Gerald P. McBride, Jr.
Randolph
Summary
Experienced Wall Street financial executive with over 25 years of leadership experience, offering extensive knowledge of debt and equity markets. Specializes in taxable fixed-income and tax-free municipal securities, mortgage-backed securities, collateralized debt obligations, preferred debt, structured notes, mutual funds, listed equities, cash and equivalents, and administrative and back-office operations. Advised and managed assets for a diverse range of clients, including middle-market institutional clients, regional banks, credit unions, corporations, foundations, pension plans, associations, business owners, and high net-worth individuals. Areas of expertise include comprehensive financial planning, portfolio construction, cash flow analysis, asset/liability management, estate planning and trust consulting, income tax planning and insurance analysis, pension and qualified employee benefit plan design and implementation. Skilled in creating investment policy statements for regulated institutional clients. A self-motivated leader with proven analytical and investment management talent. Possesses cross-functional skills in marketing, budgeting, project management, client relations, and business development. Exceptional verbal and written communication skills. Previously held professional licenses and designations include Series 7, Series 66, Life & Health Insurance Producer and CFM. Currently seeking a position in process support and improvement to leverage a solid background in streamlining operations and enhancing workflow efficiencies. Demonstrates problem-solving abilities and effective communication skills.
Overview
39
39
years of professional experience
Work History
Process Assistant (L3), OTR Operations, Driver Trainer, DOT Certified
Amazon (AMZL)
01.2020 - Current
- Comprehensive knowledge of a Delivery Station (DNJ7) enterprise, with practical experience in both the OTR and UTR operations
- Assisted Area Managers in receiving, sorting, and dispatching packages to customers ensuring minimal quality errors for a seamless delivery
- TDR trained, proficient in TOM, Driver/Trailer check-in and check-out
- Leader of the Driver Training program which exceeded expectations consistently, maintained 100% compliance every week of my tenure
- Safety was our top priority, and it was emphasized on a daily basis
- Was responsible for the daily education and training of the DA’s through comprehensive teaching, coaching and mentoring in preparation for their new role as the 'face' of Amazon
- Developed strong relationships with all DSP’s by consistently delivering well trained and fully prepared DA’s
Founder, owner and operator
Mills Street Partners, LLC
01.1988 - Current
- Founder, owner and operator of a residential real-estate investment and property management company with properties in New Jersey, Pennsylvania, and Maryland
Manager, New Jersey Direct Sales Team
Proctor & Gamble (P&G)
01.2014 - 12.2019
- Managed a direct sales team of 11 people in the NJ Region
- Top 3 production team in all of North America three consecutive years 2016-2019
- Consistently returned above 40% YOY growth for years 2016-2019 in my role as team leader
- 1st place Winner of the 2017 'Trendsetter Award' for leadership in North America
Co-Founder, Managing Partner
The Whitetail Group, LLC, WT Capital Partners, LLC
01.2006 - 12.2014
- Principal & Managing Partner of a boutique Private Equity & Private Investment enterprise which provides advisory services and has investments in a range of transformational opportunities, including a new generation real estate program, real estate management and transactional services, business model re-engineering and sector reformation, proprietary internet technology, intellectual property patents, alternate energy, medical and telecommunication ventures, and federal patent ownership and development
- Restructured management and was the lead on a $5 million round of financing for a popular Internet security firm
- Organized, negotiated, and structured the sale of a niche market HVAC manufacturing company to a Fortune 100 company
- Advised management and secured the financing for the development of a patented invention for the automotive industry
- Raised several rounds of financing, designed licensing rights, and acted as team leader for the development of a patented highway safety device
Vice President - Financial Advisor, CFM
Merrill Lynch Global Private Client Group
01.2003 - 12.2006
- Consistently delivered outstanding portfolio management returns to institutional clients and high net worth individuals
- Utilized a disciplined wealth management process of identifying goals, understanding risk tolerance, managing assets and liabilities, and setting appropriate asset allocation models has been the basis for superior performance
- Highlights of accomplishments include: Expanded client base over 60% through referrals and innovative and effective communication
