Bill Painter Email & Phone Number

New York City Metropolitan Area

Managing a portfolio of global accounts. Developing and overseeing the execution of strategic accounts plans to meet company revenue goals and increase market share. Staying abreast of client's industry and competition to provide valuable insights to uncover business drivers. Offering alternatives and unique perspectives that challenge the status quo to.

Managed a $2MM long/short trading book for a startup hedge fund. Aggressively traded single stocks, ETFs, pairs, options, and associated hedges utilizing quantitative and technical screens. Constructed detailed security pricing models.

NYC

Executed trades and oversaw customer facilitation books. Partnered closely with Chief Compliance Officer of a private securities trading firm to integrate a recently- purchased broker dealer business. Managed and led turnaround effort to expand company’s research coverage and trading capabilities to select institutional investor clients.

NYC

• Directed and led top-performing equities trading team that focused primarily on the financial sector. Managed seven traders. Key contributor to implementation and acceptance of a new trading system for the firm.
• Increased revenues derived from financial stock trading to $60MM from $7MM as Team Lead of firm’s sales & trading desk focused on the financial sector.
• Transformed composition and reputation of financial sector team into a full-fledged trading group that consistently produced positive results.
• Expanded coverage to sub-sector players that included broker-dealers, insurance companies, homebuilders, and real estate investment trusts (REITs).

Scottsdale, AZ

• Transitioned to leadership role coordinating all trading activities for a long/short hedge fund that required expertise in risk management, macro hedging, and yield enhancement. Instrumental in fund growth to $350MM.
• Established, built, and sustained valuable relationships with decision-makers at large institutional investment firms and 25 broker dealers that generated asset management opportunities.
• Developed expertise in use of Moxy/Advent, Goldman Sachs’ prime brokerage system. Integrated quantitative modeling, mean reversion strategies, and attribution analytics to firm portfolio management systems; encouraged.
• Created and implemented a soft dollar budget, hard dollar commission system, trading desk procedures, performance attribution, and risk management platform.

Greater Pittsburgh Area

Recruited to join one of the largest mutual fund and asset management companies globally ($364B in assets) in an equities and equity-derivatives trading role. Pioneered and established greater use of electronic trading platforms.

NYC

Provided clients with derivative strategies, program trading, capital commitment, and market analysis.

NYC

Part of a team of 15 U.S. listed position traders. Responsible for order execution, customer facilitation, proprietary trading and capital commitment.

Columbus, Ohio Area

Supervised equity traders and financial derivative traders in execution of trading strategies. Coordinated and implemented portfolio strategies, block order flow, asset allocation, hedging, and derivative trading strategies. Coordinated international equity allocation through futures markets. Managed successful options overwriting program. $65 million in.

Bsba, Dual Major - Finance And Accounting

Activities and Societies: Ohio State Aviation - Licensed Pilot. Tau Kappa Epsilon - house officer. Navy ROTC - Scholarship.

Education record