Timothy Rattigan
Boston
Summary
Senior investment professional with over 10 years of experience in strategic sales, business development, and leadership roles within the financial services industry. Proven track record of driving revenue growth, leading high-performing teams, and forging strategic partnerships. Exceptional communicator adept at building relationships with clients, stakeholders, and executive management. Seeking leadership opportunities to leverage expertise in scaling businesses and optimizing operational performance.
Overview
10
10
years of professional experience
Work History
Principal Consultant
Fescue Partners
11.2022 - Current
- Partnered with four Investment Managers including three long/short funds > $5bn AUM and one Global Asset Manager > $50 bn AUM.
- Collaborated with clients from concept through final delivery of OEMS implementation including data migration and managed services.
- Evaluated diverse portfolio management and trade execution operational systems to identify workflow, data, and resource inefficiencies in an effort to optimize IT Infrastructure.
- Oversaw project teams and maintained quality-minded schedules. Leveraged existing relationships to assist with vendor management through negotiations and implementation.
- Applied Trading Software expertise to support front office initiatives to establish TCA (Trade Cost Analysis) capabilities while reducing TCO (Total Cost of Ownership).
Director of Strategic Sales
SS&C Eze
10.2021 - 11.2022
- Developed and maintained strong client relationships through consultative engagement across NOAM.
- Spearheaded roadmap initiatives and strategic partnerships for key clients during significant restructuring, launches and implementations.
- Furthered the Eclipse platform's brand awareness across NOAM through thought leadership initiatives, conferences and client events.
- Represented SS&C on stage at the 2022 Billion Dollar Club Summit in Montauk, NY acting as Moderator for the most attended panel.
- Developed innovative sales and marketing strategies to uncover and ensure our inclusion in the industries' highest profile RFP's.
- Surpassed annual quota for 2022.
Vice President of Sales
Enfusion
01.2020 - 11.2021
- Responsible for the growth and retention of existing clients, revenue, and qualified prospects covering US East Coast (Ex-NYC) and Canada.
- Strong business development and executive relationship building skills, track record of results, and understanding of the North American landscape.
- Routinely create and deliver high quality communications and client presentations through to proofs of concept, contracting and implementation.
- Effectively negotiate mutually beneficial enterprise technology contracts.
- Cultivate strategic partnerships among complementary vendors, service providers, consultants and influencers to source the highest revenue opportunities.
- Ability to determine development costs while efficiently committing engineering resources as a trusted advisor, problem solver and business partner.
- Technical acumen to partner with product teams and client counterparts to demonstrate capabilities, envision technically feasible workflows, and provide strategic perspective on enhancing offerings.
- Performed monthly sales forecasting and competitive analysis to determine product performance levels and need for new product developments.
Institutional Sales Manager
Charles River Development, A State Street Company
11.2017 - 12.2019
- Collaborated with assigned inside sales and marketing teams to fully cover territory including Boston, New York, Florida, Texas, and Canada by building relationships and actively pursuing all sales opportunities
- Established a deep knowledge of risk & analytics, order management, trading execution, trade settlement, data management and compliance
- Highly effective at uncovering prospective client's business and technical needs in a consultative manner while cultivating lasting relationships among key decision makers
- Routinely built and delivered tailored presentations and demonstrations to illustrate the advantages of partnering with Charles River, showcasing our alignment with the clients' requirements, initiatives, and investment processes
- Worked through objections, pricing and contractual negotiations to finalize sales
- Developed relationships with existing customers, industry consultants and complementary software vendors to uncover sales opportunities through references, referrals, and strategic partnerships
Regional Internal Wholesaler
MFS Investment Management
09.2015 - 09.2017
- Promoted MFS mutual funds and SMA's while managing strong relationships with wirehouse firms covering two separate territories: Texas and Upstate NY
- Utilized Fixed Income, Equity, and Alternative Fund knowledge to provide brokers with in-depth fund positioning, competitive analysis, and performance reporting tailored to their needs
- In constant contact with our chief strategist, portfolio managers, and analysts to communicate changes in outlook and positioning to our largest clients
- Awarded 1st place in the department-wide "Leaders Competition" for Q3 2016, Q1 2017 and Q2 2017. "Leaders" rankings are determined by management based on individual sales and team contribution
- Assisted in product training for newly hired Inbound Sales Representatives and newly promoted Internal Wholesalers
- Total Sales in Territory: Over $910 Million in partnership with two External Wholesalers (both territories surpassed goal each year)
Inbound Sales Representative
MFS Investment Management
10.2015 - 01.2016
- Participated in an extensive training program covering fixed income, equities, derivatives, alternatives and relationship management
- Fielded inbound phone calls from financial advisors across the country regarding our investment solutions
- Developed a strong understanding of the mutual fund sales process while supporting internal and external wholesalers across the firm
Investor Services Representative
Putnam Investments
09.2014 - 10.2015
- Provided broker/dealers and financial advisors with high caliber customer service in response to inquiries about Putnam's products and the resolution of operational issues
- Finished 1st place in the department-wide "Individual Dalbar Challenge" for Q1 2015 (~65 candidates)
- Applied strong knowledge of Putnam's fund lineup, investment process, and market outlook to answer specific inquiries
- Served as peer mentor for on-the-job training for new hires
- Acted as "floor walker" to supervise representatives, assisting with difficult questions and defusing escalated calls
- Member of the "Quality Check" team - Monitored and "QC'ed" all trades processed by representatives to ensure accuracy
Education
Bachelor of Arts - Financial Economics
Saint Anselm College
Manchester, NH2014
Skills
- FINRA Series 6 and Series 63 (Expired)
- CFA Level 3 Candidate
- Microsoft Office (Excel, Outlook, Powerpoint)
- SalesForce
- Extensive network in NOAM
- Public speaking
- Exceptional time management skills
- Bloomberg Terminal
- Charles River IMS Certified
- Enfusion Integrata Certified
Timeline
Principal Consultant
Fescue Partners
11.2022 - Current
Director of Strategic Sales
SS&C Eze
10.2021 - 11.2022
Vice President of Sales
Enfusion
01.2020 - 11.2021
Institutional Sales Manager
Charles River Development, A State Street Company
11.2017 - 12.2019
Inbound Sales Representative
MFS Investment Management
10.2015 - 01.2016
Regional Internal Wholesaler
MFS Investment Management
09.2015 - 09.2017
Investor Services Representative
Putnam Investments
09.2014 - 10.2015
Bachelor of Arts - Financial Economics
Saint Anselm College
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