Brian Mcneely Email & Phone Number

Dallas/Fort Worth Area

Dallas/Fort Worth Area

- Actively managed short term trading portfolio of municipal bonds for SB Partnership Fund - Generated an average of over $650,000 per year in trading revenue over the last five years- Increased P/L assets from $2 - $10 million and generated over $3.5 million in trading revenues over last 4 years - Utilized electronic trading platforms to discover price discrepancies for bids and offers which resulted in 10% cost savings- Recognized at IPI Annual Conference as Top Performing Trader - Established and serviced numerous buy side accounts - Participated in negotiated and competitive new issues

San Antonio, Texas Area

- Developed marketing strategies and increased sales by incorporating CRM database - Cultivated external trading relationships through cold calling and marketing campaigns- Researched specific corporate credits to take advantage of current volatility where clients realized up to 40% upside

San Antonio, Texas Area

- Part of a team recruited from AAM to help launch Ameritrade’s retail bond desk after the merger between TD Waterhouse and Ameritrade - Our team led firm wide marketing campaign resulting in 75% retention rate of existing TD Waterhouse clients - Trained new bond desk members regarding fixed income securities, and how to present different strategies based on client needs - Constructed income generating portfolios including taxable, tax free, and structured products by measuring client risk tolerance and time horizon- Presented at company sponsored conferences regarding new developments in the fixed income market and introduced new structured products - Acted as a key contact person for High Net Worth Apex clients for their fixed income trading