David Kelley work email
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David Kelley personal email
I am a Business Development, Relationship Management, Investor Relations, Fundraising, and Institutional Sales professional. I began my career in financial services at Bear Stearns where I worked as an institutional fixed income salesperson focused primarily on securitized products. I’ve held similar positions at J.P. Morgan and UBS Investment Bank. In 2008 I founded a small broker-dealer to trade structured credit securities with institutional investors, prior to focusing on my personal investment portfolio. In 2019 I joined Roc Capital as a Relationship Manager on the lenders team before joining Computershare in 2022 where I was a Relationship Manager on the CLO and Leveraged Loan team. I have a bachelor's degree from New York University and later completed coursework at the New York Institute of Finance prior to participating in J.P. Morgan’s Global Financial Markets Training Program.
Self-Employed
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Business Finance ConsultantSelf-EmployedNew York, Ny, Us
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Relationship ManagerComputershare 2022 - 2024Melbourne, Victoria, AuI was a member of the CLO and Leveraged Loan Services team covering CLO Managers and Leveraged Loan investors. -
Relationship ManagerRoc Capital 2019 - 2022New York, Ny, UsI was a Relationship Manager on the Lenders Team covering mortgage brokers and third-party originators. -
InvestorPersonal Portfolio 2014 - 2019I managed a core portfolio of long positions in index funds and alternative investments overlayed with long/short positions in ETFs.
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Ceo & Chief Compliance OfficerMayfair Capital 2008 - 2014I founded this small broker-dealer to trade structured credit securities with institutional investors on a riskless principal basis. -
Executive Director, Global Structured Credit Sales & TradingUbs Investment Bank 2001 - 2008Zurich, ChI was recruited by UBS's global structured credit business to cover institutional investors, including hedge funds, asset management companies, insurance companies, and proprietary trading desks at banks. -
Vice President, Fixed Income Sales & TradingJ.P. Morgan 1991 - 2001New York, Ny, UsI covered institutional investors including domestic & international banks, asset managers, and insurance companies, and I led the Yankee bank sales effort with responsibility for distributing credit and rate products to this client base. -
Institutional Fixed Income Sales & TradingBear Stearns & Company, Inc. 1987 - 1991I served as a Fixed Income salesperson covering commercial banks, savings & loans, asset managers, and insurance companies with a primary product focus on RMBS, CMOs, CMBS, and investment grade corporate bonds.
David Kelley Skills
David Kelley Education Details
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New York University -
J.P. MorganGlobal Financial Markets Training Program #15
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New York Institute Of FinanceFundamentals Of The Securities Industry
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The Hotchkiss School
Frequently Asked Questions about David Kelley
What company does David Kelley work for?
David Kelley works for Self-Employed
What is David Kelley's role at the current company?
David Kelley's current role is Business Finance Consultant.
What is David Kelley's email address?
David Kelley's email address is da****@****ets.com
What schools did David Kelley attend?
David Kelley attended New York University, J.p. Morgan, New York Institute Of Finance, The Hotchkiss School.
What skills is David Kelley known for?
David Kelley has skills like Fixed Income, Structured Products, Abs, High Yield, Cmbs, Interest Rate Derivatives, Trading, Credit Derivatives, Structured Finance, Swaps, Institutional Investments, Hedge Funds.
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