Patrick Mckee Email & Phone Number

New York, NY, US

New York, New York, United States

• FINANCIAL LEADERSHIP | SALES & DISTRIBUTION | CLIENT ENGAGEMENT | REVENUE GROWTHASSET FINANCING | BUSINESS DEVELOPMENT | CONSULTATION & ADVISORY SERVICESNEGOTIATION SKILLS | CLIENT RELATIONSHIP MANAGEMENT
• Assume highly visible financial leadership role, overseeing day-to-day responsibilities for sales and distribution, including assisting top financial services firms and industry-leading investors.
• Oversee client engagements by serving as the team lead and top-producing independent contributor.
• Lead 30+ institutional partnerships with investors, asset managers, hedge funds, and insurance companies.
• Administer coaching, mentoring, training, development, and management of (3) sales personnel.
• Surpassed revenue goals and KPIs by providing top-tier structured credit products and services.

New York, New York, United States

• SALES MANAGEMENT | MARKET SHARE OPTIMIZATION | DEAL AGREEMENTSCLIENT ACQUISITION & RETENTION | BUSINESS OPERATIONS MANAGEMENT
• Served as an integral producing sales manager, distributing non-flow products across North America, including CLOs, synthetic CDOs, vanilla and esoteric ABS through originate-to-distribute pipeline.
• Secured influential financial market investors, including Apollo, Barings, BlackRock, PIMCO, and PGIM.
• Supported valued clientele with best-in-class financial services, including asset managers, insurance companies, and hedge funds while cultivating mutually beneficial relationships with key customers.
• Built book of business from inception to execution, thus driving revenue on a yearly basis.
• Executed sales group operations in the structured product division in an effective manner.

New York, New York, United States

• RECRUITMENT & SELECTION | BUSINESS STRUCTURE DEVELOPMENTBUDGET MANAGEMENT | CREDIT PRODUCT DISTRIBUTION
• Turned around North American Credit Sales operations through hiring, onboarding, and integrating 30+ sales personnel, establishing client-focused team during strategic build-out of the U.S. flow credit platform.
• Led 45+ investment personnel while producing alignment among NY, Chicago, and San Francisco offices, involving Investment Grade, High Yield, Structured Solutions, Short-Duration, and Middle Market Sales teams.
• Championed the credit franchise while establishing client relationships and implementing business structures for distribution of primary and secondary corporate bonds, credit derivatives, and macro credit.
• Exceeded yearly goals and KPIs for credit sales while distributing credit products throughout North America.
• Successfully managed institutional client relationships across North America, involving credit sales initiatives while consistently outperforming goals and margins on a year-over-year basis.

New York, New York, United States

• CREDIT PRODUCT ORIGINATION | CLIENT SUCCESS MANAGEMENTSTRUCTURED FUNDING | TOTAL RETURN SWAP
• Headed team of (7) structured credit sales personnel and (4) structurers, capitalizing on product opportunities and building tailored solutions to meet client requirements.
• Realized highest productivity per salesperson across all New York fixed-income sales teams and exceeded budget on a yearly basis, resulting in improved business growth and expansion.
• Created new partnerships and strengthened existing relationships by covering a diverse range of clients, including insurance companies (monolines/reinsurers/life), Yankee banks, and asset managers.
• Facilitated distribution and originated structured credit products in North America, including synthetic CDOs, FTD baskets, total return swaps, CLNs, and structured funding transactions.
• Designed tailored credit solutions for investors while boosting revenue and improving client satisfaction.

New York, New York, United States

• Managed a dynamic team with accountability for firm’s North American/Asian credit derivative activities.
• Sourced, evaluated, and structured credit derivative transactions from dealers, bank portfolios, and reinsurers.
• Developed and executed lucrative business development strategies to drive revenue growth and profitability.
• Ensured strict compliance with underwriting standards and risk management guidelines.
• Worked with senior management to identify and mitigate risks while capitalizing on opportunities.
• Collaborated with internal/external stakeholders to negotiate and structure complex transactions.

New York, New York, United States

• Covered North American insurers for credit, structured credit, and interest-rate products.
• Led credit derivative transactions (single-name CDS/synthetic CDOs) and sold cash flow CDO equity/bonds.
• Contributed towards the development and execution of strategies to achieve bank's financial targets.
• Managed relationships with corporate clients while providing insightful solutions to meet customer needs.
• Conducted risk assessments and evaluated creditworthiness of potential clients to minimize risk exposure.
• Negotiated complex financing deals and led negotiations with clients and key stakeholders.

New York, New York, United States

• Sold derivative products to North American insurers, corporate organizations, and finance companies.
• Developed specific focus on fixed income, equity, and credit derivatives with insurance companies.
• Conducted extensive financial and market research to analyze industry trends and investment opportunities.
• Prepared detailed financial models and projections to support investment recommendations for clients.
• Collaborated with senior bankers and traders to develop and execute client strategies and pitches.
• Conducted due diligence on potential investment targets, including financial analysis and regulatory review.

San Francisco, California, United States

• Performed in-depth, comprehensive, and strategic financial analysis for 10 regional clients.
• Assisted in the development of interactive client proposals, presentations, and reports.
• Collaborated with project teams to design research plans and methodologies.
• Gathered and synthesized data from primary and secondary sources, including market research reports.
• Conducted interviews with key stakeholders, experts, and clients to gather insights and validate hypotheses.

Serowe, Central District, Botswana

• Maintained conducive environment for learning while teaching mathematics to 10th, 11th, and 12th graders at the largest high school in Botswana, encompassing 1300+ students and 80 teachers.
• Acquired international experience and exposure while teaching mathematics within unique culture.
• Provided coaching and mentoring for school chess team while winning the national school championship.