Peter Adams Email & Phone Number

Burlington, Ma, Us

Manage team responsible for partnerships across categories including trading, data, buy side software and service providers, front office analytics providers, technology providers, etc.Responsible for managing existing partners and nurturing new partnerships.Regular participant in CRD's Client Advisory Board to collect client feedback on desired partnerships and integrations.

Boston, Massachusetts, Us

Venture-funded fintech startup acquired by SEI in 2021. Cloud software platform used by fund administrators and custodians to help them them manage capital activity, onboard and communicate with investors, and maintain compliance with regulations such as FATCA/CRS, AML, and KYC.Member of the management team, responsible for driving product strategy and execution.Managed team of product managers and play a leadership role in an R&D organization spread across Boston, MA and Kolkata, India.In first year on the job turned around client relationships by executing on commitments while also making progress on strategic improvements to the product line.Active partner with Sales and Client Success to maintain client satisfaction and drive revenue.Led ongoing effort to improve efficiency and quality of R&D organization.

Windsor, Connecticut, Us

Served as senior member of the Product Management team while Eze grew from $40MM /200 employees to $300MM / 1,000 employees and was ultimately sold to SS&C in 2018. Managed team of product managers in Boston and Hyderabad, India that owned the roadmap for a $200MM+ product line used by over 600 hedge funds and asset managers. Responsible for partnerships that addressed product gaps, including a partnership with a leading trade analytics provider. Ensured Eze OMS kept pace with regulatory change, including the Markets in Financial Instruments Directive (MiFID).Met regularly with key clients to gather their feedback on the product. Worked across functions, especially with Sales, Service, and Marketing, to drive satisfaction and sales.

Windsor, Connecticut, Us

Led a $50MM business with thousands of users worldwide.Managed a team of product managers tasked with maintaining and executing the product roadmap for RealTick EMS, a SaaS-based platform for trading equities, options, and futures.Implemented an overhaul of product planning and development processes – including adoption of Agile Scrum development methodology – that resulted in rapid and marked improvement in both speed-to-market and product quality.Collaborated with Sales to identify enhancements that would drive cross sales and sales into larger accounts, resulting in a record year for sales. Conducted a review of all EMS critical vendor contracts, resulting in the renegotiation of a $10MM contract with RealTick’s primary market data provider.Public face for Eze Software’s EMS strategy with media, external consultants, clients and prospects. Served as a featured speaker at the Eze Software Global Conference in March 2016.

Windsor, Connecticut, Us

Following the creation of Eze Software in 2013, asked by CEO to take on management of Marketing efforts for a company with $300MM in revenue and 1,000 employees.Responsible for global marketing strategy and execution across the Americas, Europe, and Asia-Pac. Specific focus areas included PR, analyst relations, advertising, branding, product marketing, website, collateral, client communications, and events.Managed a multimillion-dollar budget and a team of eight in four cities around the globe. Oversaw planning for Eze’s Client Conference, resulting in record-breaking attendance. Moderated a panel of industry analysts, a highlight of the conference agenda.Partnered with Sales leads around the globe, resulting in record sales in 2014 and 2015.Successfully managed the rollout of new website (ezesoft.com) that set the stage for the company’s push into digital marketing.Launched an annual customer satisfaction survey (Net Promoter Score) to help the company improve products and service. This highly visible project involved direct reporting to the Board.

Windsor, Connecticut, Us

Hired as a Product Manager in 2005. Quickly promoted to Associate Director and then Director. Led a multi-year effort to redesign the compliance module in Eze Software’s flagship product, Eze OMS. Converted this product module from a company weakness into a strength, and now it’s cited as one of the key drivers in new client adoption of the entire Eze Software product suite. Served as a subject matter expert on compliance issues affecting the buy side, including hedge funds and asset managers. Spoke at numerous company and industry events.Fulfilled product management responsibilities including prioritizing software defects; maintaining the product roadmap; defining business requirements for enhancements; working with local and offshore development teams; and interfacing with key clients and prospects.Played leadership roles in several other product areas (e.g., commission management, iPad application) and worked across functions on key initiatives (e.g., improving the evaluation of sales prospects, increasing penetration into traditional asset managers).

Armonk, New York, Ny, Us

Hired into IBM’s Marketing Leadership Development Program after my MBA at Cornell. I worked in IBM’s software division, primarily in the Lotus business that IBM acquired in 1995.Responsible for driving demand in the SMB market for a portfolio of collaborative software products with a $300MM revenue target.Provided strategic guidance for the design and execution of a $5MM advertising campaign that surpassed expectations for target web site visits and customer requests for additional information.Represented IBM at numerous customer and partner events, including Gartner Midsize Enterprise Summit and Lotusphere.Aligned sales and marketing resources to the division's route-to-market strategy; work was part of company-wide initiative to reduce reliance on face-to-face sales resources.Introduced a new measurement system that allowed sales and marketing to understand the relative performance of various routes-to-market.

Mba

Bachelor Of Arts (B.A.), Economics And English

Education record