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HELEN BURGESS

S&P Global Market Intelligence, Sales Director, Automated Digitised Complete Client Lifecycle Management.

Helen Burgess is a highly skilled professional with vast experience in the finance industry. She has studied management at NYU Stern School of Business and Saïd Business School, University of Oxford. Burgess has held several positions in various organizations, including Director Fixed Income Electronic Sales & Business Development at Liquidnet, VP Global Convertible Bond Sales at Cantor Fitzgerald, European Convertible Bond Sales at Credit Suisse, and Securities Lending & Prime Brokerage at Nomura.

With her impressive educational background and diverse experience across multiple organizations, Burgess has developed an astute understanding of the finance industry. Her extensive experience in fixed income electronic sales and business development, global convertible bonds sales, securities lending, and prime brokerage have honed her skills in these areas. Any organization looking to benefit from her experience and skills would be assured of impressive results.

Highlights

Jun 28 · linkedin

We are thrilled to introduce CLM Pro, an advanced and customisable end-to-end solution for client lifecycle management. From onboarding and maintenance to refresh and offboarding, CLM Pro offers a seamless integration with your existing networks, ensuring a smooth transition and efficient implementation. Designed for ease and speed, CLM is a comprehensive tool designed with you, our community, to enhance your client management processes. Benefits:

  1. Enhanced Customer Experience
  2. Improved Operational Efficiency
  3. Greater Control & Compliance
  4. Scalability and Flexibility
  5. Risk Mitigation

Please contact me to request a demo to learn more about how CLM Pro can help your organisation achieve its goals

Request a demo: https://ow.ly/R27750PFBEL

#CLMPro #ClientLifecycleManagement #onboarding #outreach #fundonbarding #KYC #data #partnerships #ISDA #lending #efficiency #agreementintelligence #digitize #tax #community #colloboration

Jun 4 · linkedin

I’m happy to share that I’m starting a new position as Sales Director at S&P Global! Thrilled to be part of a dynamic team in the Market Intelligence Division - Regulatory & Compliance; look forward to connecting with you all in person. Thank you for all your support globally, means a lot!

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HELEN BURGESS
HELEN BURGESS, photo 1
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Location

London, England, United Kingdom