David Goebels Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

Marketed and consulted on Weeden’s capital markets products’ encompassing: electronic block & benchmark crossing, dark pool aggregation, and algorithmic strategies (including schedule based, liquidity seeking, and portfolio algorithms). Reviewed execution performance (TCA/TPA) reports and consulted with clients on both strategy selection and custom strategy development based on quantitative studies of their execution outcomes.Coverage: Pension & Investment managers, RIA’s, and Hedge Funds… Show more Marketed and consulted on Weeden’s capital markets products’ encompassing: electronic block & benchmark crossing, dark pool aggregation, and algorithmic strategies (including schedule based, liquidity seeking, and portfolio algorithms). Reviewed execution performance (TCA/TPA) reports and consulted with clients on both strategy selection and custom strategy development based on quantitative studies of their execution outcomes.Coverage: Pension & Investment managers, RIA’s, and Hedge Funds located on West Coast and in the Southwest. Show less

San Francisco Bay Area

Sold Citi’s electronic execution offering: Citi Match, Algorithms, Lava smart-router, TCA, and ETF/Portfolio baskets. Coverage: Pension & Investment managers, RIA’s, and Hedge Funds located on West Coast and in the Southwest.

Stamford, Ct

Agency traded banks’ DMA and algorithmic products (global equities, swaps, and derivatives). Consulted with clients on global algorithmic strategy selection and execution performance review. Cross-sold Portfolio/ETF Basket Trading and Prime Brokerage Services. Coverage: Pension & Investment managers, RIA’s, and Hedge Funds located in NY, NJ and CT.

San Francisco Bay Area

Sold all Lava Buyside trading products: DMA, Algorithms, Blotter, Baskets, Market Data in the West. Worked closely with sponsoring brokers to promote the Lava EMS.

San Francisco Bay Area

Sold and consulted on a broad range of products and services that included: Utilization of BridgeStation platform as a research tool for Hedge Funds, RIA’s, Pension and Investment managers; IOE - the first electronic order routing platform for both single stock and equity baskets; Triad - a sellside product that consolidated indications and advertised trades from all vendors for efficient distribution to the buy side; and EasyFIX - providing FIX indications and connectivity between the buy and… Show more Sold and consulted on a broad range of products and services that included: Utilization of BridgeStation platform as a research tool for Hedge Funds, RIA’s, Pension and Investment managers; IOE - the first electronic order routing platform for both single stock and equity baskets; Triad - a sellside product that consolidated indications and advertised trades from all vendors for efficient distribution to the buy side; and EasyFIX - providing FIX indications and connectivity between the buy and sell side. Was also responsible for all soft-dollar sales of both BridgeStation and third party research. Earned President’s Club sales honors every year. Coverage: Investment Banks, Agency Brokers, Pension & Investment managers, RIA’s, and Hedge Funds located on West Coast and in the Southwest. Show less

Mill Valley, Ca

Managed (1-30 day time horizon) investment idea generation with risk capital for short-term opportunities. Consulted with clients communicating the current investment objectives of the firm. I also executed both equity and options trades for the hedge fund.

Palo Alto, Ca

Provided market-timing input for portfolio managers. Worked with clients communicating the current investment objectives of the firm. Managed both Trading department personnel and Operations staff for the short only Hedge Fund. Directed the firm’s budget committee.