William Vecchione Email and Phone Number

Abacus Group specializes in providing Cloud, Compliance, Cyber security, and IT-as-a-Service offerings built specifically for the financial services industry. While providing these critical services, we maintain a keen focus on Partnership.

➢ New Business Development Executive in the New York City Office ➢Offering a professional, efficient service which relieves the Alternative Investment Community of the IT infrastructure burden, thus enabling them to fully focus on their investment portfolio and maximize Alpha.Liaising on a daily basis with colleagues in offices across the globe, I am constantly analyzing market trends in order to review and consistently implement corporate strategy. Proactively generating new leads from speculative contacts, online and in person, I particularly target C-suite executives of financial institutions to build relationships and drive account development. I facilitate and lead meetings with high level financial executives and stakeholders to perform in-depth analysis of business requirements and offer IT infrastructure solutions based on customer needs. Playing an integral role in all steps of the consultative sales process, I excel in the negotiation of contracts, sales presentations, preparing proposals, and the closing of potential clients to enable accounts to begin. Attending and presenting at industry networking events and trade shows to generate new business and build upon existing relationships, I create and maximize on networking opportunities and endeavor to promote myself, the brand and product within the industry.Tribeca now supports a wide variety of financial clients in over 36 countries and monitors their infrastructures 24/7 with over 11,000 monitor sensors connected. We operate from offices in London, Dublin, New York and Hong Kong.

➢ Implementing Processes and Delivering on Business Development and Growth ➢In this major senior position, I was proactive in the creation of new business opportunities that helped drive significant cost savings to client’s bottom line. My responsibilities included full accountability for the overall management of all strategic and operational Marketing and Customer Relationship activities including account management, communications, strategic planning and development. I facilitated the proactive drive of EBITA and cash flow for Fortune 500 companies through corporate trading programs and developed robust and lasting relationships with C-Suite executives and business partners to encourage further revenue, investment, and increased customer satisfaction levels. Through effective collaboration with finance and marketing executives, I ensured the fulfillment of cross-functional business goals. Seeking to improve performance at all levels, I created corporate efficiencies to help clients maximize their returns on underperforming assets. Finally, I developed and implemented plans designed to increase existing business and capture new opportunities.

➢ Client Audit ➢Developing my specific auditing skill set in this role, I became a leading figure in the area, ultimately chosen as one of only three auditors to lead in the State of NY onsite audit for a duration of 8 months. General duties in this role included researching and compiling audit findings utilizing ESI systems, reporting back to relevant stakeholders using verbal and written communications as necessitated by client need. As part of my role I liaised with a range of departments from across the company, including Account Management, Sales, CBA, Underwriting, Provider Relations, and the Pharmacy, to ensure any customer service barriers were resolved and audits were completed within given deadlines. I communicated clearly and effectively with stakeholders including clients, interested parties and governmental agencies, understood and managed their expectations and worked through any difficulties that may be experienced due to confidently of information. Responding efficiently to information requests, I ensure the swift distribution of SAS 70 reports, fulfilment of claims reviews, completion of questionnaires about the company and resolution of any direct client enquiries. Ensuring proactive working I consulted directly with Legal and respective clients to resolve issues around aspects such as confidentiality agreements. Monitoring and maintaining overview of routine audits, I acted as a named point of contact for interested parties with availability at all times; I also showed diligence and rigor in reviewing and sampling contracts to ensure data requests from clients were proportionate.

➢ Financial Analysis, Risk Management and Investment Solutions ➢In this role I proactively managed wealth for a number of high net worth individual clients, corporations and institutions utilizing my excellent understanding of the markets to bring the maximum impact to their portfolios. I implemented hedging, financial modeling, financial analysis, risk tolerance and risk management activities to provide the best possible advice and guidance to my clients, developing relationships of trust and mutual respect. I played an integral role in underwriting and IPO deals, defining and implementing investment strategies to support the pursuit of long- and short-term goals for clients. All of these duties I successfully carried out in a highly pressurized environment, working within time sensitive parameters, driving increases in my customer base on a year by year basis.

➢ Market Leading Financial Management for Top Level Clients ➢As a Senior Financial Advisor, I was fully accountable for managing a client book which primarily consisted of high net worth individuals across Europe and Australia. My success in this role led to me being named in the Top 20 Brokers list on four separate occasions during my tenure, illustrating my commitment to my clients, my outstanding performance and my flexibility in the performance of my role. Building and maintaining positive working relationships with clients and colleagues across the group was key, inspiring collaborative working, investment in strategies I developed and proposed, and I was able to nurture a strong team environment within the office. I utilized my extensive market knowledge and commercial acumen to deliver business goals on a corporate and individual level, monitoring the US markets, economic indicators and futures markets to plan my strategy and implement actions. I also proactively analyzed investments and returns on an ongoing basis for trends and pattern identification, presenting my results regularly to the team utilizing my enhanced communication and IT skills for an engaging and informative experience.Day to day, I managed transactions involving equities, mutual funds, bonds and options; I also reviewed corporate earnings, upgrades and downgrades to develop investment strategies. I trained and mentored over ten brokers, with ongoing line management of four junior brokers, and enjoyed coaching them in closing techniques, analysis of corporate earnings, researching strategies and other difficult tasks.

-Responsible for generating business across the entire US, through cold calling, targeted advertising campaigns, mailing lists and face to face meetings -Liaising with clients to understand financial position, resources, financial goals, and assets available for investment, and developing comprehensive investment plans to meet financial goals-Managing a client book of 40 clients, equating to $1.5m, handling all accounting, fees and transaction calculations, researching, analyzing and determining stock recommendations for clients

-Researching stocks and money markets, reporting to senior broker on market trends and changes, identifying and generating leads for senior broker -Monitoring a number of stocks across both domestic and international markets for clients, updating client portfolios relating to purchase and sales and value of portfolio -Preparing monthly and quarterly reports on the performance of client portfolios for senior brokers, accountable for preparing client agreements and filing