Patrick Gaughan Email and Phone Number
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I am an accomplished financial technology sales professional with 20+ years of experience overseeing consultative sales, business development, account management, pre-sales solution design, implementation, and support of enterprise investment platforms for Asset Managers, Asset Owners, and Hedge Funds. I have consistently exhibited the ability to lead and manage cross-functional, pan-regional teams on complex sales engagements, projects, and strategic initiatives for cloud-based enterprise FinTech platforms and data solutions.
Bloomberg
View- Website:
- bloomberg.com/company
- Employees:
- 25569
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Head Of Buy-Side Enterprise Product Sales And Account Management, AmericasBloombergNew York, Ny, Us -
Head Of Buy-Side Enterprise Product Sales & Account Management, AmericasBloomberg Feb 2023 - PresentNew 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 -
Head Of Buy-Side Enterprise Sales And Relationship Management, Asia Pacific RegionBloomberg Lp Jan 2021 - Feb 2023Hong 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. -
Head Of Buy-Side Pre-Sales And Implementations Group, Asia Pacific RegionBloomberg Lp Aug 2015 - Dec 2020Hong 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. -
Director, Account Management And Business Development, ApacEze Software Group Jun 2013 - Jul 2015Hong 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. -
Associate Director, Account Management, ApacEze Castle Software Mar 2012 - Jun 2013Hong 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 -
Associate Director, Account Management, New York RegionEze Castle Software Jun 2008 - Mar 2012Greater 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 -
Senior Business ConsultantEze Castle Software Jan 2007 - Jun 2008Greater 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 -
Business ConsultantEze Castle Software Jul 2005 - Dec 2006Greater 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. -
AnalystCrowe, Paradis, And Albren, Llc Mar 2004 - Jul 2005Greater Boston Area
Patrick Gaughan Skills
Patrick Gaughan Education Details
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Environmental Studies
Frequently Asked Questions about Patrick Gaughan
What company does Patrick Gaughan work for?
Patrick Gaughan works for Bloomberg
What is Patrick Gaughan's role at the current company?
Patrick Gaughan's current role is Head of Buy-side Enterprise Product Sales and Account Management, Americas.
What is Patrick Gaughan's email address?
Patrick Gaughan's email address is pa****@****ail.com
What is Patrick Gaughan's direct phone number?
Patrick Gaughan's direct phone number is +178193*****
What schools did Patrick Gaughan attend?
Patrick Gaughan attended Bates College, Boston College High School, The School For Field Studies.
What are some of Patrick Gaughan's interests?
Patrick Gaughan has interest in Sports.
What skills is Patrick Gaughan known for?
Patrick Gaughan has skills like Hedge Funds, Equities, Trading Systems, Asset Management, Management Consulting, Fixed Income, Electronic Trading, Trading, Financial Services, Derivatives, Capital Markets, Portfolio Management.
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Patrick Gaughan
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