Rob Nagle, Cfa Email & Phone Number

Data Licensing Manager at CUSIP Global Services (entire group transitioned to FactSet from S&P in 2022)

Teaching Investment Banking and Corporate Finance courses to post-bachelor degree students

Data Licensing Manager at CUSIP Global Services

• Led teams (7-15 people) that drive engagement across a $150MM book of business to deepen client relationships while identifying leads and mitigating any cancellation risks before renewal time
• Improved retention rates from 90% to 95% while meeting or exceeding all team performance targets each year including sales growth targets
• Hired to start a new retention rep team. Recruited and trained all staff; created retention strategies and team best practices; designed compensation plan, staffing models and reporting metrics; aligned to key company.

• Led and managed a consulting team (5-7 people) retained by C-suite executives and boards of directors of publicly traded companies to provide in-depth assessments of Wall Street’s dominant perceptions of their company.
• Grew revenues at 10% annually during an economic recession, improved operating profit margins by 25%, and exceeded goals of expanding non-US revenues and securing repeat engagements
• Owned P&L. Set the business unit strategy, including pricing, marketing, and product differentiation

• Acted as a senior calling officer by building relationships with CEO, CFO and IR level executives of companies to potentially list on the NYSE, through either an IPO, Nasdaq transfer, ADR, or spin-off
• Won more new listings than any other specialist firm, growing LaBranche’s book of business by 10% with a three-person Sales team
• Instrumental role in high profile stock listings: MasterCard IPO in 2006, Dolby IPO in 2005

• Involved in all aspects, including valuation, due diligence and modeling, of a sell-side transaction; a US-based apparel manufacturer selling part of its European operations
• Built a sum-of-the-parts DCF model for a gaming deal involving the potential acquisition of a publicly traded gaming company

• Drafted pitchbooks, offering memoranda and related marketing materials for clients
• Completed seven-week analyst training program emphasizing accounting and finance

• Performed in-depth analyses on Credit Card portfolio of $32.5 billion in outstandings
• Conducted analyses which directly resulted in credit policy improvements to all Card life cycle stages including Acquisitions, Customer Management and Loss Containment

Mba With Distinction, Finance

Ba, Multi-/Interdisciplinary Studies, General