Ronald Rawdon

Ronald Rawdon Email and Phone Number

Director, Sales @ PCR Financial Aggregation
United States
Ronald Rawdon's Location
United States, United States
About Ronald Rawdon

π–πžπšπ₯π­π‘π“πžπœπ‘ π„π±π©πžπ«π’πžπ§πœπž:An executive leader in Sales, Strategy & Execution within the WealthTech sector for the past twenty-five years; a proven track record of developing and executing successful revenue-generating strategies in all phases of growth, including several Go-To-Market opportunities. Responsible for driving brand awareness, brand acceptance, signature deal flow, venture funding, market expansion, and propelling several firms to Market Leadership and Acquisition. To date, over 200 hundred deals have been won in both buy-side and sell-side verticals totaling over $125 million in ACV, and over $1 billion dollars in cumulative recurring revenue. π–πšπ₯π₯ π’π­π«πžπžπ­ π„π±π©πžπ«π’πžπ§πœπž: New York Stock Exchange, NYSE Trading ClerkArbitrage Gold Trader: New York, London, South Africa Institutional Preferred Broker: New York, London

Ronald Rawdon's Current Company Details
PCR Financial Aggregation

Pcr Financial Aggregation

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Director, Sales
United States
Ronald Rawdon Work Experience Details
  • Pcr Financial Aggregation
    Director, Sales
    Pcr Financial Aggregation
    United States
    View
  • Pcr Financial Aggregation
    Director, Sales
    Pcr Financial Aggregation Oct 2024 - Present
    Wilton, Ct, Us
    PCR Financial Aggregation provides a white glove Data Service offering to the Wealth Management community which fully integrates a seamless and highly automated Aggregation process across three verticals: Alternative Investments from 5,000 plus managers, Custodial Accounts from 1,000 plus institutions and Real Asset valuations; making PCR uniquely qualified to power the comprehensive and complex Data requirements as your Financial Aggregation partner. We currently serve over 300 clients including the industry's leading Investment Banks, Private Client Groups, and Multi-family Advisory offices. We also serve as the Data Aggregation provider for many WealthTech firms including Portfolio Management, Performance, CRM systems and more.
    View
  • Greenheart Cbd
    Investor - Head Of U.S. Investment & Expansion
    Greenheart Cbd 2021 - Present
    Egg Harbor City, New Jersey, Us
    Assisted in launching the Initial Coin Offering (ICO) for this Defi, AgriTech/FinTech Project; introduced U.S. Investors to the Project for funding U.S. expansion from Ireland; implemented Blockchain & AgriTech/FinTech Project in U.S. for increased distribution
    View
  • Skience
    Svp Of Sales, Strategy, & Execution - Digital Onboarding/Compliance Platform
    Skience 2019 - 2020
    Herndon, Virginia, Us
    Recruited by Private Equity to develop and execute the Go-to-Market strategy for this early-stage platform launch; accelerated brand awareness, brand acceptance; ignited signature Deal-flow with Edelman Financial and New York Life Securities driving to next-level growth and Acquisition
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  • Scivantage
    Svp Of Sales, Strategy & Execution - Digital Advice Platform
    Scivantage 2016 - 2018
    Jersey City, Nj, Us
    Recruited by Private Equity to develop and execute the Go-to-Market strategy for this pre-beta stage Platform launch; accelerated Brand awareness and ignited Signature demand with SunTrust Bank Wealth Management and Wedbush Clearing driving firm towards Acquisition
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  • Archer
    Svp Of Sales, Strategy & Execution - Institutional Wealth & Bpo Platform
    Archer 2013 - 2016
    Berwyn, Pa, Us
    Propelled Archer IMS, an early-stage company to a Market Leader status and Acquisition; rebranded and expanded footprint to NYC; created Brand awareness and acceptance; ignited deal flow and Sales including Victory Asset carrying a 20M valuation, funding, next-level growth and Acquisition
    View
  • Foliodynamix/Envestnet, Inc.
    Svp Of Strategy, Sales Execution & Mgmt: Turnkey Asset Manager & Wealth Platform
    Foliodynamix/Envestnet, Inc. 2009 - 2013
    Propelled this semi start-up to Market Dominant status; developed and executed a complex Go-To-Market Strategy; signed FDx as Pershing's NetX360 Trading Platform while creating a new TAMP channel resulting in signing LPL, RJ, Cetera, and Envestnet Acquisition
  • Vestmark
    Svp Of Sales, Strategy & Execution - Enterprise Wealth Platform & Tamp
    Vestmark 2007 - 2009
    Wakefield, Ma, Us
    Propelled this start-up to Venture Funding and Market Leadership; opened NY office; created effective Go-To-Market strategy and led Team to exponential success with Signature signings; Goldman Sachs, Delaware, Invesco during the 2008 recession
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  • Fiserv
    Vp Of Strategy, Sales Execution & Mgmt: Multi-Vertical Enterprise Wealth Platform
    Fiserv 1994 - 2007
    Milwaukee, Wisconsin, Us
    Propelled Security APL to Market Dominant status and Acquisition; created highly effective Sales Strategies in three Verticals: Buy-side, Sell-side & Turnkey Asset Management; signed over 200 Enterprise Platform deals with an ACV exceeding 100M
    View

Ronald Rawdon Education Details

  • Fairleigh Dickinson University
    Fairleigh Dickinson University
    Finance And International Business

Frequently Asked Questions about Ronald Rawdon

What company does Ronald Rawdon work for?

Ronald Rawdon works for Pcr Financial Aggregation

What is Ronald Rawdon's role at the current company?

Ronald Rawdon's current role is Director, Sales.

What schools did Ronald Rawdon attend?

Ronald Rawdon attended Fairleigh Dickinson University.

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