London, England, United Kingdom
Commercial sales leader with Big Four Financial Service and Investment Management experience. Member of the Sales Management Team, responsible for setting sales strategy for global outbound sales startegy. C-Suite engagement at top Asset Managers and Pension Funds to streamline and improve their foreign withholding tax recovery process. Currently focused on the Global Enterprise Sales strategy, targeting the largest deals for the company to ensure WTax meets its annual company revenue targets. Prior experience includes: - Big 4 Financial Services audit and assurance (3 years) - Investment Management (2.5 years) - Foreign Withholding Tax (7 years and going) Personal Insights: - 5 times marathon finisher (target is 10 by the age of 40) - Avid sportsman with a particular interest in rugby, golf and running - Highly self-motivated and a top performer in the roles he takes on
Notable achievements within the role: - Responsible for managing and negotiating critical enterprise deals. Deal size between £500k to £25m - Member of the Sales Management Team responsible for cross-regional strategy development - Management, coaching and oversight of sales directors in the region - Regular interactions with C-Suite executive including presenting at Board and Trustee meetings - Regularly speaking at and attending conferences, writing articles and blog posts - Primarily focused on developing and implementing market growth in Europe and was involved in the Enterprise deals in North America - Involved in hiring and interviewing a growing team of SDRs and BDEs, peaking at a team of 25
Notable Achievements within role: - Achieved and exceeded target every year- Top performing Director over the period - Opened up new territories and acquired first customer in several markets - Executed on the new sales startegy and ICP to increase sales
My position allowed me to engage in both the research and portfolio management side of the business, always putting the best interest of the client ahead of all else. My main responsibilities include: - Equity analysis - Portfolio management - Risk management and general operations
Auditing of various Hedge Funds, including Bridgewater the biggest hedge fund in the world. I was also responsible for managing a small team as well as liaising with the partner and manager through out the audit
External Audit