Stephanie Greiner, Cfa Email and Phone Number
I am a client-focused and results-driven leader with expertise in sales, client experience, operations, strategy, and product management with deep investment management, wealth management, investment banking, trading, and fintech experience. As a proficient executive with success managing diverse teams in dynamic environments, I have had success building and restructuring operations, sales, and customer service organizations. I am known to set a mission, strategic priorities, and roadmap to goal achievement while successfully collaborating with stakeholders across silos. I have a reputation for acquiring and developing talent with the knowledge and skills to excel and I place meticulous focus on achieving financial plans. I am trusted to make continuous improvements across multiple disciplines.Areas of Expertise:• Large Regional & Global Team Leadership• Sales Leadership• Operations Leader• Customer Success• P&L Ownership• Organizational Design• Talent Development• Cost & Expense Management• Sales Enablement• Learning & Development• Portfolio Attribution and Risk AnalyticsI am available to discuss new opportunities, please contact me at stef.greiner@gmail.com
Bloomberg
View- Website:
- bloomberg.com/company
- Employees:
- 25569
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Portfolio And Risk Analytics At Bloomberg, LpBloombergNew York, Ny, Us
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Portfolio & Risk Analytics At Bloomberg, LpBloomberg Apr 2024 - PresentNew York, New York, United States
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Americas Solution Sales; Director Investment Mangement, Wealth, Sfi & Trading SolutionsLseg (London Stock Exchange Group) 2019 - Dec 2023New York, NyCoached and managed high-performing team with deep product, content, technical, data science and customer workflow expertise to collaboratively shape solutions to sell value and strategically support the deal team. Supported the sales motion with solution design expertise, deep knowledge of advanced analytics and technology.• Led team to identify and develop consulting solutions for Americas region with target annual sales revenue ~$115M; YoY sales growth in each of the last 4 years exceeded 25%.• Proposed solutions tailored to address client challenges, creating need for offerings. • Synthesized requirements to form options that included multiple products, third-party solutions and new capabilities, leading to consulting and professional services engagements and increasing year-one deal size by 20%.• Managed team to use Miller Heiman Sales Methodology (Korn Ferry) and fully embed in sales motion; implemented monthly reviews of use and metrics on successes. -
Global Head, Sales & Account Management Enablement, Learning & Development And OperationsRefinitiv 2014 - 2019New York, New York, United StatesRestructured and built the learning & development operation to focus on elevating industry domain expertise for the sales and services teams using state of the art learning technology and building engaging learning programs.• Restructured three disparate learning & client training organizations globally to pivot toward industry domain knowledge in support of $6 billion in revenues for the financial and risk sales & service team of 3,000 people• Utilized leadership and trusted partnerships to transform the culture of sales learning engagement• Designed, implemented and championed sales skills, knowledge and technical learning approaches, pivoted to seamless learning pathways versus transactional instances -
Global Head, Business Operations, Investors DivisionThomson Reuters 2011 - 2014New York, New York, United StatesManaged all commercial strategy and business operations for $2B revenue across the division.• Created, implemented and managed a new Specialist Support model for analytical, quantitative, and financial modeling offerings. Investment management client service became a competitive advantage and selling point; client satisfaction scores improved from 60% to 87% in 8 months.• Streamlined and enhanced sales growth, customer retention, and revenue through strategic commercial initiatives and improved processes, while elevating employee expertise. -
Global Head & General Manager Investment Management & Research BusinessThomson Reuters 2007 - 2011New York, New York, United StatesManaged $500M P&L for the business serving buy-side clients. Led Product Management, Operations and Commercial Strategy; aligned business and sales GTM strategy. Managed the flagship Thomson One Investment Management product.• Created simplification plan and led segment through competitive pressure and transformation; sunset 2 duplicative business lines, reduced costs by 22%, and strengthened GTM offering by comingling remaining valuable offerings.• Realigned strategy for back-testing, portfolio construction and analytics offerings making it competitive with expanded portfolio risk analytics and asset class coverage.
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Senior Vice President, Global Sales OperationsThomson Financial 2006 - 2007New York, New York, United States• Managed Contract Management, Order Management and a Project Management Office globally• Implemented Salesforce.com across the global sales organization• Employed Six Sigma Lean Approach to streamline processes; reduced 30% of nonvalue add activities• Established a Bangalore operation; reduced cycle time by 40% -
Vice President, Global Client SupportThomson Financial 2003 - 2006New York, New York, United States• Managed 300+ global team supporting 200,000 clients in 70 countries; consolidated 7 technical & application support call centers; established Bangalore call center operation enabling 24x7 coverage• Streamlined organization and improved client satisfaction by more than 50% while reducing headcount by over 20%; consolidated call center infrastructures globally
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Vice President, Client Relationship Management, Investment ManagementThomson Financial 2001 - 2003New York, New York, United States• Managed staff of 40 customer relationship managers in support of TF’s investment management products including Vestek, Datastream, FirstCall/IBES and Nelson’s representing $500M in revenues• Achieved retention rates in excess of 94% and created revenue growth opportunities for sales team• Strong emphasis on deep product training to achieve expert knowledge levels • Played central role in product migration for 50,000 clients
Stephanie Greiner, Cfa Education Details
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Finance, General -
Finance, Marketing
Frequently Asked Questions about Stephanie Greiner, Cfa
What company does Stephanie Greiner, Cfa work for?
Stephanie Greiner, Cfa works for Bloomberg
What is Stephanie Greiner, Cfa's role at the current company?
Stephanie Greiner, Cfa's current role is Portfolio and Risk Analytics at Bloomberg, LP.
What schools did Stephanie Greiner, Cfa attend?
Stephanie Greiner, Cfa attended Nyu Stern School Of Business, University Of Richmond.
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