Joe Banda Email & Phone Number

New York City, New York, Us

Helping people and businesses to level up their finances!

Greenwich, Ct, Us

San Francisco, California, Us

Lattice transforms your people strategy by connecting performance management, employee engagement, and career development in one unified solution.

Management of strategic sales plan implementation for new opportunities to improve capital, acquisitions, and dispositions Champion in cultivating win-win relationships with institutional investment clients

New York, New York, Us

Managed the Global Customer Success and Customer Care Teams that managed the end to end implementation, training, account management, and support of all clients.Collaborated with leadership from Engineering and Product Design and Sales to address client needs.

New York, New York, Us

Accountability for identification and qualification of over 30 prospects daily while securing deals throughout the sales cycle by driving lead generation efforts pointing financial services, technology, professional services, media, and communications industriesImplementation of account-based marketing strategies; penetration of client organization for presentations delivery; and oversight of all deals pending implementation with the Delivery TeamConceptualization of weekly prospecting action plans to obtain monthly revenue goalsExecution of sales strategy in close collaboration with the Marketing, Client Delivery, and Operations teamsInstrumental role in creating and spearheading over $3M sales pipeline, involving mid-market and enterprise firms

Development of strategic partnerships with 25 companies to enhance scalability plans, sales performance, and client experienceFacilitation of sales training for over 300 salespeopleExpansion of annual revenue to over 33% by establishing partnerships with financial institutions, insurance, law, and technology companiesSubstantial contributions in leading Sales Team to generate $1B in sales by applying strategic leadership

New York, Ny, Us

Administration of the use of proprietary real estate technologies and tools for client managementProvision of education to more than 200 salespeople; and presiding over of presentation of 50 training seminars with different topics to Sales Team and clientsSupervision of a team consisting of 40 members that generated more than 75% of the company’s revenueMajor contributions in positioning the company to attain growth and advancement through four-fold increase in deal closing rate and growth in sales volume, by creating a sales training program; and expansion of new partnerships and strategic opportunities with vendors and financial institutions

East Brunswick, Nj, Us

Expert direction to the accomplishment of prospective action plans and go-to market strategies for SaaS product lineEmployment of industry expertise in carrying out market analysis and developing a pricing strategyValidation of data and testing of quality of applications emphasizing high-level of accuracyDelivery of critical financial and operational information through by implementing tools and actionable recommendations on both strategy and operations

Summer Associate - Investment Banking- Financial Modeling- Financial and Market Research- Proposals

New York, Ny, Us

Served as a fellow at the UN World Energy Forum regarding global sustainable energy initiatives

Execution of in-depth analysis and verification of more than 300,000 records of day-to-day financial dataIntegral role as a representative for the project sponsor to conclude project charter outlining goals, scope, deliverables, resources, and the timeline for 10 large projects and over 70 smaller projectsFacilitation of training to more than 30 clients and 200 people on business and operationsPromotion of financial and technology process transformation services to clients entailing new solutions for financial securities, trading, order processing, billing, regulatory reporting, and analyticsAttainment of additional $1.25M annual revenue by increasing client engagements and projects, while rendering client service and upselling, consultative, and product management services for more than 30 financial institutionsEssential improvements to new business by 10% through the implementation of a client referral program

New York, Ny, Us

- Provided client service, customer success, operational and trading support, and conducted demos to broker-dealers and buyside clients.- Collaborated with product management, DevOps, business analysis, and Quality Assurance teams to deliver projects and enhance the customer success program.- Worked on project management teams to enhance the fixed-income trading systems and up-sell clients.

Researched the domestic equities market, developed trading strategies, and executed trades in various industries.

Boston, Massachusetts, Us

Boston, Us

Master Of Business Administration (Mba), General Management

Executive Mba, General Management; International Business

Bsba, Finance & Management Info. Systems (Dual Degree)

Education record