Michael Terilli Email & Phone Number

Chapel Hill, NC, US

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

Raleigh-Durham, North Carolina Area

NC, SC, VA, DC, MD

Raleigh-Durham, North Carolina Area

St. Louis, MO

- Increased assets across a suite of liquid alternative mutual funds, Hedge Funds and L.P. structured products within the Wirehouse, RIA and Family Office channels (MO, IA, NE, KS, ND, SD, and MN).- Drove growth, managed existing relationships and built new relationships within the territory through in person meetings, group presentations, client events.

Raleigh-Durham, North Carolina Area

- Supported 5 alternative specialists uncovering leads and scheduling appointments throughout the Unites States. - Sold the suite of Hatteras products over the phone to financial advisors within broker dealer’s and RIA’s.

New York

- Successfully drove sales and built relationships with financial advisors within Delaware, Maryland and Virginia by delivering the firms full breadth of PIMCO’s resources. - Developed a deep understanding of the full suite of PIMCO products and effectively relayed the message to my clients becoming a trusted resource for investment information..

New York

- Performed full discretionary Stock Trading on both Long and Short Market positions.- Executed arbitrage opportunities when they occurred through pairs trading.- Employed probability based logic using valuation models and leading edge technologies to gain advantage in providing liquidity to various exchanges/ECNs and markets.

Farmingdale, New York

- Performed multiple functions: Account Analyst, Trader, Financial Advisor- Assessed client needs, identified market opportunities, formulated solutions and managed customer relationships- Maintained and monitored several fee-based accounts, traditional brokerage accounts and separately managed accounts for families, businesses and non-profits; performed.

Glen Head, New York

- Developed a new Financial Center and worked to establish new client relationships

Melville, New York

- Established a customer base focused on Client Services; developed prospect pipelines; created preliminary models for each client outlining imbalances in debt/equity, cash flow needs and account performance. - Developed written summaries for each model with lists of investment grade debt available in multiple inventories.