CHRISTOPHER DRAGO
Los Angeles,CA
Summary
Fixed Income Specialist. Background in the Financial Service Industry. Adept at working in a high-pressure environment. Major strengths include account management, sales, marketing and client relations.
Overview
30
30
years of professional experience
Work History
Regional Director of Investments/Asset Management
Cumberland Advisors
Los Angeles , CA
10.2020 - 10.2022
- Registered Investment Advisory Firm
- As part of the Asset management team, I provided market expertise, personal service, and individual and institutional money management for new and existing clients.
- Investment focus on Wealth preservation through SMA Investment strategies - ETF's, Fixed Income- Non-Taxable Municipals & Taxable Municipals and Corporate bonds.
- Interfaced with Financial Advisors and their High-Net-Worth clients, Family Offices, RIA firms and Strategic partners.
- Implemented Portfolio strategies that met clients' objectives, financial needs and tolerance for risk.
Vice President, Municipal Securities Division
Citi
Los Angeles, CA
07.2013 - 09.2019
- West Coast Cross Asset Solutions, Specialized in the marketing and sale of municipal bonds to Citi's Personal Wealth Management and Private Bank Financial Advisors as well as Registered Investment Advisors and Regional Banks
- Increased yearly sales revenue by 30% targeting High Net Worth ($20M+) clients and prospects throughout the West Coast, discussing the municipal bond market in general, portfolio strategies and Citi's capabilities
- Developed firm's Registered Investment Advisor space, resulting in growth of over 100% within 2 years
- Monitored and constructed customized Fixed Income portfolios for clients' ongoing investment needs
- Provided in-depth credit research on primary/secondary offerings through financial statement analysis
- Created comprehensive product profiles that facilitated clients' investment decisions
- Conducted client seminars and asset gathering events with Financial Advisors, contributing to a 40% expansion of new account openings.
Vice President, Fixed Income Department
Citigroup
Los Angeles, CA
03.1998 - 06.2013
- Organized sales meetings and client presentations within Smith Barney's 12,000 Financial Advisor platform located in 658 branches nationwide, sold Fixed income inventory and Primary Syndicate issues
- Implemented training programs for Financial Advisors focusing on business development, education product offerings and portfolio planning, growing assets by 48% over a 7-year period.
Vice- President – Municipal Bond Trader
Stephens Inc
Los Angeles, CA
02.1996 - 03.1998
Product Specialist
Morgan Stanley & Company
New York, Los Angeles, NY, CA
03.1991 - 08.1995
Education
Business Administration and Communications
Southern Connecticut State University
New Haven, CTSkills
- Customer Service
- Team Building
- Trading Strategizing
- Portfolio Management
- Business Development
- Adaptability
- Public Speaking
Timeline
Regional Director of Investments/Asset Management
Cumberland Advisors
10.2020 - 10.2022
Vice President, Municipal Securities Division
Citi
07.2013 - 09.2019
Vice President, Fixed Income Department
Citigroup
03.1998 - 06.2013
Vice- President – Municipal Bond Trader
Stephens Inc
02.1996 - 03.1998
Product Specialist
Morgan Stanley & Company
03.1991 - 08.1995
Business Administration and Communications
Southern Connecticut State University
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