Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
References
Generic
Lauren McFall Gardner

Lauren McFall Gardner

Sacramento,CA

Summary

Dynamic financial services leader with 15+ years in electronic trading and financial services. Skilled in enhancing client relationships, account management, understanding market structure, building teams, optimizing onboarding processes, and driving revenue through innovative strategies. Expertise in digital assets and execution platforms. Committed to leveraging my extensive industry knowledge to provide unparalleled user experience, enhancing operational efficiency, and driving revenue growth.

Overview

17
17
years of professional experience
1
1
Certificate

Work History

Global Head, Institutional Account Management

FalconX
Sacramento
06.2022 - Current

Key member of the leadership team with a deep knowledge of financial markets and complex client needs. Responsible for developing and maintaining the institutional customer onboarding process globally, shortening the time to revenue. Additionally I oversee the team managing relationships with large institutional clients by developing strategies to drive revenue growth, maintain high client satisfaction and ensure smooth operations within the institutional account management team.

  • Conceptualized and executed a full-lifecycle overhaul of the institutional customer onboarding process.
  • Increased customer throughput by 5X while maintaining average number of days to onboard
  • Spearheaded cross-functional collaboration with compliance, legal, risk, and finance teams to ensure seamless customer integration, and ongoing relationship management.
  • Ensured that clients' needs are met and that the company's products are used appropriately across global sales, business development and partnerships.
  • Recruited and currently leading a team of 11 across NY, UK, India and Signapore.
  • Collaborated with product and marketing teams on training strategy, programs and content
  • Developed high-quality communication strategy to be shared across various vehicles that strengthen customer engagement in volatile markets and evolving regulatory landscape

US Head of Electronic Trading Recruitment

EC1 Partners
Sacramento
08.2021 - 06.2022
  • Led initiatives for expanding electronic trading and digital assets sector.
  • Developed firm wide sales strategy, recruitment process and execution plan
  • Brought in several large financial services companies accounting for significant portion of firm’s commercial revenue

Senior Sales Executive

Lander Analytics
Sacramento/NYC
07.2019 - 08.2021
  • Specialized in the sales of Lander Analytics’ full-service consulting services for data science, machine learning and artificial intelligence
  • Spearheaded the development, expansion and awareness of strategic partnerships
  • Developed specific plans for expansion into Real Estate, Financial, Oil & Gas and AdTech verticals

Managing Director and Co-Head of Sales

OpenDoor Securities
Sacramento/NYC
05.2018 - 07.2019
  • Supervised sales of OpenDoor’s US Treasury off-the-run and TIPS trading platform, focused on central US and west-coast accounts
  • Co-managed sales personnel and helped to educate team in the areas of new account sales, growth and improved presentation strategies
  • Developed specific plans to ensure revenue and trade activity growth
  • Interpreted short- and long-term effects of sales strategies

Director, Buy-Side Sales West Coast

EBS/BrokerTec (NEX Group)
Sacramento
12.2015 - 06.2018
  • Responsible for the west coast sales of BrokerTec Direct (US Treasuries), EBS Institutional (FX) and NEX Treasury
    (money market funds & commercial paper)
  • Led initiatives into California county pools, California universities and family offices for NEX
    TREASURY
  • Promoted the EBS Institutional platform to asset managers, created strong relationships at multiple levels of client firms
  • Developed the BrokerTec data and analytics initiative marketed specifically to the buy-side community

Chief Sales and Marketing Officer

trueEX
New York City
07.2012 - 10.2015
  • Responsible for the promotion and adoption of trueEX’s electronic trading and solutions platform globally
  • Established relationships at 100+ buy-side firms, 12 clearing firms and 15+ dealers in the US and Europe
  • Co-managed 6-person sales/onboarding team based in NY
  • Successfully launched trueEX in Europe
  • Recruited and managed 2-person London-based sales and marketing team
  • Designed sales and marketing plan which contributed to over $1 trillion in interest rate swap execution globally
  • Structured agreements with 8+ Futures Clearing Merchants (FCMs) to facilitate post-trade allocation services
  • Developed and managed all external marketing initiatives
  • Represented trueEX on industry panel discussions
  • Prepared and reviewed business and marketing plans monthly to ensure strategic growth in the areas of sales, product development, distribution and competition
  • Liased with trueEX regulatory team and represented trueEX at CFTC meetings regarding Dodd-Frank reform
  • Communicated with the product management team to promote the company’s technology products internally and externally

Head of Account Management, US

Creditex Group
New York City
08.2008 - 07.2012
  • Promoted after 1 year to Head of Account Management, US
  • Managed senior customer relationships at Goldman Sachs, JP Morgan, Deutsche Bank, Morgan Stanley, Barclays, Bank of America, Credit Suisse, UBS, and Citibank
  • Managed US accounts generating $10MM+ revenue for Creditex's electronic execution business; platform used by world's largest banks to reduce $700BN+ of credit default risk
  • Maintained #1 market share in electronic credit default risk reduction
  • Developed and marketed 4 electronic trading platforms from concept to profitability
  • Empowered and managed team of 5 people
  • Improved participation rates from 15% to 90% across all accounts on electronic trading platform

Education

Bachelor of Arts - Political Science

Columbia University
New York, NY
05-2008

Skills

2004 Olympic Bronze Medalist, TeamUSA

  • Synchronized Swimming
  • Team Captain

Certification

  • Series 7, Previously Registered
  • Series 63, Previously Registered

Accomplishments

  • USA ARTISTIC SWIMMING BOARD, Member
  • US OLYMPIC DAY, featured Olympian participant in annual Sacramento region activities
  • USA ARTISTIC SWIMMING HALL OF FAME, Inductee (2020)
  • US OLYMPIC COMMITEE ATHLETE ADVISORY COUNCIL, Member (2012-2016)
  • SCREEN ACTORS GUILD, Member (AFLAC Commercial, Wall Street 2, David Letterman Show, Sync or Swim Documentary featuring 2004 Olympic team, Dockers commercial)
  • EMCEE/HOST FOR CHARITY EVENTS (Angel Flights, NY Cares, Cure for Multiple Sclerosis, USA Artistic Swimming)
  • USA SYNCHRONIZED SWIMMING ATHLETE OF THE YEAR (2004)

Timeline

Global Head, Institutional Account Management

FalconX
06.2022 - Current

US Head of Electronic Trading Recruitment

EC1 Partners
08.2021 - 06.2022

Senior Sales Executive

Lander Analytics
07.2019 - 08.2021

Managing Director and Co-Head of Sales

OpenDoor Securities
05.2018 - 07.2019

Director, Buy-Side Sales West Coast

EBS/BrokerTec (NEX Group)
12.2015 - 06.2018

Chief Sales and Marketing Officer

trueEX
07.2012 - 10.2015

Head of Account Management, US

Creditex Group
08.2008 - 07.2012

Bachelor of Arts - Political Science

Columbia University

References

References available upon request.
Lauren McFall Gardner