Svp Head Of Fixed Income Trading
Wells Fargo/Wachovia/Evergreen Investments
Oversaw all taxable and tax-free trading including corporates, mortgages, asset-backed, CDS, swaps, treasury, agency, municipals, futures, repo, commercial paper, CD, time deposits, FX and trust preferred.Represent Evergreen as the point person with the regard to the management of counterparty relationships. Developed and cultivated many strong relationships which produced superior execution.Improved investment performance for 90 Wealth and 45 Institutional Portfolio Managers through trading strategies and education.Led the challenge and developed and improved the trading desk technology. Evergreen was an early adopter of electronic trading and beta tested many of Tradeweb and Marketaxess current products.Instrumental in the implementation of the Bloomberg POMS, Charles River Development and Macgregor OMS systems into our trading environment. Proficient at all three systems.Lead Trader of the credit sector.Developed positive working relationships with internal partners including Human Resources, Technology, Operations, Custody, Wealth, and the general bank which fostered increased productivity.Collaborated with Risk Management and Compliance and developed processes and procedures for proper identification and on-going monitoring of risk metrics and compliance with all regulatory requirements. Received a satisfactory rating in all audits.Managed 14 traders, many of whom were MBA and CFA. Desk executed 375 trades daily worth $10-15 billion with little or no error.