Jeff Lubitz Email & Phone Number

Rockville, Md, Us

Currently managing the Americas Sales Group, overseeing a high-performing team across ISS’ primary business lines. Clients include the world's leading Institutional Asset Managers... Mutual Funds, Asset Owners, Hedge Funds, Custodian Banks, Wealth Management Firms, and RIAs. Responsible for driving double-digit revenue growth, incredibly high retention rates, and go-to-market strategy.Founded in 1985, Institutional Shareholder Services (ISS) empowers investors & companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS is the world’s leading provider of corporate governance, ESG, and responsible investment solutions for institutional investors. Key statistics include annual coverage of approximately 50,000 shareholder meetings in 115 markets, delivering proxy research and vote recommendations while working closely with clients to execute 14.8 million ballots representing 5.5 trillion shares. ISS is a global company with 3,500+ employees across 25 offices in 15 countries.Previously, with ISS' Securities Class Action Services business unit, I worked directly with clients to assist in the critical recovery of lost assets resulting from corporate fraud… surpassing $1 billion over a recent 2-year period. SCAS delivers a complete end-to-end litigation research and claims filing solution. I frequently spoke on the complex topic of securities litigation and shareholder rights with appearances across North America, Europe, and Australia. My press contributions included expert commentary and key industry trends featured in Reuters, Fortune Magazine, Bloomberg Law, Traders Magazine, Law360, AmLaw/Law.com, and The D&O Diary. Additionally, the Harvard Law School Forum on Corporate Governance, Columbia Law School's Blue Sky Blog, Chief Investment Officer, and ESG Investor all published a number of my authored reports and articles.

Leesburg, Virginia - Va, Us

Member of The Arc's Board of Directors, including its Executive Committee.At The Arc of Loudoun, it always has been and always will be our mission to advocate for, educate, serve, and support people with disabilities and their families. With this mission in mind, we have five unique programs collocated in Leesburg, VA that, together, serve ~7,000 people each year. * Ability Fitness Center * ALLY ("A Life Like Yours") Advocacy Center * Aurora Behavior Clinic * The Aurora School * Open Door Learning CenterThe Arc of Loudoun strives to bring about a just, equitable world for people with disabilities.To learn more - or to make a donation that will positively impact individuals with a need - visit https://www.thearcofloudoun.org/about-us.

New York, Ny, Us

Reporting to the CEO, I led global sales and marketing for a rapidly growing FinTech firm with an impressive list of well known, brand name, global financial clients (including three of the world's largest Hedge Funds). I created & managed the sales strategy and execution to assist in rapidly growing recurring revenue, increasing renewal rates, and advancing the company's brand in a highly competitive market. Mentored sales & marketing team members - providing leadership, direction, guidance, and support - during all aspects of sales cycle and lead generation programs.New business - revenue growth & client counts - grew by double-digits and renewal/retention rates exceeded 96%.In addition to leading sales & marketing, I personally managed a few of the company's top client accounts, including the firm's largest sale (a 3-year seven figure agreement that was fully paid in advance). Heavily involved in the opening of the firm's London office - Compliance Science's first expansion outside of North America.Compliance Science (now known as Comply) is a New York City based global FinTech leader in providing governance, risk management, and compliance solutions to the financial and professional services communities. Led by pioneers in the GRC space, Compliance Science uses web-based corporate compliance technology that leverages a robust data network and innovative forensic analytics to monitor employee risk and automate code of ethics compliance. Clients include leading RIAs, broker-dealers, private equity firms, hedge funds, banks, pension plans, public companies, law firms, and professional services firms - all of whom rely on Compliance Science's SaaS platform to help protect them from the specter of reputational damage and revenue loss from non-compliant activities.

New York, Ny, Us

Reporting directly to the CEO, I led global sales for the world's leading independent provider of research & ratings on environmental, social, governance (ESG) and accounting-related risks affecting the performance of public companies. Despite heavy competition in the marketplace, delivered double-digit revenue growth with regard to new business sales by introducing the sales team to a formal solution selling process and surpassed all key metrics for client renewal rates. Personally stepped-in to negotiate numerous 6-figure agreements - helping to secure business as forecasted to management.The firm’s ESG ratings covered 6,300 companies worldwide incorporating 150 ESG Key Metrics to help investors assess the sustainable investment value of corporations. The firm also provided Accounting and Governance Ratings (AGR) for approximately 30,000 public companies worldwide. AGR metrics reflected the accuracy and reliability of a company’s financial reporting. Clients of GMI Ratings included leading institutional investors, mutual funds, hedge funds, banks, D&O insurers, auditors, regulators, and corporations seeking to incorporate forensic accounting and ESG factors into risk assessment and decision-making. Prior to its acquisition, GMI was recognized in both 2012 and 2013 as “The Best Independent Corporate Governance Research Provider."Key member of the executive leadership team that presented sales results, forecasting, process, methodology, KPI's, and Dashboards to potential acquirers of the company. In August 2014, GMI successfully sold itself by selecting MSCI as the best strategic partner.

