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• Liaise with financial advisors to structure and present client specific fixed income portfolios. • Devise product specific strategies to increase market share.• Conduct onsite and virtual advisor training sessions.• Created Reverse Convertible Bond program.• Communicate new product pricing to field sales force.• Ensure training programs met all FINRA guidelines.• Market new fixed income products.• Ensure adherence to all regulatory requirements. • Increase sales by meeting fixed income needs of financial advisors.• Execute fixed income trading within corporate set guidelines.• Instrumental in the creation and deployment of a novel order entry and tracking application.

• Launched innovative initiatives to increase sales of taxable fixed income securities.• Facilitated transactions in conjunction with the New York trading desk.• Introduced unique sales ideas to sales force during branch presentations.• Analyzed portfolios to assist financial consultants.• Guided and supported financial advisors with fixed income products.• Developed and implemented advertising and promotions across the region.

• Calculated daily trading profit and gross commissions.• Priced and distributed a daily retail and dealer inventory.• Maintained an active inventory of all corporate positions.