Summary
Overview
Work History
Education
Skills
Timeline
Volunteer Experience
Key Accomplishments
Generic

Patrick Moriarty

New York,USA

Summary

Results-driven professional with extensive experience in account management, specializing in cultivating strong client relationships and driving sustainable business growth. Expertise in negotiating contracts, resolving client issues, and aligning services with specific client needs ensures a tailored approach to each partnership. Demonstrated success across multiple trading platforms, execution management systems, and order management systems highlights a commitment to delivering innovative solutions. Proven ability to build strategic account relationships by effectively selling complex processes that lead to positive business outcomes.

Overview

14
14
years of professional experience

Work History

Account Manager, TOMS

Bloomberg L.P
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
  • Established deep, trusted relationships with senior decision-makers at leading sell-side institutions

Account Manager, Core Terminal

Bloomberg L.P
05.2019 - 12.2020

Company Overview: a global leader in business and financial information, news, and insight with innovative technology to deliver trusted data and bring transparency to the financial markets.

  • -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
  • Tasked with growing and defending revenue across our terminal, enterprise product and enterprise data businesses
  • Required deep understanding of the client’s technology and data landscape and demonstrating an awareness of industry and regulatory challenges in order to provide compelling solutions.


Assistant Vice President, Connectivity Integration Team

Tradeweb
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
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

  • Proficient in Bloomberg Terminal
  • Trading Automation
  • Experience with fixed income securities
  • Enterprise Data
  • Sales Solutions
  • Effective contract negotiation
  • Profit growth initiatives
  • Persuasive Communicator
  • Negotiating Contracts
  • Client relationship management

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

Volunteer Experience

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

Key Accomplishments

  • Increased book of business that paid +$2M a month and +$27M a year by fostering expert knowledge of the sell-side 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.