Helio Almeida

About Helio Almeida

PTA (compliance application) Product Specialist, advising clients on how to use the…

Experience

1. Business Solutions Consultant Account Manager

   FIS

   Dec 2015 — Present · Burlington, MA, US

   Bottom-line accountability for leading business development, managing accounts and strengthening relationships with 60+ clients for personal trading assistant compliance application.• Developed and executed strategic sales plans to meet and exceed revenue growth objectives.• Utilized industry expertise to collaborate effectively with sales professionals, technical teams, and clients to ensure continued growth.• Consult customers in regards to their Code of Ethics, implementing process improvements and providing insight into similar firms Trading Policies (204a-1 & 17j-1)• Gather enhancement requests from compliance analysts and CCOs, to create use cases and specifications to be submitted to Product Management, ensuring customer’s requirements are fulfilled• Provide sales demonstrations to new and existing customers• Act as implementation project manager and business analyst• Perform 1-on-1 and web-based training session for entire client population• Act as a main escalation point for “at-risk” customers to drive customer retention• Level 2 support for the Product Support Team

Education

• Boston University Questrom School of Business

  MBA

  2007 — 2010

• University of Massachusetts Boston

  BS Management

  1994 — 2000

Skills

• Securities
• Strategic Financial Planning
• Business Analysis
• Series 7
• Insurance
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Management Consulting
• Financial Planning
• Fixed Income
• Investments
• Asset Managment
• Wealth Management
• Equities
• Financial Modeling
• Asset Management
• Investment Management
• Retirement Planning
• Financial Services
• Crm
• Portfolio Management
• Leadership
• Financial Advisory