Steve Mclaughlin Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

• Directed a multi-million-dollar P&L, driving sales strategy, market expansion, relationship management, achieving substantial revenue growth, and enhancing profitability across global markets.• Engineered sales transformation initiatives, leveraging AI-driven solutions and sales forecasting to exceed targets while cultivating strategic partnerships to accelerate growth.• Led cross-functional teams across product, sales, and marketing, ensuring seamless execution of a comprehensive go-to-market (GTM) strategy, resulting in successful market penetration and sustained revenue growth.• Drove customer acquisition initiatives tailored to the evolving needs of top-tier financial institutions, enhancing client retention and positioning the company as a market leader in SaaS and financial technology.• Delivered revenue growth of $10M+, leading two SaaS platforms to industry leadership in the $400B fixed-income market, achieving 150% of target through new logo acquisition (100+), including marquee clients like BlackRock, Goldman Sachs, Citi Bank, Pimco, Fidelity, and Vanguard.• Orchestrated the go-to-market (GTM) strategy for a second platform, addressing critical data and workflow challenges in the $1 trillion IPO market, expanding reach to 4,000 issuers, earning global recognition, as highlighted in S&P’s 2023 Annual Report.• Played a pivotal role on the Global Markets Solutions Executive Steering Committee (10 out of 300), • Represented S&P Market Intelligence as a financial market expert, engaging with C-level executives, media, and industry stakeholders, positioning the company as a leader in digital transformation and AI-driven solutions.• Focused on driving strategic partnerships, expanding enterprise software adoption, and scaling sales operations to support global market expansion, driving sustained revenue growth and long-term success.

Hauppauge, Ny, Us

Recruited by both presidents to leverage industry expertise and create a multi-million-dollar SaaS-based trading data solution targeting top financial institutions across the US.• Successfully created two new lines of business—SaaS and trading—leading to $6M in new revenue and onboarding over 75 new accounts, including banks, investment managers, and hedge funds. Engaged with C-level front-office executives and personas across the asset, wealth, and investment management verticals, with contract sizes ranging from $25K to $250K.• Hired and led a team of 18 salespeople, driving the team to deliver a nine-figure revenue stream and growing the business from $0 to $4M in one year. Focused on revenue generation, sales enablement, and team leadership while leveraging strategic planning and customer acquisition strategies to exceed business targets.

• Founded and grew an RIA/SMA firm managing $500M+ AUM, delivering double-digit annual returns and outperforming market benchmarks by 15% over 3 years, driving revenue growth and profitability optimization.• Cultivated strong client relationships with high-net-worth individuals, institutional investors, and family offices, achieving a 100% client retention rate and securing multimillion-dollar mandates through personalized SMA fixed income portfolio management and advisory services.• Led go-to-market (GTM) strategy for SMA offerings, leveraging sales strategy and sales enablement to penetrate new markets and expand client base.• Voted ISI Performa Top Gun Portfolio Manager – top 5 in the US out of 500, through effective performance management, financial forecasting, and operational efficiency.• Drove market expansion and strategic partnerships, aligning firm’s offerings with enterprise sales and AI-driven solutions to enhance value for clients.• Spearheaded cross-functional collaboration with marketing and product teams to drive scalable growth, maximize revenue, and improve sales operations.

Us

• Appointed by the CEO to drive commercial expansion, adding new multi-million-dollar revenue streams by leveraging strategic leadership and data-driven insights to enhance decision-making for fund managers, investors, and regulators.• Spearheaded revenue growth, generating millions in subscription-based revenue over 5 years, successfully onboarding 140+ new Fortune 1000 enterprise accounts, including major financial institutions, asset managers, regulators, and hedge funds.• Led the commercial expansion of MMA’s consulting division, generating millions in new revenue through executing a robust Go-to-Market (GTM) strategy and securing high-profile projects with the Federal Reserve, SEC, and other key clients.• Drove profitability optimization, reducing operational costs by 25%, scaling MMA’s research and consulting services, and increasing annual subscription revenue by 70%, expanding market share within the municipal finance sector.• Implemented AI-driven solutions to enhance operational efficiency and sales transformation efforts, streamlining customer relationship management (CRM) and improving client acquisition and retention.• Oversaw P&L management, ensuring revenue optimization through strategic planning, financial forecasting, and efficient resource allocation to scale operations and achieve business development goals.• Drove new business development by expanding enterprise sales channels, optimizing sales operations, and fostering strong client relationships, resulting in significant market expansion.

New York, Ny, Us