Michael Cannone Email & Phone Number

New York, United States

New York, United States

· Traditional sales for third party and proprietary investment products within fixed income and equities.· Act as internal product specialist to drive sales through developing marketing programs, managing pipeline, identifying new business opportunities and by providing after sales support.· Evaluate client profiles in terms of return expectation, risk appetite, time horizon, liquidity needs, etc. and recommend particular Investment products that satisfy client needs. · Present, in client and internal meetings, product features and act as a liaison between investment research/due diligence teams and clients. Identify product gaps or opportunities and recommend potential alternate products.

New York, New York

• Create customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. • Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes through statistical modeling and analysis.• Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals for clients.• Present to clients to discuss portfolio analysis and investment proposals.

New York, New York

• Oversee and implement new FICC mandates which include; reviewing client investment restrictions, coding, testing and documenting to ensure accuracy in coordination with the portfolio guidelines• Work with the Lead Portfolio Managers, Trading and Portfolio Oversight teams to maintain accounts • Resolve trader pre-trade queries and assist with implementing corrective trades in coordination with a client’s investment guidelines• Liaise with multiple areas of GSAM (Sales, Legal, Compliance, Operations) to drive the completion of open issues related to client guidelines, account events, and trading• Work with Strategists and Technologists to test and implement new software and systems• Post trade surveillance for fixed income trading desks• Ensure client portfolios meet both client specific and regulatory guidelines• Liaise with compliance on all new and changing industry regulations• Constant fund and account monitoring for asset, NAV, product weight and capital changes• Ad-hoc projects including implementation and tracking on investment guideline systems

New York, Ny

• Client servicing for large institutions, pension funds, defined benefit and contribution plans• Service on an array of accounts investing in but not limited to equities, fixed income, derivatives, futures, alternative investments, hedge funds and foreign exchange• Personally service over 600 accounts with $35 billion or more in assets under management• Focus on all sensitive clients including sovereign and insurance accounts• Develop and implement customized reporting and analysis for clients in regards to performance, management fees and transaction activity• Regular contact with clients in regards to legal and regulatory changes or inquires• Responsible for opening custodial accounts, broker contracts and transfer agents to establish all operational aspects of a client account• Constant interaction with portfolio management to ensure all investments are within the established rules of trading and the account is within compliance restraints• Ensure all changes to the investment guidelines are established on internal systems and monitored after their effective date• Liaise between portfolio management, custodian and back office to resolve discrepancies or issues and report back directly to the client• Code and update internal systems with key information with regards to tax, product, strategy, guidelines, client detail• Establish, support and train employees on all new, transitioning and closing accounts• Constantly learning new products, assets, investing strategies and account types including but not limited to; OTC derivatives, futures, forwards, FX, repos, private equity, fixed income, equity, mutual and hedge funds• Produce specialized reporting for clients including market value and performance evaluations• Daily communication with custodial banks, operational teams and portfolio managers• Perform high-level training to other operations teams on new reconciliation systems

Newark, Delaware Area

• Account reconciliation and resolution on institutional clients of high net worth• Establish, support and train employees on all new, transitioning and closing accounts• Constantly learning new products, assets, investing strategies and account types including but not limited to; OTC derivatives, futures, forwards, FX, repos, private equity, fixed income, equity, mutual and hedge funds• Produce specialized reporting for clients including market value and performance evaluations• Daily communication with custodial banks, operational teams and portfolio managers• Perform high-level training to other operations teams on new reconciliation systems

Bachelor Of Science - Bs, Finance, Information Systems

Activities and Societies: Sigma Chi, Business Group, Business Management Club, Information Systems Club, Italian Club.

Bachelors Of Science, May 2011 Undergraduate Program; Finance Major Management Information Systems Minor

Bachelor Of Science - Bs

Bachelors Of Science In Finance, Accounting And Finance

Study abroad program focusing on European business, leadership and consulting - Fall Semester 2009