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Click here or scroll down to respond to this candidateCandidate's Name
New York Metro PHONE NUMBER AVAILABLE EMAIL AVAILABLE
SENIOR RELATIONSHIP & SALES MANAGER PRODUCT DEVELOPMENT Credit Solutions Sales Director & Senior Relationship Manager (SRM), possessing three decades+ of diversified Fixed Income product development, sales strategy, and global institutional client relationship cultivation acquired via dynamic career evolution commencing with global banking leaders Merrill Lynch & Goldman Sachs, and most recently fintech enterprises VCM Securities (Street Address -13) & DelphX Capital Markets (15-24). Team Culture builder with expertise in operationalizing, building & scaling the systems, people & products of innovative Financial Services/Fintech enterprises, mobilizing Executive teams & functions across tech, sales, marketing & operations. Career track record of Fixed Income sales & proprietary structured product solutions leadership advisory, cultivating & activating diverse Wall Street community network & stakeholder partnerships which amplify early-stage enterprise growth strategies, new business initiatives & market/product adoption. SELECT CAREER HIGHLIGHTS Delphx Capital Markets Credit Market Sales Advisor & Relationship Manager (Street Address - 24): Revolutionized credit sales via the introduction of innovative, proprietary structured product solutions for the fixed income market; introduced 30+ new global institutional relationships & enhanced market presence DelphX Capital Markets, Advisory Board Assembly & Leadership (Street Address -24): Pioneered co.s inaugural Advisory Board, comprised of Wall Street Fixed Income/Credit Leaders to consult on product growth/launch roadmap VCM Securities SVP (Street Address -13), FinTech Fixed Income Sales & Product Development Leadership Built & scaled FinTech startups Electronic Corporate Bond Trading division, developing & executing platform ops & go-to-market client sales strategy for the first session-based, electronic bulk bond execution alternative trading system (ATS) Early Career Vice President, Fixed Income Trading (83-04): Merrill Lynch (83-98), Spear Leeds & Kellogg (98-01), Goldman Sachs (01-04) Credit Dealer Sales (05-10): FTN Financial (05-07), Amherst Securities (07-10) Diverse Wall Street Stakeholder & Client Relationship Network: Institutional Asset Managers, Global/Regional Banks & Broker Dealers, Investment Managers, Hedge funds, Insurance Co. PROFESSIONAL EXPERIENCEDELPHX CAPITAL MARKETS New York, NY(TSXV: DELX) (OTCQB: DPXCF): Fintech company providing innovative alternatives & new classes of structured product for the fixed income market, via special purpose vehicle Quantem & broker-dealer DelphX Services. Managing Director, Credit Sales 2015 - 2024Role Scope: Credit Market Sales Advisor & Relationship Manager, applying deep fixed income product & services acumen & leveraging global institutional client network relationships to introduce & advance DelphX Capital Markets Collateralized put options (CPOs) & Credit Risk Notes (CRNs) proprietary product solutions to credit market. Successfully introduced 30+ new Global Institutional Account relationships to DelphX during tenure (Buy side/Sell Side Asset managers, Hedge funds, Insurance Co./Family offices) o Spearheaded rigorous target client review, competitor assessment & client segmentation process to determine DelphXs comprehensive sales & client relationship management strategy o Proposed to DelphX's senior leadership team an exclusive product pilot program to attract & target client account partnerso Guided complex fixed-income sales product strategy to mitigate client credit risk, potential losses and safeguard investments Developed, assembled & launched DelphX Capital Markets Advisory Board, comprised of Wall Street Fixed Income/Credit Leaders to advise on the company's credit risk product solution launch for CPO/CRNs CLASON POINT CONSULTING Managing Member New York Metro 2014 - 2024 Role Scope: Founder & Managing Member of fixed income market advisory services & e-trading activities spanning: Innovative structured products development & credit market offerings; Product growth roadmap & credit market sales strategy; Wall