Michael Slemmer, Cfa Email and Phone Number
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Mike Slemmer has extensive experience in sales management, sales, marketing, and general management. He has strong skills in general business strategy with particular expertise in financial investments and investment management technology.In December 2021 he joined Dynamo Software as Sales Director - LP (limited partner/asset allocators vertical). Prior to this, as the COO for FundCount LLC (www.FundCount.com), Mike managed the Americas and was responsible for sales, marketing and general operations for the firm. FundCount creates portfolio management and partnership accounting software for professionals who serve institutional investors and high net worth individuals. Mike has been published in sales & marketing, and investment industry publications on a diverse range of sales, marketing, business growth and organizational design issues such as Advisor Perspectives, Mass High Tech and many others. He is a CFA charter holder, member of the Boston Security Analysts Society (and a past member of its Quantitative/Technology Subcommittee), and a past Advisory Board member of the Journal of Performance Measurement. Mike has also twice been named salesperson of the year. He was also a Kaplan instructor for the CFA Institute and taught the CFA Level III review of performance measurement, attribution and GIPS. Mike is active in his community and is a member of Walpole MA Economic Development Committee. He is also an active volunteer for Habitat for Humanity.
Dynamo Software
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- dynamosoftware.com
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Vice President Of Business Development And PartnershipsDynamo SoftwareWatertown, Ma, Us
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Vice President Of Business DevelopmentDynamo Software Nov 2021 - PresentWatertown, Ma, Us
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Lp Sales DirectorDynamo Software Dec 2021 - Jan 2024Watertown, Ma, UsDynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments and foundations, family offices, funds of funds, private equity firms, M&A teams, venture capital groups, hedge funds, fund administrators, prime brokerages, and insurance firms.Backed by Blackstone and Francisco Partners, Dynamo™ is a mission-critical enterprise system for some of the world’s largest institutional investors. Dynamo drives investment due diligence, streamlines multi-asset class portfolio management and, deal management and automates stakeholder reporting for hundreds of investment teams worldwide.
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Senior ConsultantThe Collaborative For Business Development Oct 2020 - Dec 2021For over 25 years, The Collaborative has helped hundreds of firms in financial services, technology, pharmaceuticals and other industries grow their business and improve the way they operate. We understand people – how you and your clients think, communicate and what motivates them to be their best. We put that expertise to work by translating our clients’ unique needs, culture and marketplace into a strategy and implementation plan that:• Increases the effectiveness of sales executives and sales managers• Energizes and focuses the marketing that supports business growth• Creates an organizational environment for success -
Sales And Operations HeadFundcount 2015 - 2020Christ Church, BbFundCount® (www.FundCount.com) was the first product to integrate portfolio and partnership accounting into a single general ledger and software interface. Serving single and multi-family offices, fund administrators, hedge funds and private equity investors; FundCount addresses both complex investment management and accounting needs in one system. FundCount began in 1999 and now has over 100 clients world-wide. Mike is responsible for sales, marketing and general operations for North and South America. -
Director Of Business DevelopmentSs&C Technologies 2014 - 2015Windsor, Ct, UsAnova is an award-winning suite of data management, performance analytics and business intelligence reporting tools for Wealth Management and Investment Management firms. Hundreds of institutional asset management firms around the world employ SS&C Anova to:* Bring a higher level of business intelligence to investing and investment operations* Aggregate and normalize data for greater consistency and efficiency in investment decision-making* Reduce costs, operational risk and delivery times* Enhance response to regulatory changes and client demands -
PrincipalAdvisors Trusted Advisor 2008 - 2013UsDedicated exclusively to solving the unique problems of the Advisor market Advisors Trusted Advisor provides registered investment advisors and wealth managers a one-stop practice management source for organizing, managing, and growing an investment advisory business. Clients enjoy easy access to over twenty years of research, experience and information covering critical areas of practice management and growth organized to fit any situation and budget. AdvisorsTrustedAdvisor.com was launched to address the growing needs of this unique market in 2008 by The Collaborative for Business Development, Inc. -
PrincipalThe Collaborative For Business Development 2002 - 2013For over 25 years The Collaborative (www.the-collaborative.com) has helped financial services firms grow their business and improve the way they operate. Our forte is understanding people – how you and your clients think, communicate and what motivates them to be their best. We put that expertise to work for our clients with unrivaled passion and a focus on obtaining superior RESULTS in everything we do. We do this by translating our client's unique needs, culture and marketplace into a strategy and implementation plan that:· Increases the effectiveness of sales executives and sales managers· Energizes and focuses the marketing that supports sales· Creates an organizational environment for success
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General Manager -- AmericasThomson Financial Services (Now Part Of Ss&C) 1999 - 2002Responsible for all revenue-producing areas for the Americas, including Sales, Customer Service, Relationship Management and Education & Training. Managed 5 direct reports and over 150 people. Responsible for sales of new product and services, and maintenance stream of $27m. Portfolio Solutions Group was a $50m division of the $2.2b Thomson Financial and Toronto-based Thomson Corporation.
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General Manager -- Perascope GroupThomson Financial Services 1995 - 1999Full P&L responsibility for the $5.0m group that produces and sells the PERAscope performance measurement, attribution and risk analysis system to professional investment managers. Offerings consisted of ten products. Managed 42 people in two states in all functions: Sales, Product Management, Product Design and Development, QA, Marketing, Client Services.
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Director Of Sales And MarketingThomson Financial (Now Part Of Ss&C) 1993 - 1995UsStarting in Sales, I was promoted to Sales Manager and then Director of Sales and Marketing in Thomson's software division. Sales team was no less than 125% of new business goal and 130% of overall plan during my tenure. -
Sales DirectorThomson Financial (Now Part Of Ss&C) Jan 1990 - Jan 1993Us• Built and directed a 12-person sales group; achieved 125% of new business goal and 130% of overall plan during four years as manager.• Achieved 123% of personal quota, finishing second out of eight reps, as individual contributor.• As individual contributor was Salesman of the Year in 1990
Michael Slemmer, Cfa Skills
Michael Slemmer, Cfa Education Details
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University Of DelawareEconomics & Political Science -
University Of Houston, C.T. Bauer College Of BusinessFinance
Frequently Asked Questions about Michael Slemmer, Cfa
What company does Michael Slemmer, Cfa work for?
Michael Slemmer, Cfa works for Dynamo Software
What is Michael Slemmer, Cfa's role at the current company?
Michael Slemmer, Cfa's current role is Vice President of Business Development and Partnerships.
What is Michael Slemmer, Cfa's email address?
Michael Slemmer, Cfa's email address is mi****@****ive.com
What is Michael Slemmer, Cfa's direct phone number?
Michael Slemmer, Cfa's direct phone number is +161765*****
What schools did Michael Slemmer, Cfa attend?
Michael Slemmer, Cfa attended University Of Delaware, University Of Houston, C.t. Bauer College Of Business.
What are some of Michael Slemmer, Cfa's interests?
Michael Slemmer, Cfa has interest in Politics, Education, Children, Economic Empowerment.
What skills is Michael Slemmer, Cfa known for?
Michael Slemmer, Cfa has skills like Strategy, Business Development, Crm, Financial Services, Management, Strategic Planning, Portfolio Management, Investments, Asset Management, Management Consulting, Product Management, Sales.
Who are Michael Slemmer, Cfa's colleagues?
Michael Slemmer, Cfa's colleagues are Yuliia Vorobiova, Mallory Harvey, Kostiantyn Vorobiov, Nandlal Yadav, Ivan Valchanov, Preslava Rayanova, Joseph Clements.
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