Jeffrey Levy

About Jeffrey Levy

As a Senior Executive in Bloomberg\'s Content Licensing Department, I provide guidance on user workflows across the financial services sector. I conduct in-depth reviews of user workflows and vendor applications to identify licensing gaps and project manage client migrations to licensed technology solutionsWith over 18 years years of experience in the financial industry, I have developed strong skills in business process, research, and attention to detail. I hold an MBA from Fordham Gabelli School of Business, with a focus on Finance and Management. I am passionate about delivering value to clients and driving growth through strategic account management and sales. I have successfully managed a team of 5 and overseen $55 million of Terminal Sales annual revenue. I am always eager to learn new skills and take on new challenges in the dynamic and competitive fin tech landscape.

Experience

1. Product Oversight Analyst

   Bloomberg

   Nov 2018 — Present · US

   As a Senior Executive in Bloomberg\'s Content Licensing Department, I am responsible for providing guidance on Bloomberg agreements user workflows across the financial services sector (Sell-side, Buy-side, & Custodians. I am responsible for conducting in-depth user workflow reviews, 3rd party Desktop API vendor reviews of our clients applications, to identify licensing gaps & project manage client migrations to appropriately licensed Bloomberg technology Enterprise Data solutions or changing their workflow to adhere to desktop licensing requirements. On a daily basis I escalate terminal end user workflows and application usage concerns to key stakeholders at financial institutions to drive change and communicate with C-Suite Executives, App Developers, Market Data Vendor Management. This role also requires significant cross collaboration with teams at Bloomberg that include Bloomberg Enterprise Data Solutions, Technical Account Managers, Product Managers, 3rd party Partnership/Alliances, & Legal/Redistribution Departments.I continue to demonstrate success by first understanding clients data & business requirements and then communicating to internal stakeholders identified licensing gaps, and lastly but most importantly project manage clients tech teams with their front/back/middle office departments to the appropriate real-time & /or end-of-day technological solutions. I continue to successfully projext manage migrations and am the most successful performing Analyst on the team since 2018 mitigation in revenue recaptured by project managing clients to an enterprise Data products.

Education

• Hofstra University

  BBA, Finance

• Fordham Gabelli School of Business

  MBA, Finance, Management

• Fordham Gabelli School of Business

  Master of Business Administration - MBA, Finance