Jared Ruquist Email & Phone Number

Greater New York City Area

Greater New York City Area

Greater New York City Area

Supported upwards of 40 Fixed Income executives, salespeople and traders including Investment Grade Sales and Trading, Short Term Credit Sales and Trading, Client Analytics, DSP trading, Credit desk Strategies, Credit Structuring, E-Commerce, and the Convertible Bond team- Calendar organization from worldwide meetings and video conferences to large presentations for high level executives- Coordinated extensive client events from charities to annual cocktail dinners and sports events- Recconended client event budget proposals based on previous years’ success; itemized budgets to identify spending trends and cut costs- Relied upon as go-to person to teach and train assistants and managers on newly adopted, division-wide expense and travel systems Extensity. Concur and more- Rebuilt and maintained speed dial system improving internal and client communication for traders- Took initiative to learn internal vendor payment and budgeting systems in order to create 2015 vendor payment budget with the head of Credit Structuring- Identified and addressed ongoing issues in MER and T360 systems- Supported transition to new phone system including solving client direct line issues and teaching the new telephone functions to team and colleagues- Created budget vs. actual documents for executives to show payments made to deal-related vendors- Set up client logins for easier access to MS Research; collected research for desk analysts

Greater New York City Area

- Supported Vice President of Sales and Executive Vice President concurrently; provided weekly sales breakdowns by territory, by book, by grade and by counties- Supported and managed team of 28 executives and salespeople while company grew from $26 million to $35 million- Reviewed and fulfilled all county bid opportunities from start to finish by completing all necessary paperwork- Organized and attended local and national sales conferences; set up and adjusted all sales territory records in TOWER system; fixed existing data errors within system- Worked with Marketing and Production teams to expedite promotional materials and pre-release books; organized Marketing and Sales expenses for SOX compliance

Lexington, Ma

Prepared competitive market analyses for presentations to potential clientsJuggled developing book of business while assisting one of the top selling brokers in LexingtonMaintained daily communication with active clients; set up database, created mass-mailings and produced email updates as part of larger marketing effort

Greater Boston Area

Worked hand-in-hand with top local producer in loan origination, marketing and customer service effortsNetworked with customers, lawyers, and insurance companies daily to expedite all necessary financial paperworkSent weekly updates and marketing tools to Real Estate agents to promote and build books of business