Jon Anderton Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

MARBLELIFE was launched more than 30 years ago to provide marble restoration services. Today, MARBLELIFE provides marble, granite, terrazzo, limestone, travertine, concrete, and tile & grout restoration, repair, and maintenance services throughout North America and around the world.

Phoenix, Arizona, United States

Arizona Stats (2021 - 2024): azmsbl.proscorebook.com/stats/player/1622Seattle Stats (2015 - 2021): pssbl.com/#!/player/4354MSBL Men's World Series: 2019, 2021, 2022, 2023, 2024MSBL Father/Son World Series: 2023NABA Men's World Series: 2023

Phoenix, Arizona, United States

Experienced trader and salesperson with 13+ years in the mortgage-backed securities (MBS) market, specializing in trading Agency CMOs, Specified Pools, ABS, and CMBS. Demonstrated expertise in managing relationships with sell-side dealers, facilitating the execution of over 10,000 trades (approximately 90% of executed trades since platform inception). Skilled in sales management, product demonstration, and trade execution, I successfully developed and presented trade ideas to dealers, managed large-scale liquidations, and resolved trade issues in collaboration with clearing firms. Proficient in technical writing and compliance, I assisted in drafting documents to become a broker-dealer and an alternative trading system (ATS), as well as produced documentation for platform education and training. My comprehensive knowledge of trading systems and the mortgage industry, combined with my ability to manage KYC processes and back-office operations, enabled me to drive efficiency and accuracy on the trade desk. Currently hold Series 7, 24, 62, 63, and 66 licenses, I have a strong foundation in brokerage and risk management, making me a valuable asset in the financial services industry.

Seattle, Washington

Successfully built and managed a $30MM+ book of business, delivering comprehensive wealth management services tailored to the unique needs of high-net-worth clients. Specialized in developing and marketing sophisticated investment strategies, focusing on portfolio diversification across treasuries, CDs, municipal bonds, equities, and corporate bonds. Expertise in financial planning and investment management allowed me to provide clients with actionable insights, leveraging economic data and market conditions to optimize their portfolios. Regularly collaborated with the Merrill Lynch trade desk to execute trades and liquidate positions, ensuring that client objectives were met efficiently and within compliance guidelines. Strong foundation in KYC processes, combined with a deep understanding of trading systems and risk management, enabled me to operate effectively within regulatory frameworks while maintaining a client-centric approach. Goal was always to enhance client satisfaction by offering personalized investment strategies and a thorough understanding of the financial landscape. Joined forces with another financial advisor in order to bring even more value to clients.

Baltimore, Maryland

Played a pivotal role in executing 35 equity, debt, and M&A advisory transactions, with a total value of approximately $10.8 billion. Experience spanned the entire deal lifecycle, from origination and valuation to client pitches and roadshows. Proven track record in delivering high-impact financial analysis and crafting compelling presentations that drove decision-making at the highest levels. Specialized in deal origination, utilizing advanced valuation techniques to assess and identify strategic opportunities in equity and debt capital markets. Role also involved drafting critical transaction documents, ensuring that all materials were aligned with client objectives and regulatory standards. Worked closely with clients to develop tailored financial solutions that supported their long-term growth strategies. Strong foundation in investment banking and M&A, combined with ability to manage complex transactions, has equipped me with the skills to thrive in fast-paced, high-stakes environments. Promoted from Analyst to Associate, then from Associate to Director.

Baltimore, Maryland

Baltimore, Maryland

Baltimore, Maryland

Mba, Albers School Of Business And Economics

Bs, Finance