This document is a resume for James T. Nichols. It summarizes his experience in account management, business development, and sales roles over 20 years in the financial services and technology industries. Key experiences include increasing revenue and developing new products at Quantifacts and growing new business opportunities at Newsedge/Individual. Nichols has a Bachelor's degree from Union College and technical proficiencies including Microsoft Office, SQL, and HTML.

1. JAMES T. NICHOLS
2617 Somerset Drive• Belmont, California 94002
JamesTNichols1@gmail.com • (401) 374-4076
ACCOUNT MANAGEMENT
Strategic Market Planning • Enterprise Software • Business Reporting
Versatile, highly motivated sales and marketing professional with expertise in managing full life cycle
sales from prospecting to close for both established and growing organizations. Results-oriented business
developer with extensive experience in creating and identifying growth opportunities within existing
accounts, penetrating new divisions / organizations and initiating strong alliances while maintaining
comprehensive understanding of evolving industry trends. Influential communicator skilled at promoting
new ideas to key decision-makers, organizational leadership, peers and clients.
CORE COMPETENCIES
• Innovative Leadership • Solution-Focused Selling • Profitability Analysis
• Business Development • Product Position / Strategies • Pricing Optimization
• Relationship Management • High-impact Presentations • New Fee Implementation
PROFESSIONAL EXPERIENCE
QUANTIFACTS, INC. — East Providence, RI 1999 to Present
Promoted from Account Manager position to current role with privately held technology and
consulting firm specializing in best business reporting tools for Wealth Management industry.
Business Development Executive
Conceive, develop, and launch market leading reporting solutions for premier wealth management
clients. Work closely with clients to identify needs, recommend results-focused software licensing and
consulting services, and make deal-closing presentations to key decision-makers. Support new product
development based upon industry research, business insights, and business demands.
Key Achievements:
 Achieved sales quotas for software licensing and consulting services to premier wealth
management clients including BNY Mellon, SunTrust, Union Bank of CA, JP Morgan Chase,
Comerica, PNC National City, Northern Trust, and Wells Fargo
 Increased revenue production and achieved 100% of new business through design and
implementation of North American regional wealth management published fee survey with
resultant rankings for 89 top banks across 9 business lines from 2007 to present.
 Substantially improved clients’ understanding of collecting fees based upon published
rates, current market conditions, discounting, and regional competitors through customized
business reporting.
 Generated opportunities with existing accounts by presenting comparative fee studies
showing detailed account analysis on the effects of open / closing business, additions /
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2. JAMES T. NICHOLS • Page 2
distributions, market value changes, and new fee implementation across 18 client banks from
2002 to 2006.
 Recognized for industry expertise and success by leading forums on wealth management
pricing and fee collection at the Annual Wealth Management Conferences from 2000 to 2006 in
Newport, RI.
NEWSEDGE / INDIVIDUAL, INC. — Burlington, MA 1997 to 1999
Prospected new business and grew pipeline opportunities for industry leader in real-time, customized
news information to top businesses and Fortune 500 companies.
Inside Sales Representative
Effectively managed account relationships, identified opportunities for additional growth, and assured
achievement of expectations. Accurately assessed client needs and offered products that would provide
best performance and support usage. Designed and presented pricing strategies for filtered, online news
products.
Key Achievements:
 Originally hired in Technical Support capacity and was promoted to Inside Sales
Representative based on outstanding performance and dedication to customer servicing.
 Successfully honed “hunter” skill set while providing delivery methods and news
customization from 2,500+ sources for business accounts ranging in size from 10 to 1,000+ end-
users.
PUTNAM INVESTMENTS — Boston, MA 1996 to 1997
Member of brokerage team for world-leading mutual fund company with more than $119B in assets
under management.
Broker Operations Representative
Served as primary point of contact for more than 100 broker / dealer clients regarding mutual fund
performance analysis, resolving transaction issues, commissions, sales breakpoints, registration, and
legal requirements. Managed account activities by processing purchases, distributions, and electronic
fund transfers.
EDUCATIONAL BACKGROUND
UNION COLLEGE — Schenectady, NY
Bachelor of Arts in East Asian Studies / History, Minor in Political Science
Completed rigorous academic program at Nanjing University for select students with a background in
Chinese culture, history, language, literature and social organization
Technical Proficiencies
MS Office Suite (Excel, Access, Word, PowerPoint, Outlook); SQL; HTML