Integral part of team managing and trading Fixed Income Portfolio of this formerly NASDAQ listed company, growing assets from $3 billion in 1999 to over $14 billion. Expertise in public and private corporate bonds, taxable municipals, high yield, mortgage-backed and asset-backed securities. Provided investment purchase recommendations and input on investment guidelines to Chief Investment Officer. Modeled assets for cash flow testing, using sophisticated investment software. Headed up cash… Show more Integral part of team managing and trading Fixed Income Portfolio of this formerly NASDAQ listed company, growing assets from $3 billion in 1999 to over $14 billion. Expertise in public and private corporate bonds, taxable municipals, high yield, mortgage-backed and asset-backed securities. Provided investment purchase recommendations and input on investment guidelines to Chief Investment Officer. Modeled assets for cash flow testing, using sophisticated investment software. Headed up cash management and compliance for Reinsurance FWH assets. Assisted In derivatives trading. Ongoing and active interaction with salespeople, analysts, strategists, and economists from Wall Street firms and treasury/financing teams of international banks. Show less

Initiated prospective client contacts as well as maintained good client relations through knowledge of the markets and active interaction with governmental and corporate entities. Obtained Series 65 license, Registered Investment Advisor. Worked with clients on portfolio structuring/analysis and treasury operations.

Institutional Fixed Income Sales: generalist responsible for the development of a client base that included pension funds, insurance companies, banks and money managers. Earned Series 7 and 63 licenses, Registered Representative.

Progressed through a series of increasingly responsible positions in the Fixed Income area of the $15 billion Fund from Securities Trader to Investment Officer. Part of selection team for outside managers for the Fund. Gained an excellent understanding of Capital Markets.