Robert Roley's Location
San Francisco Bay Area, United States, United States
Robert Roley's Contact Details
Robert Roley work email
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Robert Roley personal email
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Robert Roley phone numbers
About Robert Roley
After 18+ years as a technology operator, including five leading Advent Software, in 2020 I joined TPG’s software and enterprise technology team to focus on investments within TPG's private equity platforms, leading our value creation and business building efforts focused on creating market leading products and driving efficient and durable growth. As a longtime executive in software, I focus on helping teams deliver world class technology, data and service solutions to the global markets helping all stakeholders thrive.I have always worked at the intersection of two of the world’s most dynamic industries: financial services and technology. I count among my specialties Capital Markets Operations and Technology, Product Management and Marketing, Leveraging Emerging Technology, FinTech Mergers & Acquisitions, Sales & Marketing Management, Customer Success, Internal Communications and Leadership Development.As an advocate for our industry, I previously shared my insights as part of the Forbes Finance Council. For my articles, visit www.forbes.com/sites/forbesfinancecouncil/people/robertroley/. I am an active member of the Young Presidents Organization (YPO) in New York City and the Bay Area.
Robert Roley Work Experience Details
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PartnerTpg Jul 2022 - PresentSan Francisco, California, Us -
Director, Operating PartnerTpg Jul 2020 - Jun 2022San Francisco, California, UsLeading TPG's transformation and business building efforts for software and enterprise technology.
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InvestorNew Relic Nov 2023 - PresentSan Francisco, Ca, UsNew Relic is the all-in-one observability platform, a pioneer in the observability market, and recently launched the industry’s first end-to-end AI monitoring solution which empowers engineers to build and run LLM-powered AI applications with data and insights to optimize performance, quality, cost, and the responsible use of AI. -
InvestorAareon Group Oct 2024 - PresentMainz, Rhineland-Palatinate, DeAareon is the leading European provider of Software-as-a-Service (SaaS) solutions for the property industry. Aareon enables seamless, automated end-to-end processes connecting property managers and owners across the residential and commercial real estate sectors. -
InvestorEverfox Sep 2023 - PresentHerndon, Virginia, UsFor more than 25 years, Everfox (f/k/a Forcepoint Federal) has protected the world’s most critical data and networks from the most complex cyber threats. New name. Same mission. -
InvestorLyric - Clarity In Motion. Oct 2022 - PresentNewtown Square, Pennsylvania, UsLyric’s solutions serve as the foundation for streamlining increasingly complex payments processes, bringing the insights needed for more precision and efficiency along the continuum. Lyric is the new identify of ClaimsXten, a TPG backed company, that is the leader in claims editing technology. -
Board MemberElite Technology Jun 2023 - PresentNew York, Ny, UsElite offers a suite of solutions, including 3E, ProLaw, eBillingHub, and MatterSphere, aimed at improving law firm finance and accounting operations, including billing, invoicing, payments, and financial reporting. -
InvestorBoomi Oct 2021 - PresentConshohocken, Pennsylvania, UsBoomi's integration platform as a service (iPaaS) helps organizations maximize the value of their most valuable asset - data - and transform interactions with customers, partners and employees. Boomi has been named a Leader in the Gartner MQ 8 consecutive years.TPG Capital and Francisco Partners acquired Boomi from Dell in 2021. -
Board MemberDelinea Mar 2021 - PresentSan Francisco, California, UsDelinea (created by the merger of Thycotic & Centrify) provides privileged access management solutions that make security seamless.Member of Comp CommitteeAudit Committee Chairman -
Board MemberThycotic Apr 2021 - PresentSan Francisco, California, UsThycotic privileged access management solutions protect your most critical systems, reduce complexity and deliver rapid return on investment. In April 2021, we announced the merger of PAM leaders Thycotic and Centrify. -
Board MemberCentrify Corporation Mar 2021 - PresentSan Francisco, California, UsCentrify delivers modern privileged access management (PAM) solutions based on Zero Trust principles to enable digital transformation at scale. Centrify centralizes and orchestrates fragmented identities, improves audit and compliance visibility, and reduces risk, complexity, and costs for the modern, hybrid enterprise. Over half of the Fortune 100 trust Centrify, including the world’s largest financial institutions, intelligence agencies, and critical infrastructure companies.Centrify was acquired by TPG Capital in 2021. -
Board MemberNintex Nov 2021 - PresentBellevue, Washington, UsNintex enables organizations with process intelligence and automation to accelerate their digital transformation and growth. -
InvestorPlanview, Inc. Nov 2020 - PresentAustin, Tx, UsPlanview enables organizations to get the most out of their resources and achieve their goals. We are the global leader in work and resource management, with the industry’s most comprehensive portfolio of solutions for strategic planning, portfolio and resource management, innovation management and collaborative work management. TPG Capital agreed to acquire Planview from Thoma Bravo in November 2020. -
InvestorClarizen Feb 2021 - PresentMilpitas, Ca, UsIn 2021, Clarizen and Changepoint merged with Planview to create the leading PPM provider. -
InvestorChangepoint Feb 2021 - PresentSeattle, Wa, UsIn 2021, Clarizen and Changepoint merged with Planview to create the leading PPM provider. -
InvestorDigital.Ai Apr 2021 - PresentRaleigh, North Carolina, UsIn the era of rapid digital transformation, Digital.ai's value stream management solution helps deliver outcomes not just outputs, optimizes software delivery to provide customer value to grow your business. -
Interim Chief Financial OfficerDigital.Ai Sep 2021 - Dec 2021Raleigh, North Carolina, Us
