Gary Kramer, CFA
Naperville,IL
Summary
Retired financial professional with 40 plus years of experience seeking to re-enter the workforce. I am currently studying for the CFP exam and hope to help clients as an advisor.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Interest Rate Derivatives Portfolio Manager/Marketer
The Northern Trust Company
04.2000 - 09.2022
- -Prepared and presented derivatives strategies to clients and bankers
- -Built a business that had been dormant to one that averaged over $10 million in annual revenue
- -Analyzed and presented off balance sheet funding and Asset/Liability Strategies
- -Implemented broad-based regulatory remediation
Independent Financial Futures Trader
Independent Financial Futures Trader
01.1998 - 01.2000
Fixed Income Research Analyst
Dain Rauscher, Inc.
01.1997 - 01.1998
- -Analyzed and recommended mortgage and government agency investments for institutional investors
- -Prepared biweekly volatility oriented research commentary
Research Director
Countrywide Securities
01.1997 - 01.1997
- -Conducted mortgage related research projects to promote proprietary investment products
Financial Strategist
Derivative Solutions
01.1995 - 01.1997
- -Assisted clients in proper use of fixed income analytical software
- -Prepared and presented sales demonstrations of products
- -Developed product enhancements and assisted in debugging existing product line
Fixed Income Research Analyst
ABN AMRO Securities
01.1995 - 01.1995
- -Analyzed and recommended fixed income opportunities
- -Prepared biweekly relative value research publication
Financial Strategist
Meridian Capital Markets
01.1992 - 01.1994
- -Analyzed and presented fixed income and portfolio strategies
- -Prepared and conducted fixed income seminars for institutional investors
- -Constructed and implemented large scale Portfolio Management Application
Financial Strategies Consultant
Global Advanced Technology
01.1990 - 01.1992
- -Participated in sales process of analytical software product
- -Assisted Clients in analyzing and implementing various fixed income strategies
- -Addressed technical issues regarding usage and implementation of products
- -Participated in development process of new products
Portfolio Manager
General American Life Insurance Company
01.1988 - 01.1990
- -Analyzed, recommended, and monitored various fixed income investment opportunities
- -Managed $600 million GIC portfolio and $80 million pension portfolio
Education
MBA - Finance/Statistics
University of Chicago Graduate School of Business
Chicago, IL01-1988
BA - Economics
Hobart College
Geneva, NY01-1984
Skills
- Equity valuation
- Client relations
- Client relationship management
- Client interfacing
- Portfolio construction
- Investment strategy
- Trading strategies
- Marketing
- Fixed income analysis
- Technical analysis
- Financial analysis
- Quantitative analysis
Certification
- Chartered Financial Analyst
- Securities Industry Essentials and Series 7
- Currently Studying for CFP exam
Timeline
Interest Rate Derivatives Portfolio Manager/Marketer
The Northern Trust Company
04.2000 - 09.2022
Independent Financial Futures Trader
Independent Financial Futures Trader
01.1998 - 01.2000
Fixed Income Research Analyst
Dain Rauscher, Inc.
01.1997 - 01.1998
Research Director
Countrywide Securities
01.1997 - 01.1997
Financial Strategist
Derivative Solutions
01.1995 - 01.1997
Fixed Income Research Analyst
ABN AMRO Securities
01.1995 - 01.1995
Financial Strategist
Meridian Capital Markets
01.1992 - 01.1994
Financial Strategies Consultant
Global Advanced Technology
01.1990 - 01.1992
Portfolio Manager
General American Life Insurance Company
01.1988 - 01.1990
MBA - Finance/Statistics
University of Chicago Graduate School of Business
BA - Economics
Hobart College