TAPP Engine® is a provider of modern Brokerage and modern Cash Management infrastructure as-a-service solution with embedded digital-first Financial Services for Wealth Management Firms and other Financial Intermediaries.

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New and Existing Business Development Executive who pursues new global business opportunities within Capgemini Financial Services Business Unit. Responsibilities include creating strategic and tactical plans to uncover and close a range of revenue projects. Additional tasks include infiltrating and influencing decision makers at the highest levels within the prospect and account and leverage Sr. relationships to introduce the Capgemini FS SBU Capital Markets Practice and create and pursue selling opportunities.

Responsible for selling complete suite of front office solutions to both new and existing clients including order management system, execution management system, compliance solutions, hosted and other services into asset managers, custodians and administrators.

An assertive self-starter who blends a passion for the investment industry and the use of technology with a desire to see prospects and customers succeed with SS&C Technologies solutions. Responsible for maintaining and enhancing the relationship with both prospects and clients, including working closely with C-Level executives. Responsibilities also include building strong internal relationships within SS&C so that they can streamline and deliver superior client support throughout all departments of the firm. Also seek strategic selling solutions in order to generate revenue within the client base. This is done through frequent reviews, visits and by evaluating client’s product and service usage. The SRM acts as the project sponsor on all client projects so that they can act as an internal advocate for the client.

Strategic consultative selling, including formalizing business plan & sales strategy development. Maintain and enhance the relationship with current Linedata clients. Essential to build strong internal relationships within Linedata so that they can streamline and deliver superior client support throughout all departments of Linedata. The RM seeks strategic opportunities in order to generate revenue within the client base. This will be done through frequent reviews, visits and by evaluating client’s product and service usage. The RM acts as the project sponsor on all client projects so that they can act as an internal advocate for the client.

Quality Assurance Engineer , part of the Fidelity Capital Markets QA and Analysis Team. Worked primarily in a fast-paced agile development environment. Partnered with business and systems teams to define requirements, document and execute test plans to ensure new functionality and enhancements to existing applications exceeded business requirements.• Assured projects met quality standards by providing technical guidance, planning, designing, and executing procedures relating to product quality on complex projects.• Defined and implemented quality process improvements• Defined and executed production verification and validation• Defined regression tests for future projects• Analyzed and reported overall test status and results• Assisted with risk analysis at project management level

Sales liaison for institutional broker dealers, retail, investment advisors and family office and clients. Created new sales opportunities, maintained client relationships, and resolved issues to ensure client satisfaction and profitability. Created tailored client plans; exceeded annual sales goal year after year.* Interfaced effectively with institutional and retail employees, prospects, and clients relative to Securities Lending matters to proactively cultivate new business opportunities.* Developed an understanding of prospect and client businesses through profiling and determined if Securities Finance products and services could add value to their business.* Developed and maintained relationships with managers and sales associates and their clients and prospects to grow firm profitability and exceed sales goals. * Continuously worked with institutional and relationship managers, retail employees, prospects, and clients to attain designated business goals (assets, revenue, and profitability). * Developed processes, working with internal and external stakeholders to close product gaps by acting as the liaison between the business and systems groups to ensure closure. * Developed and implemented new products, services, policies, and procedures to drive efficiency and profitability.* Contacted stock loan sales street counterparties to process Stock Loan/Borrow contracts for institutional and retail clients. * Negotiated and presented contract proposals and finalized rates with institutional clients and retail sales and relationship management team. * Monitored and analyzed client and prospect portfolios to understand and utilize a pricing model for profitability.

Promoted and sold NFS products and services to broker-dealers across the U. S., increasing revenues and assets under management. Marketed correspondent clearing services to senior management of Fortune 500 corporations. Worked as a part of a team in a high-paced, energetic sales environment.* Developed and maintained relationships with prospects to identify new sales opportunities.* Developed and implemented a business plan and sales strategy. * Delivered effective presentations to promote products, services, and competitive advantages.* Analyzed and presented prospects' credit packages to the New Business Committee.* Held responsibility for overseeing completion of RFP process.* Facilitated transition of prospect to internal stakeholders upon signing of contract.

Managed successful transition of new clients to Fidelity money management platforms. Cultivated and established strong client relationships with C-suite executives; led inter-company cross functional teams that converted tens of billions of dollars to Fidelity assets under management. Liaison between business and technology teams to identify business needs and develop technical requirements. * Consulted with clients and conducted a detailed business needs assessment; educated clients and recommended appropriate products and services. * Facilitated systematic conversion of assets between Clearing Platforms for correspondent broker-dealers. Reconciled conversion assets in excess of tens of billions of dollars.* Communicated project status to management, business partners, outside vendors, and clients.* Maintained project tracking and management tools to update task status, completion dates, and resource calendars.* Coordinated analysis of security positions and brokerage account attributes, including margin and cash balances, security locations and restrictions, account and firm position concentrations. * Supervised resources during automated conversion of customer accounts and customer holdings.* Resolved conversion-related issues, worked with clients, internal teams, and contra-clearing firms. * Assisted broker-dealers with customer communications to comply with Legal and Compliance requirements.

Provided institutional sales support and customer assistance for top producing brokers on Wall Street with a high net worth client base, generating commissions in excess of $15M. * Marketed financial products and services to individuals and corporations.* Increased trade volume and client base for financial consultants through networking with existing clients and prospective investors.* Facilitated interdepartmental communication (Legal, Compliance, Margin, OTC agency, Government, and Foreign Trading Desk).* Allocated and ticketed for syndicate deals and posted all trades.

Coordinated between clearing firms and internal stakeholders; including project management team, trading and operations departments, correspondent broker/dealers and their customers to assure successful transfer of mass broker-to-broker mutual fund, equity, option and fixed income positions between clearing firms.* Collaborated in the formation of departmental guidelines and procedures.* Reduced firm-wide cap charges against suspended accounts for Trading, Transfer Departments.* Assisted in transitioning accounts from an omnibus to a networked environment.* Reviewed and analyzed equity, fixed income, and mutual fund reports prior to conversion/de-conversion to identify non-depository and fund positions.* Reconciled omnibus accounts to prevent impact to street-side/customer accounts.* Established street-side fails on all omnibus positions over 30 days old.