Peter Schultz

Senior Institutional Equity Sales Trader serving mutual fund companies and hedge funds for 20+ years. Primary region of coverage has been Boston, but also includes clients across the U.S. and Canada. Proficient at selling the firm's research and investment banking products throughout a diverse network of customers. Continue to reinforce strong client relationships with confident execution and trustworthy business practices. Strong emphasis on customer service and adding value to my trading counterparts. Proficient at all levels of Equity trading from opening new accounts, to generating and growing revenues, to booking and confirming all trades with precision.

• Established and maintained strong relationships with customers, vendors and strategic partners.

• Responsible for selling the firm's research and trading products to new and existing clients throughout Boston and New England.
• Generated new customers through networking and spending time with traders and portfolio managers from mutual fund companies and hedge funds.
• Executed customer orders with precision and confidence.
• Monitored market trends and developed strategies to capitalize on potential opportunities.
• Collaborated with analysts and coverage traders to distribute relevant market information.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Networked to identify potential new clients and expand geographic territories.

• Responsible for primary coverage of mid-level mutual fund customers and hedge funds.
• Immediate back-up for all of the largest buy-side trading customers in Boston.
• Participated as a member of the Boston Securities Trader's Association.