Professional Resume - Financial Services and Trading Industry

 PROFESSIONAL EXPERIENCE 

Townsend Analytics a division of Lehman Brothers   Chicago Illinois                                                                 1999-present

Financial Services Professional Consultant               2003 – 2008

Marketing and Sales Executive                               1999-2003                                

Over a nine-year tenure with a global financial technology firm in sales, marketing and product management. Contributed instrumentally to the creation of the marketing department as well as participated in strategic product initiatives.  Successfully defined marketing and tradeshow program strategy for optimal branding results for active traders and institutional trading events.  In addition to marketing and sales also contributed to content development by leveraging customer experience’s and feedback to build a better electronic trading and market data product for the firm.  Created and organized content tools and market data displays for multi-asset end-user traders.  Developed and maintained usability projects and global exchange additions. ·     

• Product manager for the rollout of ICAP global market information.  Created both elementized and page-based type displays including; Global CDS, North American and European Power, Gas, Coal, Oil and Electricity pricing.  North American MBS Derivatives, Agencies and Treasuries as well as European Government Debt and Eurobonds.  Asia Pacific/ Middle East Government Debt including Japanese Government Bonds.  North American, European and Asian IR (interest rate) and IR Swaps, Options & STIRS as well as Money Markets instruments. Global FX, FX Options and FX NDF’s (non-deliverable forwards).·     
• Largely influenced the development of the International Traders Expo assisted by top sponsorship leverage to the overwhelming success it enjoys today by contributing visionary marketing concepts and highly popular workshop content.  Many marketing tools and techniques currently used today were created by implementing innovative end-user demand for trading education. 
• Negotiated exclusive rights to the highly popular and often demanded four day educational workshop branded as the “RealTick®” room to gain an industry wide competitive advantage at the Trader Expo events. Successfully tweaked and fine-tuned the event for over six years maintaining top visibility for the Townsend Analytics product.·     
• Discovered, collaborated and maintained all exclusive professional speakers’ relationships as well as assure ongoing best representation at Townsend Analytics events.·     
• Spearheaded competitive and customer marketing strategies, including competitive positioning reports, marketing & sales evaluations, segmentation, value props and promotions.·     
• Advocate for Usability and “Trader Intuitiveness” software improvements.·      Contributed to a new pricing plan to maximize market data revenues.·      Software training through online workshops and on-site customer visits.·     
• Ability to interact with traders in an efficient and precise manner.·     
• Engineered the Townsend Analytics forum to help assure the most relevant information is accessible to the end-user via the website. 

Independent Equity Momentum Trader   Chicago, Illinois                                                                                                                         1998-1999

Traded accounts with electronic direct-access trading systems using point and click order transaction systems such as SOES (Small Order Execution System), SelectNet, various ECN’s (Electronic Commerce Network).  Systems used for trade execution were CyberTrader by Schwab and RealTick® by Townsend Analytics. 

Dow Jones Markets, Inc.  (Formerly Telerate Systems)   Chicago, Illinois                                                                                                   1995-1998

Senior Account Manager / Business DevelopmentManaged a team of client support specialists and a sales assistant in developing strategies to improve account satisfaction levels in the Midwest territory, selling and supporting Telerate’s market data terminal and high-end Omega TradeStation platform. 

• Effectively managed account conflicts with positive results and increased growth profitability as well as maintained a high level of customer retention.  Exceptional ability to work comfortably at all levels of large organizations as well as manage a team of sales support executives to achieve above quota goals.
• Analyzed customer’s trading technical requirements and designed and implemented the appropriate cost savings solutions. Successfully managed implementation of products and training of new & existing clients on financial software and market data systems.  Articulate and persuasive in explaining the benefits of decision support software and how they add value and increase competitiveness.
•  Defined annual revenue goals, prepared financial and product forecasts, analyze market trends and establish pricing strategies.□         Increased sales by using customized systems demonstrations, group presentations, creative promotional activities, networking with industry leaders as well as attending various industry seminars and tradeshows.  

Knight Ridder Financial (purchased by Bridge Systems)   Chicago Illinois                                                                                           1992-1995

Senior Account Manger

Recognized as one of Knight-Ridder’s top revenue producers.  Awarded the 1994 President’s Challenge for achieving over 175 % of quota consistently throughout 1994 and 1995.  Responsible for marketing and selling the Aspen Graphics decision support software product to institutional buy-side and sell-side traders,  brokers/dealers, pension and hedge fund managers, energy and commodities traders, futures and options traders including trading floor firms at the CBOT, CME and CBOE. 

CQG, Inc.   Chicago, Illinois and Glenwood Springs, Colorado                     1990-1992

Account manager

Chicago Board of Trade   Chicago, Illinois                                                        1987-1990

Trader’s Assistant (30- year Treasury bond trading pit)

Competitive Downhill Racer & Skier, Vail, Colorado                                            1985- 1987    

MS (Masters of Science)    

Financial Markets and Trading          Illinois Institute of Tchnology     Chicago             1999

BA (Bachelor of Arts)

FinanceMichigan State University   Lansing Michigan        1985

Licenses & Certificates - Passed the NASD series 7 & 3 test. 

DePaul University -Programming languages using COBOL and CICS.              1990