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Click here or scroll down to respond to this candidate Candidate's Name
Street Address Sea Cliff Avenue Home: PHONE NUMBER AVAILABLE
Sea Cliff, New York, Street Address EMAIL AVAILABLE Mobile: PHONE NUMBER AVAILABLE
FINANCIAL PRODUCT SALES
Sales Leader ( Series 7 & Street Address ( Client Relationships ( Financial
Services Products
Corporate Bonds ( Cross-Currency Sales ( Domestic/Foreign Sales
( Trainer/Mentor
Timely Trades ( Negotiations ( Cross-Selling ( Financial
Institutions ( P&L Accountability
Financial Product Sales Professional with a successful 25 year track
record, working closely with key decision makers in major Domestic and
International Financial Institutions. Proven ability to manage a profit
center in high-pressure, fast-moving environments. Understands the need to
develop strong, long lasting relationships through regular communication
and delivering timely, as-promised results. Hardworking team player capable
of effectively utilizing sales and business development skills in a variety
of financial products or services.
PROFESSIONAL EXPERIENCE:
MURPHY & DURIEU New York, New York
(Full service Investment & Inter-Dealer Brokerage Firm, active in
global fixed income derivative and equity markets, acting as
principal/agent, facilitating transactions between investment bank and
broker dealers)
Corporate Bond Broker 2002 to present
Develop and implement marketing and relationship development
strategies to make corporate bond markets. Deliver timely execution
of customers' corporate bond orders, achieving best market price,
while providing liquidity and anonymity between buyers and sellers.
Manage a desk as an independent broker/profit center, negotiating
transactions with other brokers and broker groups. Negotiate
pricing based on current market and demand; track daily
transactions.
< Consistently generate annual sales ranking in top half of
brokers in office (20+ desks).
< Develop and maintain relationships with institutional bond
traders and fixed income traders at major institutions,
including Morgan Stanley, J.P. Morgan, Bank of America and
Goldman Sachs to encourage new business and expand opportunities
for future sales.
< Concentrate on bond markets for Banks and Financial
Institutions, Industrials, Pharmaceuticals, Energy REITS and
Home Builders.
< Interact with clients daily, meeting face-to-face at least
monthly.
EURO BROKERS New York, New York
(Domestic and international inter-dealer broker, functioning as an
intermediary, matching the trading needs of its institutional client
base, primarily comprised of banks, dealers, investment banks and
other financial institutions)
Corporate Bond Broker 1999 to 2002
Hired as part of corporate bond start-up team to take advantage of
established institutional relationships and contacts, as well as
proven ability to cold call institutional accounts. Provided timely
execution of customers' orders with the goal of getting them the
best price possible.
< Acquired Series 7 and Series 63 licenses to become registered
representative
< Traded high grade and high yield corporate bonds; presenting
trade ideas based on prevailing economic climate and projected
trends.
< Maintained daily blotter of all corporate bond activity;
maintained daily profit/loss statements.
< Stayed in daily contact with all customers on a daily basis;
entertained customers weekly.
< Acquired new accounts with Barclays, Deutsche Bank, and Goldman
Sachs.
Please turn to page two . . .
Candidate's Name page two
EURO BROKERS
Corporate Bond Broker (continued)
< Identified cross-selling opportunities with existing customers,
marketing other financial products.
< Served as marketing liaison between clients and agency,
overseeing various aspects of programs, including creative
development, production, customer service and analysis.
HARLOW MEYER SAVAGE New York, New York
(International Foreign Exchange Brokerage Company, acting as agent
facilitating currency transactions between banks and broker dealers)
Institutional Broker/Foreign Exchange Broker 1989 to 1999
Managed cross-currency desk, trading the German Mark vs. Japanese
Yen in a relationship-driven auction market. Personally responsible
for generating $1M+ in annual revenues working with high visibility
Japanese banks and insurance companies.
< Developed and maintained strong business relationships with
Chief Dealers and representatives from Goldman Sachs, Merrill
Lynch, Bank of New York, Citibank, Chase and broker dealers.
< Managed cross currency desk of 10 brokers; responsible for
profit and loss of desk currency positions.
< Recognized as top broker in charge of all Japanese accounts with
clients. including Mitsubishi Trust, Tokai Bank and Fuji Bank.
< Trained and supervised junior brokers.
Prior experience as a Statistician
for Moody's Investors Services for 2 years.
EDUCATION:
PROVIDENCE COLLEGE Providence, Rhode Island
Bachelor of Science, Business Administration Major - Management
1985
(Captain, Varsity Lacrosse Team)
CHAMINADE HIGH SCHOOL (Mineola, NY) 1981
Lacrosse Alumni Association
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