Adam Planck

Adam Planck Email and Phone Number

Corporate & Institutional Sales | FX & Derivatives | Strategic Hedging | Digital Innovation | Electronic Markets @ SMBC Capital Markets, Inc.
Adam Planck's Location
New York, New York, United States, United States
Adam Planck's Contact Details

Adam Planck work email

Adam Planck personal email

n/a
About Adam Planck

Experienced derivatives specialist and producing manager with a track record spanning more 20 years in financial services, primarily in the foreign exchange markets. Consistent top sales producer who drives results through strong client relationships and extensive product knowledge. History of coverage includes a diverse range of client types: macro and systematic hedge funds, Canadian pensions, regional banks, large-cap US and Canadian corporates, and financial sponsors. Known for being resourceful, collegial, and innovative, with strong leadership qualities and an exemplary record of integrity and conduct.✅ Core Proficiencies: ► Strategic Planning and Implementation ► Team Transformation and Management ► Data Driven Decision-Making ► Training and Mentorship ► Client Relationship Management ► Market Structure Expertise | Idea Generation► Derivatives ► Hedging Strategy | Risk Management► Electronic Markets | Algos | Digital Tool Marketing

Adam Planck's Current Company Details
SMBC Capital Markets, Inc.

Smbc Capital Markets, Inc.

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Corporate & Institutional Sales | FX & Derivatives | Strategic Hedging | Digital Innovation | Electronic Markets
Adam Planck Work Experience Details
  • Smbc Capital Markets, Inc.
    Head Of Corporate Fx Risk Solutions - Americas
    Smbc Capital Markets, Inc. Apr 2024 - Present
    New York, Ny, Us
  • Bnp Paribas
    Head Of Corporate Macro Sales, Fx And Commodities
    Bnp Paribas Aug 2020 - Jan 2023
    Paris, Fr
    Summary: Promoted to lead the corporate sales teams across FX and commodities, and consolidate coverage of the financial sponsors business within the corporate sales ecosystem. Producing manager, leading private-side team of ten macro salespeople covering over two hundred Corporate and Private Equity clients across all industry sectors.Key contributions:► Achieved team revenue CAGR of more than 110% over 2.5 years as group lead.► Coalition wallet market share increased more than 100bps for FX during same period.► Instituted weekly reviews of priority electronic clients to increase volumes and market share. Dealt volumes increased by more than 60% within 2 years.► Led transition of public side FX and commodities teams to private side coverage for improved coordination with IRD and DCM sales teams.► Re-organized team coverage under industry verticals for proper alignment with Coverage bankers.► Recruited and hired several senior sales professionals to enhance team experience level and profile.► Initiated a transversal monthly forum across multiple offices and functions to reduce volume of client settlement complaints.
  • Bnp Paribas
    Director, Fxlm Institutional Sales
    Bnp Paribas Jun 2006 - Aug 2020
    Paris, Fr
    Summary: Consistent top-producing institutional salesperson covering hedge funds, Canadian pensions, regional banks, and financial sponsors. Product focus was heavily weighted toward FX options and non-linear volatility products. Worked extensively with FX Structuring team to develop ideas for distribution to our client franchise.Key contributions:► Initiated and led the development of the fund level FX hedging business with Financial Sponsors. Grew this client segment from zero to €5mio/yr, within 3 years.► Managed the FX/LM summer internship program each year from 2007-2018. Dedicated significant time to graduate recruitment, as well as training and development of junior staff. ► Nominated to the firmwide Talent Development Program (TDP) – a highly selective process (top 5% of performers from each division) designed to identify and cultivate future leaders of the Bank.► Top annual FX producer across all teams several years as both VP and Director.
  • Crédit Agricole Cib
    Associate, Fx Institutional Sales
    Crédit Agricole Cib 2005 - 2006
    Montrouge, -, Fr
    Summary: Institutional FX sales team member covering top hedge fund and real money accounts, central banks and other financial institutions.Key contributions: ► Primary focus was to help develop the fast growing hedge fund client franchise. ► Priced and executed hundreds of FX options trades; supported senior sales in coverage of key desk clients.
  • Goldman Sachs
    Analyst, Ficc Compliance
    Goldman Sachs 1999 - 2002
    New York, New York, Us
    Summary: Junior compliance professional supporting FX and commodities derivatives products. Performed due diligence on new clients trading OTC derivates within FICC division; assisted with training of business unit professionals on rules and regulations.Key contributions:► Established online database of KYC approval documentation for LATAM based corporate accounts.► Prepared examination materials for the FSA regulatory audit of the Bank's Tokyo branch.► Drafted policies and procedures for review by senior compliance officers.► Reviewed legal documentation in conjunction with outside counsel for preparation of sale of large portfolio of energy derivatives.

Adam Planck Skills

Fixed Income Capital Markets Hedge Funds Equities Derivatives Financial Markets Bloomberg Investment Banking Financial Modeling Portfolio Management Financial Analysis Fx Options Trading Options Finance Banking Sales

Adam Planck Education Details

  • Cornell Johnson Graduate School Of Management
    Cornell Johnson Graduate School Of Management
    Finance
  • Cornell University
    Cornell University
    General

Frequently Asked Questions about Adam Planck

What company does Adam Planck work for?

Adam Planck works for Smbc Capital Markets, Inc.

What is Adam Planck's role at the current company?

Adam Planck's current role is Corporate & Institutional Sales | FX & Derivatives | Strategic Hedging | Digital Innovation | Electronic Markets.

What is Adam Planck's email address?

Adam Planck's email address is ad****@****bas.com

What schools did Adam Planck attend?

Adam Planck attended Cornell Johnson Graduate School Of Management, Cornell University.

What skills is Adam Planck known for?

Adam Planck has skills like Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Financial Markets, Bloomberg, Investment Banking, Financial Modeling, Portfolio Management, Financial Analysis, Fx Options.

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