Daniella Gekhtman
Hoboken
Overview
11
11
years of professional experience
Work History
Interest Rates Sales
Odeon Capital
01.2024 - Current
- Commission style brokerage for US government bonds
Institutional Sales
SFOX
10.2021 - 11.2023
- Prospect new institutional clients via outbound sales using personal outreach strategies, conferences and referrals
- Created a targeted outreach plan to capture market share amongst private funds and institutional investors
- Worked with marketing to expand the firms brand and reputation by launching targeted outreach initiatives to broaden market scope
- Use analytical skills and prior trading experience to navigate client specific trading/execution needs to maximize revenue potential
- Partner closely with product to share client feedback and build roadmap
- Leverage all internal resources and collaborate across departments, including legal, product, marketing, and compliance, to optimize onboarding process and product suite
- Increased revenue impact of existing clients by6.5x, converted90% of qualified leads into live customers, and closed the company’s largest deal of2022
Interest Rates Trading Associate
Jefferies
01.2016 - 10.2021
- Independently managed a trading book responsible for the2-5 year sector of the treasury curve
- Priced and hedged all relevant client flow for both electronic and voice trades, using a PCA model and real time indicators
- Utilized independent strategies to generate revenue via proprietary trading while simultaneously sustaining client relationships
Interest Rates Sales Associate
Jefferies
10.2013 - 01.2016
- Provided sales coverage for institutional clients including hedge funds, investment managers, and central banks
- Prospected new accounts in South America and London,3 of which turned into the top10% revenue generating accounts for the desk
Education
B.S. - Finance, Mathematics, Economics
Rutgers University
New Brunswick01.2013
Skills
- Series 7, 3 & 63; API (FIX, Rest, Websocket); CRM (Copper); Advanced Excel/Microsoft Office, Advanced Bloomberg BBG functions
Timeline
Interest Rates Sales
Odeon Capital
01.2024 - Current
Institutional Sales
SFOX
10.2021 - 11.2023
Interest Rates Trading Associate
Jefferies
01.2016 - 10.2021
Interest Rates Sales Associate
Jefferies
10.2013 - 01.2016
B.S. - Finance, Mathematics, Economics
Rutgers University