Jamie Stewart Email & Phone Number

Newtown Square, Pa, Us

Berwyn, Pennsylvania, United States

Data commercialization, outsourced trading solutions, transition management, electronic trading, currency management

Berwyn, Pa

Leadership 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.

Philadelphia, Pa

Leadership 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.

New York, Ny

Coverage 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.

* 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.

Member 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.

* 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.

Provided 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.

Mba, Finance/Economics/Accounting

Activities and Societies: Investment Banking Group Sales & Trading Group Investment Management GroupDean's List Part of Winning Team.

Bachelor Of Science, Finance/Economics

Graduated cum laude

Education record

Activities and Societies: Football