Brian Roberti is a qualified professional, working in G2 FinTech main office of which is in 4. on the position of Managing Director since 2011. This expert gained professional experience in more than eight positions at different companies. Brian Roberti went to the State University of New York at Albany and was studying. New York, New York is the city, where this expert was known to be settled. The professional's phone and email can be accessed through this website by request.
Name variants:
Bryan Roberti,
Bryant Roberti
Contact Information
Last Update
Jul 11, 2022
Email
bk**@gmail.com, br**@kpmg.com
Location
New York, NY
Company
G2 FinTech
Workplace
Managing Director
Work History
Managing Director
New York, NY
Primary focus on Sales, Marketing, & Business Development.
G2 FinTech specializes in tax analysis and compliance software products for the investment management community.
from Oct 2011
Director, Sales & Marketing
New York, NY
Led the firm's successful Sales & Marketing initiatives, culminating in the corporate action to focus and then split the firm by its software and consulting practices.
Consulting was ac...
Feb 2010 — Oct 2011
Vice President, Head of Sales
Marketcetera (http://www.marketcetera.com) is a provider of open source software for automated trading systems.
Nov 2008 — Dec 2009
Vice President, Head of Sales
Financial information / technology start-up.
Mar 2008 — Jul 2008
Director of Sales
Developed and directed the Sales Team at this Agency-only Broker and provider of electronic trading technology & execution services, from emerging growth through the successful acquisiti...
Mar 2006 — Feb 2008
Vice President Strategic Accounts & Partners
Established and managed Strategic Relationships (Clients & Business Partners) for this leading provider of Investment Management software.
2004 — Feb 2005
Sales, Sales Manager, Sales Director
Served as Sales Director for the core Investment Management software business as well as the newer Global Portfolio Management (Geneva) software business.
Feb 1995 — 2004
SE (Sales Support,) Sales, SE Manager
Serving major Wall Street institutions -- consistently exceeded goals and built a strong Client base by using a consultative, team sales approach.
1981 — 1991
Education
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Director
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Sales
Sales Process
Sales Coach
Sales Management
Team Leadership
Business Development
Hedge Funds
Alternative Investments
Financial Technology
Tax Analysis Software
Portfolio Management Systems
Trading Systems
Enterprise Software
Saas
Strategic Partnerships
Cloud Computing
Financial Services
Investments
Marketing
Equity Trading
Leadership
Securities
Options
Entrepreneurship
Management
Project Portfolio Management
Bloomberg
Strategy
Mergers and Acquisitions
Sales Operations
Emerging Markets