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 initiatives including growth initiatives and product rollouts

• 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 including their strategies, management team, and investor relations efforts• 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