Adam Planck Email and Phone Number
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Adam Planck personal email
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
Smbc Capital Markets, Inc.
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Head Of Corporate Fx Risk Solutions - AmericasSmbc Capital Markets, Inc. Apr 2024 - PresentNew York, Ny, Us -
Head Of Corporate Macro Sales, Fx And CommoditiesBnp Paribas Aug 2020 - Jan 2023Paris, FrSummary: 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. -
Director, Fxlm Institutional SalesBnp Paribas Jun 2006 - Aug 2020Paris, FrSummary: 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. -
Associate, Fx Institutional SalesCrédit Agricole Cib 2005 - 2006Montrouge, -, FrSummary: 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. -
Analyst, Ficc ComplianceGoldman Sachs 1999 - 2002New York, New York, UsSummary: 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
Adam Planck Education Details
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Cornell Johnson Graduate School Of ManagementFinance -
Cornell UniversityGeneral
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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