Jim Potter Email & Phone Number

Greater New York City Area

Manager, Client Success & Support responsible for Account Management and Support Teams for Research Monitor & Research Hub, Smart Recharge and Quest product lines.TRG Screen (formerly The Roberts Group) strives to be the global market leader in enterprise subscription management delivering value to our customers, employees, and investors. We enable our customers to optimize their subscriptions via our unique & integrated solutions.TRG Screen also delivers global market data expertise to the Financial Services industry, providing managers and users complete transparency of all market data expenses via TRG’s Financial Information Tracking System™ (FITS™) and our soon to be released Optimize Spend product. Our growth focus is on realizing our vision by going deeper in our core financial, legal and professional service verticals, in addition to exploring core adjacencies.Both products are designed to perform the complex procedures required to completely and accurately manage a market data inventory (analyze market data expenditures, confirm billing accuracy, and allocate the costs all the way down to the individual user level). TRG Screen has effectively bridged the gap that commonly exists between business and technology, providing the perfect combination of system functionality, design, and ease-of-use. TRG Screen's management has been responsible for the administration of over $100,000,000 in market data expenses for major financial institutions and FITS™ is used in every major financial center in the world by the world's leading financial institutions.ResearchMonitor, DART & XMon bring transparency into enterprise subscriptions, terminal & reference data usage, while Quest offers a comprehensive request management system that creates order from chaos for research, information, market data, operational & similar service teams dealing with a high volume of enquiries and requests.

Greater New York City Area

As a TRG Account Manager, I worked within the regional and global financial industry to assist clients to manage market data and telecommunications costs by implementing and utilizing the FITS inventory system, specifically focusing on the areas of market data and telecommunications, while working closely with major vendors, such as Bloomberg, Thomson Reuters, Verizon, Sprint, MCI, IPC and BT.

Greater New York City Area

• Provided business support to clients, in both short and long-term projects for some of the world's largest financial institutions, while helping manage multi-million dollar budgets.• Provided consultative services to clients and prospects to facilitate the integration of FITS into their system environment and platforms. • Managed projects, documenting important milestones for the client's FITs system, cumulatively building and maintaining client site records.• Hosted periodic meetings/teleconferences with client (and internally) to review outstanding items.• Produced MISU reports for the client, reporting to External Vendor & Exchanges.• Tested and supported BETA products and new products that are launched.• Performed independent analysis and research to solve data and/or application integration, installation or maintenance problems.

Greater New York City Area

Director, Professional Services (2008-‘09) • Director, Global Support (‘09-‘12) • Director, Regional Support Lead (‘12)• Led adoption of Wombat Data Fabric (WDF) and V5 Feed handlers in New York client base.• Secured contracts for numerous on-site consultants in lucrative engagements for NYSE (Wombat and Reuters clients).• Conceived and implemented organizational changes required to introduce true 24x7, “Follow the Sun” support, revamping the Wombat/NYSE Support Desk into tiers and improving Closes vs. Opens ratios to above 100%.• Revamped Wombat/NYSE technical training into webcasts and webinar based “Anytime, Anywhere” offering while maintaining practical hands-on Kinesthetic experiences. Also introduced “adult learning” soft-skills training to our trainers.• Created training programs for NYSE Service Desk to assume new role as 1st Level support for Wombat product line.

Greater New York City Area

Director, Operations and Technology & Managing Consultant (2007-‘08) • Director, US Client Services (‘08) • Spearheaded Thomson Financial “Sonic” project as Lead Engineer to create a vendor of record Direct Exchange hosted offering, that eventually became the foundation for the NYSE SuperFeed and TPOD (Trading Platform On Demand) product offerings.• Coordinated team developing Mamacache product for first Wombat client (Thomson) to employ it. This secured a $1M pay out and led to a functional distribution layer in the Wombat suite of products and the introduction of “The Wombat Platform”.• On-boarded, integrated and trained TransactTools staff during NYSE-Wombat-TT merger (also NYFIX staff after NYSE acquisition).• Revolutionized Wombat Customer training via VPN connections to “on demand” training servers and workstations.• Elevated staff (also NYSE and Reuters) expertise by creating & providing technical training/mentoring to co-workers.

Greater New York City Area

Director, Client Site Integration (Open Systems Engineering and Field Installations) (1998-2002) • Director, Market Data Systems / Desktop Design (‘02-‘03) • Director, Regional Product Launch Management (‘03-‘05) • Enterprise Projects Leader, Professional Services Group (‘05-‘07)• Drove regional product launch of RDF-D (Reuters Direct Exchange Feeds) and RMCD (Reuters Managed Collector and Distributor), two revolutionary data delivery mechanisms for Reuters.• Facilitated design, development and field testing of Desktop Management Console to improve 3000Xtra installation.• Re-engineered Regional Launch Management process and provided leadership on product launch strategy.• Enhanced product acceptance by introducing the Desktop Design Group earlier in the Sales cycle with clients.• Coordinated and streamlined the merger and acquisition of Bridge Information Systems technical staff into Reuters.• Handpicked Quotron staff and outsourced support of Reuters Plus replacement product to IBM for Support.• Participated in integration of TIBCO market data system technology, staff and client base.• Created Team Leader and Unit Leader positions in the Client Site Integration department.• Improved product experience for client contacts and traders as a Personal Trainer of system configurations and use.• Crafted and presented Trading Room Systems Migration Webinars to raise client comfort levels for upcoming migrations.

Greater New York City Area

Systems Consultant, Information Management Systems (1991-‘93) • Senior System Consultant, (‘93-‘94) • System Engineer, Consulting & Integration Services (’94-‘95) • Senior System Engineer (‘96-97) • Group Leader, Open Systems Engineering (‘97) • Manager, Open Systems Engineering (‘97-‘98)• Prototyped early next generation datafeed, RDF (Reuters Datafeed) integrating it with TRIARCH Market Data System.• Introduced SSL Version 4 in the Tri-State area, interfacing with Third Level Support and Development to resolve a myriad of compatibility and behavior issues in early releases, facilitating and easing customer adoption.• Established the PTW (Personal Trader Workstation) as a viable trading platform by working with Development to ensure essential Telerate and Interdealer Government Brokers formats could be integrated into the desktop Page Display.• Implemented first DACS (Data Access Control System) in NYC, pioneering GUI-based digital Market Data compliance.• Teamed with Effix on-site to introduce the ATW (Advanced Trader Workstation) at Prudential Securities.

Greater New York City Area

Project Manager, Consulting & Integration Services (1987-‘89) • System Support Engineer, Operations (‘89-‘90) • System Consultant, Client Site Services (‘90) • Senior System Consultant, Trading Room Systems (‘90-‘91)• Installed first TRIARCH 2000 digital data sources and first PRISM market data video switch system in NYC.• Managed MarketNet Group and Rich Inc. “sundown”, drawing top talent into the Reuters organisation.• Trained and coordinated Project Management staff as trainers of traders for new trading floor roll-outs, creating training materials and scheduling attendees and instructors.• Participated in the review and enhancement of proposals, RFIs (Requests for Information) & RFPs (Requests for Proposals).

Masters, Computer Science

Program included an emphasis on the core curriculum for the MS in Information Systems

Minor, Communication Arts

Activities and Societies: Program Director and DJ on College AM radio station WRCM

Bachelors, Electrical Engineering

Concentrated studies in Microprocessors, Biomedical Engineering and Electronic Communications Theory