Institutional Fixed Income Salesperson with 12 years of experience with Tier 2 and 3 counterparties, including Insurance Companies, Asset Managers, Hedge Funds, and RIA's across a broad spectrum of fixed income products.
Known for: Strong relationship management, with a consultative approach to understanding and meeting a variety of needs across a multitude of firm sizes.
Prospecting & Cold Calling, employing deep analytical skills to quickly assess the suitability of a potential client, and a strong comfort with and commitment to cold calling. Consistently a top new account opener.
Exceptional team player, with the ability to connect people throughout the franchise and highlight their strengths to promote inclusion, trust, confidence, and development.
Creative thought leadership, helping to drive a firm’s approach to optimizing results within an increasingly constrained environment and marketplace. Independently generated strategic plans to address market opportunities, sales strategies.