New York, Ny, Us

Reporting directly to the CEO... managed, led, and mentored almost 30 sales professionals across five distinct teams (Key Accounts, Regional Sales, Emerging Markets, Development Sales, and Partner Programs).Achieved year-over-year double digit growth in sales - both for new business and renewals. Set strategy for sales rep outreach, including client communications and pricing structure. Assisted sales team - on a daily basis - with client calls, meetings, and presentations - leading to an increase in close rates and the annual subscription fee. Personally helped reps across the organization in closing dozens of new & renewal opportunities each and every week. As member of the senior leadership team, played critical role in the development of firm-wide strategic initiatives covering numerous disciplines, solutions, and market segments. Key partner to the marketing team as the company focus was an increase in lead generation and brand messaging. Worked with product development and technology teams to offer feedback from the market with regard to needed enhancements to the solutions.Presented sales results and forecasts on a quarterly basis to the Board of Directors (additionally, to the firm's Leadership team during weekly management meetings).WealthEngine is a leading provider of sophisticated research and analytics to non-profit organizations, financial services firms, and luxury goods companies. More than 3,500 clients benefit from WealthEngine's SaaS platform - wealth identification tools and screening applications that include predictive analytics and big data - to allow for comprehensive prospect research on individuals, companies and foundations. Critical information from more than 30 different databases is bundled into detailed profiles containing hard assets, affiliations, charitable & political giving, real-estate holdings, corporate positions, and other key biographical data.

Boston, Ma, Us

Managed, led, and mentored 12 professionals across three sales teams (Pri-Med, AIA, ICJR) during a period of significant change for the company. Introduced new sales process and methodology that delivered critical enhancements to the company's ability to grow its run rate, client base, and its retention (renewal) rate. Met with key clients during eight annual onsite events - often providing the necessary executive-level assurances needed to maintain (or grow) business relationships. Personally negotiated contracts with top pharmaceutical companies who spent greater than $1 million annually.Established in 1994, Pri-Med is a leading provider of medical education and event management solutions for health care professionals and others around the globe. The growth of Pri-Med was accomplished by bringing innovative learning and networking solutions to its audiences; Pri-Med provides healthcare practitioners with access to evidence-based education in learning formats designed to meet their individual needs. Pri-Med educational offerings include 300 live meetings and conventions in 50 cities across the U.S. and in 15 countries; 300 online activities and web-based tools and resources; and 60 print publications delivered to 100,000 clinicians.

Rockville, Md, Us

Sales leader and member of management team for both the Governance/Proxy business and the Securities Class Action Services (SCAS) unit, the latter of which I played a key role in developing the online database and claims filing solution.Additionally, managed and grew critical client relationships with many of the world’s largest asset managers, hedge funds, and professional services organizations. In addition to managing a handful of ISS' top strategic accounts, personally led and mentored three highly successful sales teams (20 Sales Account Executives)... worked with individual reps to assist in their ability to properly manage client relationships and exceed sales quota; traveled globally to meet with key clients & prospects - introducing customized solutions and negotiating contracts. Regularly presented sales forecasts & client feedback to ISS' executive management team.Achieved unprecedented results for five (5) straight years - helping to grow annual revenue of ISS from $30 million to greater than $100 million - which played a critical role in the company’s successful sale to RiskMetrics Group in January 2007.ISS is the world’s leading provider of corporate governance and responsible investment solutions that enhance the interaction between shareholders and public companies. It is designed to help institutional shareholders manage risk and drive value. ISS solutions include... objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management; and reliable global governance data and modeling tools.

Top performing sales rep for three consecutive years (prior to sales, first two years with Primark was spent on the marketing side of the organization); successfully expanded business into new markets; achieved high renewal rates and countless upgrades that included add-on products or higher prices based upon analysis of usage stats. Primark was a $500 million dollar financial information services firm headquartered in Waltham, MA. Major product lines included domestic and international financial content on publicly traded equities. Critical content was delivered via web-based browser; direct feed; third-party distribution; quantitative windows-based software; and custom built applications.* Managed Professional Services Key Accounts -- Big Five Accounting, Top 20 Legal, Top 10 Consulting* First to Sell Global Site License Solutions -- Expanded access & usage to all desktops of top client accounts* Exceeded Sales Quota Each Year -- Primark "Presidential Citation" winner 1998, 1999, 2000 -- Primark "Rookie of the Year" winner 1998Primark was aquired by The Thomson Corporation in September 2000.

Master Of Business Administration (Mba)

Bachelor Of Arts (B.A.), Political Science