Liam Bishop Email & Phone Number

Newport Beach, California, US

New York, NY, US

• Provide support to Financial Advisors in areas including digital engagement, client prospecting, and financial planning to generate operating leverage and faster growth through the consistent deployment of digital.
• Publish client newsletters, created from custom and pre-approved content, on behalf of FAs to create consistent communication catered to specific audiences
• Utilize Morgan Stanley’s state-of-the-art digital Modern Wealth Management Tools to help advisors develop their business and increase client engagement
• Define and track measurable metrics to inform FAs of the success of published content

San Francisco, California, US

• Performed research and due diligence on Venture-Backed, Pre-IPO companies; developed risk and factor-based analyses, employed quantitative portfolio and investment techniques
• Worked diligently to identify investment opportunities for high-net-worth individuals and institutional investors
• Assisted a team of transactional specialists in bringing multiple six- and seven-figure complex, bespoke transactions to closure
• Streamlined and standardized guideline documents for systems and execution during company merger process

US

• Monitored a variety of markets while assisting brokers in various products such as high yield and distressed bonds, leveraged loans, mortgage-backed securities, crude oil and natural gas futures, foreign exchange.
• Advised company products, formulated general ledgers, and improved end of day close out by overseeing input, comparison and settlement processes of all trades, futures and derivatives
• Conducted outside research to bolster my understanding of the fixed income space and how it is impacted by daily news and overnight events in the European/Asian markets
• Anticipated the needs of traders throughout the day; quickly comprehended and delivered tasks and projects

• Worked directly with golfers to impart local and universal rules of golf, offering insightful advice and strategy when requested
• Recognized by management for strong interpersonal skills, and was frequently entrusted to assist top members and guests; receiving frequent praise from club members
• Interacted with a diverse group of highly successful individuals, including major corporate CEOs

San Francisco, California, US