I am an experienced Senior Corporate Bond Trader who consistently delivers results using exceptional organizational, written, oral, and presentation skills.Able to work in a fast, dynamic environment, manage competing priorities and impact, influence, and motivate others within the organization. A true self-starter, who becomes a trusted and integral part of the executive team. A proven track record in helping total ratio return accounts and mutual funds to outperform customized benchmarks.A proven ability to evaluate securities, generate trade ideas, and negotiate best trade execution. I establish and maintain strong personal relationships, negotiating, building trust, getting dealer liquidity which help to execute trades which has a positive effect on performance.
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Financial AdvisorEquitable AdvisorsMelville, Ny, Us -
Investing And Trading Corporate BondsMeadowbrook Capital Mar 2023 - PresentNew York, United States
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Corporate Bond TraderThe Guardian Life Insurance Company Of America Nov 2001 - Aug 2022•Traded 7 portfolios of approximately $23 billion corporate bonds across all sectors and all maturities. •Developed and transacted trades in Guardian-managed mutual funds and total rate of return accounts to help beat customized benchmarks.•Integral in setting up and executing portfolio trades.•Worked closely with the Guardian compliance team to develop rules regarding mutual fund trades. •Co-managed and generated ideas for the total rate of return portfolio.•Advised both portfolio manager and analysts on the pricing of new corporate deals, resulting in better performance of both mutual fund and total rate of return accounts. •Managed the relationship between Guardian and the street. Building, maintaining, and cultivating relationships with salespeople, traders and syndicate managers to more effectively execute trades and obtain optimal new issue allocations.
Keith Simon Education Details
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Business Management And Finance -
Finance
Frequently Asked Questions about Keith Simon
What company does Keith Simon work for?
Keith Simon works for Equitable Advisors
What is Keith Simon's role at the current company?
Keith Simon's current role is Financial Advisor.
What schools did Keith Simon attend?
Keith Simon attended Cornell University, Baruch College.
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Keith Simon
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Keith Simon
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