Patrick Gaughan Email & Phone Number

New York, Ny, Us

New York, New York, United States

- Oversee all aspects of new enterprise sales, business development, and account management for Bloomberg’s Buy-side Enterprise Products in the Americas. This includes Bloomberg’s Order & Portfolio Management (OMS/PMS), Execution (EMS), Portfolio Analytics, Risk, Compliance, and Research Management solutions for Asset Managers and Asset Owners (Insurance, Sovereign Wealth, Pension).- Team’s responsibilities include sales strategy development and execution, lead generation, pipeline management, commercial negotiations, product demonstrations, client and community engagement, executive outreach, account and relationship management, and strategic partnerships.- Lead 12 regional Sales managers across the US, Canada, and Latin America who manage 100+ enterprise sales and enterprise account managers- Create and present reports to Bloomberg senior management regarding sales pipeline, performance vs. sales targets, industry themes/trends, and product roadmap prioritization.- Establish and foster strong relationships with C-suite decision makers at prospects, clients, and 3rd party industry partners

Hong Kong Sar

- Oversee all aspects of new enterprise sales, business development, and account management for Bloomberg’s strategic (Tier 1 & 2) buy-side clients in APAC. This includes Bloomberg’s Order & Portfolio Management (OMS/PMS), Execution (EMS), Portfolio Analytics, Risk, Compliance, Research, Enterprise Data, and Desktop Terminal solutions for Asset Managers and Asset Owners (Insurance, Sovereign Wealth, Pension).- Team’s responsibilities include sales strategy development and execution, lead generation, pipeline management, commercial negotiations, product demonstrations, client and community engagement, executive outreach, account and relationship management, and strategic partnerships.- Lead 3 regional Sales managers across Hong Kong, Singapore, and Tokyo who manage 20+ enterprise sales and enterprise account managers- Create and present reports to Bloomberg senior management regarding sales pipeline, performance vs. sales targets, industry themes/trends, and product roadmap prioritization.- Establish and foster strong relationships with C-suite decision makers at prospects, clients, and 3rd party industry partners.

Hong Kong

- Built and led a team of Specialists across the APAC region responsible for pre-sales business requirements analysis, solutions architecture, product implementation, project governance, and project management for Bloomberg's suite of buy-side investment products spanning the Front Office (Order Management, Execution Management, Position Management, Performance), Middle Office (Post-Trade Matching, Settlement, and Reporting), Risk, and Compliance workflows.- Drove sales strategy, business development and product evolution through identification of market trends/themes, prioritization of our client's current and future business requirements, and coordination with our global sales, product, and engineering teams. - Prepared and delivered presentations to prospects and existing clients on Bloomberg's multi-asset solutions and their integral role in achieving a desired Target Operating Model (TOM). Prospects and clients include Asset Owners, Asset Managers, and Hedge Funds managing asset types including: equities, exchange traded derivatives, fixed income, FX (spot, forward, NDF), swaps (IRS, CDS), and other OTCs.- Managed and oversaw APAC sales pipeline to ensure that Bloomberg's proposed solutions met our prospect's current and future business needs. - Created and delivered reports to Bloomberg management regarding prospect pipeline, active project status/risks/issues, and team workload/capacity.- Established and maintained strong relationships with key decision makers at both clients and 3rd party industry partners.

Hong Kong

- Provided strategic and operational oversight in the Asia Pacific region for the core Eze Software Group products: The Eze Order Management System (Eze OMS), Realtick Execution Management System (Realtick EMS), and Tradar Portfolio Management System (Tradar PMS).- Led 4 Associate Directors with 28 total reports responsible for the Account Management, Business Development (lead generation, pipeline management, and commercial negotiations), and Implementation of the OMS/PMS/EMS along with Production Support for 125+ clients in AsiaPac.- Drove organizational restructuring and team integration initiatives to increase operational efficiencies and scale in the region. - Established and maintained strong relationships with key decision makers at clients and 3rd-party industry partners.

Hong Kong

- Led a team responsible for the account management, business development (lead generation, pipeline management, and commercial negotiations), implementation, and support for over 50 Order Management System (OMS) clients located in the Asia Pacific region.- Hired, trained, evaluated and led cross-functional team of 10 OMS account managers across multiple offices.- Drove revenue growth through existing client upselling, and by generating leads for Eze’s new prospect sales team

Greater New York City Area

- Led a team responsible for the end-to-end client relationship from pre-sales engagement and project management to post-implementation account management and business development for 50+ Order Management System (OMS) clients located in the Greater New York City area.- Hired, trained, evaluated and led cross-functional team of 6 consultants.- Drove revenue growth through existing client upselling, and by generating leads for Eze’s new prospect sales team

Greater New York City Area

- Responsible for the end-to-end client relationship from pre-sales engagement and project management to post-implementation account management and business development for 60+ clients including: asset managers, hedge funds, mutual funds, institutional asset managers and pension funds. - Provided project management oversight and training for Business Consultants in the New York Consulting region.- Acted as an escalation point for clients, Business Consultants, and Eze tier-2 support teams

Greater New York City Area

- Partnered closely with clients to manage all aspects of implementation of the Eze Order Management System (OMS) from gathering and documenting business requirements to outlining systems configuration and integration concerns.- Developed and conducted user workflow training.- Provided ongoing project management on client projects including, but not limited to, upgrades and daily troubleshooting.- Led multiple projects across multiple clients at any given time with heavy client interaction.- Provided tier-1 support of the Eze product suite, and coordinated with Eze tier-2 support teams as necessary.

Greater Boston Area

Bachelor Of Arts (B.A.), Environmental Studies

Education record

Education record