Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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Edward E. Ryan

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated ability to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

30
30
years of professional experience

Work History

Director of Institutional Sales

StoneX
Chicago, Il
01.2020 - Current
  • Worked with institutional clearing division to identify and incorporate professional traders, investment advisors, hedge funds and family office's, on our execution and clearing platforms
  • Onboarded $500,000 of new execution and clearing revenue
  • Took the lead with CRM team to assist our group in adoption and innovation of Sales Force platform
  • Collaborated with the marketing team to create new campaigns for clearing division using data metrics, key words and podcasts
  • Documented customer interactions using SalesForce to capture data in processing system.
  • Created and presented internal powerpoint webinars to educate StoneX teams about the Clearing and Execution services to enable cross selling opportunities
  • Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
  • Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.

Senior Vice President and Chief Marketing Officer

Advantage Futures
Chicago, Il
01.2013 - 01.2020
  • Created the Managed Futures Division
  • Developed plans and protocols for risk parameters, compliance, IT, operations, and marketing for the managed futures division
  • Researched, evaluated, and selected CTA's and CPO's for client offerings using the managed futures interactive website
  • Created and implemented a compliant marketing plan and related budget.
  • Managed the company website, social media, and online advertising
  • Coordinated with industry partners for events in Chicago, London, New York, and Texas
  • Increased website traffic and lead generation by 25% year over year
  • Managed the Salesforce CRM platform and Shoretel phone system
  • Assisted in the development of creative decks utilized for print and online advertising
  • Member of the Business Development team interacting with professional and individual traders and exchanges while managing a book of business that generated over $500,000 in annual revenue
  • Coordinated move into 50,000 square foot office space.

Senior Managing Director and Principle

Robbins Trading Co
Chicago, Il
01.1996 - 01.2013
  • Chief Compliance Officer of Futures Clearing Merchant
  • Reviewed and approved all paperwork, AML, NFA 4g requests regarding customer accounts and FinCen postings with the CFTC.
  • Coordinated audits with our DSRO.
  • Created and maintained an annual compliance calendar to monitor AML compliance, ethics training for all AP's and required privacy policies
  • Initiated disaster recovery handbook including redundancies from the technology and facilities aspects
  • Monitored P&L and trade positions in all accounts to maintain reporting compliance to exchanges or appropriate monitoring authorities
  • Managed sales team and monitored all outgoing communications to maintain compliance
  • Worked with the head of marketing to create compliant marketing plans
  • Specialized in monitoring sophisticated managed algorithmic financial products
  • Organized and presented over eighty investment seminars all over the country highlighting our electronic system and managed products
  • Managed a team of Traders that doubled their gross commission production from $500,000 annually to $1,000,000 annually
  • Established personnel performance metrics to encourage efforts toward common goals

Trader Thirty Year Bonds

Chicago Board Of Trade
Chicago, IL
01.1992 - 01.1995

Education

Bachelor of Arts - History

Northeastern IL. University

Skills

  • Series 3 Licensed
  • Commodities Pricing
  • Commodity Trading
  • Google Marketing tools
  • Maintaining Customer Database
  • Consultative Sales Strategies
  • Trading platforms and tools
  • Utilized Troubleshoot Active Directory, Office 365 and the range of the Microsoft Office suites
  • CRM and Salesforce proficiency
  • Software sales proficiency

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Director of Institutional Sales

StoneX
01.2020 - Current

Senior Vice President and Chief Marketing Officer

Advantage Futures
01.2013 - 01.2020

Senior Managing Director and Principle

Robbins Trading Co
01.1996 - 01.2013

Trader Thirty Year Bonds

Chicago Board Of Trade
01.1992 - 01.1995

Bachelor of Arts - History

Northeastern IL. University
Edward E. Ryan