- Effectively managed risk exposure for excellent performance results through diversification across and within various financial sectors
- Advanced skills in sales management, client relations, leadership, coaching, mentoring and business development leading to strong referral stream from existing client base
Co-Founder, Partner & Managing Director
Quadrant Capital Management, LLC
01.2000 - 12.2003
- Quadrant Capital Management, LLC was founded in NYC as a Registered Investment Adviser, providing comprehensive Wealth Management services to High Net Worth individuals and Business entities
- Provided clients with comprehensive investment and portfolio management and asset & liability management and personal financial planning services
- Our firm was founded on the premise that proper and comprehensive financial planning was the foundation by which all-responsible investment plans are created
- In essence, a solid investment model is quite simply an outgrowth of a well-defined financial plan
- Highlights of accomplishments include: Headed business development department that exceeded the forecasted growth of strategic business model by 30%
- Recruited a client base that embraced our corporate vision to build long-term partnerships that focused on the critical importance of the financial planning effort
- Maintained approximately 40+ relationships and raised $172,000,000 +/- in client assets in first twelve months in business
- Outperformed the benchmark in both relative and absolute returns in each period from 1Q01 thru 4Q01
- Promoted a disciplined business development strategy that attracted additional assets – 36% growth in new client assets to $197,000,000 in second year
Vice President – Financial Consultant
Merrill Lynch Private Client Group
01.1995 - 12.2000
- Achieved immediate success in the transition to a major broker/dealer from previous associations with smaller regional firms
- Highlights of accomplishments include: Accelerated growth and new client acquisition that totaled over $270,000,000 in assets under management
- Consistently ranked in the top 3 in office complex production, revenue, and client acquisition
- Chairman’s Club member four consecutive years with annualized production over $1,000,000
- Leader in Northern NJ district in credit & lending production – 1999
- Ranked #1 in office complex (43 producers) in new issue and syndicate business
First Vice President – Fixed Income Institutional Sales
Gibraltar Securities Co.
01.1994 - 12.1995
- Managed a 5-person team and a book of institutional client’s assets consisting of taxable fixed income and municipal bond securities
- Developed and implemented the Asset/Liability Management department for the firm
Vice President- Institutional Sales
HYM Financial, Inc.
01.1986 - 12.1994
- A boutique regional firm and the largest broker of money market & time deposits in the country providing liquidity for an international base of Institutional clients
- Achieved 'Rookie of the Year' honors within 8 months of joining firm
- Attained the top producing salesman position in the firm by second year in production
- Highlights of accomplishments include: Opened the firm’s two largest accounts
- Over $300,000,000 in assets under management
- Planned, designed and implemented the rollout of a 'Round Table Conference' campaign for the firms Credit Union clients, which accounted for significant penetration into this niche market
- Member of the Chairman’s Club for six consecutive years
- Annual production in excess of $1,500,000
Education
Finance
West Virginia University
Morgantown, WVSkills
- Safety management
- Workflow management
- Assignment delegation
- Management support
- Performance monitoring
- Attendance tracking
- Process improvement
Hobbies and Interests
- Cornerstone Family Services of Morris County – Board of Managers
- Cornerstone Family Services of Morris County – Finance Committee, Planning Committee & Audit Committee
- Board of Directors - Day Top – Mendham, NJ
- Certified YMCA / USA Official Level II - Swimming
- Three-time All-America honors and Qualifier USA Olympic Trials 1980 (swimming)
- Down Town Association, NYC - Member
Timeline
Process Assistant (L3), OTR Operations, Driver Trainer, DOT Certified
Amazon (AMZL)
01.2020 - Current
Manager, New Jersey Direct Sales Team
Proctor & Gamble (P&G)
01.2014 - 12.2019
Co-Founder, Managing Partner
The Whitetail Group, LLC, WT Capital Partners, LLC
01.2006 - 12.2014
Vice President - Financial Advisor, CFM
Merrill Lynch Global Private Client Group
01.2003 - 12.2006
Co-Founder, Partner & Managing Director
Quadrant Capital Management, LLC
01.2000 - 12.2003
Vice President – Financial Consultant
Merrill Lynch Private Client Group
01.1995 - 12.2000
First Vice President – Fixed Income Institutional Sales
Gibraltar Securities Co.
01.1994 - 12.1995
Founder, owner and operator
Mills Street Partners, LLC
01.1988 - Current
Vice President- Institutional Sales
HYM Financial, Inc.
01.1986 - 12.1994
Finance
West Virginia University
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