Sami Ghusein

At DFIN, I build enterprise relationships with asset managers, mutual fund complexes, insurers, alternative investment firms, and third-party administrators across the United States.

I lead complex SaaS and RegTech sales from executive discovery through implementation and account expansion, helping clients modernize regulatory reporting, customer communications, compliance workflows, and enterprise reporting. I closed a $1.2 million enterprise SaaS engagement and averaged approximately three new enterprise logos annually.

Before sales, I spent 13 years at First Trust Advisors, progressing to Vice President & Assistant Treasurer and directing regulatory, financial, shareholder, and board reporting. I also led the migration of more than 125 investment products to DFIN's ArcReporting platform.

My fund administration and treasury background lets me engage CEOs, CFOs, COOs, fund treasurers, compliance leaders, and technology executives as a trusted advisor who understands their operational and regulatory challenges firsthand.