Jeffrey Carson Email & Phone Number

Within the Global Capital Markets Group, support Client Development Officers and Relationship Managers when researching investment solutions for institutional clients. Responsible for supporting Client Development Officers in the sales process with fixed income investment and deposit product solutions.

Responsible for client service/relationship management of separately managed institutional accounts.Provided effective investment solutions according to client goals, provided account reviews and cross-selling of additional Wells Fargo products or services to enhance relationships.Managed 25 institutional relationships, with over $2.0 billion of assets, generating $2.0 million in annual fees. Presented quarterly account reviews of portfolio performance, structure, investment strategy.Managed the on-boarding of new clients, working closely with internal units to finalize legal documents, investment guidelines, portfolio structuring and account set-up. Grew revenue through client contributions, retention of accounts and assisting the sales force with new account sales.

Portfolio Manager of separately managed Taxable Fixed Income portfolios. Responsible for the management of 17 relationships, consisting of 38 portfolios with assets of $2.1 billion.Produced customized portfolios based upon the client’s needs and investment policy. Accounts exceeded client investment objectives through suitable duration decisions, sector allocation and security selection. Lead Portfolio Manager for the Enhanced Cash Government product. The composite accounts consistently outperformed their benchmarks. Over a 5 year period, net amortized returns averaged in the 4th percentile versus the Lipper Institutional Government Money Fund Average. Directly involved in the investment sales process to generate new account business through conference calls and direct meetings. Generated materials, (sample portfolios, market commentary) to assist with sales. Actively participated in team meetings with the emphasis of generating investment ideas and to be influential in the investment philosophy and decision making process which contributed to strong investment performance. Liaison with other groups within Evergreen and service partners (external/internal) to solve client problems in order to address or enhance service.Presented formal reviews to clients regarding their investment performance. Generated monthly investment market overviews and updates for marketing materials utilized by the sales force.