Rob Lewis
Director, Sales
- Role
- Senior Account Executive at Broadridge
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Rob Lewis
Seasoned professional with 20+ years of experience in the financial services industry wholesaling mutual funds and supporting mutual fund managers and ETF issuers with data and analytics solutions. I have a deep understanding of fund and ETF distribution, data that\'s available to support distribution, and how it can be utilized to maximize results in the retail distribution channels.
Experience
Senior Account Executive
Dec 2007 — Present
I market our flagship product called SalesVision to firms in the asset management and mutual fund industry. SalesVision is an enterprise software solution that aggregates trade and asset data from multiple platforms and leverages it to solve multiple industry challenges across the organization. For example, the data can be used to provide sales and asset reporting, monitor for abuse trading activity, calculate wholesaler bonus companesation, and calculate payments due to intermediaries and reconcile invoices to our calculations.
Education
University of Pittsburgh
Bachelors, Psychology
1991 — 1995
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