Summary
Overview
Work History
Education
Skills
Affiliations
Communityandvolunteeraffiliations
Certification
Timeline
Generic

THOMAS BRYANT

Arlington,MA

Summary

Financial Services & Investment Professional Team leader and senior trading services executive, experienced in building high level relationships with the buyside, RIA/WMS and sell side clients, and presenting execution insight and TCA data driven analyses. Highly motivated, detail focused individual who is skilled in creating efficient trade optimization, portfolio and ETF management strategies, and effective back-office processes and procedures. Experiences ranging from OMS/EMS platform sales, senior electronic/portfolio multi-asset trader, senior client relationship manager, ETF and UCITS execution SME, global principal with oversight of high touch, low-touch and algo trading teams and start-up fintech executive.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Director / Partnerships Sales and Business Development

POINT FOCAL
01.2021 - Current
  • Recruited to develop and commercialize an AI, NLP, NLG alternative data research platform and helped improve the User Interface and tune the product roadmap to its current state
  • Successfully pivoted to capital raising and early-stage investor intro's for this FinTech startup
  • Tasked with creating and negotiating partnerships with OMS/EMS providers and alternative data providers to build additional content and sales channels as well as product development.
  • Improved project efficiency with strategic planning, resource allocation, and time management practices.

Principal and Head of Financial Markets Consulting

LGC CONSULTING GROUP
01.2016 - 01.2022
  • Built on relationships with broker-dealers, hedge funds, asset managers and fintech companies needing assistance with business planning & development, trading technology evaluation, execution consultation and transaction cost analysis (TCA)
  • Won consulting contracts with firms like Fidessa/ION, Conformity360, Nice/Actimize, Linedata, Pinnacle Investments & Point Focal
  • Worked as the SME for Fidessa/ION on a ETF creation/redemption platform for a fortune 100 global bank that included optimization for the global securities lending team.
  • Expertise in tactical market execution strategy, portfolio trade optimization, ETF creation/redemption and navigating complex global market structure rules and regulations
  • Hired as a FTE by three clients at contract renewal.

Business Development and Registered Advisor

PINNACLE INVESTMENTS, LLC.
01.2017 - 01.2021
  • Successfully realigned and negotiated Pinnacle's regional retail broker-dealer execution partnership by streamlining their FIX and DMA connectivity while enhancing their electronic execution and settlement platform by adding services like TCA and management dashboards
  • Hired to work with the fund wholesaler, wealth management & SMA teams and with fund managers on strategies to attract investments from high-net-worth individuals and RIA platforms
  • Introduced ETF strategy to attract and increase AUM and modernize and broaden product offering.
  • Advised and solicited institutional/HNW investments for the Pinnacle 1789 growth & income fund.

Client Success and Senior Sales & Relationship Manager

LINEDATA
01.2019 - 01.2020
  • Senior sales rep and lead relationship manager on over 22 large asset manager clients with combined AUM of over $650 billion
  • Managed a team of RM's providing ongoing support through mentoring, coaching, and skill development sessions
  • Identified and interacted with key contacts up through the C-Suite level to establish and foster relationships to discover sales opportunities and identify key influencers and decision makers
  • Initiated new bookings and software customizations of ~$2.2mil+ in first year
  • Devoted to providing high-quality customer service and identifying sales opportunities.
  • Boosted morale within the team by organizing engaging team-building activities and encouraging open communication among peers.

Senior MD, Head of Multi-Asset, Portfolio & Transition Management Execution

STATE STREET CORP. / STATE STREET GLOBAL MARKETS
01.2005 - 01.2016
  • Served as the primary institutional sales and trading and relationship management contact, working with self-managed pension funds and asset managers
  • Introduced innovative execution strategies that delivered on expected results by incorporating multiple systematic solutions, proprietary trade optimization, ETF creation and redemption tactics and algorithmic trading methodologies
  • Managed a high-touch and low-touch agency SMA voice brokerage and online execution desk that serviced pension fund, trust fund, RIA offices and HNW retail clients of State Street custody group
  • Built, trained, and managed a global, bilingual, and multi-asset trading team made up of PhD's, system engineers and analysts to build execution solutions for client and internal execution needs
  • Negotiated all global trading relationships and execution platform contracts and lead the team that evaluated execution performance
  • Managed, negotiated and monitored agency execution, custody and clearing relationships with NFS, Pershing and Apex Group
  • Directed the execution on more than $1.3T in transactions across 20 years in various roles and multiple asset classes
  • Served in an integral role on the "SSGM Sales and Management Team", growing the overall business unit from a regionally focused offering, generating $16M in annual revenue to a global enterprise, driving over $180M at peak
  • Aided in navigating the business unit to rank as a premier leader in the transition management space, securing over 30% market share as part of the Senior Management Committee
  • Primary sales relationship contact for a suite of execution products and broker-dealer offerings for large pension fund & endowment clients (Company Stock) who utilized multiple custody bank products outside of Portfolio Solutions
  • Increased revenues of Portfolio Trading Sales and Trading team in the first 3 years of my State Street career from $4M to $18M and was eventually promoted to manage the desk.

Education

Bachelor of Science - Economics

BOSTON COLLEGE
Chestnut Hill, MA
05.1994

Skills

  • Electronic Trading & Algo SME
  • Front/Back Office Management
  • Team Leadership and Mentoring
  • ETF Creation/Redemption
  • SMA/RIA/WMS Order Routing
  • Global Multi-Asset Execution and Settlement
  • TCA and Analytical Skillset
  • Trading Platform Evaluation
  • Contract Negotiation
  • Relationship and Sales Lead
  • Strategic Planning
  • Verbal and written communication
  • Budget Management
  • Business Planning
  • Contract and Vendor Management
  • Sales management

Affiliations

  • FINRA; Currently Active - Series 7, Series 63, Series 24 & SIE
  • Member, SECURITY TRADERS' ASSOCIATION, BOSTON SECURITY TRADERS' ASSOCIATION

Communityandvolunteeraffiliations

  • Board of Directors, Acting Secretary, Kent J Riley Fund (KJR Fund) for youth leadership in STEM fields
  • Past President, 15-year Board Member, and Coach, Lexington Bedford Youth Ice Hockey Association
  • Volunteer, Lexington, MA and Cape Cod (Yarmouth, MA) Food Pantry

Certification

FINRA Series; 7, 24, 63, SIE

Timeline

Director / Partnerships Sales and Business Development

POINT FOCAL
01.2021 - Current

Client Success and Senior Sales & Relationship Manager

LINEDATA
01.2019 - 01.2020

Business Development and Registered Advisor

PINNACLE INVESTMENTS, LLC.
01.2017 - 01.2021

Principal and Head of Financial Markets Consulting

LGC CONSULTING GROUP
01.2016 - 01.2022

Senior MD, Head of Multi-Asset, Portfolio & Transition Management Execution

STATE STREET CORP. / STATE STREET GLOBAL MARKETS
01.2005 - 01.2016

Bachelor of Science - Economics

BOSTON COLLEGE

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