Robert O'Connell Email & Phone Number

New York, NY, US

New York, New York, United States

• Executive Leadership: I directed commercial and operational functions for a team of seven client relationship professionals, spearheading initiatives in business development, strategic planning, cross-selling, and.
• Client Relationship Management: Oversaw the management of 85 institutional client relationships across hedge funds, CLOs, Fund of Hedge Funds, family offices, 40-ACT funds, and ABS, handling more than 130 financing.
• Business Transformation: Led strategic revamps to enhance efficiency and create new business opportunities, significantly improving business performance.
• Stakeholder Engagement: I cultivated enduring relationships with key internal and external stakeholders, enhancing organizational influence and achieving strategic business goals.
• Revenue Growth by Cross-Selling: Implemented and monitored effective cross-selling strategies within the team, significantly increasing revenue through enhanced multi-functional team collaborations.
• Talent Development and Leadership: I mentored and developed a team of seven, promoting a culture of continuous improvement and professional growth, which resulted in multiple team promotions.

New York, New York, United States

• Business Startup and Strategy Implementation: Pioneered the establishment of a hedge fund financing business, analyzing collateral values to determine lending capabilities and establishing essential transactional.
• Client Management Excellence: Spearheaded client relationship management efforts, delivering consistent, high-quality experiences and enhancing accountability and operational execution across all client interactions.
• Financial Strategy and Continuous Improvement: I conducted in-depth analyses of financial strategies, optimized transaction closing processes, and managed daily client loan-to-value ratios on credit facilities and.
• Collateral and Risk Management: Collaborating with the chief digital officer, I established comprehensive client reporting guidelines and managed multiple project executions involving user requirement analysis, design.
• Third-Party Relationship Management: Maintained robust relationships with custodians, administrators, and securities lending entities, ensuring smooth operational processes and compliance with regulatory standards.
• Credit and Risk Management: Managed daily valuations and transactions for client credit facilities and derivatives, overseeing the completion of necessary documentation and ensuring timely wire transfers.