Will Herbert Email & Phone Number

Greater New York City Area

New York, New York

Greater New York City Area

• Establish and strengthen relationships with C-Level executives and decision makers within existing global accounts. Execute strategic support including fully identifying client behavior/usage through internal metrics to understand existing business needs and optimize opportunities.• Present in sales meetings to potential avenues of new revenue by providing a deeper understanding through a careful blend of product functionality and personal market knowledge. Identify solutions for clients and tailor presentations, providing the foundation to close working deals. • Host client engagement activities and meetings, including but not limited to: WebEx seminars, onsite training and awareness sessions (large groups to individuals), designed around the attendees needs and issues; ensuring customer issues are addressed in a timely manner and managing trials/pilots, start to finish. • Handle fully customized integration solutions for clients news and data needs.• Provide knowledge and support for our primary database including private equity, risk and compliance (AML, sanctions and watch-lists) along with our proprietary news aggregation and integration services leading to potential ancillary product sales. • Collaborate weekly with internal and cross-functional teams in customer support and product development meetings by providing feedback from existing account relationships and assisting with future development and enhancement of upcoming software releases.

Greater New York City Area

• Account management and maintenance of client relationships with focus on increasing daily revenue through research and product recommendations across several futures commodities and strategies (including but not limited to) treasuries, interest rates (domestic and foreign), Fx, indexes, grains, energies and metals. • Provide trade execution for clients across various exchanges throughout Australia/SFE, Singapore, Tokyo, Hong Kong, LIFFE, Eurex, CBOT, CME and ICE. • Daily interaction with middle office operations to assist in allocation issues, internal trade breaks and reconciliation of trades executed on 24hr desk to help resolve any issues in a timely manner. • Proficient in communicating services, data and new product knowledge to both clients and sales teams

Greater New York City Area

• Prospected personal and extended networks to sell services, build relationships and open accounts.• Introduced new relationships consisting of a midsized CTA fund managing over $70mm working capital, 2 portfolio managers with over $100mm under management and a smaller retail broker.• Worked closely with existing clients to uncover needs for further services we offered to displace competition through solutions cutting cost for the client by integrating our products/services.

Greater New York City Area

• Developed new relationships and maintained an existing global-counter party network to provide liquidity for clients across multiple asset classes.• Maintained over 100 pre-existing accounts and used personal network to introduce new client relationships consisting of a $500mm hedge fund, $100mm CTA fund and multiple portfolio managers.• Provided trade execution for clients across multiple products on a 24-hour global coverage desk.• Identified a leak in capturing client revenue and created a dynamic solution, designed layout/functionality for daily blotter to input trade details for tracking of daily activity, calculate billing costs and track order flows for all execution on the internal 24 hour order desk, recapturing up to 20% of missed revenue.

Bachelors, Communication And Media Studies

Activities and Societies: Production Director for WMCX 88.9FM campus station (50mile radius reach)

Associates, Business, Management, Marketing, And Related Support Services