Pat Maletta Email & Phone Number

Leonia, New Jersey, United States

• Fully manage large, complex IT outsourcing proposals profiling end-to-end IT Infrastructure Management solutions, including data center services, for Fortune 1000 companies• Manage global teams of 3-25 Sales, Technical Solution, and Delivery staff as applicable responding to proposals. Responsibilities include: coordinating supplier questions to submit to prospect; setting response agenda and schedule; development of proposal win themes/differentiators developing response template and assigning role responsibilities writing and responding 50% or more of total proposal, including technical, content formatting and editing to ensure proper flow of all documents; ensuring compliance to RFP submission requirements; maintaining document management version control contributing post-submittal knowledge management and content mining• Possess deep working knowledge and understanding of technical data center facility specifications and data center network capabilities• Support end-to-end sales cycle documentation~ RFI, RFP, Orals, and Due Diligence• Create, update, and maintain SharePoint Proposal Library for use by Wipro Sales and Technical Solution practitioners• Create, update and edit PowerPoint orals presentations and technical sales decks

New York, New York, United States

• Developed and managed approximately 50 major proposals annually that resulted in significant consulting revenue for the financial services practice• Assisted in driving 80% of revenue from top 25 accounts by supporting and focusing on proposals for Anchor, Expansion, and Transactional accounts within the financial services practice• Contributed to Financial Services Sales goal of $220 million annually by providing professional quality proposal support to our internal clients• Provided leadership skills necessary to manage the entire proposal process, including the development of win themes and a high-quality work product, through writing, editing, and researching industry specific, non-technical content of industry-leading proposals and sales presentations for BearingPoint’s client service delivery and sales teams• Counseled sales managers and other practitioners on appropriate proposal and presentation strategies• Managed, organized and facilitated the proposal response, including creating proposal team roles and responsibilities project plan, leveraging best practice proposal content• Reviewed RFI/RFP and performed initial research, including identifying potential BearingPoint differentiators and win themes, past/present relationships with the prospective client including relevant client background information, and our relevant corporate and personnel qualifications• Created industry- and solution-specific briefings for use in oral presentations to clients• Worked within the Proposal Management Group to maintain the industry specific knowledge base, which included working with knowledge editors, sales organization, Managing Directors and others to ensure that our internal web page, qualifications, solutions, target accounts, key client deliverables, and proposals remained both current and active

New York, New York, United States

• Performed and interpreted benchmark and style analyses on various U.S. Trust products to determine best positioning• Completed numerous RFPs and RFIs using RFP Machine and trained users on use of RFP Machine• Oversaw completion of various due diligence questionnaires as required by investment management consultants• Coordinated collection and distribution of performance and portfolio holdings statistics for a major global consultant to conduct a formal portfolio review and competitive analysis.• Interfaced with various top tier investment management consultants to provide analytical data on a quarterly basis• Interviewed, hired and trained senior support staff on U.S. Trust’s marketing goals, initiatives and products• Collaborated with and visited various database vendors to determine how best to profile U.S. Trust’s investment management services in their proprietary databases

New York, New York, United States

• Directed team responsible for gathering and maintaining data on firm and products in response to requests for information from the investment management consulting community• Collaborated with senior portfolio managers, research analysts, institutional sales and marketing professionals to build product knowledge level to that of specialist for all products• Built and maintained relationships with over 50 top consultants requiring firm data on a quarterly basis• Recruited and trained growing number of staff commensurate with increasing volume of business• Served as quality control point-of-contact for consultants to ensure data accuracy and full product representation• Coordinated development of database response library profiling firm and investment management capabilities

New York, New York, United States

• Served as primary client contact for $3 billion base of large market corporate pension, endowment, and foundation plans in response to client inquiries and requests• Interfaced with financial advisors, clients and prospects to analyze existing portfolios and propose optimal asset allocation alternatives within the context of tax and estate planning issues as well as retirement plan and trust constraints• Established and implemented improved procedures to facilitate the flow of information between the compliance, portfolio management and operations departments• Updated and maintained marketing literature to reflect current economic and investment trends and changes in industry and stock selection• Calculated and analyzed portfolio performance returns, prepared presentation materials and portfolio valuation reports for clients, prospects and consultants

New York, New York, United States

• Serviced new and existing accounts for retail, commercial and private banking clients, posted entries to general ledger accounts, conducted proof of accounts, prepared management reports, supervised daily ATM proof, performed monthly audits

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, Finance, General