Hance Cruz

• Drove exploratory discussions with treasury leadership to identify opportunities for enhancing trading analytics, hedge monitoring, liquidity surveillance, and treasury reporting capabilities

• Hosted and coordinated client roundtables, networking events, and industry discussions with corporate treasury leaders, strengthening executive relationships and positioning Bloomberg as a strategic partner across treasury and risk functions

• Lead strategic account planning and industry coverage initiatives including automotive sector clients across the Midwest, aligning Bloomberg analytics with treasury, trading, and risk management workflows

• Owned commercial relationships with corporate treasury, finance, and investment teams across assigned accounts, expanding Bloomberg solutions in FX, fixed income, and liquidity analytics workflows

• Managed commercial pipeline and renewal strategy across covered accounts, identifying opportunities to expand Bloomberg platform adoption and deepen long term client relationships

• Coordinated AMER treasury advocacy initiatives and targeted client campaigns, partnering with Bloomberg product specialists and economists to deliver market insights to senior stakeholders

• Managed relationships with institutional clients across Illinois, Wisconsin, Minnesota, Ohio, Michigan, and Texas, maintaining a high-touch coverage model with approximately 70 percent of engagements conducted in person

• Conducted 700 plus meetings annually with corporate treasury, trading, and finance teams advising on workflows across trade execution, mark-to-market valuation, hedge accounting, reporting, and short-term cash investment management

• Advised treasury teams on optimizing Bloomberg analytics for liquidity monitoring, market risk management, and capital markets analysis across FX and fixed income markets

• Planned and executed C-suite briefings alongside Bloomberg industry specialists delivering insights on macroeconomic trends, interest rate dynamics, and capital markets developments

• Partnered with Relationship Managers to identify client needs and expand Bloomberg platform usage generating approximately 1.5 million dollars in closed sales

• Assisted institutional clients in analyzing market data, relative value opportunities, and liquidity conditions across FX and rates markets, driving informed decision-making
• Supported global Bloomberg clients across FX and fixed income markets by providing product expertise, analytics support, and workflow solutions, enhancing client understanding and usage of tools
• Partnered with internal product teams to translate client feedback into enhancements across analytics and market data functionality
• Delivered client onboarding and training sessions on Bloomberg analytics tools, facilitating effective integration into trading and treasury workflows

• Facilitated tax compliance and reporting for financial services clients, including partnerships with international structures, ensuring accurate preparation of federal and state filings with cross-border reporting requirements
• Partnered with engagement teams on transaction-related projects, conducting due diligence and structuring analysis for private equity and corporate clients
• Evaluated complex financial data and investment activity using tax and accounting technologies, enhancing client reporting and regulatory compliance