Sean Marriott
Senior Sales Executive @SS&C Technologies
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WORK HISTORY
Senior Sales Executive @SS&C Technologies
Toronto, ON, CA
SS & C Technologies, Inc. is the leading provider of financial and investment software and outsourcing services to the global financial services industry. SS & C provides investment management software including Fund Administration, Investment Accounting, Performance Measurement & Attribution, Trade Order Management, Middle Office Services, Enterprise Reporting, Risk Management, Broker Connectivity, Reconciliation, Regulatory Compliance and Investor Services to a wide range of financial verticals:• Hedge Funds• Private Equity• Pension Funds & Endowments• Funds of Funds• Managed Accounts• REIT’s• Commercial Real Estate• Asset Managers• Insurance Companies SS & C GlobeOp is a leading fund administrator leveraging our advanced array of industry leading financial technology and services under a public, independent, unified platform.• Fund Administration for $1.2 trillion in assets• Hedge Funds, Private Equity Funds, Family Offices, Funds of Funds, Managed Accounts• Deep expertise across all strategies and structures – including complex fixed income – distressed debt and loan processing• Supports full range of global domiciles (including Lux, Cayman, Ireland)• Middle Office and OTC Processing• Ownership of industry leading underlying technology including datacenters• Robust Service Level Agreements (SLAs)• Canada, US and Foreign tax expertiseSS & C GlobeOp – Private Equity Solutions provides comprehensive administration services and technology platforms in support of 350 clients, over 2,500 fund structures and $350 billion in committed capital worldwide.For more information, visit:
EDUCATION
Association for Investment Management and Research
Chartered Financial Analyst
Western University
Bachelor of Arts (B.A.), Economics
ABOUT SEAN MARRIOTT
I am a passionate, driven and experienced capital markets professional with a unique blend of ETF, buy-side, and sell-side experience who brings a combination of research and sales expertise. I have worked in the Investment Markets for over 20 years and have developed a reputation as a results-oriented and forward-thinking consultative seller. I thrive in a dynamic, multi-tasking environment and have a track record of driving revenue growth regardless of market conditions. Key Strengths & Selected Achievements- Strives to provide excellent client service founded on trust and integrity combined with understanding client needs and authentically representing the appropriate value proposition- Collaborative and self-motivated with a strong drive to develop long-term client partnerships, accomplish goals, grow complex business relationships, and maximize business opportunities- Distills complex research and data analysis into clear and concise messaging for clients according to specific user needs- Extensive experience growing revenue, driven by an entrepreneurial spirit, effective execution of strategic planning, sound sales management practices, and excellent relationship-building skills- Achieved above 100% of sales target in 2018, 2019, and 2020 with an average of 120%. Despite being the smallest region, had 3 landmark deals for Morningstar\'s index team globally- Tripled revenue while at Credit Suisse- Proven track record of working with clients to bring new products into the marketplace that meet investor needs and balance business objectives in terms of market share and profitability- Strong track record of analyzing macro, sector and company fundamentals to forecast earnings and cash ow for valuation estimates.Areas of expertise- Business Leader; New Business Generation; Business Process Management; Relationship Builder; Contract Negotiation; Strategic Planning; Sales Process; Business Planning; Business Development; Relationship Management- Investment Research; Financial Statement Analysis; DCF Valuation; Equity Research Analysis; Report Writing; Presentation Skills; Active Investing; Passive Investing
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