Overview
Work History
Education
Certification
Timeline
Generic

Richard Sommers

St. Petersburg,FL

Overview

3
3
years of professional experience
1
1
Certification

Work History

Institutional Fixed Income Sales

Stephens
02.2025 - Current
  • Stephens mortgage backed securities institutional trading desk
  • Interacted with institutional clients to facilitate trading activity
  • Conducted outbound sales activity to reach prospects daily

Fixed Income Analyst

Stephens
06.2023 - 07.2024
  • Worked to support fixed income sales and trading through completion of securities databases
  • Analyzed multiple classes of fixed income securities
  • Took direction from traders to pivot the scope of daily research

Fixed Income Investment Intern

Central Bank
05.2022 - 07.2022
  • Developed spreadsheet models for diverse projects and yield book analysis.
  • Analyzed S&P rating reports and official statements to perform municipal bond due diligence.
  • Created trade tickets.

Education

Master of Science - Finance

Vanderbilt University
Nashville, TN
05.2023

Bachelor of Arts - Political Science

University of Missouri - Columbia
Columbia, MO
05.2022

Bachelor of Science - Economics

University of Missouri - Columbia
Columbia, MO
05.2022

Certification

FINRA - Series 7, 63

Timeline

Institutional Fixed Income Sales

Stephens
02.2025 - Current

Fixed Income Analyst

Stephens
06.2023 - 07.2024

Fixed Income Investment Intern

Central Bank
05.2022 - 07.2022

Master of Science - Finance

Vanderbilt University

Bachelor of Arts - Political Science

University of Missouri - Columbia

Bachelor of Science - Economics

University of Missouri - Columbia

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Richard Sommers