Recently concluded a highly successful 20yr+ Wall Street career. Excelled at client development and cultivating lasting relationships. Core strengths are integrity, empathy, and grit. Superior people skills.
Managed a 10bb book of Fee Based, Registered Investment Advisor clients focussed on all aspects of fixed income investments.
Responsible for a book of Registered Investment Advisors with assets ranging from 100mm to 6bb, for fixed income products. Excelled by offering unique solutions and guidance on asset allocation, sector selection and duration.
Responsible for a $10mm book of subscription based, World Class Macro Research. Point person for key Hedge Funds, Global Investment Banks, Pension Managers and Mutual Fund relationships. Instituted top down selling strategy.
Helped desk grow revenue by 83% ($ 2mm to $ 12mm). Doubled sales staff (5 to 10). Crafted business plans, hired new talent, mentored junior salespeople and sales assistants, Changed perception of that desk on trading floor.
Increased sales production by 45% ( $ 18.4mm to $ 33mm). Co-Managed 28 sales professionals in 5 cities. Responsible for sales strategy and production targets, personnel hiring, mentoring and compliance.
* Fidelity Presidents Club 2000, 2008, 2012.
* Fidelity Capital Markets "Making a Difference" 2009.
* Providence College 1973 NCAA Final Four.
* Fordham Univ Basketball Captain 1977
* Professional Basketball Sydney Australia 1977-1980.
Series 7, 63.