Jon Bacon Email and Phone Number
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Banking professional with 20+ years of investment portfolio and interest rate risk managementexperience. Expertise across a range of bank investment products including GNMA CMOs andagency RMBS pools, SBA 7(a) loans and pools, brokered CD issuance and funding optimization,corporate debt Issuance, CRA qualifying investments and interest rate derivatives (swaps, caps,floors).
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Investment Solutions Representative IiFidelity Investments Apr 2021 - PresentSalt Lake City, Utah, United States
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Volunteer – Cares Act Rapid Response Team (Rrt)Volunteer Apr 2020 - May 2020Rapid Response Team set up by the Utah Governor’s Office for Economic Development (GOED) and the World Trade Center Utah (WTC Utah).• Fielded inquiries from individuals, businesses, and non-profits, helping them apply for federal resources. • Educated small business owners about the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan Program (EIDL). • Worked with the SBA Utah District Office and the Small Business Development Centers to provide resources and information to small business owners. • Collaborated with Rapid Response Team members to ensure small business owners had the resources, contacts and information needed to successfully apply for SBA loans and grants. -
Senior Trader And Vice President, Capital Markets GroupZions Bank Jan 2014 - Jan 2020Salt Lake City, Utah• Developed and executed fixed income investment strategies for $15 billion portfolio, balancing profitability with regulatory capital limitations, liquidity and cash flow considerations and interest rate risk. • Oversaw daily market analysis and developed trade recommendations. • Monitored HQLA for the implementation of LCR requirements and incorporated analysis of the ratio into portfolio strategy.• Managed the purchase of residential mortgage-backed (MBS) and commercial mortgage-backed securities (CMBS) to meet Community Reinvestment Act (CRA) Investment Test compliance. • Negotiated and purchased range of products including:o Farmer Mac Agricultural MBS o Agency MBS, including Ginnie Mae CMOs, HECMs, ARMs and 15 yr pass-throughs, Fannie Mae and Freddie Mac 10 yr and 15 yr pass-throughs.o Agency CMBS, including Ginnie Mae Project Loans and Freddie Mac K Bonds. o Ex-Im Bank Guaranteed Securities -
Rate Risk Management GroupZions Bank Jan 2004 - Jan 2020Salt Lake City, UtahManaged the collaborative alliance between Chatham Financial and Hedging Strategies Inc. to set up an interest rate swap program for Zions Bank and its affiliate banks.• Developed policy and procedures for the Rate Risk Management Group.• Worked with the business development team to educate management, loan officers and borrowers.• Executed fixed-floating interest rate swaps with the bank’s commercial and industrial borrowers (C&I Loans), helping the borrowers manage interest rate risk. • Rate Risk Management program improved the Bank’s asset liability management while helping borrowers hedge interest rate risk.
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Head Sba Trader, Loans And PoolsZions Bank Jan 1993 - Jan 2020Salt Lake City, UtahManaged SBA loan pipeline and securitization process. • Supervised the bidding of SBA 7(a) loans and securitization of SBA 7(a) pools. • Worked with the Sales Group to develop presentations and marketing strategies, training and educating investors about SBA programs. • Collaborated with the Sales Group to distribute and market SBA pools to Money Market Funds and Financial Institutions, growing and developing the customer base. • Represented Zions Bank on the NAGGL Secondary Market Committee (Trade Association). • Provided liquidity to Zions Bank and its affiliates through the sale of SBA loans and pools, including SBA 504 First Mortgage Loan Program (FMLP).• Worked with the Zions Bank Funding desk and the SBA dealers to develop and expand the funding sources for SBA loans and pools. • Managed sales strategy and pricing criteria for SBA pools and loans. • Compiled and presented investment performance reports to senior management, reviewing prepayment speeds and portfolio yields.
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Trader Short Term Securities And Funding DeskZions Bank May 1987 - Dec 2004Salt Lake City, UtahWorked at Discount Corp of NY, a Zions Bank affiliate and at Zions Bank Capital Markets.• Oversaw CP issuance of Lockhart Funding: $5B Asset-Backed Commercial Paper Conduit, including daily commercial paper issuance and purchase of assets. • Responsible for bidding in weekly FHLB and FHLMC Discount Note Auctions as Money Market Trader. • Managed Agency Discount note trading book to meet Institutional Account inquiries. • Corporate Bond and Medium-Term Note Trading (Utah Money Management Act) • Funding Desk , Taxable Fixed Income Trading
Jon Bacon Skills
Jon Bacon Education Details
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Economics -
Economics
Frequently Asked Questions about Jon Bacon
What company does Jon Bacon work for?
Jon Bacon works for Fidelity Investments
What is Jon Bacon's role at the current company?
Jon Bacon's current role is Capital Markets / Fixed Income Trading / Portfolio Management / SBA Loans & Pools.
What is Jon Bacon's email address?
Jon Bacon's email address is jb****@****voa.org
What is Jon Bacon's direct phone number?
Jon Bacon's direct phone number is +180184*****
What schools did Jon Bacon attend?
Jon Bacon attended Brigham Young University, Brigham Young University.
What skills is Jon Bacon known for?
Jon Bacon has skills like Commercial Lending, Financial Analysis, Loans, Banking, Credit, Credit Analysis, Commercial Banking, Capital Markets, Portfolio Management, Trading, Investments, Series 7.
Who are Jon Bacon's colleagues?
Jon Bacon's colleagues are Cathryn Gartley, Deb Kumar, Anwesha Acharya, Theodore Pepe, Gnaneswar Reddy, Tom Choquette, Jody Winfree.
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Jon Bacon
Quality Manager | Team Leader | Chemistry | Auditor | Iso 9000 | Gmp | Ehs | Biologics | Food | Quality AssuranceTerre Haute, In8yahoo.com, abcs.com, simonton.com, hydrite.com, tds.net, yahoo.com, simonton.com, catalent.com -
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