Kevin Fortney
Garden City
Summary
Dedicated Fixed Income professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Managing Director - Emerging Market Sales
StoneX Financial Inc./GMP Securities, LLC/Miller Tabak Roberts Sec, LLC
01.2000 - 01.2025
- Institutional sales desk with focus on Latin America, Asia, EMEA regions.
- Provided fixed income sales coverage to a variety of clients including asset managers, private banks, and hedge funds.
- Established and expanded the firm’s presence into Emerging Markets globally.
Vice President
Commercial Bank of New York
01.1997 - 01.2000
- Execution trader in both fixed income and equities for the firms high net worth Latin American client base.
- Analyzed markets for investment opportunities and strategies for clients.
- Provided daily commentary to the firm’s financial advisors on market conditions.
Trade Support
Smith Barney, Inc
01.1994 - 01.1997
- Supported the Emerging Markets Fixed Income desk in the booking of all trades, P&L reporting, matching trades on a daily basis.
- Worked directly with custodian banks in Latin American and Asia to facilitate settlement of foreign trades both in local markets and in Euroclear.
Education
Masters of Business Administration - Finance
Fordham University
New York, NY01.2002
Bachelor of Science - Business Administration
Villanova University
Villanova, PA01.1994
Skills
- Operations management
- Staff management
- Quality assurance
- Team collaboration
- Client relationships
- Mentoring and training
- Account management
Certification
- Registered Series 7 and Series 63
- Canadian Securities License
Timeline
Managing Director - Emerging Market Sales
StoneX Financial Inc./GMP Securities, LLC/Miller Tabak Roberts Sec, LLC
01.2000 - 01.2025
Vice President
Commercial Bank of New York
01.1997 - 01.2000
Trade Support
Smith Barney, Inc
01.1994 - 01.1997
Bachelor of Science - Business Administration
Villanova University
Masters of Business Administration - Finance
Fordham University
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