Jon Parsons Email & Phone Number

Evesham Township, Nj, Us

New York, New York

- Equity portfolio manager on a team that managed 7 equity objective-based portfolios with over $65 billion in assets under management- Was lead portfolio manager PM on a large cap growth portfolio with top 10% performance on a 3-year and 5-year basis from April 30, 2017 to December 31, 2021- Lead manager on our Small Cap Endeavor portfolio that outperformed the Russell 2000 benchmark on a 3-year and 5-year basis. - A member of the Research Review Committee responsible for overseeing Bank of America-Merrill Lynch analyst's ratings and price objective changes- Publisher of monthly research research reports

Philadelphia

Assisted Financial Adviors in the Mid-Atlantic Region with expanding fee-based platforms through direct sales, portfolio construction and relationship management. Strengths include strong analytical skills, deep understanding of financial markets, building / retaining relationships and increasing sales.

Worked with Portfolio Managers, Investment Advisors, and Trust Departments buying and selling bonds to fill specific inquiries to meet client needs. I worked with companies of all sizes, from Tier 1 accounts to Tier 3 with a main focus on municipal bonds but also covered the whole spectrum of fixed-income products.

A Senior Associate Institutional salesperson/Relationship Manager buying and selling fixed-income products to portfolio managers ranging from 50 million dollars of assets under management to over 1 billion dollars. Worked extensively with portfolio managers, investment advisers and traders on a daily basis analyzing securities to be bought and sold. A motivated self-starter in a satellite office with zero accounts prior to starting.

Philadelphia, Pennsylvania, United States

Fiserv Securities was acquired by Fidelity in 3/05 where I was retained Fidelity.Served as primary trader of US Government Agency, US Treasury, and Municipal Bonds while serving as relationship manager to account base. Managed and traded correspondent and institutional accounts through order flow and proprietary trading, of which accounted for 35% of activity and 30% of desks’ positive Profit and Loss. Responsible for hiring, training, and co-managing a team of six traders where multi-tasking was essential, leading to profits of over 2 million dollars in 2003 and 2004. Also traded corporate bonds, Certificate of Deposits, and Unit Investment Trusts in a back-up role.

Philadelphia, Pennsylvania, United States

Delivered customer support in a fast-paced environment to both brokers and shareholders worldwide, fielding an average of 100 calls a day. Assisted external and internal wholesalers in day-to-day operations providing quick, efficient sales support and problem solving solutions. Traded and marketed mutual funds and annuities to both brokers and the general public while successfully meeting daily sales quotas.