Richard Galante
Associate Director, North American Team Lead – Inside Sales , at S&P Dow Jones Indices
- Role
- Associate Director, North American Team Lead - Inside Sales at S&P Global
- Location
- Scotch Plains, NJ, US
- LinkedIn followers
- 500 followers
About Richard Galante
Financial Services Product Leader that excels in Real Time Market Data Services, Portfolio Analytics, Client Services, Global Research, Financial Modeling, and Competitive Market Intelligence. Hands-on leader adept at providing array of industry knowledge and consultation support to Portfolio Managers, Investment Bankers, Economists, Analysts, and Traders. Greatly improve investment strategies by recommending tools and financial data content sets for targeted asset classes. Efficient technical skills with industry leading real time market delivery systems. Recent Accomplishments:• Implement financial solutions that assist company wide savings of $46.2 million dollars. • Partner with major Investment Banks in providing robust Market Data Solutions.• Migrated over clients onto strategic desktop application that provided more accurate models for businesses• Created and maintained a New Hire Guide for all analysts who support the Portfolio Analytics workflow. • Managed multiple accounts interacting with Portfolio Managers, Analysts, Economists and traders; established point of contact for all issues and concerns.• Interacted with clients on their investment strategies, created customized workflows, identified product gaps, trained and promoted new features and content sets for clients; increased company sales and client retention.• Conducted global research identifying product gaps and brought essential feedback to the product managers and developers helping them build out new features.Specialties:Competitive Market Intelligence | Strategic & Tactical Planning |Portfolio Analysis | Product Promotion & Education | Client Satisfaction |Product Management | Excel Spreadsheet Modeling | Software Functionality |Team Leadership & Development | Operations Management | Global Research |Account Development & Management | Training | Creative Solution Provider |Contact Information:(Phone)90••••••19 (E-mail)R••••••••@gmail.com
Experience
Associate Director, North American Team Lead - Inside Sales
Apr 2022 — Present · NY, US
Lead a team of 2-5 Sales Associates across the region• Manage the effectiveness of sales efforts, and ensure that they are aligned with the overall business objectives• Design processes and training that enable visible and transparent management while utilizing available tools, or implementing new ones, to increase sales effectiveness• Ensure the availability of high-quality sales training, and oversee planning and management for roles, responsibilities, and values for regional team• Refine and automate internal processes to streamline sales operations and reporting• Actively identify opportunities to automate and simplify sales process• Mentor inside sales personnel, helping them navigate their duties, career progression, and personal development• Foster an environment of professional development within the organization• Assist the commercial team in driving sales growth strategies and ensuring that these strategies are adopted• Identify solutions and technologies that drive sales efficiency, market share and revenue growth• Partner with Global Head of Inside Sales to develop and deploy mutually agreed KPIs/OKRs tied to the financial/productivity goals of the overall SPDJI business and measured on a quarterly basis and resulting in actions and related business results achieve• Help bridge the gap with the Data and Analytics team by analyzing sales metrics (sales effectiveness/reporting/performance)• Enhance data collection and reporting within the sales department• Identify opportunities for growing the business’s sales and communicating key messages• Partner with Sales Leadership and proactively drive analysis and change management to improve productivity & efficiency in the Sales organization• Partner with cross-functional teams to design and implement all operational processes that impact the productivity of the sales team and efficiency of the lead to quote to cash cycle• Work in cross divisional teams across the S&P Global umbrella
Education
Seton Hall University
Master of Business Administration (MBA), Finance and Financial Management Services
2016 — 2020
Fairleigh Dickinson University
Bachelor of Science, Business Administration; Finance and Economics
2003 — 2006
Skills
- Vendor Management
- Research
- Team Leadership
- Market Data
- Financial Analysis
- Fixed Income
- Strategy
- Asset Management
- Management
- Product Management
- Customer Support
- Microsoft Excel
- Investment Management
- Financial Markets
- Portfolio Management
- Equities
- Leadership
- Market Research
- Finance
- Bonds
- Analytics
- Analysis
- Bloomberg Terminal
- Financial Services
- Crm
- Financial Modeling
- Customer Retention
- Customer Service
- Hedge Funds
- Securities
- Customer Satisfaction
- Training
- Customer Relationship Management (Crm)
- Microsoft Office
- Sales
- Investment Strategies
- Investments
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