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John J. Beglan

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JOHN J. BEGLAN   |   30 Year Executive Career

Bio

John is a passionate technology executive with a principal focus on operational support within both the Financial Services and Federal sector.  He has over 30 years of experience in managing global businesses and technology across many disciplines, with a key emphasis on strategic technology planning and partnerships. Much of his career has evolved from vendor-side product development to client-side product deployment, covering hardware and software Edge to Cloud (SaaS, IaaS, and PaaS). Today John sits on the Board of AFCEA as Vice President - Community Outreach. John was owner and operator of Advantage Solutions Inc. (ASI) for 8 eight years where this consulting company provided project management services to the Wall Street clientele. John’s list of clients included Reuters America, ING- Barings, Bridge Information Systems, Lehman Brothers, and Goldman Sachs, & Co. where his expertise has won him lead roles on such projects as Decimalization, Capacity Planning, Y2K, and Disaster Recovery. John’s final project under ASI was a business management consulting role to establish the U.S. Operation for this British-based electronics manufacturer, Amulet Hotkey.

 

Currently, John is Director of Sales at Tungsten Automation, formerly KOFAX supporting SaaS sales efforts across the Federal Sector with a focus on Intelligent Process Automation.

Previously, John grew and developed new business opportunities for Kryon Systems (now Nintex), and RPA developer start-up out of Tel Aviv Israel as their Director of Sales in North America. Prior that that, he was driving business value for Dell Technologies Commercial driving over $95 million in revenue. At Amulet Hotkey, John was Chief Operating Officer and Treasurer for 15 years initially using a $10,000 investment he grew sales from $50,000 annually to $25MM. Over the years John held full firm P&L responsibility, developed financial projections, spearheaded expense control initiatives and managed inventory, labor, compliance, and created corporate policy until the organization was sold to a private equity firm.

 

John has served the Veteran Corps of Artillery State of New York for 15 years under the Department of Military and Naval Affairs State of New York and was responsible for the IT Department and led the Color Guard for N.Y. Governor Pataki and Mayor’s Giuliani and Bloomberg of New York City. One month prior to 9/11 John completed CSAR/NASAR search & rescue training at West Point N.Y. federally activating him and his team at ground-zero. Following 9/11 John received recognition from President George W. Bush and was hired to manage a multi-million-dollar relocation effort moving 5,000 Lehman Brothers employees and their systems to a new building while completing construction at 745 Seventh Avenue NYC.

 

John also served as Senior Project Manager at Goldman Sachs where his responsibilities included design, development, and implementation of strategic technology projects by assembling teams, securing business buy-in, developing and managing project plans, and assisting with the development of a PMO office. During this time, he became project lead for the Goldman Sachs disaster recovery center. As a partner with Core Technology Partners LLC; John was responsible for the development of a Market Data Services practice. Prior to Core, John took on ING-Barings / Furman Selz, where his leadership and expertise were instrumental in a successful $50 million relocation project of 1,500 traders from three different locations to Park Avenue Plaza, NY.

 

Previously, John held the position of Manager of Market Data Operations at Morgan Stanley, Dean Witter & Co. NY, where his duties included providing strategic direction for the department and its Equities and Fixed Income customers while maintaining relationships with all global business and IT unit. At ADP- Global Treasury Information Services, John served as senior project manager where he was responsible for account management, service, and product enhancements for the global page and record-based Market Data Feeds (GTIS). 

 

Additionally, John provided specialized training and support for Reuters America brokerage clients in support of Quotron Advantage AE. Previously John had brokered non-dollar REPO trades for Prebon Yamane USA, where he sat on the Emerging Markets Desk confirming daily trades in excess of $100MM. Earlier, John was responsible for the privatized work in a cash-flow utilization stock analytics system. This 2-year project challenged him on fundamentals of securities and the statistical interpretations of performance in relation to their industries. Prior to his entrance to the financial services arena, John was a junior executive merchandising manager for JC Penney’s where he managed and operated $3- and $5 million-dollar department businesses.

