Patty Curran

Patty Curran Email and Phone Number

Corporate Investment Specialist and Cash and Fixed Income Strategist @ Providence, RI, US
Providence, RI, US
Patty Curran's Location
Providence, Rhode Island, United States, United States
Patty Curran's Contact Details

Patty Curran work email

Patty Curran personal email

n/a
About Patty Curran

I help corporate and municipal finance directors get a higher return by investing excess reserves. As part of your plan, I take into account all the other things you need like liquidity, flexibility, and especially all the regulatory and contractual constraints, restrictions, and limitations you have to comply with.For example, did you know that most money market funds have migrated off the one dollar per share standard they’ve always been on in addition to fees and limitations on redemptions? So what institutions used as “safe money” might not work in that role anymore.Many finance directors and comptrollers put all their money with local banks but there are so many other options to have your reserves work harder. Whether it is shopping banks all over the country (all in one account) or other insured or managed programs, I help you get your reserves working for you.I have experience working on institutional bond desks that very few other brokers have. I understand how to work and price an investment in ways that most brokers don’t understand.At Liquidity Choices my specialty is the corporate and municipal market, so I’ve developed an expertise in all legal restrictions and requirements placed on those funds that even many finance directors have not researched. And I can help you generate more income even within those constraints. I’m bank credit trained and understand the additional restraints that may be placed on cash through debt covenants designed among your lending relationships.Let me help you put your reserves to work for your organization!Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. .

Patty Curran's Current Company Details
Liquidity Choices

Liquidity Choices

Corporate Investment Specialist and Cash and Fixed Income Strategist
Providence, RI, US
Patty Curran Work Experience Details
  • Liquidity Choices
    Corporate Investment Specialist And Cash And Fixed Income Strategist
    Liquidity Choices
    Providence, Ri, Us
  • Liquidity Choices
    Corporate Investment Specialist / Cash And Fixed Income Strategist
    Liquidity Choices Aug 2010 - Present
    10 Dorrance St. Suite 700 Providence Ri 02903
    Patty has 28 years experience designing and building Institutional Fixed Income portfolios for Corporation, Municipalities and Non Profit organizations. Her expertise includes an understanding of the rules, regulations and investment parameters that govern investment decisions for both Corporate and Municipal entities. Her Capital Market investment knowledge, combined with her bank Credit Training, makes her uniquely positioned to offer you strategies only a specialist would know how to employ.
  • Citizens Investment Service, Inc.
    Institutional Relationship Manager/Bank Officer
    Citizens Investment Service, Inc. Aug 2005 - Aug 2010
    53 State St Boston Ma
    Instrumental in enhancing a newly developed Institutional Fixed Income trading program for clients of RBS/Citizens bank Commercial lines. Part of a three person team responsible for helping commercial finance directors understand Capital Market products that would enhance overall cash investment strategy.
  • Fidelity Institutional Investment Services Inc. (Fiis)
    Sr. Inside Wholesaler // Fidelity Institutional Money Market Funds // Fidelity Advisor Funds
    Fidelity Institutional Investment Services Inc. (Fiis) 2000 - 2004
    500 Salem Street, Smithfield Ri
    Prospected Fortune 500 companies across the United States. Developed relationships with key decision makers including CFOs, Treasurers, Cash and Treasury Managers tor introduction to Regional Wholesaler in respective territory.
  • Bear Stearns (New York)
    Asst. To Head Trader Of Emerging Markets Institutional Equities
    Bear Stearns (New York) Dec 1993 - 1998
    245 Park Avenue, New York Ny
  • Bear Stearns (Boston)
    Institutional Fixed Income Sales Assistant
    Bear Stearns (Boston) Jul 1991 - 1993
    1 Federal Street, Boston Ma
  • Bear Stearns  (Boston)
    Equity Wire Room Trader
    Bear Stearns (Boston) Jun 1989 - Jul 1991
    1 Federal Street, Boston Ma

Patty Curran Skills

Series 7 Series 65 Series 63 Fixed Income Analysis Bank Credit Trained Equity Trading Institutional Sales Asset Allocation Portfolio Management Wealth Management Retirement Planning Financial Services Business Relationship Management Financial Advisory Insurance Investments Financial Markets Securities Finra Treasury Management

Patty Curran Education Details

Frequently Asked Questions about Patty Curran

What company does Patty Curran work for?

Patty Curran works for Liquidity Choices

What is Patty Curran's role at the current company?

Patty Curran's current role is Corporate Investment Specialist and Cash and Fixed Income Strategist.

What is Patty Curran's email address?

Patty Curran's email address is pc****@****cox.net

What schools did Patty Curran attend?

Patty Curran attended Northeastern University, Boston College.

What skills is Patty Curran known for?

Patty Curran has skills like Series 7, Series 65, Series 63, Fixed Income Analysis, Bank Credit Trained, Equity Trading, Institutional Sales, Asset Allocation, Portfolio Management, Wealth Management, Retirement Planning, Financial Services.

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