Kevin Segrell Email & Phone Number

Corona Del Mar, California, United States

Costa Mesa CA

Responsible for all taxable fixed income trading for a vast array of institutional clientele. Other duties include new issue underwriting, portfolio analysis, swaps, as well as market and economic analysis

Irvine, California

I provided executive-level leadership with full P&L accountability for all finance activities. Served in multifaceted leadership role, I focused on trade management, market analysis, bond/swap pricing and team leadership. This also involved directing trade executions for a diverse portfolio of financial products including optimizing portfolio return and.

Irvine Ca

I held full accountability for trade execution at all the retail and institutional customer accounts for fixed income securities. I pride myself on having forged and sustained open lines of communication to monitor the progress on investment objectives. Training and mentoring novice financial advisors on diverse product portfolio and customer service.

Irvine CA

I developed and led progressive 5-person team in all daily efforts. ($2B in trading volume per month and $1M in revenue) Combined business acumen and financial expertise, I drove continuous process improvement across multiple functions. Including collaborating with the executive team on planning and implementation of strategic initiatives. – -Directed all.

New York, NY

In this role, I held full fiscal and operational accountability and developed departmental budgets. This included training and managing a performance-driven team of 7 in daily operations.-Cultivated cross-departmental collaboration to achieve corporate objectives.-Co-headed fixed income trading desk for major financial services company.-Oversaw and managed.