Alan Polo was appointed Managing Director, Global Head of Account Management at Enfusion in January 2021 to lead, grow and develop Enfusion’s global team of Account Managers and Technical Account Managers. Alan’s team represents the Voice of the Client internally and ensures consistent delivery of an exceptional client experience. As needed, his team brings the full resources of the firm to bear for Enfusion clients, meeting and exceeding their daily and long-term strategic needs.
Alan has spent more than 20 years in the financial services industry with a focus on electronic trading, trading analytics, market structure and OEMS sales. Prior to joining Enfusion, Alan was Director of Global Electronic Sales & Trading at Sanford Bernstein, where he cared for the equity trading needs of institutional asset managers and hedge funds.
Previously, Alan was a Managing Director, in the Global Electronic Sales and Trading team at ITG and a Senior Vice President at Lehman Brothers in their Electronic Trading group. Earlier in his career he spent many years working for OEMS vendors such as LongView/LineData Systems and Merrin Financial/Macgregor Group. He started his career at Fidelity Investments as a settlements analyst on their equity trading desk in 1997.
Alan holds a bachelor’s degree in Finance and International Business from Northeastern University's D’Amore-McKim School of Business.