Ted Peterson

Ted Peterson Email and Phone Number

Enterprise Relationship Manager @ R&T Deposit Solutions
United States
Ted Peterson's Location
United States, United States
About Ted Peterson

As a dedicated Account Manager, I consult with my clients to grow their business, delivering value by being a trusted advisor and driving transformation with a focus on financial, data and regulatory technology. ► Contact: tedpeterson215@gmail.com Several areas of expertise include global relationship management, multinational team leadership, strategic account planning, enterprise business development, consultative sales, deal negotiations, banking technology, and partnership management.I have successfully managed global relationships for large enterprises across many client segments and business lines representing over $1.7B in total annual net revenue. One of my key strengths is leading cross-functional teams in multiple regions to develop effective strategies for generating revenue while reducing risk in intensely competitive and challenging environments.I share my in-depth expertise, knowledge & resources with clients to pinpoint areas for improvement. I leverage sophisticated analytics and reporting to identify inefficiencies, present these findings and provide recommended next steps.I also welcome opportunities to advocate for my clients and build community participation. This includes: board member and senior executive-level engagement, introducing clients and global partners to share best practices, and assisting clients in becoming early adopters of new strategies and solutions.I have consistently achieved or surpassed revenue targets by 15% YoY throughout my career by developing strategic client partnerships, building pipelines, collaborating with internal and external teams, and elevating the client experience.I’m proud to have been recognized for many leadership programs and awards along the way, including: High Potential Development program, Foundational Leadership program, President's Club recipient (multiple years).

Ted Peterson's Current Company Details
R&T Deposit Solutions

R&T Deposit Solutions

View
Enterprise Relationship Manager
United States
Website:
dtcc.com
Employees:
4549
Ted Peterson Work Experience Details
  • R&T Deposit Solutions
    Enterprise Relationship Manager
    R&T Deposit Solutions
    United States
  • The Depository Trust & Clearing Corporation (Dtcc)
    Director - Global Account Management
    The Depository Trust & Clearing Corporation (Dtcc) Jan 2018 - Present
    San Francisco Bay Area
    Lead a global team of Sales and Relationship Managers responsible for a portfolio of Bank, Broker/Dealer, Hedge Fund, Investment Management and Partners by actively building and influencing these strategic relationships to increase revenue and improve the customer experienceManage global cross-functional enterprise sales, account planning, and strategic account reviews across all the corporate and subsidiary entities Collaborate with cross functional and cross business teams to… Show more Lead a global team of Sales and Relationship Managers responsible for a portfolio of Bank, Broker/Dealer, Hedge Fund, Investment Management and Partners by actively building and influencing these strategic relationships to increase revenue and improve the customer experienceManage global cross-functional enterprise sales, account planning, and strategic account reviews across all the corporate and subsidiary entities Collaborate with cross functional and cross business teams to ensure the adoption of new initiatives ranging from settlements, data solutions, derivatives and international market efficiencies Promote projects with our Fintech Strategy office including Distributed Ledger Technology, Robotics, Machine Learning, Cloud Transformation and OutsourcingImprove client resilience - resolution planning, due diligence and corporate information security reviews Show less
  • The Depository Trust & Clearing Corporation (Dtcc)
    Senior Relationship Manager - Core Services
    The Depository Trust & Clearing Corporation (Dtcc) Jun 2014 - Jan 2018
    San Francisco Bay Area
    Grew Tier 1 customer accounts with senior management, business and technology, and vendor management relationships for Banks, Broker/Dealers & Investment Managers to grow revenue and to promote best practice conformanceExceeded revenue growth goals and exceeded add-on sales targetsOrganized regional client forums for topics like industry relations, risk/compliance, clearing, settlement, entity data management, and derivatives Secured early adopter participation for… Show more Grew Tier 1 customer accounts with senior management, business and technology, and vendor management relationships for Banks, Broker/Dealers & Investment Managers to grow revenue and to promote best practice conformanceExceeded revenue growth goals and exceeded add-on sales targetsOrganized regional client forums for topics like industry relations, risk/compliance, clearing, settlement, entity data management, and derivatives Secured early adopter participation for new business initiatives and commitment to regional industry working, BCM programs, and regulator auditsAppointed to the Foundational Leadership Program Developed team networking program and new employee on-boarding policy Show less
  • Thomson Reuters
    Relationship Manager – Strategic Accounts
    Thomson Reuters Aug 2002 - Jun 2014
    San Francisco Bay Area
    Overall responsibility for relationships with strategic accountsManaged client relationships, automated trading and post-trade lifecycle events such as allocation, confirmation, settlement notification, enrichment, operational analytics, and counterparty risk management for trading optimization and post-trade efficiencyDeveloped global networks of relationships at senior levels for Tier 1 financial service clients with a focus on post-trade operational efficiencyExceeded… Show more Overall responsibility for relationships with strategic accountsManaged client relationships, automated trading and post-trade lifecycle events such as allocation, confirmation, settlement notification, enrichment, operational analytics, and counterparty risk management for trading optimization and post-trade efficiencyDeveloped global networks of relationships at senior levels for Tier 1 financial service clients with a focus on post-trade operational efficiencyExceeded consultative selling goals and developed profitability strategies driven by organizational priorities and industry changesLed and implemented the development of networking, on-boarding and communications standards Mentored and coached Relationship Managers Show less
  • Xtiva Financial Systems
    Senior Client Analyst - Client Services
    Xtiva Financial Systems Mar 2000 - Sep 2002
    San Francisco Bay Area
    Senior Relationship Manager for a financial software provider specializing in sales compensation, compliance and reporting solutions for Banks, Broker/Dealers, and Insurance companies
  • Charles Schwab
    Trade Support Representative
    Charles Schwab Jan 1998 - Mar 2000
    San Francisco Bay Area
    Served as a NASD Series 7 & 63 licensed Trade Support Representative Developed and maintained dollar cost averaging strategy planning and portfolio investments Managed strategic relationships at executive levels with mutual fund company partnersLed transformation projects to modernization User Interface technology and improve the overall user experience

Ted Peterson Education Details

  • Washington College
    International Studies & Spanish Language
  • University Of California, Berkeley (Extension Program)
    University Of California, Berkeley (Extension Program)
    Courses: International Marketing, Trade Operations, Product Management & Software Marketing
  • Acadamia Costarricense
    Acadamia Costarricense
    Spanish Language

Frequently Asked Questions about Ted Peterson

What company does Ted Peterson work for?

Ted Peterson works for R&t Deposit Solutions

What is Ted Peterson's role at the current company?

Ted Peterson's current role is Enterprise Relationship Manager.

What schools did Ted Peterson attend?

Ted Peterson attended Washington College, University Of California, Berkeley (Extension Program), Acadamia Costarricense.

Who are Ted Peterson's colleagues?

Ted Peterson's colleagues are Anthony Baglio, Alan Wacyra, Tatiyana Badal, Vanesa Lou Consuegra, Jason Tan, Grace Beltran, Steven Todorow.

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