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Sales Representative

New York, NY


Professional Sales Representative with extensive years in global market data sales and several years in the financial industry. A goal-oriented individual with communication skills to develop strong customer relationships and the ability to achieve results and generate revenue. Highly skilled at account management, new business, relationship building, data analysis, proposals and financial products.

Work Experience

Sales Representative - Data Solutions


Mar 2010Oct 2012

Generated new business and managed relationships of a book of 2.9 million dollar annualized revenue. Clients/prospects include hedge funds, investment advisors/managers, corporations and broker-dealers in west coast region (i.e. Matthews International Capital Management, Clarium Capital Management, Beach Point Capital Management).
  • Consulted and stimulated sales process to existing and prospective clients of portfolio managers, traders, market data heads, and C - level executives.
  • Initiated at least 300 quarterly touches through visits, calls and demos.
  • Created sales strategies and execute sales plan for assigned territory to maximize revenue.
  • Consistently increased revenue with expectations to close $700K of new revenue. Generated $443K of new revenue in 2010 in 9 months when there was no expected target.
  • Directed product specialists, global data support teams and internal management towards sales/client service across global assets.
  • Market/Industry specializations on fixed income evaluated pricing for cash and derivative securities, credit risk, fundamentals, earnings estimates, dividend forecast, corporate actions, and static data for descriptive, pricing and global economic statistics.

Portfolio Analyst -Municipal Bond Management

LORD ABBETT & CO. LLC, Jersey City, NJ

Oct 2005Mar 2010

Maintained a 5.9 billion dollar separately-managed account business in trading and operational support.
  • Supported over 7,000 accounts for 13 different investment platforms under the direction of portfolio managers.
  • Processed bid wanted lists to trade on investment platforms or Bloomberg's Municipal Bid Wanted System.
  • Reviewed bid wanted items and executing sales under the direction of the Portfolio Managers.
  • Finalized all accounts that were liquidating or terminating municipal bond relationships with the firm. Evaluated and executed all sales at expected market levels.
  • Booked trades bought in the primary and secondary market and allocated to the appropriate accounts. Confirmed trade to the sell side broker dealer.
  • Identified market posts and opportunities in the market. Purchased bonds under Portfolio Managers' discretion.
  • Established and maintained the relationships with Municipal Bond broker dealers.

Investment Accountant - Investment Accounting and Support


Aug 2003Oct 2005

Processed Management Contract Renewals for fixed income and equity products on a timely and accurate basis for the Legal Department of the Board of Directors.
  • Produced 12b-1/Shareholder Servicing schedules for the Board of Directors that consisted of quarterly and annual total payments to Broker/Dealers for distribution fees and servicing fees.
  • Provided an analysis of Transfer Agent and Custodian Agent charges for funds being reviewed by the Board of Directors. Compared charges to similar funds in the industry.
  • Summarized lending transactions using Securities Lending statements and average net assets reports. Reports were submitted to the Legal Department for review before being presented to the Board of Directors.
  • Updated an expense analysis report for fund's monthly and fiscal year end expenses. Informed shareholders of expense charges and undertakings.
  • Recipient of Premier Achievement Award for recognition of outstanding work in support of the corporation's mission statement.


Bachelor of Science in Business Administration

Drexel University, Philadelphia, PA


General Securities Representative

Durham Elementary School,


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