Street industry network activation, engagement & independent Advisory Board formation; Global institutional client relationship management services; and Founder/Executive Management team strategic planning. VCM SECURITIES Securities subsidiary of Vyapar Capital Market Partners New York, NY Senior Vice President (SVP), Head of Electronic Corporate Bond Trading 2010 - 2013 Role Scope: Reporting to VCM Securities Founder/CEO & recruited to Head Electronic Corporate Bond Trading division. Joined 60+ person securities subsidiary start-up of Vyapar Capital Market Partners in 2010 as an integral Management team member, launching full operation of a revolutionary electronic, bond bulk execution platform. Co. closed business operations in fall 13, however session-based trading technology (Swarms) remains industry best practice today. Spearheaded build & launch of the first session-based, electronic bulk bond execution alternative trading system(ATS), including formation & scaling of platform operations & the conceptual, innovative algorithmic risk system Steered distribution channel sales/marketing team strategy formation & deployment, as well as assembly, hiring, coaching & development of US sales team from 2-to-6 members to effectively target & drive market penetration Expanded Institutional client portfolio growth +200% to 50 broker-dealers & asset managers (i.e., Goldman Sach, Deutsche Bank, JPMorgan, Credit Suisse) Established the company's first central limit order book, facilitating improved price discovery and order matching, resulting in equalizing of the market landscape & increased market transparency and liquidity. AMHERST SECURITIES Vice President (VP), Credit Dealer Sales New York, NY 2007 - 2010 Role Scope: Directed wholesale distribution of Mortgage-Backed Securities (MBS), as well as US Agency Backed Securities & Private Label Securities for vertically integrated real estate investment, development & operating platform leveraging its proprietary technology to create innovative, disruptive solutions across the real estate ecosystem. FTN FINANCIAL GROUP Vice President (VP), Credit Dealer Sales New York, NY 2005 - 2007 Role Scope: FTN acquired assets & operations of the fixed-income business of Spear, Leeds & Kellogg, a division of Goldman Sachs & Co. in Nov. 2004, to drive the expansion of its customer base for its sale of municipal securities. As Credit Dealer Sales VP, activated & expanded regional dealer network sales to leading financial institutions, steering the advancement & distribution of corporate bonds (high yield and investment grade) as well as structured notes. GOLDMAN SACHS SPEAR, LEEDS & KELLOGG Vice President (VP), Fixed Income Trading 1998 - 2004 Role Scope: Goldman Sachs acquired Spear, Leeds & Kellogg in 00 for $6.5BN+ to become a leading market maker of equities & options in US marketplace. As a GS Credit Trader, directed trading of corporate investment grade bonds, reset notes & floating rate notes. At legacy firm Spear, Leeds & Kellogg (98-01), traded Investment-grade corporate bonds(fixed and floating rate notes) & headed syndicate bond effort & trading of commercial paper and corporate reset notes. MERRILL LYNCH Vice President (VP), Fixed Income Trading New York, NY 1983 - 1998 Role Scope: Recognized over 15+ year tenure with expansive trading roles across credit product suite including but not limited to retail corporate investment grade bonds, institutional zero coupon & sinking fund bonds, retail Yankee/Canadian & Euro bonds. Additionally, forged strategic internal revenue-producing partnerships with middle markets sales & trading/structured investments group (SIG) to activate & maximize multi-trader/multi-security transactions & extra cross-selling credit solutions, resulting in 25% increase in the secondary corporate business. INDUSTRY LEADERSHIP & ENGAGEMENT Monmouth University (January 2020): Guest Industry Speaker, The Evolution of Bond Trading for Finance & Economics club Merrill Lynch NY Alumni Reunion Events Leadership (2010, 2019): Led planning, communications outreach & execution for 2010 NY Corporate HQs Alumni Fixed Income Trading & Sales divisional employees (200+ attendees), which expanded to 350+ (Fixed Income, Munis, Equities) attendees in 19 reunion |