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InvestorWind River Aug 2020 - Dec 2022Alameda, Ca, UsWind River is a global leader in delivering software for the intelligent edge. The company’s technology has been powering the safest, most secure devices in the world since 1981 and is found in billions of products. Wind River is a TPG Capital company, acquired from Intel.Aptiv (NYSE:APTV) acquired Wind River in 2022 for $3.5 billion. -
Member, Contributing AuthorForbes Finance Council Apr 2018 - Jun 2020Boston, Ma, Us -
General ManagerSs&C Technologies Jan 2018 - Jun 2020Windsor, Ct, UsMulti-division chief executive for SS&C Technologies (NASDAQ: SSNC) who oversaw fourteen businesses at the end of my time there:- Advent Software (from 2015)- Salentica CRM (2016)- Modestspark Investor Communication (2017)- SS&C Learning Institute (2018)- BRIX Benefit Administration (2018)- DBC Debt Structuring for Municipal Finance (2019)- TimeShareWare (2019)- Investrack (2019)- Eze Software (2019)- Financial Markets (2019)- Total Return (2020)- Advisorware (2020)- TNR (2020)- Fundrunner (2020)Over four-plus years as head of the Advent business, we more than doubled the bottom line contribution, launched six new products, integrated three tuck in strategic acquisitions and drove the due diligence and integration of several others. Revenue growth was faster each year post-merger than the year leading up to Advent's 2015 acquisition, while EBITDA margin expanded by ~2000 bps. -
Senior Vice President, Managing Director And Gm - Ss&C AdventSs&C Technologies May 2016 - Dec 2017Windsor, Ct, UsSenior Vice President and Managing Director at SS&C Technologies, Co-CEO then sole CEO of the SS&C Advent business unit with ultimate responsibility for management, strategy and execution for SS&C Advent.
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Svp Of Products And Client Experience And Gm, Asset Management And Alternatives - AdventSs&C Technologies Jun 2015 - May 2016Windsor, Ct, UsI guided the Product and Client Experience groups for the Advent international, alternatives and asset management groups at SS&C. My team's responsibilities included Product Management, Product Strategy, Business Development, Customer Success, Professional Services, Production Support, Training, and Renewals.
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Vice PresidentAdvent Software Jan 2013 - Jun 2015San Francisco, Ca, UsI led the US and APAC solutions consulting practice as well as the product management and strategy for Advent’s portfolio and investor accounting solutions. In that time we grew the business by over $40 million in revenue and grew EBITDA by 70% between 2012 and 2014, culminating with Advent’s $2.7B acquisition by SS&C Technologies in July 2015. -
Senior DirectorAdvent Software Jul 2011 - Dec 2012San Francisco, Ca, UsLed the product management and US solutions consulting teams for Advent's alternative investments business unit, centered around the Geneva World Investor product.
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Director, Solutions ConsultingAdvent Software Jan 2010 - Jul 2011San Francisco, Ca, UsStarting in 2010, I assumed a leadership position within the Global Accounts sales and product organization at a time of great change - new product releases and expanded product offerings from organic growth and acquisitions.
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Principal, Solutions ConsultantAdvent Software Jan 2007 - Jan 2010San Francisco, Ca, UsWorked my way up through Advent's Solutions Consulting organization. Assisted the sales organization throughout the sales process by acting as subject matter expert on Advent solutions and through deep understanding of the business and technical requirements for buy side investment managers, including large, complex and global alternative asset managers. Developed and implemented new sales tools and processes to materially improve win rates and lower the cost of sale.
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Senior ConsultantAdvent Software Sep 2001 - Dec 2006San Francisco, Ca, UsCut my teeth supporting and implementing Advent Geneva portfolio accounting at some of Advent's largest global clients, including fund adminstrators and hedge funds. This is where I really learned project management and many technical skills, but most importantly, where I realized that customer focus and helping my client's achieve success (by their definition) were the top priority of every project.
Robert Roley Skills
Hedge Funds
Financial Services
Portfolio Management
Product Management
Alternative Investments
Saas
Strategy
Fund Accounting
Enterprise Software
Investment Management
Mutual Funds
Private Equity
Leadership
Prime Brokerage
Fixed Income
Project Management
Crm
Software As A Service
Pre Sales
Cloud Computing
Derivatives
Professional Services
Fund Administration
Back Office
Salesforce.com
Financial Markets
Business Development
Cross Functional Team Leadership
Customer Relationship Management
Back Office Operations
Sales Process
Strategic Partnerships
Sales
Middle Office
Product Development
Market Data
Solution Selling
Go To Market Strategy
Competitive Analysis
Product Marketing
Emerging Markets
Lead Generation
Sales Management
Cross Functional Team Building
Public Speaking
Topic Based Authoring
Organizational Culture
Thought Leadership
Internal And External Communications
Robert Roley Education Details
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Santa Clara University Leavey School Of BusinessOperations And Management Information Systems
Frequently Asked Questions about Robert Roley
What company does Robert Roley work for?
Robert Roley works for Tpg
What is Robert Roley's role at the current company?
Robert Roley's current role is Partner at TPG.
What is Robert Roley's email address?
Robert Roley's email address is rr****@****tpg.com
What is Robert Roley's direct phone number?
Robert Roley's direct phone number is +161750*****
What schools did Robert Roley attend?
Robert Roley attended Santa Clara University Leavey School Of Business.
What skills is Robert Roley known for?
Robert Roley has skills like Hedge Funds, Financial Services, Portfolio Management, Product Management, Alternative Investments, Saas, Strategy, Fund Accounting, Enterprise Software, Investment Management, Mutual Funds, Private Equity.
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