Jeffrey Panzo, Cfa Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

New York, New York

• Distribute full suite of credit products (bonds, loans, derivatives, distressed and structured products) to multi-billion-dollar asset managers, hedge and private equity funds. • Partner with capital markets and investment banking to market, structure and distribute primary credit offerings to the market, raising capital for LBOs, M&A transactions and capital structure refinancing. • Analyze corporate credits and develop points for use by the broader team in advising clients and increasing traded volume. • Connect senior leaders and resources of the firm to senior level individuals at clients to provide thought leadership and expand the breadth of the relationship. • Recruit, develop, coach and train talent, including appointment to the firm’s associate promotion committee. • Developed the winning concept (an electronic marketplace for connecting middle market loan lenders and borrowers) during a one-day fintech ideation session sponsored by Citi Ventures. One of ~ 20 individuals from across firm selected as business rep for this event.

New York, New York

• Led team of investors servicing high net worth individuals with a specific focus on real estate clients.• Sold broad suite of retail products suitable for the high-net-worth channel including structured notes linked to equities, commodities, rate and fixed income products. • Collaborated with clients in selectively adding investment grade credits to portfolios during financial crisis.

New York, New York

• Analyzed and distributed high yield bonds, distressed situations, and derivatives, including index products, bond credit default swaps (CDS) and loan credit default swaps (LCDS) to a wide range of accounts. • Built business from the ground and was instrumental in growing relationships that expanded Barclay’s franchise within leveraged credit. • Onboarded clients and established infrastructure.

New York, New York

• Distributed global leveraged finance products including high yield bonds, distressed situations, loans and derivatives to hedge funds, mutual funds, money managers, and insurance companies. • First associate hired to high yield sales desk out of MBA Program in over a decade.• Ranked in the top three of ~50 MBA Summer Associate Program participants

• Managed team overseeing legal and administrative matters and client relationships within the sovereign, public pension fund and Taft-Hartley client segments. • Oversaw preparation of client reports including account holding reconciliations and performance reports. • Prepared, reviewed and executed investment management agreements used as the basis for managing client assets.

Greater New York City Area

• Maintained and reported all financial information related to the $25B proprietary mortgage-backed securities portfolio, which included agency mortgages and interest rates swaps. • Prepared month-end, quarter-end and annual financial information to be included in the firm’s financial reporting package. • Developed a tool to account for the interest rate swap and TBA hedges used in the portfolio, eliminating an Excel-based accounting process.

Greater New York City Area

• Managed engagement teams providing audit services to a variety of financial service, retail and manufacturing clients. • Assessed financial and internal control systems, compiling information to render an opinion on the efficacy of these systems. • Prepared and verified full sets of financial statements in preparation for client SEC filings.

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, Accounting