Susan Holgate
Private Equity Investor at Bendigo Partners LLC
Profile
Ms. Holgate is Partner at Bendigo Partners LLC.
Prior to that she has 20-year financial services career began when she helped to write the initial business plan of the global institutional brokerage firm, TIR Securities, where she also developed TIR’s legal and operational framework, launched their sales and marketing initiatives, and developed the firm’s global administration policies.
She went on to become head of TIR’s Global Sales and Marketing Team and a member of their Global Executive Committee, spearheading the building of TIR to 350 institutional clients, generating $140 million in commissions.
When TIR was acquired by E*TRADE Financial in 2000, Susan retained her TIR accounts, while co-managing the E*TRADE Institutional Brokerage Group.
As Vice President and Managing Director of that group, Susan managed 160 professionals who serviced 400 institutional clients generating $200 million in commissions annually.
At ETRADE, Susan played an instrumental role in various acquisitions for the institutional group, including companies in Canada and France.
Ms. Holgate has in depth-experience in turnaround situations and rapid-growth business expansions, as well as a deep track record of producing sustained revenue and growth, while streamlining operations and enhancing profit performance.
Her Board seats include The Tibet Fund, of which she’s also the Treasurer.
Susan Holgate active positions
Companies | Position | Start |
---|---|---|
Bendigo Partners LLC
Bendigo Partners LLC Investment ManagersFinance Bendigo Partners LLC (Bendigo partners) is a private equity firm founded in 2008 by Jarrett Lilien. The firm is headquartered in New York. | Private Equity Investor | 10/01/2008 |
Former positions of Susan Holgate
Companies | Position | End |
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E*TRADE Financial LLC
E*TRADE Financial LLC Investment Banks/BrokersFinance Part of Morgan Stanley, E * TRADE Financial LLC is a company that helps individuals invest and achieve their lifelong dreams. The company is based in Arlington, VA. The company's focus is on empowering their clients to start investing and stop waiting. | Director/Board Member | 31/12/2007 |
Mission Markets, Inc.
Mission Markets, Inc. Packaged SoftwareTechnology Services Mission Markets, Inc. operates as a financial technology company. The firm operates a capital marketplace and a community network for the growing impact and sustainable investing markets for investors. Its services include market intelligence, research, market data, and company research. The company was founded by Michael van Patten in 2008 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Susan Holgate
St. Lawrence University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Mission Markets, Inc.
Mission Markets, Inc. Packaged SoftwareTechnology Services Mission Markets, Inc. operates as a financial technology company. The firm operates a capital marketplace and a community network for the growing impact and sustainable investing markets for investors. Its services include market intelligence, research, market data, and company research. The company was founded by Michael van Patten in 2008 and is headquartered in New York, NY. | Technology Services |
Bendigo Partners LLC
Bendigo Partners LLC Investment ManagersFinance Bendigo Partners LLC (Bendigo partners) is a private equity firm founded in 2008 by Jarrett Lilien. The firm is headquartered in New York. | Finance |
E*TRADE Financial LLC
E*TRADE Financial LLC Investment Banks/BrokersFinance Part of Morgan Stanley, E * TRADE Financial LLC is a company that helps individuals invest and achieve their lifelong dreams. The company is based in Arlington, VA. The company's focus is on empowering their clients to start investing and stop waiting. | Finance |
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