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Click here or scroll down to respond to this candidateCandidate's Name
9 Park Place Unit B - Princeton, NJ Street Address
Cell: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEI feel that my background has provided me with some distinct experience, having worked at some large multinational companies and some smaller regional firms. Importantly, I think that this broad range of exposure has been a significant factor in helping to diversify my skill set. With that said, I believe that relationship management and product development have been two of my consistent strengths throughout my career and I am interested in continuing to seek out new roles that require me to utilize these skills and encourage me to leverage the relationships that I have worked diligently to establish up until now.Experience:KUD International LLC., Los Angeles, California 2013 - PresentBusiness Development GroupMember of investment team responsible for developing the feasibility study, investor package and capital raise strategy for one of the largest proposed public-private research parks in the United States.AVR Asset Management, LLC., New York, New York 2010 2013Equity AnalystResponsible for analyzing investment suitability of short to medium term trading ideas, new issuance, and event driven opportunities while taking into account fund objectives, portfolio holdings, and macroeconomic conditions for long/short equity hedge fund.Coordinator of hedge funds east coast sales and trading relationships. Responsible for correlating and monitoring data relevant to the funds commission management process.Fidelity Investments, New York, New York 2008 2010Institutional Equity Sales TraderStrategically collaborated with capital markets management team to help reestablish the firms New York trading presence and further cultivate institutional relationships and sector specific business development efforts.Worked closely with electronic sales, program trading and commission management groups to lever the firms resources and cross-product offerings to enhance full utilization of the capital markets platform by both new and existing clients.Teamed with the technology group to create daily spreadsheets coalescing information on internal liquidity flows to help identify sector trends and improve trading volumes on the firms equity desks.Established Master Limited Partnership trading strategy to serve as a base for product development efforts and a daily MLP trading note for distribution to sector focused clients.A.G. Edwards and Sons, Inc., New York, New York 1999 2008Institutional Equity Sales TraderProactively established and maintained relationships with institutional clients responsible for over 200% revenue growth for coverage regions with new accounts comprising of 70% of core client base.Managed daily trading order flow independently and in conjunction with buy side accounts based on agreed upon strategies and market conditions.Worked in conjunction with analysts and sales teams to provide pertinent research and value added information to clients.Helped manage the firms retail block trading desk working with investment advisors to develop appropriate trading strategies to help achieve investment objectives for High Net Worth investors and middle market clients.Established Master Limited Partnership trading strategy for firm and helped coordinate product development efforts of research, sales, banking and technology teams focused on the sector.Licenses: Series 7, Series 63, Series 55, Series 24Education: University of Michigan, Ann Arbor, Michigan April 1995Princeton Day School June 1991 |
