• Created a fixed income department for newly formed broker dealer• Produced daily market commentary to the sales force• Generated marketing materials for all products including reverse convertibles• Bought and sold various fixed income products for both client and in house accounts• Established a short term variable note program

* Disseminated trade information, economic commentary and market analysis based upon knowledge of accounts and relevance of information* Demonstrated the benefits of municipal bonds as part of a client’s overall asset allocation model* Tailored asset allocation and investments needs through face to face and telephone presentations to current and potential clients * Made the timely purchase and sale of municipal securities for client and trading accounts* Increased sales through the development of a computer program which assists in the presentation of the municipal bond portfolio as a part of the entire asset allocation model

* Disseminated trade information, economic commentary and market analysis based upon knowledge of accounts and relevance of information* Demonstrated the benefits of municipal bonds as part of a client’s overall asset allocation model* Tailored asset allocation and investments needs through face to face and telephone presentations to current and potential clients * Made the timely purchase and sale of municipal securities for client and trading accounts* Increased sales through the development of a computer program which assists in the presentation of the municipal bond portfolio as a part of the entire asset allocation model

Provided markets in various fixed income products, such as, municipal, government and corporate securities, for both retail and institutional salespeople Responsible for the trading of municipal securities in the primary and secondary market including both fixed and floating rate notes and bondsActed as Remarketing Agent for various floating rate issues, consulting with Public Finance on the origination of the same

Provided both written and oral presentations on fixed income productsAnalyzed the credit quality of both general obligations and revenue bonds to determine their suitability for underwriting and client's accounts

Responsible for the trading and underwriting of both New York and General Market municipal securities ranging in maturity from zero to five yearsActed as agent between the Unit Investment Trust area of the Bank and the marketplace

Developed a marketing strategy for various employee stock purchase plans which were under the direction of Merrill LynchPurchased and sold a wide range of investment instruments for middle market clientsExpedited the processing of merger and acquisition activities