Coleman Research is thrilled to welcome on board, Jimmy Suppelsa, the Global Head of Business Development for Coleman Research. With over 25 years of experience in product and business development roles, Jimmy is well-positioned to lead Coleman’s sales function, with a significant focus on bringing Coleman’s recently launched SaaS product to the forefront of the investment community.
Jimmy ‘s expertise is defined by both his career in building data, analytics and software solutions for buy-side and sell-side firms and his education as a Chartered Financial Analyst (CFA) and Bachelor’s degree in Finance and Management Information Systems from Boston College. Jimmy’s focus will be to work to connect Coleman’s extensive community of end users with a growing number of research analysts on a single platform.
Coleman Exchange (CX) is a cloud-based Compliance software platform that helps users manage the compliance and operational pain points of phone-based research. Whether calling experts or other research providers, phone-based research is still a highly valuable part of the research process for anyone doing research. CX is a Research Project Management workflow solution that saves time for analysts/associates and gives CCO and COO the tools they need for phone interaction tracking and compliance.
“Phone-based research is on the rise, whether it’s talking to more Expert Networks or talking to more Independent Researcher Providers, Analysts spend more time than ever doing phone-based research. Due to the continued growth of phone-based research being done within research departments, investors around the world are asking for more tools to help Compliance and Operations in streamlining these inefficiencies,” said Jimmy. “The launch of Coleman Exchange comes at the perfect time to address the growing market’s needs.”
Jimmy brings an entrepreneurial mindset with high growth experience. He held several executive roles at FactSet during a period when the company grew from 50 employees to 9,000. Most recently, Jimmy was COO for Best Credit Data, a FinTech startup focused on fixed income pricing and bond analytics.
This recent appointed reflects the continued development of Coleman’s executive team and signals the firm’s commitment to expanding its global reach to meet the growing demand for industry expertise as well as the tools to help their clients manage their research and expert engagements.