VIJAY M. PATEL
Old Bridge
Summary
Dynamic B2B sales leader with over 10 years of experience as a top performer in selling AI, Data and Research to hedge funds, asset managers, and banks. Expertise in leading full-cycle sales processes, navigating complex buying environments, and consistently delivering measurable outcomes. Equipped with advanced training in MEDDIC, SPIN, and Challenger sales frameworks, complemented by a strong hunter mentality and a passion for prospecting and networking within capital markets.
Overview
25
25
years of professional experience
Work History
GTM Advisor
Rogo Technologies
12.2025 - 05.2026
AI platform for finance that automates research, analysis, and financial workflows for investment banks and investors
- Developed and executed strategic sales initiatives to drive revenue growth across enterprise accounts.
- Cultivated relationships with C-suite executives to identify business needs and align solutions effectively.
- Mentored junior sales staff, fostering professional development.
GTM Advisor
Kamba Group
08.2025 - Current
- Agentic AI for quantitative and multi-strategy hedge funds
- Developed and implemented GTM strategies to enhance market presence.
- Led strategic sales initiatives to drive pipeline growth across multiple markets.
Senior Director - Global Sales and Partnerships
Symphony
11.2022 - 08.2025
- Responsible for identifying AI, Data & Analytics use cases across enterprise accounts.
- Successfully led partnership development with key partners such as NASDAQ, DTCC, and Broadridge.
- Managed $3.5M book of business (Amenity Analytics).
Vice President, Sales
Amenity Analytics
10.2019 - 08.2025
NLP driven insights company for hedge funds, asset managers, exchanges and banks.
- .Developed and executed sales strategies to help drive revenue growth from $3M to $15M ARR.
- Led cross-functional teams to optimize sales processes and enhance customer satisfaction.
- As a member of the commercial management team, helped support the acquisition by Symphony.
VP of Sales
Mosaic Research
10.2018 - 10.2019
Technology and expert network firm for hedge funds
- On track to exceed $1M in new ARR (2019)
- Introduced Stream by Mosaic (Acquired by Alpha Sense)
Senior Sales Director
Visible Alpha
01.2017 - 10.2018
Fintech platform for hedge funds and asset managers
- Senior member of the North America Sales Team and lead sales manager for Canada.
- Top Quant Data Sales Rep in 2018.
- Supported firm from beta to commercial transition.
Senior Vice President
Third Bridge
03.2014 - 12.2016
Expert Network Firm for hedge funds, private equity and consulting firms.
- #1 Global VP, Sales in 2015 and 2016 closing $1.3M in net new ARR.
- Interim sales manager tasked with expanding sales, account management and BDR teams.
Senior Director of Sales
IBISWorld
06.2011 - 02.2014
Market research and data firm for private equity, investment banks and M&A advisors.
- Launched private equity vertical.
- Awarded President's Club in 2012 (exceed target by 20%).
Associate Sales Manager
Coleman Research
01.2008 - 09.2008
Primary research and expert network for hedge funds and private equity.
- Generated over $700k in annualized revenue
Vice President of Sales
Morgan Stanley
05.2001 - 08.2007
- Ranked #2 RVP in 2006 and 2007 (New England)
- Senior Associate, Morgan Stanley Global Wealth Management (2004-2005)
- Associate, Morgan Stanley Investment Management and Van Kampen Mutual Funds (2002-2004)
- Analyst, Morgan Stanley Trust Company (2001-2002)
Education
Bachelors of Science - Finance & Accounting
NYU Stern School of Business
05-2002
Regents Diploma with Honors - Biology
Brooklyn Technical High School
06-1998
Skills
- Capital Markets industry background
- Sales process optimization
- GTM strategy development and execution
- Sales pipeline management
- Strong Industry networking
- CRM proficiency (Salesforce, HubSpot and AI tools)
LANGUAGES
English
Hindi
Spanish
COMMUNITY SERVICE & VOLUNTEER WORK
- Morgan Stanley's Children's Hospital, 2001, 2007
- South Asian International Film Festival (SAIFF), 2012, Present
AI FLUENCY
- Use ChatGPT, Claude, Gemini and others to personalize outreach and boost response rates
- Leveraged OpenAI API for faster prospect research and deal preparation
- Applied prompt engineering to generate high-quality sales emails, decks, and call scripts
- Integrated AI into prospecting workflows to increase pipeline efficiency
- Positioned AI solutions in customer conversations, driving credibility and engagement
Timeline
GTM Advisor
Rogo Technologies
12.2025 - 05.2026
GTM Advisor
Kamba Group
08.2025 - Current
Senior Director - Global Sales and Partnerships
Symphony
11.2022 - 08.2025
Vice President, Sales
Amenity Analytics
10.2019 - 08.2025
VP of Sales
Mosaic Research
10.2018 - 10.2019
Senior Sales Director
Visible Alpha
01.2017 - 10.2018
Senior Vice President
Third Bridge
03.2014 - 12.2016
Senior Director of Sales
IBISWorld
06.2011 - 02.2014
Associate Sales Manager
Coleman Research
01.2008 - 09.2008
Vice President of Sales
Morgan Stanley
05.2001 - 08.2007
Regents Diploma with Honors - Biology
Brooklyn Technical High School
Bachelors of Science - Finance & Accounting
NYU Stern School of Business