ALFRED PORTERFIELD
Katonah,USA
Summary
Business leader with over 20 years of experience in trading, analysis, and operations management. Proven track record in strategic planning and change management, successfully aligning organizational goals with market demands. Expertise includes trading, investment banking, derivatives, hedge funds, and regulatory compliance for RIAs and broker-dealers.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Operations Manager/IB Principal
Collage Venture Partners, LLC
Miami, Florida
03.2023 - Current
- Reviewed healthcare deals to ensure comprehensive completion of due diligence.
- Coordinated with CEO and CCO to enforce KYC compliance for investors.
- Served as member of risk committee to manage firm and industry exposure.
- Evaluated marketing and investment materials for accuracy and relevance.
- Allocated resources strategically to enhance project execution and achieve team objectives.
Trading/Portfolio Manager/Partner
Precision Global Capital Management
New York, NY
02.2020 - 03.2023
- Monitored investments and managed portfolio performance through regular reviews and risk identification.
- Conducted operational activities including trade settlements and risk analysis to ensure compliance.
- Developed and maintained relation
- Developed and maintained relationships with various types of technology-oriented investors.
- Performed market research and analyzed macroeconomic factors impacting investment decisions.
COO/Investment Banking Principal/Trading
CIM Securities, LLC
Centennial, CO
08.2018 - 07.2021
- Oversaw implementation of operational strategy across multiple departments to enhance efficiency.
- Negotiated contracts with business partners, clients, and vendors, achieving savings exceeding $200,000.
- Developed quarterly business plans for comprehensive evaluation of cost projections.
- Executed customer trades adhering to best execution parameters.
Director Institutional Sales
Suntrust Robinson Humphrey
New York, NY
04.2015 - 06.2016
- Generated $1 million in additional division revenue within six months.
- Engaged with existing customers and prospects to assess needs and recommend solutions.
- Facilitated business development by leveraging networking and relationship-building skills.
Institutional Derivative Sales
Cowen
New York, NY
07.2014 - 03.2015
- Generated over $1 million in new revenue through strategic relationship building.
- Tailored sales strategies to meet diverse client needs, enhancing effectiveness.
- Developed protocols to improve collaboration between research and sales teams.
Senior Trader
Everpoint Asset Management
New York, NY
03.2007 - 07.2014
- Reviewed, analyzed, and executed trading strategies for up to 5 investment teams in equities, derivatives, fixed income and currency transactions.
- Structured and managed profitable derivative programs to achieve portfolio manager's expectations.
- Generated approximately 10% of teams' revenues each year through creative trading strategies and organic investment ideas.
- Enhanced P&L through proper algorithm analysis by discussing with various brokers how to optimize performance.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports, and offering comprehensive evaluations.
Head of Trading/Partner/Analyst
Rock Crest/Heirloom Capital
Greenwich, CT
02.2005 - 06.2006
- Conducted bottom-up financial analysis to generate investment ideas in equities and derivatives.
- Cultivated relationships with sell-side traders and institutional sales to advance firm interests.
- Reviewed brokers and algorithm products quarterly to refine investment strategies.
- Collaborated with prime brokers and capital introduction teams to raise capital.
- Analyzed market trends and developed strategies to leverage emerging opportunities.
Trader
Andor Capital Management
Stamford, CT
01.2002 - 01.2005
- Responsible for trading coverage of the hardware and semiconductor teams.
- Executed trades within hardware and semiconductor areas with technology vertical.
- Managed relationships with brokers and algorithm providers in line with the firm's best execution strategy.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Conducted day-day-day duties accurately and efficiently.
Education
Bachelor of Science - Finance
Fordham University
Skills
- Trading and strategy development
- Planning and execution
- Investment banking
- Risk and compliance management
- Operations oversight
- Business development
- Contract negotiation
- Financial analysis
- Cost reduction strategies
- Capital raising
- Performance monitoring
- Business administration
- Critical thinking skills
- Team building
- Fundamental analysis techniques
- Options trading strategies
- Technical analysis expertise
- Algorithmic trading
Certification
- Series 7
- Series 24
- Series 63
- Series 79
Timeline
Operations Manager/IB Principal
Collage Venture Partners, LLC
03.2023 - Current
Trading/Portfolio Manager/Partner
Precision Global Capital Management
02.2020 - 03.2023
COO/Investment Banking Principal/Trading
CIM Securities, LLC
08.2018 - 07.2021
Director Institutional Sales
Suntrust Robinson Humphrey
04.2015 - 06.2016
Institutional Derivative Sales
Cowen
07.2014 - 03.2015
Senior Trader
Everpoint Asset Management
03.2007 - 07.2014
Head of Trading/Partner/Analyst
Rock Crest/Heirloom Capital
02.2005 - 06.2006
Trader
Andor Capital Management
01.2002 - 01.2005
Bachelor of Science - Finance
Fordham University
Similar Profiles
Caitlin GockelCaitlin Gockel
Physical Therapist at Collage Rehabilitation PartnersPhysical Therapist at Collage Rehabilitation Partners
Michael BurnsMichael Burns
Nurse Practitioner at Collage Rehabilitation Partners (ReMed)Nurse Practitioner at Collage Rehabilitation Partners (ReMed)
Karmietta RobinsonKarmietta Robinson
Licensed Practical Nurse at Collage Rehab PartnersLicensed Practical Nurse at Collage Rehab Partners
JANE SIMSJANE SIMS
HEALTH, MEDICAL, TECHNICAL WRITER at Jane Sims ConsultingHEALTH, MEDICAL, TECHNICAL WRITER at Jane Sims Consulting
Shelby TraubShelby Traub
Lead Teacher in the Therapeutic Learning Center at Harrison High SchoolLead Teacher in the Therapeutic Learning Center at Harrison High School