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 ensuring financial compliance. In addition, I managed and mitigated corporate risk and held P&L accountability.-Manage proprietary and institutional trading accounts with over $100M in daily volume.-Drove continuous process improvement by leading implementation of electronic trading and various technology components.-Developed and implemented progressive measures resulting in substantial expansion of sales and product development efforts.-Conducted thorough market, economic, and bond / swap pricing analysis, to optimize trade performance.-Fostered open and collaborative lines of communication with performance-driven sales team on strategic approaches for clients in analyzing portfolio and investment opportunities.

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 standards was a large part of my role as well.-Planned and led meetings with cross-functional teams to ensure all investment goals were met. Defined and implemented aggressive, but attainable Key Performance Indicators (KPI) to ensure success.-Analyzed market to update trade pricing across diverse portfolio of products.

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 compliance and risk management efforts.-Co-created new trading department; established policies and procedures and recruited high-caliber staff. -Played integral leadership role in achieving exponential profits for the firm.-Employed transformational leadership capabilities to champion electronic trading platform.-Defined, developed, and launched innovative strategies for employees across multiple levels.

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 $300M trading portfolio including all hedging and swap volatility pricing with multi-billion monthly trading volumes.-Led efforts to underwrite new issues on behalf of various government agencies.-Partnered strategically with salesforce to create innovative investment solutions for client base.