Summary
Overview
Work History
Education
Skills
Financialtechnologyexpertise
Customertypes
Assetclassexperience
Transactionhistory
Publications
Recommendations
Languages
Timeline
Generic
Michael Conti

Michael Conti

Wakefield,MA

Summary

I am a top performing executive with over 25 years experience helping organizations meet their business goals and grow revenue. My tenure crosses numerous financial technology sectors, segments and asset classes giving me unique exposure to nearly every aspect of financial markets and their supporting ecosystem. Specialties: Sales and Sales Management, Senior Relationship Management, International Sales, Contract Negotiations, Strategic Development, Project Management, focusing in all areas within the Financial Technology Space.

Overview

21
21
years of professional experience

Work History

Senior Director of Sales

MayStreet
12.2020 - Current
  • Company Overview: MayStreet was acquired by the LSEG in late 2023
  • Managed exchange data for four out of ten largest global quantitative funds
  • During my tenure sales increase from $12mm to over $30mm
  • MayStreet was acquired by the LSEG in late 2023
  • Planned and integrated project and program schedules.
  • Drove strategic improvements to enhance operational and organizational efficiencies.

Chief Revenue Officer

Xinthesys, LLC
10.2018 - 12.2019
  • Company Overview: Refinitiv was subsequently acquired by the LESG in the first quarter of 2021
  • Member of the senior management team responsible for sales, marketing, and strategic partnerships
  • I facilitated a partnership with Refinitiv for over $10mm investment
  • Refinitiv was subsequently acquired by the LESG in the first quarter of 2021
  • Drove operational excellence at every stage of sales funnel and buyer journey and developed innovative strategies to sell to existing partners and consumers.
  • Delivered information on market insights, pricing shifts and competitive analysis to senior executives.
  • Developed and executed a go-to-market strategy to drive company success in exceeding revenue and profitability goals.
  • Scaled product offerings with emphasis on revenue growth, operational efficiency and speed of execution.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Established and maintained strong relationships with customers, vendors and strategic partners.

Head of Global Sales

Liquiditybook
08.2013 - 05.2018
  • Integral member of the LiquidityBook management team
  • Oversee sales management of LBX, a buy-side and sell-side order management platform, and POEMS, an order and portfolio management platform
  • Seize strategic opportunities and plan and actualize strategies to develop new business with existing customers and generate new leads
  • Manage key customer relationships and expectations
  • Opened London office in 2014
  • Organized professional with expertise in managing resources and optimizing performance. Proficient in providing valuable insights and supporting decision-making processes. Committed to enhancing productivity and contributing to overall success.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Resolved problems, improved operations and provided exceptional service.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.

Senior Director of Sales

Broadridge Financial Solutions
12.2012 - 04.2013
  • Guided sales and relationship management teams, delivering service to clients globally
  • Devised new business development strategies and corresponding action plans
  • Gathered data associated with customer and prospect interfaces
  • Met with department supervisors and provided staff support to attain organizational goals.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.
  • Defined clear targets and objectives and communicated to other team members.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.

Global Product Sales Lead, Sales Specialist Team

Thomson Reuters
12.2010 - 12.2012
  • Responsible for developing sales strategy for a new proposition for hedge funds
  • Develop training program for global sales team in 3 regions of the world
  • Nurture product demonstration skills of the team
  • Frequent interaction with senior level management internally and management of external vendor relationships
  • Work with marketing to source leads, develop collateral materials, and form promotion strategy
  • Liaise with product developers to stay informed of product roadmap and possible delays in important releases
  • Accountable for pipeline management, following up with individual sales people and enabling their success
  • Provide monthly pipeline reports to senior sales management
  • Maintain current industry relationships, staying abreast of competitor products and offerings
  • Achieved or exceeded company-defined sales quotas.
  • Developed, maintained and utilized diverse client base.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Set and achieved company defined sales goals.

