Spearhead the trading of new issue and secondary preferred stock and municipal bonds. Monitor and review the existing positions to determine their current profit and loss. Lead the discussion of any pending new preferred deals with brokers and deal with the municipal bond bid wanted lists. Gauge the interest of the retail brokers to ascertain their clients’ interest in various municipal bond issues.

Directly collaborated with institutional clients to give them the best execution on preferred stock, corporate bonds municipal bonds, and equities. Reviewed the broader market and any news that might affect them while verifying that all the completed trades were problem-free. Communicated directly with the clients to know their opinions regarding the daily market as well as provided own expert opinion. Established relationship and trust with clients, resulting in trading various preferred stock, corporate bonds, and equities. Sent live markets to clients via Bloomberg and phone in order to ascertain client interest.

Managed entire customer relationship from lead generation to implementation of data storage and backup solution. Worked with our engineers to provide customers with a storage and backup solution encompassing hardware, software as well as implementation services. Cultivated client base in order to become a trusted partner. Met and exceeded Yearly sales quotas.