Ted Peterson Email & Phone Number

United States

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

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

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

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

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

Bachelor’S Degree, International Studies & Spanish Language

Courses: International Marketing, Trade Operations, Product Management & Software Marketing

Advanced Spanish Program, Spanish Language