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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE (cell)EMAIL AVAILABLELINKEDIN LINK AVAILABLESUMMARYSenior investment management professional with comprehensive experience among global banks and alternative managers. Possess a diverse blend of capital market, marketing, and trading proficiency combined with broad financial product expertise in a wide range of investment products and strategies. Cultivated significant client relationships in both the traditional and alternative investment spheres throughout my career.SKILLS Alternative Investment Fundraising and Marketing Client Relationship Management and Retention New Business Development Consultative Sales and Customized Client Solutions Expertise in Investment Products and Strategies Across Risk Classes Fixed Income Derivatives Trading Credit/RatesPROFESSIONAL EXPERIENCE2009- Present Consultant Tampa, FLMarketing & FundraisingHired as an independent consultant by hedge funds and investment managers to raise capital and diversify clients investor base. Primary focus is engendering investor interest and face-to-face meetings as well as creating marketing materials and enhancing investor relations functions. Investors include private banks, public funds, investment advisors, endowments, foundations, pensions, and family offices. 2006-2008 Kore Advisors LP New York, NYDirector of Marketing & Client RelationsHired in 2006 to facilitate the expansion of a fixed income relative value hedge fund. Responsibilities encompassed all marketing aspects of the fund fundraising, investor presentations, formation of marketing materials, and fund documentation in addition to assisting in the oversight of the funds service providers. 2005-2006 AIG Financial Products Wilton, CTManaging DirectorSenior relationship manager for hedge fund clients; primarily focused on structured solutions ranging from credit intermediation vehicles to strategic investment products. Assessed clients performance metrics, monitored investment strategies, and analyzed risk profiles.2000-2005 Morgan Stanley New York, NYExecutive DirectorFrom 2002 to 2005, transitioned to a senior relationship management role. Marketed the firms products and services to hedge funds including the structuring of complex, customized financing solutions for these accounts.From 2000 to 2002, was a member of Morgan Stanleys fixed income derivative products group and Product Manager for OTC Derivative Products and Structured Notes.1998-2000 III Associates LP New York, NYMarketer/StructurerStructured solutions for III Associates trading advisor to the III Funds, a $3bn hedge fund, activities included structuring alternative funding sources for the III funds and the creation of a tax-efficient offshore reinsurance entity for the funds investors. 1993-1998 Deutsche Bank AG New York, NYDirectorFrom 1995 to 1998, was a senior member of the Global Relative Value Group that marketed securities, OTC instruments, and specialized financial products to hedge funds.From 1993 to 1995, founded the Structured Products Group and managed the Corporate Bond Department for Deutsche Bank when it expanded its investment banking and securities trading platform.1991-1993 Credit Suisse New York, NYVice PresidentMember of Credit Suisse Financial Products (CSFP), the derivative product arm of Credit Suisse. Responsibilities were primarily in the Structured Asset business; a group that created, then marketed and traded structured securities for both Credit Suisse and First Boston.1981-1988 Salomon Brothers Inc New York, NYVice PresidentFounding member of Salomons interest rate swap desk. One of three traders responsible for customer flow trading of Salomons USD interest rate derivative portfolio.EDUCATIONMay 1981 University of Pennsylvania Philadelphia, PA Bachelor of Science in EconomicsThe Wharton School of Business AFFILIATIONAmputee Coalition of America Senior Advisor |
