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 technology enhancement to improve product offerings and recruitment strategies.• 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 transactions annually. We utilized proprietary models to evaluate risk and ensure transactional suitability. Proactively resolved over 550 client issues, coordinating international communications and aligning service strategies with client needs to enhance satisfaction and maintain high retention rates. • 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.• Process Optimization: Streamlined operations by engaging engineering, trading, credit, operations, legal, sales, and middle office teams to resolve system discrepancies and address client issues swiftly.• Client-Centric Solutions Development: Engaged proactively with clients to develop tailored solutions to enhance operational processes and client satisfaction through innovative technological and process improvements.

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 guidelines and risk tolerance limits to align with strategic business objectives.• 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 derivatives to boost profitability.• 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 specifications, and acceptance testing.• 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.• Business Growth and Financial Optimization: Drove organic growth initiatives, significantly increasing the return on invested capital and optimizing cash flow processes through strategic oversight and innovative financial management practices.• Conflict Resolution and Crisis Management: Acted as the primary escalation point for client service delivery concerns, effectively overseeing and resolving critical issues to maintain client trust and business continuity.