Jerry Winchester

About Jerry Winchester

I am a proven and successful fintech sales leader with over 25 years of experience…

Experience

1. Managing Director, Head of Global Commercialization for Alpha Data Platform and Services

   State Street

   Jan 2014 — Present

   One of the original founders of State Street\'s DataGX platform (now rebranded Alpha) with a focus to lead sales and product strategy efforts for commercializing the bank\'s proprietary data management platform and services. Sales responsibilities span all client segments including Asset Managers, Insurance Companies, Asset Owners and Alternative Investment Managers. Expanded responsibilities include managing pipeline sales revenue across strategic partnerships from firms such as FundGuard, Factset, Snowflake and RIMES. Accomplishments: • Managed a Global Sales organization that met and exceeded aggressive sales targets of $0 to $60m in a 5 year time period. • Leading State Street\'s Platform and Data Services sales efforts spanning Front Office OMS (CRD), Custody/Fund Accounting, Insurance Accounting, Middle Office Services, Performance Measurement, Risk Analytics and Compliance. • Responsible for managing the \"Alpha Eco-system\" cross sell efforts across a large number of 3rd party participants and partners including vendors such as RIMES, Factset, Fundguard, Optoro, etc. • Delivering a disciplined engagement model to assist clients in recognizing the benefits of outsourcing technology and services while enabling them to achieve their Transformational vision which includes cost reductions and revenue growth. • Industry expert in managing all aspects of the sales cycle including client presentations, product demonstrations and contract negotiations including a close working relationship with finance and managing a business line P/L.

Education

• West Chester University of Pennsylvania

  Bachelor of Science (BS), Economics

Skills

• Securities Lending
• Banking
• Risk Analytics
• Series 7
• Financial Services
• Product Management
• Data Aggregation
• Asset Management
• Trading
• Investor Reporting
• Sales
• Selling
• Alternative Investments
• New Business Development
• Saas
• Investment Advisory
• Cost Basis Reporting
• Transfer Agency
• Investments
• Wealth Management
• Series 63
• Marketing
• Big Data Analytics
• Strategic Financial Planning
• Finra
• Portfolio Management
• Financial Planning
• Business Development
• Product Marketing
• Start-Ups
• Series 24
• Order Management
• Financial Modeling
• Relationship Management
• Executive Management
• Enterprise Software
• Document Imaging
• Data Reconciliation
• Salesforce.com
• Solution Selling