Peter Otoole

About Peter Otoole

Strategic, effective senior executive who advises traditional and alternative asset managers on improving business process and technology across the front to the back office. Deep experience in professional services, whether assurance or advisory services, delivered to a diverse client-base, especially leading firms in the asset management industry. • Consultative, perceptive business developer who fuels growth by landing and expanding engagements/relationships. • Creative, thorough, and collaborative problem solver able to leverage knowledge, connections, and team assets to achieve results. • Astute, engaging relationship manager adept at building trust with clients, teams and other internal and external stakeholders. • Motivating leader who coaches, mentors and develops successful individuals and high-performing teams. Specialties: Have extensive knowledge of accounting, financial reporting, operations and technology of investment advisors and their products, such as registered investment companies, hedge funds, common and collective trust funds, and managed separate accounts; as well as private equity firms, broker/dealers, and transfer agents. Certified Public Accountant (CPA) licensed in the Commonwealth of Massachusetts (active).

Experience

1. Senior Account Executive

   FIS

   Apr 2019 — Present · Boston, MA, US

   Partner with clients in the asset management industry to deliver technology solutions from a global firm that facilitate the entire trade lifecycle from the front office through the back. Engage in active client relationship management to identify their need, provide industry perspective, match to the best solution, and deliver. Clients range from small ($1B AUM) to large ($500B AUM) institutional investment advisors, focused on both traditional and private funds, as well as fund administrators.

Education

• Babson College

  Bachelor of Science, Accounting

  1990

Skills

• Financial Reporting
• Management Consulting
• Board Relations
• Financial Advisory
• Team Leadership
• Business Development
• Strategic Negotiations
• Business Strategy
• Mutual Funds
• Fund Accounting
• Risk Management
• Key Client Relationships
• Investments
• Due Diligence
• Hedge Funds
• Senior Stakeholder Management
• Consulting
• Business Relationship Management
• Management
• Strategic Planning
• Operational Efficiency
• Strategy
• Revenue & Profit Growth
• Leadership
• Compliance
• Sec Filings
• Executive Management
• Sec Reporting
• Thought Leadership
• Finance
• Generally Accepted Accounting Principles (Gaap)
• U.s. Sec Filings
• Brand Awareness
• Financial Services
• Audit Committee
• Relationship Building
• Audit
• Process Improvement
• Service Quality
• Public Speaking