As a forward-thinking, results-driven leader and financial professional with deep expertise in large-scale project management, continuous improvement, and valuable relationship building, I utilize my expertise to drive impactful results across organizations. I have a proven ability to identify unique opportunities in markets, focusing on high yield and distressed securities, and win irregular gains. I am a proactive, highly analytical leader who consistently exceeds expectations, improves efficiencies, and brings a fresh and knowledgeable perspective to complex situations and problems. Currently, I am a Financial Advisor and VP at Amuni Financial, Inc. In this role, I work with clients across the age and wealth spectrum. I use my engineering and trading experience to design custom portfolios that take into account all facets of a client's profile.Prior to this, I was a Fixed Income Trader at Amuni Financial, Inc. I conducted municipal bond prop trading activities with an emphasis on distressed and high-yield municipal bonds. I demonstrated a strong ability to secure unordinary returns while providing exceptional performance and consistency. I also served as a subject matter expert who advises and guides others in trading processes and strategies. Please review the following notable achievements from my career history:➤ Regularly achieved above average annual gross returns through exceptional performance and consistency. ➤ Undertaking additional capabilities in operations, desk management, reporting analysis, approvals, and team leadership. ➤ Recognized with the Joint Civilian Service Achievement Award for efforts throughout the RFP and bid review process for the largest source selection in USSOCOM history ($50-100M award).In my prior roles, I learned key skills in project management, leadership, relationship building, and research to deliver impactful results at USSOCOM and Naval Air Systems Command (NAVAIR). I’ve devoted my career to providing solutions and lasting results through analytics, technology advancements, and creative thinking. If you’re interested in connecting with me, you can reach me at jkb1984@gmail.com. AREAS OF EXPERTISE:TradingFinanceBanking OperationsPortfolio Management Process ImprovementsDistressed Debt Analysis Operations Management Consulting and AdvisementBusiness Management and AdministrationExecutive Communications and LeadershipFixed Income TradingMunicipal Debt MarketsResearchProgram Management
Listed skills include Dod, Security Clearance, Government Contracting, Systems Engineering, and 15 others.
