Russ Hughey

Russ Hughey has extensive work experience in the financial technology industry, primarily in the roles of Account Management and Relationship Management.

Russ most recently worked at First Rate, Inc as a Strategic Account Executive in the Wealth Management sector starting in April 2023. Prior to that, they held the same role at InvestEdge, Inc., starting in September 2021 and ending in April 2023.

In 2021, Russ worked at Athliance, an early-stage startup focused on collegiate athletics, as the Director of Account Management. Russ was responsible for establishing the account management function, hiring and developing the account team, defining requirements for QBR's and KPI reporting, managing feedback to the Products team, and being highly involved in the sales process and onboarding of new customers. Russ'stenure at Athliance lasted from June 2021 to August 2022.

From 2020 to 2021, Russ served as the Vice President of Account Management at Numerated, specializing in Digital Business Banking.

Russ also has extensive experience in Relationship Management. From 2011 to 2020, they worked at Vestmark as the Vice President of Relationship Management in the Wealth Management sector. In this role, they managed the onboarding process for new business, handled projects for existing relationships, collaborated with various financial institutions, and contributed to the establishment of a new business unit, Vestmark BPO.

Prior to Vestmark, Russ held the position of Senior Relationship Manager at Fidessa LatentZero from 2010 to 2011, where they managed client relationships.

From 2007 to 2010, Russ worked at Advent Software as a Senior Global Relationship Manager. Russ managed top-tier global relationships for clients using the Geneva portfolio accounting system and had a strong focus on derivatives processing.

Before Advent, Russ held the position of Senior Relationship Manager in Client Services at Charles River Development from 2003 to 2007. Russ managed and expanded relationships with customers that used the Charles River Investment Management System, which included major global fund administrators, top-tier investment managers, and hedge fund managers.

Russ also served as the Vice President of Account Management at Verilytics from 2002 to 2003 and as the Vice President of Client Management at SunGard Financial Systems from 1999 to 2001.

Overall, Russ Hughey has a strong background in Account Management and Relationship Management, with experience in multiple financial technology companies across various sectors within the industry.

Russ Hughey graduated from Dover-Sherborn Regional High School in 1982 with a Diploma. Russ then attended the University of New Hampshire from 1982 to 1986, where they obtained a Bachelor of Arts degree.

In terms of additional certifications, Russ Hughey received various online certifications from LinkedIn, including "Nine Career Lessons You’ll Wish You Learned Sooner" in January 2023, "Project Management: Preventing Scope Creep" in September 2022, "Account Management: Maintaining Relationships" in August 2022, "Customer Success Management Fundamentals" in August 2022, "Outlook Quick Tips" in August 2022, and "Cybersecurity at Work" in January 2022. Russ also completed "Managing Project Stakeholders" and "Key Account Management" in January and May 2020, respectively, through LinkedIn.

Furthermore, Russ Hughey obtained several certifications from Dale Carnegie Training, including "Sales Pro, Lvl 1" in December 2018, "Trusted Adviser Lvl 1" in September 2018, "Active Listener Lvl 2," "Cool Headed Lvl 2," "Customer Focused, Lvl 1 and Lvl 2," "Customer Service Essentials," "Diplomat Lvl 2," "Effective Communicator, Lvl 1," and "Sales Pro Lvl 2" in July 2018.

Lastly, they achieved the certification of "USA Hockey Level 4 Coach" from USA Hockey in September 2006.