Recruit, cultivate, and service Institutional clientele including hedge funds, private equity managers, long only, and family offices; as well as marketing existing research platform. Specialize in maintaining and growing sensitive client relationships while facilitating equity and option orders in the marketplace. Distribute syndicate business to clients based on availability.

Establish and deepen both new and existing clientele while proactively working to institute new business development, account planning, and management of client relationships. Coordinate banks strategic sales and marketing opportunities with existing customers, local businesses and community sponsors.

Managed and advised retail clientele in a wide array of banking services, wealth management strategies and investments products. Consulted with clients on how they may access and make optimal use of internet banking services, loans and lines of credit, debit and credit cards, home financing and various types of personal, retirement and trust accounts.

Headed new business development and sales trading team while marketing the firms execution services as well as independent research providers, while expanding the corporate client base and developing new business. Executed orders in listed and OTC securities as an agency broker dealer on all principal US equity and option exchanges.

Focused in serving highly active, large institutions and hedge funds. Interfaced with institutional and retail sales people, facilitating working orders in the market place. Called upon by senior management to manage highly sensitive and intensive relationships.

Senior member of start up equity trading desk focusing on electronic screen to screen interdealer block transactions in both listed and OTC securities. This division (ESB) of Cantor Fitzgerald was the only interdealing broker-dealer of it s kind approved to operate on a nationwide basis. Cultivated trading relationships with market making entities, structuring and executing trades on behalf of principles, and real time communication of market data to clients.

Structured and implemented large block currency trades between commercial and investment banking clients in the international “spot” foreign exchange market with focus on Euro-Currency based “cross“ trading products. Provided continuous pricing service and advised clients through analytic commentary on market conditions, news and economic data. Developed new client business while maintaining and cultivating growth in existing accounts. Managed critical trading communications between New… Show more Structured and implemented large block currency trades between commercial and investment banking clients in the international “spot” foreign exchange market with focus on Euro-Currency based “cross“ trading products. Provided continuous pricing service and advised clients through analytic commentary on market conditions, news and economic data. Developed new client business while maintaining and cultivating growth in existing accounts. Managed critical trading communications between New York, London and Paris trading centers. Show less