David Hart, Cfa Email and Phone Number
David Hart, Cfa work email
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David Hart, Cfa personal email
David Hart, Cfa phone numbers
Experienced Bond Trader with a demonstrated history of working in the investment management industry. Skills include Bloomberg, analytics, electronic trading, asset allocation, asset management, portfolio construction with a focus on suitability, risk management and deep fixed income product knowledge. CFA designation since 2003.
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Senior Vp, Sales And TradingBlaylock Van, LlcAlameda, Ca, Us
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Taxable Fixed Income Trading & SalesCincap Investment Group Feb 2021 - PresentAlameda, California, United StatesTrading & Sales of Taxable Fixed Income, corporates & preferreds, assisting dealers, institutions and retail accounts
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Taxable Fixed Income Trader And Portfolio ConsultantRoss, Sinclaire & Assoc Mar 1999 - Jun 2020Sf Bay AreaTrade corporate bonds, government bonds, hybrids, and preferred stock.Trading for customer accounts, both retail and institutional, as well as on aproprietary basis.• Handle daily inquiries from registered reps, assist them in sales processand in constructing customer portfolios. Maintained constant focus onsuitability and risk management.• Manage inventory of fixed income securities, also with a focus on riskmanagement. Trading book consistently profitable.• Daily credit research.• Built relationships with new issue syndicates to maximize allocations. Secondary role, added in 2018:In a dual role, consultant to in-house asset management division, approx.800MM AUM and a 5-star rating from Morningstar.• Work with senior PM’s on credit research, trade and swap ideas.• Maximized returns via improved trade execution.• Regular meetings with PM’s for market and economic forecasting.• Wrote white papers on markets and credit for both in-house and clientcommunication
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Fixed Income TraderKeybanc Capital Markets Sep 1997 - Dec 1998Cleveland, OhioTaxable fixed income trading for capital markets division of major regional bank. Managed fixed income inventory, generated sales ideas and product education for salespeople, stayed in constant contact with both reps and the street. Co-managed FHLMC debenture issues.
David Hart, Cfa Skills
David Hart, Cfa Education Details
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Cfa InstituteChartered Financial Analyst -
Finra Series 4, 7, 24, 53,55,63
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Wyoming High School
Frequently Asked Questions about David Hart, Cfa
What company does David Hart, Cfa work for?
David Hart, Cfa works for Blaylock Van, Llc
What is David Hart, Cfa's role at the current company?
David Hart, Cfa's current role is Senior VP, Sales and Trading.
What is David Hart, Cfa's email address?
David Hart, Cfa's email address is dh****@****net.com
What is David Hart, Cfa's direct phone number?
David Hart, Cfa's direct phone number is +151338*****
What schools did David Hart, Cfa attend?
David Hart, Cfa attended Cfa Institute, Wittenberg University, Finra Series 4, 7, 24, 53,55,63, Wyoming High School.
What skills is David Hart, Cfa known for?
David Hart, Cfa has skills like Bonds, Fixed Income, Bloomberg, Trading, Mutual Funds, Equities, Finra, Capital Markets, Analysis, Electronic Trading, Series 7, Data Analysis.
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