Susan Brennan-Weldon Email & Phone Number

Denton, Tx, Us

Dallas/Fort Worth Area

Charged with originating/implementing marketing strategy to establish contact, and relationships with analysts/ portfolio managers and partners of large investment companies to facilitate energy sector data/research and product development for marketing to financial-services companies.Serve as the subject matter expert (SME) for business development and client relationship management for the financial market segment. Collaborate in product design, creation of target lists, marketing materials and go-to-market business plan. Engage with all financial clients, including Hedge Funds/Long-Only Investment Managers/Credit Investing/ Private Equity and M&A firms, as well as Investment Banks, to grow new business line.Incorporate detailed understanding of clients’ needs and competition to deliver the distinction mandatory to achieve success in a dynamic and highly competitive market place.

Greater New York City Area

Tapped to bring in established long-term relationships, leverage multiple research products, and employ comprehensive knowledge of multiple-trading platforms to provide expert execution capabilities, boost productivity, and drive client top-line performance. Expanded the firm’s presence in execution-only platform trading (Institutional Direct) on NYSE.Established a broker-dealer role within the firm to broaden its presence in the oil and gas industry.Appeared weekly on CNBC from the floor of the NYSE and trading desk to report on the market trends and headline/event moving equities and, subsequently, as firm’s key spokesperson on the markets’ volatility. Progressed from Managing Director * Sales/Trader * OTC Equity – 10/2000 > Senior Managing Director, (double promotion), in recognition for having skyrocketed past performance goals, brought in 30+ productive client relationships, and demonstrated exceptional comprehension of the firm's business objectives.