Sean Haggerty Email & Phone Number

New York, Ny, Us

New Jersey And Nyc

New York, New York

Manage and lead Broadridge Advisor Compensation business unit (formerly M&O Systems). Maintain accountability for success of operations, software development, finance, marketing and sales, and product development. Retained in a leadership role following the acquisition of M&O Systems by Broadridge in 2016. Integrate standalone business into a large multinational company while sustaining growth in clients, sales, revenue, and profit.• Directed the integration of all key back office functions within a record three months, and oversaw the integration of another business unit to debut data aggregation functionality for the benefit of clients.• Since being acquired by Broadridge, consistently surpassed performance targets governing sales, revenue, and profitability, coupled with double-digit client growth.• Credited with building the first comprehensive non-cash compensation solution for the financial services industry. Currently, the system is in production with Morgan Stanley.• Innovated a new organizational structure, introducing a management layer and expanding staff by 33% since the acquisition while continuing to scale achieving enhanced margins.

New York City Metropolitan Area

Transformed performance of software development firm in the aftermath of a recession, engaging with clients to gain insight into client needs to guide product and service development. Transitioned owner’s equity from negative to positive in two years and deleveraged balance sheet. Recruited to address sluggish growth by expanding business to sell at 5X the value at the start of this position. Defined formal operating and financial processes, including key performance metrics.• Partnered with the Vice President of Business Development to examine the product and service portfolio, define markets and pricing, and build formal sales and marketing plans with quarterly targets.• Collaborated with the Vice President of Operations and a five-employee focus group to build a product development roadmap aligned with client and industry needs. Documented functionality and business processes to generate over a dozen areas of improvement.• Established sales and marketing program to bolster visibility of the company’s solutions; attended trade shows, relaunched the website, and rebranded the company while introducing social media strategies.• Achieved 25% compound annual sales growth, improved profit margins to double-digits, and secured a 400% increase in third party financing.

New York City Metropolitan Area

Directed efforts of Acquisition Development team at this leading provider of tax preparation services by securing leads on potential takeover targets. Negotiated purchase of distressed franchisees and franchisees in markets to establish market share and brand visibility. Acquired over 30 businesses including 5 of the 10 largest and financially successful independent tax preparation firms in the United States.• Debuted the Franchise Acquisition Program which improved franchisee revenue by as much as 50%.• Led acquisition of two tax preparation businesses, resulting in an 8% gain in company-owned revenue.Vice President of Eastern Operations Managed eastern operations extending from Boston, MA to Miami, FL. A 310 brick and mortar location business that generated $32 million in revenues. Oversaw 2 area directors, 30 field management staff and up to 2,500 store managers and tax preparation professionals during the tax season. Director of Strategic Development Developed company-owned division via acquisition of large independent tax preparation companies.