• Led trading responsibilities for three preferred securities funds with top quartile performance, one of which was a Refinitiv Lipper Fund award recipient in 2022. • Traded investment grade corporate fixed and floating rate securities and credit default swaps across entire yield curve for multiple investment strategies within fixed income.• Analyzed and researched issuers within aerospace & defense, manufacturing, retail, and transportation credit sectors.• Implemented and analyzed trading strategies including relative value within sector, relative value versus benchmark, curve positioning, technical positioning, and fundamental strategies.• Aided with trade ideas and investment grade corporate strategy meetings and decision making.• Traded corporate, preferred, treasury, treasury future, agency, sovereign, and emerging market sectors.

• Traded investment grade corporate fixed and floating rate securities and credit default swaps across entire yield curve for multiple investment strategies within fixed income.• Managed relative value trading for $18B in core assets, $2B in short term liquidity assets, $10B in insurance assets, and $4B in fixed income specialist assets.• Analyzed and implemented trading strategies including relative value within sector, relative value versus benchmark, curve positioning, technical positioning, and fundamental strategies.• Conducted pre and post trade analysis, broker selection, and relationship management including dealing directly with broker/dealer traders and adherence to proper trading procedures to ensure compliance.

• Traded and managed retail money market mutual funds; ensured compliance of funds within guidelines set forth by Rule 2(a) 7 of Investment Company Act of 1940. • Researched, evaluated, and recommended new investment opportunities within money market universe. • Updated and presented reports, write-ups, and verbal presentations for monthly, quarterly, and annual money market fund reports and trustee meetings. • Oversaw strategy decisions, security selection, and trade execution for money market funds.

• Managed $3.5B in short-term investment needs for 100 institutional and mutual funds across fixed income and equity mandates. • Traded fixed income taxable securities across all sectors maturing within 13 months for firm. • Oversaw trading investment grade corporate bonds maturing five years and shorter. • Collaborated with credit research teams and broker-dealer professionals to provide new investment opportunities.