JONATHAN MORDOH
Yonkers,NY
Overview
1
1
Certification
Work History
Senior VP of Institutional Equity Sales
ROTH Capital Partners
2020 - Current
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Devised detailed hedge and trade strategies for specific trades.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Institutional Equity Sales
Longbow Partners
2017 - 2020
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Institutional Equity Sales
Wunderlich Securities
2016 - 2017
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Institutional Equity Sales
Brean Capital
2015 - 2016
- Developed, maintained and utilized diverse client base.
- Built relationships with customers to promote long term business growth.
- Contributed to team objectives in fast-paced environment.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Institutional Equity Sales
B. Riley & Co
2012 - 2015
- Hired to lead the New York sales effort
- Successfully merged with Carris & Company in 2013
Managing Director Equity
ThinkEquity
2006 - 2012
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Vice President
Kaufman Brothers
1996 - 2006
- Sales
- Firm's leading salesman for the last 7 years
- Grew new business to over $2mm in annual revenues
- Created long lasting client relationships.
Institutional Equity Sales
Arnhold and S. Bleischroeder
1996 - 1996
- Sales
- Marketed global research product to U.S
- Based clients
- Great experience with a top notch global trading group.
Institutional Equities/ Derivatives Sales
Miller Tabak
1995 - 1996
- Options and futures trading
- Developed franchise and leveraged trading desk - no proprietary research
Institutional Equity Sales
Josephthal Lyons
1994 - 1995
- Firm focused on multi-line product with heavy retail client base
- Worked on Institutional accounts primarily in New York and Boston.
Institutional Equity Sales
Reich & Co.
1993 - 1994
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Institutional Equity Sales
Martin Simpson
1993 - 1993
- Institutional Sales - technology research
- Marketed proprietary research to large institutions, platform was ultimately absorbed by Josephthal in 1993.
Institutional Equity Sales
Solomon Brothers
1986 - 1993
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Education
Bachelor of Science - Finance
University of Richmond
Richmond05.1986
Skills
- Customer Accounts Management
- Institutional Sales
- Trading Options Expertise
- Customer Loyalty
- Ratio Calculations
- Closing Procedures
- Trade Executions
- Profit Analysis
- FactSet and Morningstar Direct
- Data Analysis
- Short Selling
- Bloomberg Professional Proficiency
Certification
- Licensed Series 63
- Licensed Series 7
Timeline
Senior VP of Institutional Equity Sales
ROTH Capital Partners
2020 - Current
Institutional Equity Sales
Longbow Partners
2017 - 2020
Institutional Equity Sales
Wunderlich Securities
2016 - 2017
Institutional Equity Sales
Brean Capital
2015 - 2016
Institutional Equity Sales
B. Riley & Co
2012 - 2015
Managing Director Equity
ThinkEquity
2006 - 2012
Vice President
Kaufman Brothers
1996 - 2006
Institutional Equity Sales
Arnhold and S. Bleischroeder
1996 - 1996
Institutional Equities/ Derivatives Sales
Miller Tabak
1995 - 1996
Institutional Equity Sales
Josephthal Lyons
1994 - 1995
Institutional Equity Sales
Reich & Co.
1993 - 1994
Institutional Equity Sales
Martin Simpson
1993 - 1993
Institutional Equity Sales
Solomon Brothers
1986 - 1993
Bachelor of Science - Finance
University of Richmond
- Licensed Series 63
- Licensed Series 7
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