Linda K Casey Email & Phone Number

North Point, Hong Kong, Hk

North Point, Hong Kong, Hk

Driving sales to our digital wealth management customers throughout Asia Pacific for Online Brokers, Private Banks and Wealth Managers. LabCI solutions are designed to provide their customers with differentiated user experiences and provide a high value implementation of Refinitiv news, content and analytics.

London, Gb

Sales Specialist for EPFR covering South and South East Asia as well as Oceania. EPFR Data is focused on global fund flows and asset allocation for a wide range of customer types including Wealth Management, Sellside Research, Asset Management and Asset Owners.

Played instrumental role in growth of recruitment/executive search firm which specialized in the Financial Technology & Research space. Responsible for relationship management and closure of opportunities with many of the firm's largest accounts. Successfully brokered placements across clients of all sizes by leveraging existing contact network, as well extensive cold calling.

Toronto, On, Ca

• Created an industry-leading group of consultants/product specialists to cater to Investment Management professionals using sophisticated analytical investment decision making tools.• Helped prospects and clients in all stages of the sales cycle to understand how best to maximize proprietary analytics in their investment processes. • Fortified the initiatives of sales, client training, internal training for users of StarMine and Thomson Reuters Portfolio Analytics within multiple platforms.• Built and managed a global team based in Hong Kong, Geneva, and New York to provide pre- and post-sales consultancy to clients and prospects globally for complex equity research and portfolio analytics used via desktop applications, as well as quantitative factors via datafeed.

Toronto, On, Ca

•Played an instrumental role in the sales of investment management products and services—ranging from the identification of opportunities to the closing of sales attributed to my extensive work with prospects.•Developed a clear understanding of current and future sales and support needs of buy-side clients. Focused on addressing the needs of clients who use complex analytics in both fundamental and quantitative processes.•Played an integral role in the creation and development of the support model for StarMine—liaising closely with clients, senior management, and product team members across divisions.•Developed a formidable knowledge of technical, functional, and content-related issues associated with several complex investment management applications and services. Imparted my knowledge to internal and external clients alike.•Positively and directly affected at-risk clients by providing them with a superior client experience. Engaged in proactive communication with clients globally in order maintain relationships, increase usage, and improve retention rates.•Gathered and conveyed product feedback from clients to product management/development teams to further the efforts of improving the design of, and optimizing the value of the firm’s investment research platforms.

•Managed a sizeable portfolio with Private Banker. Portfolio consisted of both institutional and individual clients within the target market of the legal industry•Conducted semi-annual reviews of clients' investment portfolios and whole financial situations, including assets held in other institutions. Analyzed portfolios and clients' risk appetites. Proposed tailor-made options and created additional cross-sell opportunities to respond to underperforming funds/portfolios.•Increased revenue by deepening penetration of firms within portfolio by establishing and growing relationships with law firms of various sizes and the attorneys within them. Portfolio included some of the largest global law firms.•Achieved 114% of new client acquisition goals in 2007, which had a direct positive effect on revenue. Contributed to a team-wide revenue increase of 6% in 2007. •Delivered presentations to small and large groups of clients and prospects in order to educate them on new funds and other products in order to pique their interest as possible investors.•Increased client satisfaction by regularly partnering with Product Specialists in various departments in order to create and present customized financial solutions. Worked with colleagues in Capital Markets, Alternative Investments, Mortgage Lending, Structured Credit, Investment Finance, Compliance, and analysts in various areas.•Deepened client satisfaction by facilitating access to their investment performance reports—increasing convenience for them and lowering volume of service requests to the Firm. Provided securities details to clients, including quotes, valuations, and reports. Executed trade requests.

Ba, French, Government

Education record