 

John has a Bachelor of Science degree in Marketing from Long Island University-C.W. Post He is a proud father of four children and is a semi-professional photographer.

Home: About Me

Resume/CV

SENIOR EXECUTIVE WITH A SUCCESSFUL TRACK RECORD OF DELIVERING PROFIT-DRIVEN, INNOVATIVE TECHNOLOGY SOLUTIONS TO FORTUNE 500 CLIENTELE

Top-producing senior operations and sales executive with board level experience within global organizations driving company growth through identification of multi-million-dollar sales opportunities, product development, cost control and building strategic alliances that lead to long lasting retention business. Proven record of marketing success from edge to data center to cloud (SaaS, IaaS, and PaaS) technologies with intelligent process automation and RPA solutions.

 

Accomplished in managing corporate relocations and coordinating large complex trading floor implementations on a global scale. Instrumental in achieving significant cost reductions and revenue/profit improvements through re-engineering efforts, leadership and building high performing teams.

  • Exponential Revenue Growth – Expanded U.S. operations into new market sectors achieving a 300% increase in revenues with an average of 28% gross profit margin over a 5-year period.

  • Process Improvements and Cost Containment – Built all department processes from the ground up to create a more predictable and manageable holistic business operation leading to improved sales efficiencies that helped increase customer account acquisitions over 33% on average.

  • Product Development – Designed a multimillion-dollar hardware solution for the largest government command & control center, negotiating that product and production development be paid for by customer, which drove $15MM in sales, as well as creating additional sales opportunities in other defense agencies.

Leadership Qualities That Create Sustainable Growth

• Team Building and Leadership       • Strategic Alliances and Partnership     • Vendor & Contract Negotiations

• Financial Management/Optimization     • Program Office Management     • Asset Management

• Business & Market Expansion     • Strategic Planning     • IT Strategy & Execution

• Business Continuity Planning     • Enterprise IT Systems     • Profit & Loss Management

• Problem Resolution     • Product Strategy    • Sales Management    • Solution Selling

A Career as Chief Operating Officer, Global Partnership Builder, and Sales Executive


Tungsten Automation - formerly KOFAX. New York N.Y. (2023 - present)

DIRECTOR OF SALES - responsible for driving revenue growth directly/indirectly within the Federal Sector. Managing a sales team and reporting on all sales goal attainments. Focused on defining and executing a rebuilding strategy for Tungsten Automation with U.S. Federal Government.  It is a combination of business development, sales leadership, and selling with a focus on quickly building pipelines and delivering significant incremental license revenue.  Curator of the FedRAMP process and pricing. 

  • Develop and drive go-to-market planning for Federal sector (Civilian & DoD).

  • Forecast and manage sales pipeline within SFDC & Clari to meet all revenue targets and company goals.

  • Strong collaboration with diverse global teams (Sales, Support, Marketing, Channel Partners). 

  • Implementing new selling methods to include consultative sales approach with cohesive messaging. 


KRYON SYSTEMS (now Nintex). New York N.Y. (2020 - 2023)

DIRECTOR OF SALES - North America for an Israeli based start-up; responsible for enterprise sales in end-to-end process intelligence and workflow automation in North America. Working mid to C-level management relationships across the both commercial & federal space, seeking to implement improved operational efficiencies through robotic process automation (RPA) and Intelligent Process Automation both on-prem and cloud (SaaS, FCaaS).

  • Drove go-to-market planning for enterprise customers across all routes to market.

  • Grew RPA average deal size within Public Sector by 18% in 2022 and realized 16% MRR average improvement.

  • Built and maintained relationships with customers understanding their business objectives and needs.

  • Drove cross-functional cloud strategies where automation and integration are core to powering connected experiences using low-code / no-code solutions.

  • Successful track record in forecasting and managing sales pipeline within SFDC to meet quarterly revenue targets and company goals.

  • Strong collaboration with diverse global teams (Sales, Support, Marketing, Channel Partners) to improve NPS, remove & report blockers, and create a seamless and consistent customer experience.

