Anne Dubon Murphy Email & Phone Number

Red Bank, New Jersey, Us

Red Bank, New Jersey, Us

Red Bank, New Jersey, Us

Red Bank, New Jersey, Us

Hudson Wealth Management is a dynamic, independent financial services firm located in the heart of historic Red Bank, New Jersey. As a boutique wealth management firm, Hudson distinguishes itself by creating customized plans for its clientele, leveraging decades of experience of the team's diverse backgrounds in financial services, law, accounting, and health and life insurance.

Oklahoma City, Oklahoma, Us

I advise and supply Payroll and Human Resources services for small businesses. I assist each business owner with creating a customized solution for them, while offering value and support.

Us

I work in tandem with the Director of Broker Dealer Services to ensure our members share threat intelligence in a safe and trustworthy space. This is done through member calls, presentations with market professionals and our global intelligence office.

London, Greater London, Gb

New York, Ny, Us

Collaborated with Product Managers on proprietary systems which enhanced the flow of business for financial advisors.Trained financial advisors on new rollouts of the Tradeweb Direct platform.Identified broker dealers in designated territories. Conducted follow up communications via introductory visits and WEBEX conference calls.Attended industry functions and coordinated client dinners/outings.

New York, Ny, Us

Oversaw client relations team to handle all client inquiries.Summarized daily workflow and procedures with auditors and compliance.Composed market commentary to increase market knowledge of the client relations team.

Fixed Income SalesBuilt client base consisting of small broker dealers, Registered Investment Advisors and small hedge funds focusing on domestic corporate, emerging markets and municipal bond inquiries.Disseminated market moving data to client base focusing on new issue bond pricings.

Middle Market Sales & Fixed Income Trading Covered Northeast to Mid-Atlantic region communicating with Relationship Managers to cross sell fixed income investments to middle market accounts.Served as Series 7 licensed representative over 20 Relationship Managers targeting new deposit clients with $500mm minimum in assets. Provided investment ideas resulting in executing fixed income trades in domestic and international corporate bonds, U.S. and foreign government and agency bonds, zero coupon bonds, trust preferred securities and tax free municipals to the various brokerage sales channels.Responsible for executing all new issue medium term note and trust preferred offerings, including marketing, takedown and distribution.Increased international trading volume by 40% by initiating and proactively coordinating with international traders on the private bank side.Educated and trained 100+ investment advisors on internal and external products focusing on business development strategies and growth opportunities in fixed income.

Focused on presenting investment ideas to clients and prospects through specialty investment areas, educational forums and daily research call summaries.Facilitated trade executions on behalf of retail client base as well as participating in investment meetings resulting in additional assets under management.

Fixed Income SyndicateActed as selling agent on over 50 new issue preferred offerings with broker dealers and investment banks.Processed all new issue products including preferred stock, CD's and medium term notes, ensuring the firm's full adherence of SEC regulations.Managed the distribution of callable and market CD's to over 200 Pershing correspondents.

Executed managed and co-managed offerings globally, scheduling one-on-one road show meetings, interfacing with investment bankers and international sales and trading to the allocation and ticketing of shares.Responsible for execution of all restricted stock (144A) offerings.Extensive communication with major investment banks to request and secure underwriting positions and share retention in primary and follow-on equity offerings.

Maintained institutional book on managed deals, focusing on institutional one-on-one meetings and incorporated feedback into deal picture for Investment Banking.Established and updated all deal data on proprietary software database, including institutional and retail allocations on managed business.Created and distributed registration and pricing terms on all managed transactions to sales, syndicate and trading desks.Prepared and edited meeting notes from morning research calls and sales meetings for distribution to sales, trading and firm client list.Developed and maintained rapport with institutional sales forces, management and major investment banks to increase sales.