Managed 40 institutional client relationships and $8 million in annual revenue for Fidelity’s equity execution business as day-to-day coverage. Clients ranged in size from start-up hedge funds to the largest domestic asset managers. Met with clients to determine their trading needs, discussed equity market structure, order routing, and optimal liquidity seeking alternatives. Designed custom execution strategies for clients reducing their transaction costs and increasing product adoption. Cross-sold high touch execution services, CSAs and introduced appropriate hedge fund clients to Fidelity prime brokerage.

As the owner and Senior Financial Advisor, I seek to offer a full service financial company specializing in personalized investment and retirement planning for individuals and small businesses.

• provide support for brokerage windows within 401k plans• deliver excellent customer service to all customers in a fast pace environment• process Equity, Mutual Fund, and Fixed income trades

Portware EMS East Coast sales representatives focus on improving client transaction performance through advanced analytics, transaction visualization and workflow automation.Provide consulting services to potential clients, advising top leadership (CTO, COO, Head Trader and Head of Trading Technology) on the best way to achieve strategic goals through FactSet solutions. Extensive experience in independently developing sales leads and potential client contacts through in-depth industry research and understanding of market environment, competitor products and regulatory developments. Attract new prospects by structuring deals (pricing, contract terms, etc.) to achieve the best terms for clients and FactSet.Implement and refine sales strategies aimed at leveraging FactSet's client network to sell new solutions and maximize associated revenue. Build relationships with other salespeople within the FactSet franchise to ensure deal solutions are part of the sales pitch.Work closely with relevant teams (Product Managers, Relationship Managers, and Sales) and other company-wide resources (Marketing, Legal, Compliance, etc.) to ensure that all risk management/compliance activities related to business development activities are executed and captured. Track and report on business development results for senior leadership to identify trends, opportunities and potential areas of focus.

Developed fixed income analytics features that are used concurrently by a number of FactSet Fixed Income Products: Fixed Income Portfolio Analysis, Fixed Income Explorer, Fixed Income Manager.Focused on cash flow modeling for various fixed income products.

Revised and developed generic trading schedule optimizer in C++ to make it capable of connecting to any trading systemImplemented trading schedule optimizer API for KDB database systemDesign and implemented simulator for testing trading quality in Q languageAnalyzed trading quality using various short term signals under informed trading strategy