  • Developed the Nintex/Kryon brand, working closely with Marketing and PR stakeholders across the region.

 

DELL TECHNOLOGIES., New York, N.Y. (2019 to 2020)

ACCOUNT EXECUTIVE - Leading top Tier1 Commercial accounts with sales over $95 million in revenue driving expansion across the accounts and developing relationships with end-users to CIO/CXO leadership. Overachieved 141% of FY21 Target in data center infrastructure & server hardware, multi-cloud service solutions and end user products.

  • Managed named accounts, territory & account planning, business development and cross-functional resources working with a highly skilled core team, virtual specialist teams and channel partners.

  • Provided sales leadership and experience on large complex sales opportunities representing the entire Dell portfolio with emphasis on enterprise technology sales (IaaS, SaaS, PaaS).

  • Sold complex technical products with focus on selling complete system solutions such as end user computing, network storage, servers, data center infrastructure and managed services: Pivotal, VMware, Boomi, SecureWorks, RSA, and Virtustream.

AMULET HOTKEY INC., New York, N.Y. (2004 to 2019)

CHIEF OPERATING OFFICER / SALES DIRECTOR/TREASURER

Senior officer, board member and head of U.S. Sales, responsible for establishing a U.S. presence in New York. Amulet was a start-up technology manufacturer and Dell Technologies vested strategic OEM Partner, specializing in KVM, PCoIP, and GPU enabled VDI remote workstation solutions (PCaaS) for Financial Services, Media & Entertainment, and Federal sectors & more.

  • Secured a $10,000 investment and organically grew company to $25MM+ revenues within 10 years.

  • Built a board approved 5-year business and marketing plan which led to an above-target achievement of 300%.

  • Established a channel business with 26+ channel partners by creating and leading an enablement program in NA.

  • Trusted advisor to >60 global companies seeking to deploy enterprise remote computing solutions.

  • Assumed line management responsibilities overseeing multiple departments including Operations, Sales, Accounting, Customer Service, Engineering, and HR

  • Held full P&L responsibility, providing financial projections, spearheaded expense control initiatives and managed inventory, supply chain logistics, resource planning, compliance, and corporate policy to ISO9001.

  • Served as Principal IT Consultant & Program Manager to drive smooth business process integration during rollouts, upgrades, and technology refresh projects such accounts: BNY Mellon, RBC Capital Markets, Wells Fargo, SAC Capital, HSBC Bank, Morgan Stanley, Goldman Sachs, BNP Paribas, National Bank of Canada, Disney Animation Studios, Take Two Interactive, Electronic Arts, Tennis Channel, Country Music Television, MTV Networks, Corus Entertainment, Deluxe, Moving Picture Company, Technicolor, CNBC, High5Games, StereoD.

  • Founded and managed a sales support workgroup called The Lighthouse Group that focused on providing sales leadership and business relationship development best practice sharing across multiple markets.

 

ADVANTAGE SOLUTIONS, INC., Woodbridge, N.J. (1998 to 2004)

PRESIDENT/FOUNDER

Founded a business management and IT consulting practice focused on contracts in support of PMO, project management (PMBOK), process re-engineering, infrastructure implementation, compliance validation, trading floor buildouts and relocations and other high-level projects.

  • Managed process re-engineering projects to improve and consolidate end-to-end services.

  • Saved banking clients millions of dollars annually running optimization analysis of all market data subscriptions.

  • Oversaw integration technology solutions by leading developers, testers, and quality gate committees.

  • Member of the PMO advisory council that set project priorities based on expected benefits, alignment with company strategy, and resource allocation.

  • Identified business change impacts and potential project crossover.

  • Resolved competing initiative situations via fair, diligent negotiations with all parties.

