Summary
Overview
Work History
Education
Skills
Professional Affiliations Recognition
Licenses And Skills
Timeline
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KELLY FITZPATRICK

Pittsford,NY

Summary

Results-driven and experienced Fixed Income Sales professional with a strong background in sales, negotiation, and relationship building. With a proven track record of driving revenue growth and achieving corporate objectives, I am confident in my ability to make a significant impact on an organization's success.


During my temporary hiatus from the workforce, I remained engaged and mentally stimulated through various projects and activities. I continued to learn and grow, ensuring that my high energy level was utilized effectively. I am now poised to re-enter the workforce with a renewed sense of purpose and motivation.


As a results-oriented and well-connected professional, I bring exceptional market knowledge and a vast network of industry contacts to the table. My strong leadership capabilities and ability to thrive in fast-paced environments make me an asset to any organization.


In addition to my professional pursuits, I am a dedicated athlete and co-chair of a paddle tennis league. I am passionate about continuous improvement and competing at a high level.


As a collaborative leader, I am committed to partnering with coworkers to promote an engaged and empowering work culture. My documented strengths include building and maintaining relationships with diverse stakeholders in dynamic settings. With a background in sales and a deep understanding of how to build client loyalty, I am well-equipped to drive business growth.


As a reliable and dependable professional, I possess dynamic communication skills and a proven track record of streamlining processes within business organizations. My expertise in project management, process improvement, and financial analysis enables me to identify trends and develop strategies to improve efficiency. With a proven track record of successfully streamlining business operations and reducing costs, I am confident in my ability to make a meaningful impact on an organization's bottom line.

Overview

14
14
years of professional experience

Work History

Business Development and Operations

BioBoost Nest
12.2022 - Current
  • Work to streamline processes, improve production, and reduce costs
  • Identify and create new opportunities and implement strategies to grow and expand the business
  • Manage and optimize digital marketing campaigns across multiple channels including paid research, display advertising, and social media advertising increasing both brand awareness and growth in sales
  • Focus on ensuring that the business is running efficiently and delivering high-quality products and services
  • Build and foster relationships to continue increasing revenue streams.
  • Streamlined development processes by implementing continuous integration and delivery tools, resulting in enhanced collaboration between developers and operations teams.
  • Achieved seamless communication between development, QA, and operations teams through effective documentation practices and regular status updates on key projects.

Partner

Fitzpatrick Realty LLC
12.2018 - Current
  • Assist in real estate development projects conversing with real estate developers and consultants
  • Communicate with potential commercial and residential prospects
  • Help in managing the agent's properties and databases
  • Utilize data analytics tools to track performance and make data-driven decisions to optimize marketing strategies
  • Engage in the ideation of monthly real estate market reports and trends through newsletters and videos.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.

Vice President Investment Grade Credit Sales

SunTrust Robinson Humphrey Inc.
09.2014 - 12.2018
  • Experienced in marketing and selling fixed income products to institutional clientele, including portfolio managers, hedge funds, pension funds, and insurance companies
  • Proven track record of developing and commercializing client relationships and successfully managing multi-billion-dollar accounts
  • Deep familiarity with institutional investors – landscape, investment process, buying behaviors, decision makers, competitors, and regulatory environment
  • Adept at developing new business opportunities, as well as managing and growing existing accounts
  • Possesses an exceptional network of industry accounts
  • Demonstrated successful business development driving relationships with investors, traders, and analysts
  • Managed follow-up with key clients in the portfolio.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.

Middle Market Fixed Income Sales

Barclays Capital
06.2013 - 06.2014
  • Direct contact for multiple institutional accounts, playing a critical role in maintaining and bolstering key institutional relationships
  • Facilitated trades across a diverse array of fixed income securities including Investment Grade and High Yield Credit, Securitized Products (MBS, RMBS, CMBS, ABS and CLOS), Emerging Market Credit, US Rates, Sovereign Rates, Municipal Bonds, and Interest Rate Swaps
  • Background working with major institutional banks, both domestically and internationally
  • Transacted in money market securities involving commercial paper, T-Bills, repo agreements, collateralized notes, and time deposits
  • Closely examined buy/sell axes assimilating product offerings with customer’s objectives to optimize their holdings
  • Focused on risk appetite, yield bogeys, duration desires, and diversification need
  • Marketed relative value ideas while applying my knowledge of client’s portfolios and unique investor profile mandates
  • Utilized Bloomberg calculations, internal models, and research to pitch cross-asset swaps, curve trades, basis packages, and capital structure trades
  • Promoted Barclays to the desk's accounts by organizing research and syndicate meetings, company events, and client outings
  • Partook in Barclays Graduate Program training courses
  • The course work accorded me a firm foundation in relevant role-specific business fundamentals, intensive product skills, and professional development with ongoing performance feedback.
  • Enhanced profitability by executing trades with precision and employing effective hedging techniques.
  • Developed strong relationships with clients, providing personalized service and tailored trading solutions to meet their needs.

Securitized Products Middle Office Sales Assistant/Jr Dealer Desk Sales

Barclays Capital
07.2010 - 06.2013
  • Took and executed customer inquiries and provided daily inventory/runs to regional accounts
  • Supported the mortgage trading desks repo positions
  • Worked in tandem with the trading desk and upper management to track sales on a daily, monthly, and yearly basis
  • Initiated new account requests while communicating with institutional clients and internal teams such as: KYC, credit, and legal
  • Monitored the trading platform, booked, and processed trades, while investigating breaks, unconfirmed, and failing trades to reduce the firm’s exposure.
  • Handled customer inquiries professionally, ensuring a positive experience for all clients.
  • Processed transactions accurately while maintaining a high level of customer service.

Education

BA in Organizational Management and Marketing -

Miami University

Skills

  • Account Management
  • AML Training
  • Banking operations knowledge
  • Brand Awareness Building
  • Business Development
  • Capital Markets Knowledge
  • Customer Advocacy
  • Customer Retention
  • Highly effective communication
  • Investment Strategies
  • Know Your Customer
  • Lead Generation
  • Relationship building and management
  • Revenue Growth
  • Strategic Planning
  • Social Media administration
  • Warm and cold leads development
  • CRM Software
  • Proficient in MS Office
  • Salesforce expertise
  • Zendesk experience

Professional Affiliations Recognition

Barclays Women’s Initiative Network (WiN), Sat on the WiN Awareness and WiN Junior Committees, Barclays Tennis Team, Oak Hill Country Club Junior Club Champion (golf and tennis), Captained tennis, golf, and softball during high school, Multiple time All-League, All-Greater Rochester, and All-State First Team Honors

Licenses And Skills

FINRA Series 7, FINRA Series 63, Advanced Excel and Power Point skills, MS Office (Excel, Outlook, Word, PowerPoint), MS Access, Salesforce, Bloomberg, MarketAxess, Tradeweb Markets, Trading Technologies, Google Analytics, Zendesk

Timeline

Business Development and Operations

BioBoost Nest
12.2022 - Current

Partner

Fitzpatrick Realty LLC
12.2018 - Current

Vice President Investment Grade Credit Sales

SunTrust Robinson Humphrey Inc.
09.2014 - 12.2018

Middle Market Fixed Income Sales

Barclays Capital
06.2013 - 06.2014

Securitized Products Middle Office Sales Assistant/Jr Dealer Desk Sales

Barclays Capital
07.2010 - 06.2013

BA in Organizational Management and Marketing -

Miami University
KELLY FITZPATRICK