Head of Business Development & Sales

Athena Financial Systems
03.2010 - 12.2010
  • Responsible for invigorating the sales and business development activity of a financial technology start-up firm based in Boston and Madrid
  • Informed prospective customers about the value proposition of Athena's cutting-edge system, which enables the buy side to manage their consolidated data in a highly flexible and configurable real-time environment
  • Established and maintained highly effective relationships with clients and industry partners to drive growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Managed revenue models, process flows, operations support, and customer engagement strategies.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
  • Built relationships with customers and community to establish long-term business growth.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
  • Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.

Partner

Nirvana Solutions
09.2008 - 01.2010
  • Launched the North American presence for Nirvana Solutions, a financial technology firm, in the alternative investments industry
  • Opened a branch office in New York City and had operational oversight, in addition to managing all sales, marketing, implementation and development resources
  • Set firm strategy for leveraging 'mini-prime' brokers for distribution of the Nirvana application, resulting in White Label agreements and several more partnership agreements

Co-Founder

Direct Services LLC.
10.2003 - 04.2008
  • Responsible for the day-to-day management of the firm, including all sales, operating and support groups, including running a team of twelve people
  • Built relationships with several of the largest hedge funds and asset managers in the world
  • The firm's platform, DirectEX, provided detailed cost analysis and reporting for customers, as well as access to premium broker algorithms
  • As such, it advanced trade execution services to institutional clients including Electronic trading, Direct Market Access, single stock Agency Trading, and advanced program trading
  • Established foundational processes for business operations.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Recruited, interviewed and hired new staff members and developed training materials for employees.
  • Developed marketing materials and campaigns to boost brand awareness and customer engagement.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Cultivated company-wide culture of innovation and collaboration.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Created succession plans to provide continuity of operations during leadership transitions.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Oversaw divisional marketing, advertising and new product development.
  • Initiated strategy to drive company growth and increase market share and profitability.
  • Monitored key business risks and established risk management procedures.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Managed financial, operational and human resources to optimize business performance.

Education

Bachelor of Arts - Communications

University of Massachusetts Amherst
Amherst, MA

Skills

  • Sales and Sales Management
  • Senior Relationship Management
  • International Sales
  • Contract Negotiations
  • Strategic Development
  • Project Management

Financialtechnologyexpertise

  • DMA/EMS
  • OMS
  • PMS
  • Middle Office
  • Analytics
  • Market Data
  • Security Master
  • Data Warehouse
  • FIX
  • Risk marketplace

Customertypes

  • Buy side and sell side customers and stakeholders
  • Hedge Funds
  • Asset Managers
  • Broker Dealers

Assetclassexperience

  • Equities
  • Options
  • Futures
  • FX
  • Crypto
  • Fixed Income

Transactionhistory

History of closing large complex transactions over $1M.

Publications

Gangster In The Ring, IngramSpark, 07/01/24

Recommendations

  • Kevin M. Goldstein, Michael is a consummate professional and one of the nicest people in the asset management community. He is smart, honorable, knowledgeable, diligent and very respectful.
  • Kevin Kollar, I had the opportunity to work with Michael on developing a new set of capabilities aimed to improve hedge fund workflow. Michael demonstrated a number of skills that were critically important to this effort.

Languages

Italian
Professional Working

Timeline

Senior Director of Sales

MayStreet
12.2020 - Current

Chief Revenue Officer

Xinthesys, LLC
10.2018 - 12.2019

Head of Global Sales

Liquiditybook
08.2013 - 05.2018

Senior Director of Sales

Broadridge Financial Solutions
12.2012 - 04.2013

Global Product Sales Lead, Sales Specialist Team

Thomson Reuters
12.2010 - 12.2012

Head of Business Development & Sales

Athena Financial Systems
03.2010 - 12.2010

Partner

Nirvana Solutions
09.2008 - 01.2010

Co-Founder

Direct Services LLC.
10.2003 - 04.2008

Bachelor of Arts - Communications

University of Massachusetts Amherst
Michael Conti