Stephen Dakis Email and Phone Number
Whether mastering your craft in business or superior musical instrument performance, the prowess necessary to deliver memorable success requires = Economy of Motion.DIGITAL TRANSFORMATION should create systems that use INTUITIVE AUTOMATION in order to ANTICIPATE CHANGE & the CHALLENGES IMPACTING capital markets businesses.Passionate Leader w/ 20 Years Experience as High Performing Solution Sales Team Executive. Skilled Developing Collaborative, Trusted Advisor Relationships with Decision-Makers in BFSI.Go-to-market advisory services to fintechs seeking rapid revenue growth to reach critical mass/ industry adoption. Respected resource offering unbiased perspective on digital transformation. Deep relationships w/ retail wealth, online brokerage, regional banking, asset management, and fintech/ wealthtech industry players.Focus on strategic solution selling leadership, introducing innovative technology solutions, and "analytics by design" services that streamline and enhance business performance (e.g. AI agents, modular workflow processes, and next generation AI-ready open platform solutions). Enterprise Solutions Sales Executive Go-to-Market Strategy Drive Revenue Growth Maximize Channel Team PerformanceConsistently delivering six-figure annual recurring revenue and seven-figure outright targets. Player who loves coaching others to greatness using collaborative, success-oriented, organized team approach blending leadership and teamwork to assist capital markets clients creatively expanding their market share and customer base. Expertise delivering enhanced digital user experiences, improved enterprise operational efficiencies and time-to-market, and data content management platforms and tools that provide actionable insights, engaging visualizations, and AI-driven analytics to offer new perspectives. Skilled promoting wealthtech solutions requiring thorough understanding of functional business requirements, existing tech roadmap, in-house resource constraints, specialized execution partner capabilities, and ability to evaluate & recommend best-in-class 3rd party data provider solutions. Excel in spotting opportunities to boost revenue and market presence; clearly defining business challenges; promoting tailored solutions; rallying team support across different functions; and guiding decision-making in intricate scenarios with difficult clients. Adept at problem-solving while also building strong professional relationships.Available to discuss opportunities in midwest/east regions and hybrid. Contact me: "stephen@dakis.org"
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Solution Sales Executive, Enterprise ClientsComplyDetroit, Mi, Us -
Managing Partner, DigitalLansdowne Partners, Llc Nov 2023 - PresentNorth AmericaGo-to-market consulting and advisory services to fintech and digital start-ups seeking rapid revenue growth to reach critical mass and industry adoption. Respected resource offering unbiased perspective on digital transformation to business leaders. Deep relationships with retail wealth, online brokerage, super-regional banking, asset management, and fintech/wealthtech industry players. -
Wealth Business Sales Lead - Key Strategic AccountsRefinitiv Oct 2019 - Nov 2023New York - North America -
Head Of Digitech Solution Sales - AmericasThomson Reuters (Financial & Risk) Llc Jan 2017 - Oct 2019North AmericaDigital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions Sales team and proposition for Thomson Reuters (Financial & Risk division) to customers in the Americas. Leverage TR global digital and content assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are focused on… Show more Digital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions Sales team and proposition for Thomson Reuters (Financial & Risk division) to customers in the Americas. Leverage TR global digital and content assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are focused on delivering ultra personalized digital engagements with customers, to meet the demands of the next generation of investors. To address these initiatives, our team has built an ecosystem of fintech partners with whom we collaborate in order to deliver leading edge and compelling omni-channel customized experiences that will drive the investment conversation of the future. Tech-savvy data consumers and prosumers of the future will demand premium personalized service, emphasizing targeted, relevant, significant and actionable information specific to their investment strategy and objectives - pushed when necessary, and available at their fingertips on demand. In this regard, we design unique "DigiTech" solutions with our partners combined with premium research services and broad and deep market data content sets available to create relevant and engaging digital interactions. Embedding these services into the user experience workflow helps create a differentiated offering delivering personalized experiences specific to a client's LOB objectives.If your clients are thinking digital strategy in financial services, let's talk. Show less -
