theory

Alpha Theory

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Senior Director | Institutional Sales @ Alpha Theory | Process Driven Investment Platform for Alpha Generation
Jaime J. Bean Work Experience Details
  • Alpha Theory
    Senior Director | Business Development | Marketing
    Alpha Theory Apr 2022 - Present
    New York, Ny, Us
    Alpha Theory software drives higher investment returns (up to 4%) from improved position sizing aligned to your research insights and data. We also own a systematic hedge fund called Centerbook Partners in Greenwich, CT.
  • Default Reveal
    Strategic Advisor
    Default Reveal Aug 2024 - Present
    Gain a discernable edge by leveraging data incorporating four 'Big Data' vendors in an integrated framework and data aggregation platform. As companies transition from various stages in their credit and financial cycles, gaining this knowledge is critical to an investment team's analysis, as it allows asset managers to make informed decisions.
  • Sib Fixed Cost Reduction
    Partner Consultant
    Sib Fixed Cost Reduction Sep 2024 - Present
    Charleston, Sc, Us
    SIB Why? We do this to help companies achieve healthier profit margins and assist in portfolio value creation.Most companies don’t have the time, technology, or internal resources to vigilantly monitor hundreds of complex bills and contracts for savings opportunities across complex spending categories. However, SIB does this via advanced technology/low lift, data benchmarking, and private equity value creation. Recent acquisitions include specialized expertise in blockchain solutions, utilities, waste management, telecom, and logistics.$4 Billion+ in savings delivered8,000+ clients served500,000+ pricing benchmarks
  • Cmind Inc
    Strategic Advisor
    Cmind Inc Nov 2023 - Present
    Boston, Us
    Cmind clients use its proprietary intelligence and insights to drive more informed investment and business decisions.
  • Sentieo
    Director Of Sales
    Sentieo Jun 2019 - Mar 2022
    San Francisco, California, Us
    Acquired by AlphaSense in April 2022.
  • Iron Tribe Fitness
    Owner
    Iron Tribe Fitness Feb 2018 - Aug 2020
    Birmingham, Al, Us
    I am proud of the business that was built unfortunately due to many circumstances but mainly Covid-19 we did not reopen and sold off the assets. Our purpose is to get you in the best shape of your life. By using high intensity training in a small group atmosphere, we’ve created a program that works with any fitness level at any age. No matter where you are in your fitness journey — we are here for you!
  • Broadridge
    Senior Director | Buy-Side Platform Sales
    Broadridge Jun 2018 - Jun 2019
    New York, New York, Us
  • Ledgex
    Vp Of Sales | Managing Director
    Ledgex Apr 2015 - May 2018
    Framingham, Massachusetts, Us
  • Alphasense, Inc.
    Advisory Board Member
    Alphasense, Inc. Nov 2015 - Jan 2018
  • Factset
    Vp Of Global Sales & Marketing | Managing Director | Partner (Code:Red Rms)
    Factset May 2006 - Apr 2015
    Norwalk, Connecticut, Us
    http://www.factset.com/news/20150209070000NORWALK, Conn., Feb. 9, 2015 (GLOBE NEWSWIRE) -- FactSet Research Systems Inc. (NYSE:FDS) (Nasdaq:FDS), a leading provider of integrated global financial information and analytical applications for the investment community, today announced it has acquired Code Red, Inc.Code Red provides research management technologies to the investment community, including endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds. Code Red enables firms to combine their research, unique workflows, and data from multiple systems into an efficient, complete, and repeatable investment process. Code Red is home to all the information and tools investment professionals use to make more informed investment decisions."With the addition of Code Red to FactSet's existing RMS solution, FactSet now offers a complete research management solution for all of our clients' workflows," said Eric Weitzman, Vice President of Product Development for FactSet. "We are confident that the investment community will derive great value from this partnership.""Code Red is proud to join FactSet and to further develop our research management technology. Code Red shares FactSet vision of becoming the industry-leading solution for research management," said Tim Gavin, CEO of Code Red.- See more at: http://www.factset.com/news/20150209070000#sthash.SjPXj8v5.dpuf
  • David Tice & Co./Behind The Numbers
    Director Of Sales | New York
    David Tice & Co./Behind The Numbers Jun 2004 - Apr 2006
    Research Sales to Hedge Funds/Started NY office.
  • Computershare
    Vp Of Sales
    Computershare Jan 1998 - Jun 2004
    Melbourne, Victoria, Au
    Institutional Sales Director - Sell-side and Buy-side Sales

Jaime J. Bean Skills

Hedge Funds Financial Services Equities Capital Markets Financial Markets Trading Systems Fixed Income Asset Management Investments Mergers And Acquisitions Start Ups Alternative Investments Salesforce.com Analytics Sales Management Relationship Management Account Management Product Management Market Data Bloomberg Equity Trading New Business Development Series 7 Derivatives Business Development Options Asset Managment International Sales Trading Endowments Foundations Pension Funds Technical Analysis Private Equity Emerging Markets Securities Mergers

Jaime J. Bean Education Details

  • Syracuse University - Martin J. Whitman School Of Management
    Syracuse University - Martin J. Whitman School Of Management
    Finance And Economics
  • Syracuse University - Martin J. Whitman School Of Management
    Syracuse University - Martin J. Whitman School Of Management
    Finance And Economics

Frequently Asked Questions about Jaime J. Bean

What company does Jaime J. Bean work for?

Jaime J. Bean works for Alpha Theory

What is Jaime J. Bean's role at the current company?

Jaime J. Bean's current role is Senior Director | Institutional Sales @ Alpha Theory | Process Driven Investment Platform for Alpha Generation.

What is Jaime J. Bean's email address?

Jaime J. Bean's email address is jb****@****inc.com

What is Jaime J. Bean's direct phone number?

Jaime J. Bean's direct phone number is +164655*****

What schools did Jaime J. Bean attend?

Jaime J. Bean attended Syracuse University - Martin J. Whitman School Of Management, Syracuse University - Martin J. Whitman School Of Management.

What are some of Jaime J. Bean's interests?

Jaime J. Bean has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Jaime J. Bean known for?

Jaime J. Bean has skills like Hedge Funds, Financial Services, Equities, Capital Markets, Financial Markets, Trading Systems, Fixed Income, Asset Management, Investments, Mergers And Acquisitions, Start Ups, Alternative Investments.

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