Ryan Sharp
Charlotte,NC
Summary
Strategic and results-oriented financial professional with over 25 years of experience in fixed-income sales, trading, and relationship development. Proven track record in managing institutional client portfolios, facilitating complex credit transactions, and leading cross-functional teams to enhance client experience. Expert in leveraging financial technology and market insights to drive revenue and strengthen internal business partnerships.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Loan Servicing Associate
J.P. Morgan Chase
Charlotte, NC
08.2024 - Current
- Served as client-facing point of contact for loan processing, collection, and cash matching of interest and fee payments, engaging client borrowers, investment bankers, credit officers, and syndicate members to ensure seamless transactions
- Managed service portfolio of syndicated loan borrowers, overseeing loan pricing, deal closings, and daily transactions to facilitate efficient loan servicing
VP; Institutional Fixed Income Sales
Hilltop Securities Inc.
Charlotte, North Carolina
02.2022 - 05.2024
- Acted as the principal sales contact for institutional clients, including insurance companies, money managers, and registered investment advisors, enhancing client relationships and tailoring solutions to meet their investment needs.
- Collaborated with clients to align investment strategies with inventory and customer orders, supporting achievement of their financial objectives
Director; Dealer-sales & Syndicate Support
Fifth Third Securities
Charlotte, North Carolina
06.2018 - 02.2021
- Expanded selling group by onboarding 200 counterparties through introductions, documentation, electronic enablement, and correspondence
- Marketed and distributed secondary fixed income products to network of 300 broker-dealers and registered investment advisors
Director; Investment Grade Dealer-sales
Robert W. Baird & Co. Incorporated
Charlotte, North Carolina
04.2015 - 02.2018
- Extension of institutional trading desk within broker-dealer community, contributing $2.5 billion average annual volume
- Generated $1.8 million in gross sales revenue by developing trade ideas and executing trades for middle market sales platform
Trader1; Investment Grade Credit - Public Markets
TIAA-CREF Investment Management
Charlotte, North Carolina
09.2013 - 04.2015
- Executed purchases and sales of investment grade corporate bonds, enhancing performance across multiple TIAA portfolio mandates
- Collaborated with research team, portfolio managers, and trading partners to analyze headlines and market trends, ensuring best execution in fast-paced environment
Strategy Consultant; Client Pricing
Wells Fargo Securities, LLC
Charlotte, North Carolina
10.2012 - 09.2013
- Supervised electronic valuation service portal project, managing nine-member technology resource team to enhance product features, improve user experience, and streamline data exchange
- Maintained relationships between clients and trading desks by providing market insights, negotiating price points, and enabling electronic communication network onboarding
Senior Trader
Carolina Capital Markets, Inc.
Charlotte, North Carolina
07.2008 - 09.2012
- Generated average annual revenue of $750K trading as agent in inter-dealer community specializing in corporate bonds
Trader1; Investment Grade Credit
Banc of America Securities, LLC
Charlotte, North Carolina
04.2004 - 05.2008
- Facilitated market-making in 100+ credits across entire curve, achieving average daily trading volume of $10 million
- Managed $800 million balance sheet, overseeing daily mark to market pricing of secondary inventory
Sales Assistant; Client Investment Strategies
Banc of America Securities, LLC
Charlotte, North Carolina
11.2000 - 04.2004
- Managed client relationships, providing cash management solutions through portfolio analysis in collaboration with internal partners and Treasury Management Officers
- Executed trade entry and client onboarding, ensuring due diligence documentation and facilitating electronic enablement
Education
Bachelor of Arts - Managerial Economics
Hampden Sydney College
Hampden Sydney, VA05-1998
Skills
- Client relationship management
- Loan processing
- Cash management
- Risk assessment
- Portfolio management
- Financial analysis
- Teamwork & Collaboration
Certification
- Series 7
- Series 63
- Securities Industry Essentials Exam (SIE)
Timeline
Loan Servicing Associate
J.P. Morgan Chase
08.2024 - Current
VP; Institutional Fixed Income Sales
Hilltop Securities Inc.
02.2022 - 05.2024
Director; Dealer-sales & Syndicate Support
Fifth Third Securities
06.2018 - 02.2021
Director; Investment Grade Dealer-sales
Robert W. Baird & Co. Incorporated
04.2015 - 02.2018
Trader1; Investment Grade Credit - Public Markets
TIAA-CREF Investment Management
09.2013 - 04.2015
Strategy Consultant; Client Pricing
Wells Fargo Securities, LLC
10.2012 - 09.2013
Senior Trader
Carolina Capital Markets, Inc.
07.2008 - 09.2012
Trader1; Investment Grade Credit
Banc of America Securities, LLC
04.2004 - 05.2008
Sales Assistant; Client Investment Strategies
Banc of America Securities, LLC
11.2000 - 04.2004
Bachelor of Arts - Managerial Economics
Hampden Sydney College