Robert Lurie Email & Phone Number

Charlotte, NC, US

United States

New York, New York

• I lead strategy global operations for the TMT business unit with 100+ bankers and $500M in annual revenue. I oversee revenue, expense and deal pipeline management, and collaborate with human resources, finance and.
• Spearheading a 3-5 year $5M technology plan to digitize investment banking data into a consolidated resource by improving access to data and enabling analysis by management teams for planning and decision-making.
• Overseeing the design and execution of vendor solutions, collaborating with key stakeholders to implement Workday, Salesforce, and other 3rd party data feeds.
• Established structure for weekly, monthly and quarterly reporting, modeled returns, productivity gains, and savings to support resource requests to C-suite.
• Re-segmented coverage universe (+1,000 accounts), and developed priority accounts to focus resources on capturing greater TMT M&A market share; revenue has grown by 80% since 2019.
• Facilitated organizational fluidity by serving as a sounding board, issue-spotter, proxy and confidant to Group Heads.

Greater New York City Area

• I partnered with Executive Management to identify, value and execute against strategic opportunities with specific focus on competitive analysis, industry drivers and market mapping and sizing. I provided reporting and.
• Managing acquisitions and strategic partnership development with $35M in revenue and $120M in transaction value. Select transaction experience: Acquisitions of Shareholder InSite in 2014, ClearMomentum in 2014, and.
• Launching a private company solutions group, including developing go-to-market strategy, creating strategic partnerships, managing product development lifecycle, and establishing KPIs. Revenue exceeded $1M in first year.
• Acting as deal team on strategic business acquisitions, conducting due diligence, developing financial forecasts and successful business cases.
• Designing a new methodology and process for Executive Committee reporting, identifying KPIs, building market size analysis and tracking against plan details.

Greater New York City Area

• I managed operations for a global group of 12 analysts, ensuring continuous productivity, quality and accuracy while meeting critical client SLAs. I developed, maintained, sold and serviced three key products: Equity.
• Leveraging internal data and external resources to develop studies used by the NYSE to highlight the competitive advantages of listing on NYSE over competing exchanges.
• Successfully launching the Roadshow Access product in 2013, developing go-to-market strategies, pricing and sales collateral, and developing and delivering sales training.
• Opening a Raleigh, NC office and building the team to provide additional resources for technology and product development.

Greater New York City Area

Greater New York City Area

I conducted and authored research on clients’ post-IPO stock performance, providing insight and information contributing to SecondMarket’s leadership position within the private company market.

Master Of Business Administration - Mba

B.S., Quantitative Analytics & Economics, Minor In Mathematics

Activities and Societies: Madison Investment Fund - Manager, Energy Sector Club Golf Team