B. Taylor Greene
Newburyport,MA
Summary
Talented Senior Sales & Trading executive with 35 years of experience and successful career in planning, developing and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Senior Vice President
Mesirow Financial
Boston, MA
05.2011 - 10.2023
- Deep background of developing and maintaining trading relationships with large institutional investors & opening new accounts
- Well versed in the communications skills needed to interact with analysts, traders, portfolio mangers and senior executives.
- Member of team that created a multi billion dollar tender option bond administration program; directly responsible for bringing customers on board and expanding their participation 4x.
- Expert in negotiation of complicated new issue transactions; including high yield, project finance, higher ed, health care, land development etc.
- Over 30 years of experience in secondary markets; investment grade, high yield municipals, taxable municipals, corporate, mortgage backed, CTL & private placements.
Managing Director
Cantor Fitzgerald
Boston, MA
03.2010 - 03.2011
- Senior salesman hired to help create a new municipal bond sale & trading desk.
- Worked with cross product sales team engaging in transactions between large taxable fixed income client base and municipal bond managers in high yield and distressed credits.
Senior Vice President
Depfa Bank (First Albany)
Boston, MA
03.1995 - 03.2009
- Large and middle market account coverage; banks, insurance companies, mutual fund & hedge fund investors.
- Led team in high yield sales implementing research and trading team to enhance business flow that previously had not existed.
- Cross sold between traditional municipal bond accounts and taxable portfolios.
- Took First Albany into top ten dealer status with large west coast asset manger.
- Member of team responsible for opening Boston office.
Education
Bachelor of Arts - History
Hobart & William Smith Colleges
Geneva, NY06-1986
Hopkins School
New Haven, CT06-1982
Skills
- Partnership Development
- Revenue Generation
- Marketing expertise
- Policies and Procedures
- Strategic leadership
- Business Development
- Strategic goals
Affiliations
- Interests include fishing, boating, hiking, skiing and family time
Certification
- Series 7 and 63 licenced
Timeline
Senior Vice President
Mesirow Financial
05.2011 - 10.2023
Managing Director
Cantor Fitzgerald
03.2010 - 03.2011
Senior Vice President
Depfa Bank (First Albany)
03.1995 - 03.2009
Bachelor of Arts - History
Hobart & William Smith Colleges
Hopkins School
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