Jean Robert Email & Phone Number

New York, Ny, Us

Consultant to investors and companies to help restructure businesses, Goto market advising, or raise capital—investor in Fintech businesses with successful exits. FTS/FII - Corporate Action Processing Service and Corporate Action Data Sales• Brought in to develop direct sales and partnership channels.• Help implement new sales infrastructure.• Upsell Fii and EDI datasets to new clientsVerivend: Private equity digital wallet payments and Deal ServiceRevenue Development• Adjusted product mix to increase revenue per client, and launched new investors services.Product Development• Developed fundraising service for PE equity investments and private credit.Advantage Data (ADI) and Best Credit Data (BCD) - Head of Business Development - BCD and InvestorA Solve Company as of February 2022. Part of the team will spearhead efforts to position both BCD and ADI for sale. Drove revenue and cost optimization. Member of M&A team, heavily involved in due diligence process. • Enabled sale of BCD and ADI to PE firm Charlesbank as part of a $80MM Transaction. Sat out garden leave until November 15, 2023.• Tripled revenue at BCD and Sold it to ADI via new and expanded client relationships. (September, 2018)• Transformed business model at ADI/BCD to become a SaaS service and a data feed. Helped develop and launch BDC, private credit, corporate bonds, loans, and private placements front, middle, and back office data feed and enterprise software products. • Led Content/Channel Partnership Strategy: Accelerated next-generation growth at AD and BCD.• Reduced costs and delivered positive EBITDA by renegotiating (or eliminating) vendor contracts. • Post-Sale of ADI and BCD to Solve: Ensured smooth Transition, rebranded ADI to Solve, and delivered cost savings.Other Engagements (Some are not explicitly identified due to NDAs):• State Street/SSGX: Aided liquidity measurement regulation product development for loans/Munis,

Atlanta, Ga, Us

Propelled enterprise data processing sales for a fintech delivering mission-critical global financial data. Identified cross-selling opportunities. Advised customers on the value of each security and terms & conditions. • Developed $700K business pipeline and closed $542K+ (96% of quota YTD). Managed $22M in relationships. • Landed national/regional trust company clients, including Citi Asset Management, FiTech, Moody, & others.

• Valens Credit: Analyzed growth model and made business recommendations to shutter business.• Best Credit Data (BCD): Co-founded and established a thriving Munis data feed.

Boston, Ma, Us

Launched and led the growth of ADI, one of the world’s largest and most accurate sources of descriptive, financial, analytical, and credit & credit derivative pricing information. Established a recurring revenue model by selling subscriptions to the web portal. Product team member focusing on capital intensive industries such as Utilities and Healthcare. Initially served in a lead sales role and, in 2008, became CRO, overseeing a sales organization of 10 direct reports and a cross-functional team of 5 indirect reports across customer service, billing, and vendor management. • 2009-2014 Launched Syndicated and Middle market Loan Service: Co-created and sold 15K loan security service to over 100 clients with product feedback from buy- and sell-side clients. The fastest growing area of ADI. • Raised 80% of the $1.3M seed capital and grew the company to $9M annual revenue, with 50%+ EBITDA margin. Delivered $32M+ in cash distributions to shareholders.• #1 salesperson from 2000 to 2008. Landed and established vital customer relationships, including Barclays, Bank of America, Deutsche Bank, Morgan Stanley, Goldman Sachs, and Citi, among many other major banks; and buy-side clients such as KKR, Oaktree, Fidelity, BlackRock, and Blackstone.• Turned around the company following the 2008 Global Financial Crisis, which had slashed revenue by 40%. Revitalized business to $9M in revenue. Advised stakeholders on debt restructuring.• Doubled working capital position by driving efforts to implement CRM service and new billing service.• Reduced vendor costs by 50% by renegotiating contracts that improved coverage and costs.

Boston, Massachusetts, Us

(Part of Bank of America @ 2004 )I managed a portfolio of 30 - 40 companies, including all day-to-day operations and cross-selling of bank services, capital markets, and credit.Focused on New England Large Corporate Lending Customers: Middle Market Credit Focus

Tokyo, Jp

I performed credit write-ups and cross-sold Sumitomo’s Asian businesses and services, generating $90M in new credit.• Focused on New England-based Lending Customers: Cashflow Middle Market Lending.• Shuttered by bank due to Japanese funding premium.

Us

Part of Bank of America @2004• Credit Trained: 4-month intensive credit training program.• Focused on Asset Based and middle market loans: Cashflow and Asset-Based Middle Market Lending.

Master Of Business Administration - Mba, International Marketing

Bachelor Of Science - Bs, Accounting And Finance