John Broderick

John Broderick Email and Phone Number

SVP | Seasoned Financial Industry Professional | Experienced Top Producing Financial Account Executive
John Broderick's Location
Dallas, Texas, United States, United States
John Broderick's Contact Details

John Broderick work email

John Broderick personal email

About John Broderick

John Broderick is an accomplished and top-ranked financial account executive with a stellar past at nationally known firms throughout his career. His deep-market knowledge and long time interest in economics translates into successful strategies for his clients and his companies. With a keen eye for development and investment opportunities, John is known as a “true advisor” who thrives in environments known for providing insightful, direct advice, and superior experienced business acumen. John is frequently called on to assist with difficult or troubled financial investment situations, and customer loyalty. A consummate professional and team player, John is known by his peers as a relationship builder, successful portfolio manager, and consultative selling expert. John is currently seeking new opportunities.SPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful

John Broderick's Current Company Details

SVP | Seasoned Financial Industry Professional | Experienced Top Producing Financial Account Executive
John Broderick Work Experience Details
  • Td Ameritrade, Ft. Worth, Tx
    Senior Fixed Income Specialist
    Td Ameritrade, Ft. Worth, Tx 2008 - 2014
    Dallas/Fort Worth Area
    Worked at TD Ameritrade two separate times from 2008 to 2009, then again from 2012 to 2014KEY POSITION ACCOMPLISHMENTS   • Structured fixed income portfolios      for high net worth clients ($5+ million)    • Led weekly conference calls on      fixed income market conditions      and product strategy   • Traded Fixed Income Securities      using the Knight Trading Platform   • Worked with branch consultants      to help capture new business   • Frequent communication liaison      between trusties and CPAs on      investment strategiesSPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful
  • Commerce Street Capital,Llc
    Senior Vice President – Private Equity
    Commerce Street Capital,Llc 2010 - 2012
    Dallas/Fort Worth Area
    KEY POSITION ACCOMPLISHMENTS   • Participated in successful private      equity raise of $120 million for      Pharos Capital   • Participated in successful private      equity raise of $70 million for      Valesco Commerce Street Capital   • Organized FDIC community development      investment conferences attended by      100+ bankers   • Participated in three Community Bank      Capital raises in Arlington, TX,      Greensboro, NC, and Evansville, IN.SPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful
  • Ubs Financial Serives
    Financial Advisor
    Ubs Financial Serives 2006 - 2008
    Dallas/Fort Worth Area
    KEY POSITION ACCOMPLISHMENTS   • Used fee-based marketing of all      investment products including      fixed income, equities,      and insurance   • Served small institutional and      high net worth accounts   • Used modern portfolio theory      of asset allocation, risk analysis,      and performance modeling SPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful
  • Broderick Consulting
    Principle
    Broderick Consulting 2002 - 2006
    Dallas/Fort Worth Area
    • Managed $300 million fixed income portfolio    • Outperformed Lehman aggregate bond index   • Member of investment committee of      $1 billion registered investment advisor   • Held Texas Real Estate LicenseSPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful
  • Rbc Dain Rauscher (Rbc Wealth Management)
    Vice President And Investment Consultant – Corporate Pension Strategies
    Rbc Dain Rauscher (Rbc Wealth Management) 2000 - 2002
    Dallas/Fort Worth Area
    RBC Wealth Management offers full service investment, fiduciary and retirement services to private and public companies as well as unions, colleges, universities, non-profits and governmental organizations.   • Led marketing effort for $ 6 billion      investment consulting practice   • Clients included:        - VIA Metropolitan Transit (San Antonio)        - Texas Health Resources        - Temple, TX Fire Pension Plan        - and others SPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful
  • Earlier Career
    Institutional Sales - Corporate Finance
    Earlier Career 1990 - 2002
    Dallas/Fort Worth Area
    • Held positions on the Institutional Sales      and Corporate Finance Teams of      Credit Suisse (Formerly First Boston      Corporation) and Lehman Brothers   • Clients included:        - Exxon Mobil Corporation        - Shell Oil Pension        - American Airlines (AMR)        - AIM Advisors (Invesco)        - Fayez Sarofim         - Charles Schwab        - USAA   • Ford Motor Company - Corporate Finance staff SPECIALTIES   • High-Net Worth Portfolios Management   • Capital Markets Advisor   • Consultative Selling Expert   • Financial Accounts   • Market Driven Opportunities   • Investment Opportunities   • Team Player   • Team Leader   • Strong Financial Business Acumen   • Relationship Builder   • Strategic Planning   • Insightful

John Broderick Skills

High Net Worth Portfolio Managment Strategic Financial Planning Portfolio Management Investment Strategies Financial Advisory Investment Advisory Institutional Investments Team Building Team Leadership Strategic Planning Consultative Selling Style Consultative Services Key Account Relationship Management Skilled Relationship Builder Investment Management

John Broderick Education Details

Frequently Asked Questions about John Broderick

What is John Broderick's role at the current company?

John Broderick's current role is SVP | Seasoned Financial Industry Professional | Experienced Top Producing Financial Account Executive.

What is John Broderick's email address?

John Broderick's email address is jo****@****ail.com

What schools did John Broderick attend?

John Broderick attended University Of Pennsylvania - The Wharton School, University Of Notre Dame.

What are some of John Broderick's interests?

John Broderick has interest in Ranger Baseball Fan, Social Services, Children, Economic Empowerment, Education, Renewing Real Estate License, Reading, Poverty Alleviation, Disaster And Humanitarian Relief, Continuing Education.

What skills is John Broderick known for?

John Broderick has skills like High Net Worth Portfolio Managment, Strategic Financial Planning, Portfolio Management, Investment Strategies, Financial Advisory, Investment Advisory, Institutional Investments, Team Building, Team Leadership, Strategic Planning, Consultative Selling Style, Consultative Services.

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