Summary
Overview
Work History
Education
Skills
Volunteer Experience
Keyaccomplishments
Timeline
Generic

Patrick Moriarty

New York,USA

Summary

Resourceful expert experienced in multiple trading platforms, execution management systems, and order management systems. Demonstrates excellent professionalism and focus in providing solutions and building strategic account relationships by selling complex processes for positive business outcomes.

Overview

13
13
years of professional experience

Work History

Account Manager, TOMS

Bloomberg L.P
New York, USA
12.2020 - Current
  • Company Overview: Award-winning order management system (OMS) for front-office trading, compliance and operations, supporting fixed income, derivatives, and FX
  • -Strategically work across fixed income desks to determine gaps in client's workflow to increase their usage of various trading processing and risk reporting systems
  • -Understand clients objectives and goals paired with strong emotional ownership to deliver on solutions using Bloomberg capabilities
  • -Interface across multiple internal and external teams to promote cross-team collaboration and create Bloomberg efficiency
  • -Provide fixed income order management system support to key business leaders in fixed income capital markets business
  • Award-winning order management system (OMS) for front-office trading, compliance and operations, supporting fixed income, derivatives, and FX

Account Manager, Core Terminal

Bloomberg L.P
New York, USA
05.2019 - 12.2020
  • Company Overview: Award-winning order management system (OMS) for front-office trading, compliance and operations, supporting fixed income, derivatives, and FX
  • -Supervised 750+ users across multiple client business lines
  • -Hunted 10+ new sales in territory by communicating on weekly calls and monthly on site visits
  • -Saved 10+ terminal for company by discussing value and engaging with clients over phone
  • -Completed highest client touch and adoption rate in each quarter of year
  • -Own the Enterprise Sales cycle from prospecting to close with consistent client interaction
  • Award-winning order management system (OMS) for front-office trading, compliance and operations, supporting fixed income, derivatives, and FX

Assistant Vice President, Connectivity Integration Team

Tradeweb
New York, USA
10.2012 - 03.2018
  • Company Overview: International financial services company providing electronic over-the-counter marketplaces for fixed income and derivatives trading companies
  • -Spearheaded the development of new trade protocols to drive financial projects done on the Tradeweb platform
  • -Provided technical support for internal teams on 15 different products
  • -Managed in real time clients' trade orders through complex workflows to ensure exact business measures were followed
  • -Established and developed quality business relationships with vendors' that led to new business engagements
  • -Consistently had customer retention levels of 95%, well above the company average
  • -Provided technical solutions and user feedback from clients to Technology Development Team and Managing Directors for product enhancement opportunities
  • International financial services company providing electronic over-the-counter marketplaces for fixed income and derivatives trading companies

Associate, U.S Government Bonds

Dealerweb
Garden City, USA
08.2011 - 09.2012
  • Company Overview: Financial services company providing immediate post trade notifications for dealers and market makers by replicating existing voice broker process
  • -Provided accurate and timely trade details in fast-paced environment to 15+ clients daily
  • -Built influential business relationships across the primary dealer community
  • -Developed strong communications and consulting skills with assigned client base
  • -Verified and processed daily variety of Bond transactions ensuring compliance with Sarbanes Oxley controls
  • -Prepared monthly volume statistic reports and performed other departmental duties as needed
  • -Provided support to 10+ traders by frequently updating and confirming positions in fast paced environment
  • -Participated in mock trading sessions
  • Financial services company providing immediate post trade notifications for dealers and market makers by replicating existing voice broker process

Education

Bachelors of Arts -

Hobart College
01.2011

Skills

  • Bloomberg Terminal
  • Trading Automation
  • Fixed Income Products
  • Enterprise Data
  • Sales Solutions
  • Verbal and Oral Communication
  • FIX Protocol
  • Leadership Abilities
  • Persuasive Communicator
  • Negotiating Contracts
  • Relationship Building
  • Client Engagement

Volunteer Experience

  • Volunteer - Bloomberg Philanthropies
  • St. Nicholas Hockey Club
  • Mary Brennan INN

Keyaccomplishments

  • Increased book of business that paid +$2M a month and +$27M a year by fostering expert knowledge of the Sellside Workflow (Sales, Trader and Middle Office) during in person meetings and weekly calls.
  • Assembled solid partnerships with new customers at Bloomberg which added over $1M in new business a year.
  • Contributed to sales growth (+$1M) at Bloomberg in a 1-year period by increasing distribution of core API, new item placements, and executing aggressive sale plan with key accounts.
  • Participated in mock trading sessions with over 200+ clients a month and served as the focal point for internal inquiries from engagements with the trading desk, PMs, risk, compliance, financing, technology.

Timeline

Account Manager, TOMS

Bloomberg L.P
12.2020 - Current

Account Manager, Core Terminal

Bloomberg L.P
05.2019 - 12.2020

Assistant Vice President, Connectivity Integration Team

Tradeweb
10.2012 - 03.2018

Associate, U.S Government Bonds

Dealerweb
08.2011 - 09.2012

Bachelors of Arts -

Hobart College

Similar Profiles

CREATE PROFILE
Patrick Moriarty