Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Kirsten Freer

Wayne,NJ

Summary

Accomplished salesperson with the ability to communicate efficiently and effectively with both FA's and traders. Highly organized, detail- oriented and can work very well in ever changing markets and ever changing corporate structures. Shifted seamlessly from a sales to trading role when the firm asked. Ability to handle multiple projects simultaneously with apt attention to urgency and timeliness of getting trades executed.

Overview

14
14
years of professional experience

Work History

Executive Director

UBS
04.2022 - Current
  • Sales and education of UBS products to Registered Investment Advisors with a focus on Alternative Investments and cash management
  • Worked closely with RIAs to provide wirehouse access to the independent channel
  • Hosted webinars teaching about the basics of Alternatives and why they should be incorporated into traditional portfolios
  • Worked with hedge fund managers to set up client calls and provide access to the RIAs to different fund managers

Vice President

Citi
01.2019 - 03.2022
  • Execution Trader- Excelled in a high-volume, dynamic environment trading up to 150 fixed income securities daily on behalf of Citi Private Bank and Private Wealth clients
  • Fixed Income Products include: Sovereign (USD & Non USD), Corporates, Municipals, Treasuries, EM, Preferred stock, Mortgages, and Structured notes
  • Diligently reported transactions in accordance with best practices, additionally developing robust PowerPoint presentations for leadership to convey key insights regarding trading patterns and liquidity
  • Selected as contributor for the Associate Promotion Committee- collaborated with colleagues to recognize the next wave of high quality and make decisions on who to acquire. I also helped trained any analyst that we brought onto the desk and helped them understand standard operating procedures and guide them while they spent time on our desk.

Vice President

Citi
05.2009 - 12.2018
  • Municipal retail sales specialist- Part of Citi's #1 Muni desk at the time and began working with Citi PWm and Private Bank FA's in managing clients portfolios
  • Created Swap proposals based on market technicals, and evolving client needs. Analyzed existing portfolios, assisted FAs with client calls and portfolio reviews to give market updates and recommendations
  • Leveraged interpersonal skills to foster, advance, and maintain long-lasting retail and RIA partnerships in addition to assuming oversight of institutional accounts and wealth management firm acounts
  • Worked closely with traders to market new inventory and highlight bid wanted lists from customers
  • Spearheaded the development of an innovative, proprietary system accessible to internal financial advisors and RIAs in conjunction with leadership to optimize data analytics and trade monitoring processes.


Education

Bachelor of Science (BS) - Finance

Seton Hall University
05.2009

Skills

  • Sales & Marketing
  • Portfolio Management
  • Client Relations
  • Revenue Generation
  • Regulatory Compliance
  • Strategic Planning
  • Powerpoint, Excel, Word, Bloomberg, Market Axess, Bond Point, TradeWeb

Additional Information

  • LICENSURE FINRA: , Series 57 | Series 7 | Series 63

Timeline

Executive Director

UBS
04.2022 - Current

Vice President

Citi
01.2019 - 03.2022

Vice President

Citi
05.2009 - 12.2018

Bachelor of Science (BS) - Finance

Seton Hall University

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Kirsten Freer