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Experienced Vice President Of Investment with a demonstrated history of working in the financial services industry. Skilled in Sales, Professional Services, Management and Pre-sales. Strong finance professional graduated from Fairfield University.
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Vice President, InvestmentsDavid Lerner Associates, Inc. Mar 2018 - PresentSyosset, Ny, Us
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Business Operations ManagerPitney Bowes 2016 - 2017Stamford, Ct, UsManaged and accountable for maintaining and developing key processes resulting in efficient and productive execution of all business operations for the technical pre-sales process. Ensured the delivery and execution of the technical pre-sales process for the Field and Inside Sales channel.Operated as one of the lead of analytics and digital optimization programs at Pitney Bowes; managed direct reports of Solutions and Operations Managers that supported analytical efforts, reporting and analysis of consultant services.Evaluated and procured additional analytical tools to improve tracking and website analysis using Microsoft Excel, SSRS and Salesforce; scheduled, implemented and analyzed testing campaigns; distributed analytical insight used to determine next steps in site enhancement and optimization strategy. -
Regional Manager Of Professional & Consulting ServicesPitney Bowes 2012 - 2016Stamford, Ct, UsOversight of all direct marketing activities of company, including; led team of 17 direct reports in North America focused on improving direct and digital marketing campaigns; created and improved ROI tools allowing business analysts to capture and justify actual solutions; implemented online lead-generation program which included a comprehensive communication strategy targeting leads.Analyzed and responsible for both the tactical and operational delivery of the solutions technical pre-sales process and quality for Solutions (e-Commerce Shipping and Customer Communication Management); directed regional team activities comprising of business analysts that aid stakeholders in requirements definition, feasibility and services offerings.Performed oversight management of virtual team of 19 system engineers and product installation professionals in the New England Region; worked collaboratively with the deployment team to design and implement a project delivery plan including workload estimates, task assignment and scheduling.
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Solutions ArchitectPitney Bowes 2009 - 2012Stamford, Ct, UsDeveloped conceptual and detailed solution designs which leverage architectural principles, guidelines, strategies and components to deliver small to enterprise-wide solutions. Facilitated upselling resulting in an increase of customers purchasing additional products and services; communicated with customers to address inquiries, resolved issues increased the knowledge base of systems product support specialists.Integrated and configured products onsite for customer; maintained satisfactory requirement standards outlined in statement of work; and performed communication and network interface host systems for customer.
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Field System EngineerPitney Bowes 1999 - 2009Stamford, Ct, UsStreamlined installation process, resulting in a reduction in installation cycle times and system maintenance. Ensured the execution and reporting of solutions sales targets inclusive of revenue, customer satisfaction, and process metrics; accountable for quality outcomes of regional technical business opportunity pipeline management.Lead the effort to standardize all aspects of the pre-sales analysis, presentment, and ROI and finalization process; ensuring that requirement statements are complete, consistent, concise, comprehensible, traceable, feasible, unambiguous, and verifiable and adhered to company standards.
Rich Paul Skills
Rich Paul Education Details
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Fairfield UniversityMasters Of Science In Finance -
Fairfield UniversityGraduate Certificate In General Management
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Sacred Heart UniversityInformation Technology - Software Engineering
Frequently Asked Questions about Rich Paul
What company does Rich Paul work for?
Rich Paul works for David Lerner Associates, Inc.
What is Rich Paul's role at the current company?
Rich Paul's current role is Financial Services Professional.
What is Rich Paul's email address?
Rich Paul's email address is ri****@****wes.com
What is Rich Paul's direct phone number?
Rich Paul's direct phone number is +120355*****
What schools did Rich Paul attend?
Rich Paul attended Fairfield University, Fairfield University, Sacred Heart University.
What are some of Rich Paul's interests?
Rich Paul has interest in Aerobics, Kids, Exercise, Electronics, Crafts, Fitness, Music, Sports, Movies.
What skills is Rich Paul known for?
Rich Paul has skills like Crm, Business Analysis, Consulting, Enterprise Software, Management, Pre Sales, Project Delivery, Saas, Sales, Solution Selling, Business Development, Account Management.
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