Meg Walsh Email & Phone Number

Darien, Ct, Us

New York, Ny

Independent credit research, covenant analysis and news help the world’s financial decision makers manage risk better.CreditSights, Covenant Review, and LevFin Insights bring together best-in-class research, covenant analysis, and news on one platform, with a unified interface and login.CreditSights, a Fitch Solutions Company, was founded over 20 years ago with the goal of producing insightful, impartial research that would allow our clients to make prudent, profitable investment decisions in the global credit markets. Now more than ever before, we give our clients the ability to KNOW MORE, RISK BETTER.Over 110 top caliber analysts around the world produce our acclaimed research covering credit markets, sectors, and issuers. Covenant Review’s premier team of more than 30 lawyers provide bond and loan covenant analysis and insights to help simplify complex covenant language. And when the LevFin Insights team of 35 seasoned financial journalists break stories on global leveraged loans and high yield bonds, they move markets, complemented by a robust primary market database and insights.CreditSights offers educational programs for those new to the market or seeking to refresh their knowledge. Our clients benefit from access to the New to Credit courses, Summer Learning Program, Covenant Review Knowledge Series, our extensive library of webinars, and more than 500,000 articles in our archive.Our clients manage the world’s fixed income investments, relying on our insights and services to better manage risk and find opportunities. We serve the sell side, the buy side, law firms, corporates, and government entities.

Market independent research focused specifically on bond and loan covenants for a diverse group of companies in every major industry group. Customer base consists of major mutual funds, insurance companies, pension funds, hedge funds, Banks and other institutional asset managers. Manage 80 client relationships worldwide. Covenant Review is the leading authority on bond and loan covenants. Part of the broader Fitch Solutions Leveraged Finance suite of products.

Corporate Actions - USA, Europe and AsiaManaged all voluntary corporate actions related to debt and equity holdings worldwide. Range of events included conversions, tender offers, dutch auctions, splits, rights, warrants, calls, puts and spinoffs.Implemented procedures for the tracking of voluntary corporate action events for 13 traders.Developed strong relationships with prime brokers in resolving event related issues.Interfaced effectively with various departments within the firm in the timely resolution of issues related to cash and position reconciliation and other matters as they developed.

Investor Services, Convertible Sales and TradingSenior liaison on all matters pertaining to SEC 144a regulations between customer's and the firm's sales and trading desk. Effectively addressed inquiries, and anticipated potential problems, that resulted in successful trade closure and profit for the firm.Managed all corporate action matters including but not limited to, registration, redemption, exchanges, tenders, conversions, calls, puts and splits.Developed strong account relationships that included frequent visits with accounts as well as leveraging the firm's resources to achieve results.Interfaced with prime brokers on all aspects of problem resolution for the firm and customers.Designed and implemented a performance tracking report of all 144a convertible issues.Managed the firm-wide proprietary data base providing core data for trading, sales, operations and valuation of firm's positions.Designed and implemented

Provided administrative support to two institutional sales officers.Researched, wrote and prepared prospective client letters and fee proposals.Wrote and coordinated responses to marketing questionnaires.Administered internal sales referral program.

Developed and managed client base of over 200 high net worth private banking clientele utilizing telemarketing, source development, and on-site visits.Generated $2mm in new business monthly. Products included deposits, loans, discount brokerage services, etc ..Received special recognition for interbank client referrals. Consistently placed in Top Five sales group.Maintained computerized data retrieval and filing system. Additional account responsibilities included extensive international client contact, account maintenance, reconciliation, securities and funds transfers.

Ba, Business

Education record

Courses in Trust & Investments, Capital Markets, Advantages for Your Customers, Principles of Banking, Convertibles Securities & Other.