  • List of ASI contracts:

 

AMULET HOTKEY, LTD., Heathfield, United Kingdom (5/03 - 9/04)
Vice President, Operations responsible for product development, business development and systems integration.  Established and incorporated the U.S. Operation of this British-based electronics manufacturer.
NEW JERSEY BUILDING LABORERS, Jamesburg, N.J. (2/03 – 6/03)

Technology Architect responsible for the design and implementation of a computer hardware and software training curriculum for a $50 Million Computer Services Company, LIUNA—the Laborers’ International Union of North America

INTEGRATED FINANCIAL LTD., New York, N.Y. (8/02 -2/03)
Project Manager overseeing a multimillion-dollar trading floor build-out effort for a startup hedge fund group. Managed the design, implementation and support of proprietary risk management platform and applications.

LEHMAN BROTHERS, New York, N.Y. (11/01-5/02)
Project Manager responsible for a $2.2MM relocation service effort for Compucom and a trading floor build out of 1,400 positions and deployment of over $500MM in equipment & technology.  Successfully relocated 5,000 Lehman Brothers employees and their IT systems after their displacement post 9/11.

GOLDMAN SACHS & CO., INC., New York, N.Y. (8/00 – 11/01)
Project Lead, Market Data Services Program Management managing multiple strategic projects such as Business Continuity Planning, Decimalization Conversion, NYSE Audit Proceedings, Steampipe Explosion Recovery, Market Data Cost Avoidance, 30 Hudson Jersey City Building Project.

CORE TECHNOLOGY PARTNERS LLC, New York, N.Y. (5/99 – 7/00)
Senior Manager - Market Data Services equity stakeholder in a start-up consulting firm and built out the New York offices identifying consulting opportunities that contributed to over $1.5MM in revenues in the first year. 

ING-BARINGS LTD., New York, N.Y. (8/98 to 3/99)
Project Manager - Applications Migration expert contracted to lead the Park Avenue Plaza IT Implementation & Relocation Project. Coordinated the move of 1,500 business unit personnel (Trading and Non-Trading). 

MORGAN STANLEY, DEAN WITTER, DISCOVER & CO. INC., New York, N.Y.  (1996 to 1998)

MANAGER, MARKET DATA OPERATIONS

Managed the Market Data Operations group for North America, providing second and third level support across all business units.  Provided both strategic and tactical direction for the department and major firm-wide IT projects.

 

ADP - GLOBAL TREASURY INFORMATION SERVICES, INC., New York, N.Y.  (1995 to 1996)

PROJECT MANAGER/FEED PRODUCT SPECIALIST

Responsible for the page and record-based market data feed products globally. Oversaw account management, troubleshooting and product enhancements.

 

REUTERS AMERICA INC., New York, N.Y.  (1994 to 1995)

FINANCIAL SERVICES SPECIALIST

Provided training and support nationally to brokerage clients on-site. Clients included Traders, Fund Managers, and Fixed Income Brokers.

 

CASH FLOW ANALYTICS, INC., Warren, N.J. (1992 to 1994)

INVESTMENT RESEARCH ANALYST & DATABASE MANAGER

Developed a stock trading system utilizing cash flow methodologies. Collaborated with partners to research, program and test system. Obtained a copyright for 200 pages of PAL coding and advanced mathematics.

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Education

September 1986 - May 1988

Long Island University -C.W. Post Campus

Bachelor of Science - Marketing

September 2003 - May 2005

Fordham University

Management Major College of Business Administration

September 1979 - June 2003

La Salle Military Academy

Academic Diploma / JROTC Military Science

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Honors & Memberships

Social, Professional, and Historical Organizations

Congressman Thomas J. Downey Citizenship Award

New York State Military Commendation Medal

New York State Military Defense of Liberty Medal World Trade Center – 9/11

AFCEA Board Member, New Yok Founders chapter

SIIA Financial Information Services Division (FISD)

IEEE – Institute of Electrical and Electronics Engineers, New York chapter member

Lighthouse Forum, Founder New York chapter

Society of The Cincinnati – New Jersey chapter

Sons of the Revolution – New York chapter

Society of the War of 1812

The Veteran Corps of Artillery of the State of New York, Rank: 2nd Lieutenant, OIC Information Management

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Spanish Fluency

Raising the Bar

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Office with a View

"The beginning is the most important part of the work"

Plato

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