terry olszewski

After working as a Bloomberg Core Terminal Sales Representative, I was chosen to work for Bloomberg Tradebook. In this role I was responsible for selling Bloomberg’s transactional products. Increased dealer contributions on the multi-offering and single offering pages. I arranged and conducted weekly trainings on liquidity products to increase dependency.

I worked as a production support consultant for a global investment management firm. Provided client support to the Equity trade floor. I was a key contributor in the development and implementation of a new defect prioritization and management process.

The Trading Systems team moved to the New York office. I made the decision to stay in the Princeton office. In my role on the Hedge Fund team, I developed and maintained relationships with key decision makers (C-level executives and portfolio managers). I procured new hedge funds and added them to the Bloomberg database. Communicated closely with the Bloomberg Sales Teams to effectively serve Bloomberg’s investor community. I supported product development and worked closely with R&D to ensure user experience and functionality aligns with client’s expectations and the overall product strategy.

This team was created to meet a growing need for an experienced group knowledgeable and skilled in handling complex trade issues from Bloomberg clients. I was one of the first members of this newly created team to handle customer queries pertaining to but not limited to positions, p&l, risk, compliance and feeds. I also maintained communications with programmers regarding development requests from clients.

After working on Wall Street for 10 years, I decided to take my vast experience and knowledge in both Fixed Income and Equity securities and apply it to a new position. Bloomberg LP offered that role. As a sales person I was able to not only sell and train clients/prospects but I was also able relate to their business from firsthand experience. I knew the roles of the customer. I prospected and generated new sales leads and growth through referrals, cold-calling and market research for my account base which was Florida. I arranged and attended client visits to promote the Bloomberg Professional products to both potential and existing customers. Conducted many trainings and seminars to enhance client knowledge and dependency. Tirelessly worked with other sales teams and departments to build new leads and develop existing business through our extensive portfolio of financial products.

I oversee and coordinate the global data and research vendor activities for Vanguard’s Investment Management Group. Provide consultation and project management capabilities as needed for on-boarding new data and research vendors, products or services. Manage strategic renewals for existing portfolio of vendors and contracts. I maintain strong relationships with key stakeholders and ensure business outcomes are achieved and communicated appropriately. Key contributor in the data and research budget for the Investment Management Group.