Jamie Stewart Email and Phone Number
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Financial technology business development executive with experience in providing innovative client solutions. Proven track record of success in selling investment research, trading tools, derivatives, alternative data, and technology platforms. Experienced in developing and nurturing long term business relationships, creating new market opportunities and expanding wallet share with clients.* Business development experience with alternative data, artificial intelligence, and machine learning technologies* Expertise with financial analytical software applications and leveraging CRM applications (Salesforce, Microsoft Dynamics) to boost ROI * Rudimentary knowledge of SAS, Matlab, Python, and R programming languages.* Licenses: Series 3, 7, 63* Experience with Miller Heiman strategic selling process
State Street
View- Website:
- statestreet.com
- Employees:
- 44927
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Product Engineer, Investor Data Products And AnalyticsState StreetNewtown Square, Pa, Us -
Vice President - Portfolio SolutionsState Street Sep 2020 - PresentBerwyn, Pennsylvania, United StatesData commercialization, outsourced trading solutions, transition management, electronic trading, currency management -
Vice President - Global Business Development, Innovation And Advisory ServicesState Street Jul 2017 - PresentBerwyn, PaLeadership of global sales & business development efforts for State Street Global Markets - Innovation and Advisory Services. Includes indicators, alternative data, analytic platforms, and other institutional investment services. Development of new business opportunities via academic collaborations, data partnerships, and other proprietary offerings utilizing machine learning, unstructured data, and artificial intelligence. Provide subject matter expertise across the firm regarding alternative data and other indicator products. -
Director Of Sales, Marketing & Business Development - Wharton Research Data Services (Wrds)The Wharton School Dec 2011 - Sep 2017Philadelphia, PaLeadership of Global Business Development and Sales team focused on growing the subscriber base, expanding the revenue opportunity through new customer acquisition, and expanding wallet share with existing clients. Creation of new revenue streams through sourcing and developing new data partnerships. Achievements include extension of WRDS Research Platform and services into commercial and government verticals, development of new product and service offerings, expanding WRDS alternative data offerings, and expansion of WRDS growth internationally. -
Vice President - Institutional Equity SalesCowen And Company Mar 2011 - Nov 2011New York, NyCoverage and business development role to grow Cowen's cash equity, options and ETF business in the Midatlantic and Southeastern regions.Expanded market share at existing accounts and introduced Cowen product offering to new clients via cold calling, networking and other strategic marketing initiatives.Successful cross sell of new product offerings and trading platforms by targeting key decision makers and leveraging relationships to maximize revenues. -
Institutional Equity & Derivative SalesSusquehanna International Group Jun 2004 - Jan 2011* Coverage of Mid-Atlantic & South East Regions, including most major asset managers based in geographic area. Also covered a number of other asset managers located throughout the East Coast, Mid-West and South East. Over 50 sophisticated institutional investors in client base.* Introduced SIG trading capabilities, developed client relationships and marketed all equity products, (including derivatives and ETFs) as well as advised on individual stocks and portfolio management decisions* Achievements included introducing growing SIG research product offerings, selling derivative products to these institutions, expanding market share with existing accounts and getting firm ranked in Top 50 brokers among the major asset managers in the region. -
Institutional Equity SalesMorgan Stanley Aug 2000 - Jun 2004Member of sales team covering Mid-West institutional accounts. Marketed institutional platform and cross-sold full suite of Morgan Stanley institutional investment services.Instrumental in maintaining a top 5 market share at all major accounts under coverage and expanding customer network. -
Investment Banking - Senior AnalystRaymond James & Associates, Inc Jul 1996 - Aug 1999* Developed and presented new business proposals for underwriting and financial advisory services, including mergers & acquisitions and capital raises.* Created financial models detailing potential valuation scenarios and pro forma financial projections. Examined comparable companies and analyzed precedent transactions on targeted industries. -
Retail Liaison - Equity ResearchRaymond James & Associates, Inc May 1995 - Jun 1996Provided investment advice and value-added analysis to over 3,000 brokers. Worked closely with equity research analysts to market recommendations to retail sales force.Recognized as a top advisor to retail money managers in the RJ network.
Jamie Stewart Education Details
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Finance/Economics/Accounting -
Finance/Economics -
Abington Hs
Frequently Asked Questions about Jamie Stewart
What company does Jamie Stewart work for?
Jamie Stewart works for State Street
What is Jamie Stewart's role at the current company?
Jamie Stewart's current role is Product Engineer, Investor Data Products and Analytics.
What is Jamie Stewart's email address?
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What is Jamie Stewart's direct phone number?
Jamie Stewart's direct phone number is +161057*****
What schools did Jamie Stewart attend?
Jamie Stewart attended The University Of Chicago Booth School Of Business, Drexel University's Lebow College Of Business, Abington Hs.
Who are Jamie Stewart's colleagues?
Jamie Stewart's colleagues are Edoardo Forneris, Gayatree Ghodake, Hiroshi Kobayashi, Omkar Kanse, William Pollack, Manny Deandrade, Ryoji Akiya.
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Jamie Stewart
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