Liam Lydon Email & Phone Number

Boston, Massachusetts, United States

Managed Wellington's Japanese trade confirmation team to cultivate and maintain strong relationships with sensitive Japanese clients, leading to increased account retention and satisfaction.Collaborated closely with Wellington’s Japanese client team to successfully implement effective communication strategies to understand clients’ needs and provide tailored solutions based on their priorities, strategic initiatives, and key requirements.Spearheaded and conducted monthly meetings to strengthen client relationships and identify new opportunities. Established rapport with client referrals to secure additional accounts resulting in a 20% increase in new clients within the territory.Co-developed an improved municipal bond pricing tool with Global Trading Academy participants, allowing traders improved access to data and improving trading efficiency by 15%.Built-out Wellington's factor updates team to optimize coverage of any domestic related queries.Created customized presentations in collaboration with investment teams, client service teams, marketing, and compliance departments, showcasing value propositions and driving client engagement.Leveraged data from marketing team to communicate with dozens of clients to answer questions for all ad hoc requests and projects.

Boston, Massachusetts, United States

Led clients, operations, collateral teams, and traders to guide derivative trades throughout lifecycle.Analyzed credit derivatives and equity and interest options to ensure complete and accurate data on both sides.Negotiated collateral rates with brokers on credit trades to secure the best rate possible.Automated daily and monthly reports using Excel to increase the efficiency of the team to better serve clients.

Andover, Ma

Collaborated with the business development team to identify and evaluate strategic alliances and new business opportunities.Managed a portfolio of 50+ accounts, ensuring client satisfaction and creating opportunities for potential areas of service expansion and product improvements.Conducted regular check-ins with existing accounts to ensure their needs were met, resulting in an annual retention rate of 95%.Provided demo services, follow up requests, and product customization to potential clients, achieving a follow through rate of 64%.Leveraged Salesforce CRM platform to manage and track interactions, and utilize reporting tools for data-driven insights, optimizing sales processes and fostering stronger client connections.Proactively developed an understanding of event planning principles and strategies to contribute to corporate events.Tracked important client batch data through Counterparty Manager, Outlook360, and FTP.Facilitated weekly meetings with analysts across the U.S. and India to discover pain points and communicate dynamic information based on client feedback.

Andover, Massachusetts, United States

Led the global financial markets team in acquiring new accounts by conducting market research, and identifying opportunities for business growth, exceeding sales quota by 15%.Accounts consisted of corporations, investment managers, commercial banks, funds, broker dealers, trusts, non-banking financial institutions, etc.Proactively engaged in cold calling and outreach efforts to acquire new clients for the KYC program, resulting in a 20% increase in client base within six months.Led negotiations with clients on service agreements, pricing structures, and contract terms, ensuring mutually beneficial partnerships and revenue growth.Partnered with directors across multiple departments to improve processes surrounding bulk data for efficient client deliverables.Co-led initiatives in process automation, resulting in increased efficiency and accuracy in case completion, contributing to streamlined operations and improved client satisfaction.Collaborated with cross-functional teams to streamline client onboarding processes, enhance service delivery, and optimize client satisfaction.

Amherst Massachusetts

Supported the preparation of sales presentations and materials, and coordinated logistics for client meetings and events.Conducted market research and competitive analysis on the biotech and pharmaceutical industry to identify potential customers and market trends, providing valuable insight to inform strategic decision-making and optimize sales and marketing strategies.Assisted in developing and implementing targeted marketing campaigns to promote Eton’s products, leveraging social media platforms, email marketing, and content creation to increase brand visibility and generate leads.

Springfield, Massachusetts Area

Presented to over 800 students and parents about the Department of Justice's national program, Project Safe Childhood, with United States attorneys and special agents.Monitored and collected data for U.S. attorneys using new search engine tool Spotlight and then submitted the data in order to obtain search warrants. Attended proffers, discussed auditing with special agents, drafted legal documents, analyzed evidence, presented data to PSC Leaders meeting, and observed High Impact Players meeting.

Greater Boston Area

Proactively identified opportunities for improvement, areas of financial risk, anomalies, and growth.Participated in project bidding, estimation of material cost, and estimation of labor cost.Implemented effective tactics to meet project deadlines and ensure client satisfaction.

Greater Boston Area

Directed budgeting process in the organization of Boston’s early voting registration event.Mentored young citizens in matters related to higher education, finances, critical thinking, and networking.