John Balena personal email
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**John Balena** is a seasoned sales professional in the financial services (finserv) and financial technology (fintech) sectors. His expertise lies in empowering the world’s largest institutional portfolio managers and traders to invest and trade more effectively by leveraging cutting-edge fintech applications and platforms throughout the entire investment lifecycle—from idea generation to execution.John began his career as an institutional Bond Trader (Sales & Trading Officer) at Zions Bank Capital Markets, a Primary Dealer. There, he excelled in selling and trading a diverse range of fixed income securities, including U.S. Treasuries, Agencies, Corporates, Money Markets, and Municipals. His exceptional performance quickly set him apart as the top producer among his peers. This success sparked his interest in fintech, leading him to transition to Bloomberg LP, where he further honed his bond trading expertise.At Bloomberg LP, John interfaced with a wide array of market professionals, eventually taking on the responsibility of managing Bloomberg's West Coast electronic trading business. In this role, he introduced clients to innovative bond trading platforms, driving platform executions from a modest 7% to an impressive 52% market share. Under his leadership, the West Coast saw electronic trading volumes surge to $100 billion per month, contributing to Bloomberg’s rise as the world’s largest bond trading platform. Following this success, John helped launch the fintech corporate bond trading startup Bondcube Ltd.**Key Areas of Expertise:**- SAAS Sales: 13 years- Bloomberg Professional: 17 years- Workflow Specialist- Digital Transformation- FinTech Innovation- Institutional Client Management
Proprietary Trader
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TraderProprietary Trader Jul 2015 - PresentGreater Los Angeles Area• Focus on: macro, central bank, eco, and earnings events.
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West Coast SalesBondcube Limited Aug 2014 - Jul 2015Greater Los Angeles Area• FinTech start-up, reg ATS, all-to-all dark pool / dark match fixed income crossing platform for large and illiquid orders. (Liquidated July 2015 - failed to receive Series B round.)• Sold to all west coast key buy-side from pre-launch regulatory approvals through go-live, created marketing/US product sell-sheet.• Reported to CEO, advised on: lit and dark protocols, price discovery and negotiation protocols.
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Managing DirectorBalena Capital Llc Aug 2013 - Aug 2014Greater Los Angeles Area• Focused trading fixed income new issue & equity IPO. (Allocations weren't meaningful, joined FinTech start-up Bondcube Ltd.) -
West Coast Sales - Fixed Income Electronic TradingBloomberg Lp Aug 2008 - Aug 2013San Francisco Bay Area• Responsible for all west coast fixed income electronic trading sales and relationships, 100+ billion electronic volume / month. Sold multi-dealer single and list RFQ & all-to-all fixed income electronic trading platforms, SEF, voice matching, IB Trading, FI EMS (TSOX), compliance, TCA / reporting, and integrations for STP with any 3rd party or prop OMS.• Ranked #1 (of 15) two years: 2011 & 2012, on KPIs: net new traders, volumes, competitor displacements, OMS integrations.• Achieved #1 platform rank in US Treasury Securities, increasing marketshare from a nascent 7% in 2008 to 52% by 2012. Ranked #1 SEF; #1 rates platform, #2 cash credit platform.• Campaigned new platform launches/relaunches: created strategy, developed new approaches, distributed marketing, demonstrated workflow, procured enhancements, built relationships and gained institutional investor and broker-dealer commitment for product usage.• Collaborated with FICC product managers and colleagues, advised cross-functional sales teams.• Account sample: PIMCO, WAMCO, Cap Group, Mellon, Wells, Blackrock, Franklin, Schwab, Russell, NWQ, TCW, Payden, PacLife, Dimensional, CalPERS, Highmark, Guggenheim, Partner, Overland, Kayne Anderson, Google, Intel, Apple/Braeburn, City of Los Angeles / San Francisco, Visa, LPL, Dodge & Cox, etc. -
Product - Fixed Income Trading At PimcoBloomberg Lp Dec 2010 - Aug 2012Newport Beach, Ca• Served concurrent while 'Head West Coast Fixed Income Electronic Trading'.• Originated development requests to enhance and create new execution protocols and platforms.• Investigated with PIMCO on rough business requirements and features.• Collaborated with Bloomberg FICC product managers from alpha, beta, to production.
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West Coast Sales: Investment Managers, Banks, Hedge Funds, Broker Dealers, CorporationsBloomberg Lp Jul 2000 - Jul 2008San Francisco Bay Area• Sold new business for Bloomberg Professional License (SaaS / Terminal) to institutional professionals at buy-side and sell-side firms including portfolio managers, traders, risk, operations, sales, C-Level, investment banking analysts, investor relations, M&A managers, covering all asset classes and functionality including advanced big data analytics for single security, pairs and portfolio performance attribution, custom API excel, execution platforms for equity, fx, and fixed income.• Sold and defended $16MM annual revenue, of which $5MM new sales annual revenue.• Achieved quota for all years 2000 to 2008, ranging from 115% to 300% of goal.• Ranked #1 in sales for 2006-2007 within San Francisco office of 50 sales professionals.• Accomplished MSA: Sold 68 licenses ($3.3MM) to hedge fund CEO, Bloomberg news as execution advantage.• Mentored new sales reps, also colleagues who asked or were assigned from under-performing.• Spoke at CMTA-California Municipal Treasurers Assoc (2004) 100 treasurers, fixed income relative valuation & electronic trading.• Spoke at Bloomberg's annual 'Big B' and 'Focus' events at the Beverly Hills Hotel, Biltmore, and St. Francis.• Presented weekly BU Bloomberg University Certification classes: API, Analytics, Equity, Fixed Income, FX, Commodity, etc.
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Institutional Investment Officer (Institutional Fixed Income Sales)Zions Bank Capital Markets (Primary Dealer) Aug 1998 - Jun 2000Salt Lake City, Ut• Prospected and established all new institutional fixed income high touch trading relationships with buy-side.• Sold US Treasury, Agency, Corporates, MBS/ABS, Municipal, Repo, Commercial Paper and Discount Notes.• MSA: Established relationship with 100+ billion fund due to persistent, strategic approach.• Achieved top p/l of 10 peers - left per interest in fintech with fixed income electronic trading at Bloomberg LP.
John Balena Skills
John Balena Education Details
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Business Finance
Frequently Asked Questions about John Balena
What company does John Balena work for?
John Balena works for Proprietary Trader
What is John Balena's role at the current company?
John Balena's current role is FinServ FinTech Enterprise Sales & Product.
What is John Balena's email address?
John Balena's email address is jb****@****ail.com
What schools did John Balena attend?
John Balena attended University Of Utah - David Eccles School Of Business.
What are some of John Balena's interests?
John Balena has interest in Human Rights, Children.
What skills is John Balena known for?
John Balena has skills like Fixed Income, Bloomberg, Electronic Trading, Derivatives, Capital Markets, Equities, Trading, Hedge Funds, Financial Markets, Investments, Trading Systems, Fx Options.
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John J Balena
Houston, Tx12cloudbees.com, gmail.com, orcaconfig.com, lycos.com, aol.com, hoymail.com, aol.com, comcast.net, bmc.com, phurnace.com, cloudbees.com, forgerock.com3 +128198XXXXX
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John Baleña
Iloilo
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