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Click here or scroll down to respond to this candidateCandidate's Name
Consultant, High-End Sales Representative, Securities ExpertFinancial Research Specialties: Equity, Fixed Income, Energy, and Foreign Exchange MarketsPHONE NUMBER AVAILABLE EMAIL AVAILABLEWork ExperiencePresident and Co-Founder 2017 - PresentSports Engineering, Inc Remote Lead fundraising efforts resulting in approximately $2MM of outside investment to-date Lead pursuit of joint ventures, resulting in signed NDAs and ongoing discussions with several worldwide footwear manufacturers Coordinate with the technology transfer department of a major research university to develop suite of product patents owned by the company Work directly with VCs and Private Equity to secure long-term funding and/or outright sale Research Director, Portfolio Manager & Trader 2003 - 2020 Ultimate Tier Advisors, LLC Dallas, TX Monitored and evaluated complex financial developments across industry and securities markets Lead the creation of investment strategies that grew managed portfolio from $85MM to $300MM Traded high-yield municipal bonds, corporate bonds, and individual stocks through critical analysis of capital markets Implemented long- and short-term income producing investment strategies for clients Consulted with Family Offices and Hedge Funds, with focus on client service and portfolio success Senior Vice President 2000 - 2002Prudential Financial Plano, TX Managed customer accounts totaling $400MM in assets Lead strategist for all managed portfolio trading and investment decisions Senior Vice President 1998 - 2000RBC Dain Rauscher Plano, TX Managed $200MM in customer assets, with a focus on diversified fixed income and municipal bonds (both taxable and tax exempt) Sourced two investment banking transactions worth over $1.2B combined Ranked #12 revenue generator in the country out of 1200 registered agents Senior Vice President 1992 - 1996Paine Webber New York, NY Member of DIAG Institutional Sales Group Developed fixed income trading and sales strategies for insurance companies, hedge funds, and family officesManaging Director 1984 - 1992Bear Stearns & Co. New York, NY Managed and lead a team of 50+ integrated, cross-functional, and geographically dispersed salespeople Worked with insurance companies, hedge funds, family offices, municipalities and public companies Provided fixed income sales and trading strategies Managed research for approximately $200MM customer accounts Other Skills Private equity High-yield Bloomberg terminal and professional trading SME Stock market and corporate research Municipal bondsEducationBachelor of Science: Economics, Monetary Theory & Public Finance 1979 Fairleigh Dickinson University Madison, NJ Honors seminar Advanced Microeconomic Theory |
