Patrick Doonan Email & Phone Number

Boston, MA, US

• Develop well-informed opinions on the market and assume proprietary risk where deemed advantageous. Position the desk accordingly to align with firm objectives and meet customer needs, while actively trading across all.
• Collaborate closely with sales teams to source and provide inventory tailored to customer requirements, fostering successful interactions and growing client relationships for long-term success
• Interact directly with customers, cultivating relationships that contribute to the overall growth and success of the trading desk. Strive to understand customer needs and preferences to deliver the best shared outcomes
• Work alongside the new issue desk, with a specific emphasis on smaller issuances in an effort to pinpoint valuable deals, securing bonds for syndicate that may have been otherwise overlooked
• Serve as the main liaison for trading and the technology team, playing a crucial role in issue triage and bridging the gap between technology and trading. Partner closely with technology teams to develop tools aimed at.

Boston, MA, US

Boston, MA, US

• Support Fidelity’s sales channels with their activities in the Primary and Secondary Municipal Bond market
• Collaborate with Fixed Income sales and other traders to implement client strategies
• Work with sales channels and electronic markets to facilitate trades, work on bid-wanted requests and generalmarket inquiry

Boston, MA, US

 Lead contact for the new issue/syndicate CD team – mange trade settlements, monitor positions ensuring there are no shorts, adjusting and executing trades when needed  Assist with a majority of ATS related work flow through contact with their representatives and by reaching out to counterparties regarding trade breaks and adjustment requests on behalf.

Boston, MA, US

 Provide support for the repo process through the booking of trades daily, monitoring trade activity in Martini and talking directly with the major counterparties to ensure settlements through GSCC Daily processes include monitoring the “balancing engine” to ensure all trade breaks are handled quickly, 144a activity, yield breaks, and GTC order.

Boston, MA, US

Client EngagementEnsure the financial integrity of National Financial Services LLC’s, Fidelity Investments’ regulated Broker / Dealer, books and records through the performance of various daily reconciliationsServe as the principal accounting contact for many of National Financial Services LLC’s Introducing Broker / Dealer Clearing Correspondent.

Rotated through the Payroll, Procurement and Collections functional areas of the Boston Globe's financial operationsPerformed collections and reconciliation duties at The Globe's Single Copy collection window from drivers who physically picked up checks and cash at retail locationsPerformed data entry and reconciliations of weekly/bi-weekly payroll.

Assess the skills of swimmers to develop training strategies to maximize competitive environmentMotivate the team members ages 6-17Coordinator of swim exercisesDevelop problem solving skills while promoting fairness and opportunity for all swimmersEstablish and maintain respectful tone when working with parents, swimmers and board membersFoster a learning.