Vice President, Solutions Specialist - Fintech DigitalThomson Reuters Apr 2014 - Oct 2019North AmericaDigital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions proposition from sales perspective for Thomson Reuters (Financial & Risk) to our customers in the Americas. Leverage TR global digital assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are working to keep pace… Show more Digital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions proposition from sales perspective for Thomson Reuters (Financial & Risk) to our customers in the Americas. Leverage TR global digital assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are working to keep pace with technology expectations and demands of millennials and post baby-boom clients. To address these initiatives, our team has built an ecosystem of fintech partners with whom we collaborate in order to deliver leading edge and compelling omni-channel personalized digital experiences that will drive the investment conversation of the future. These tech-savvy data consumers of the future will demand premium personalized service, emphasizing relevant and actionable information specific to their investment strategy and objectives - pushed when necessary, and available at their fingertips on demand. In this regard, we design unique solutions with our partners combined with premium research services and widespread breadth of market data content available to create relevant and engaging digital interactions. Embedding these services into the user experience workflow helps provide a differentiated solution that creates personalized experiences for your clients.If you're thinking digital strategy in financial services, let's talk. Show less -
Sales Lead - Enterprise Wealth Management & Digital SolutionsThomson Reuters Jan 2013 - Mar 2014North AmericaPositioning Thomson Reuters (Financial & Risk) global digital assets & expertise in financial information and technology to help Wealth Management firms achieve business objectives across the enterprise. -
Solutions Sales - Etrading, Content & PortalsThomson Reuters Sep 2010 - Jan 2013eTRADING, CONTENT and PORTAL SOLUTIONS FOR INVESTMENT FIRMSThomson Reuters Online Solutions give you access to a world of information - everything from global real-time exchange, OTC and cross market data, to market leading news, company profiles, research, consensus reports, multi-media assets, and widgets to display and easily integrate information on your website. Whether it’s an advisor solution, an investment portal, or an online trading platform, you can integrate the content of… Show more eTRADING, CONTENT and PORTAL SOLUTIONS FOR INVESTMENT FIRMSThomson Reuters Online Solutions give you access to a world of information - everything from global real-time exchange, OTC and cross market data, to market leading news, company profiles, research, consensus reports, multi-media assets, and widgets to display and easily integrate information on your website. Whether it’s an advisor solution, an investment portal, or an online trading platform, you can integrate the content of your choice. It is all there when and where you need it! Show less -
Director - Sales, North AmericaPricemetrix, Inc. May 2007 - Jan 2009The PriceMetrix practice management and productivity solution helps investment firms and Financial Advisors grow sustainable revenue, gather more assets, and improve the value of interaction with their clients.
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Sales Director, Enterprise Wealth Management SolutionsReuters America Llc 2004 - May 2007Trusted advisor to strategic & prospective accounts. Provide guidance on content requirements & technology vision of clients in financial services vertical. Member of wealth management & online content solutions specialist teams. Achieved consistent superior revenue growth in equities business for broad central region & Canada, including acquisition of marquee names to the Reuters portfolio of customers. -
Financial Solutions ConsultantReuters America Llc 2000 - 2003Deliver enterprise value (packaged products, technology solutions, consulting services) to top-tier, regional account base in financial services vertical. -
Equities Specialist, SalesReuters America Llc 1995 - 1999Sold market data desktop packaged products to regional equities markets, including buy-side and sell-side (both institutional & retail) accounts/ prospects. Successfully managed technology upgrade campaign for territory. -
Vice President, Sales & MarketingSystran Software, Inc. 1993 - 1995Negotiated largest commercial services contract in firm's 25-year history. Directed sales & marketing operations, inc. forecasting. Structured joint venture partnerships, VAR agreements.
Stephen Dakis Education Details
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Biology (Pre-Med) -
Physics, Organic Chemistry
Frequently Asked Questions about Stephen Dakis
What company does Stephen Dakis work for?
Stephen Dakis works for Comply
What is Stephen Dakis's role at the current company?
Stephen Dakis's current role is Solution Sales Executive, Enterprise Clients.
What schools did Stephen Dakis attend?
Stephen Dakis attended The Ohio State University, Youngstown State University.
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1pcm.com
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stephen dakis
Configuration/ Field Tech. At Pcm: The Right Technology, Delivered.San Diego County, Ca2pcm.com, pcm.com -
Stephen Dakis
United States -
1walmart.com
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