Sarah Mcgrane Email and Phone Number
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Experienced and versatile investment professional skilled in both fixed income and equities. Strengths include excellent analytical, organizational and communication skills and an ability to excel in both team-oriented and independent work environments. Have both buy side and sell side experience. Also have worked with Private Client/Wealth Management teams in addition to Institutional experience.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Senior Registered Client AssociateMorgan Stanley Aug 2021 - PresentDallas, Texas, United States
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Senior Registered Client AssociateMerrill Lynch Jun 2017 - Aug 2021Dallas -
Fixed Income Sales/TradingRayond James Sep 2013 - Jun 2017Dallas, TexasResponsible for execution and settlement of fixed income products for large institutional clients and municipalities. Provide back-up sales coverage when salesperson is out or needs assistance. Responsible for relationship management of client services including performance measurement reporting, settlement and trading, as well as sales presentations. Heavy client interface and customer service. Additional duties include managing client database, research subsciptions, handling expense… Show more Responsible for execution and settlement of fixed income products for large institutional clients and municipalities. Provide back-up sales coverage when salesperson is out or needs assistance. Responsible for relationship management of client services including performance measurement reporting, settlement and trading, as well as sales presentations. Heavy client interface and customer service. Additional duties include managing client database, research subsciptions, handling expense reports and travel arrangements for the sales team. Show less
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Independent ContractorRbc Capital Markets Apr 2013 - Sep 2013Dallas, TexasInstitutional Equity Desk (Temporary position). Scheduled and coordinated all roadshows (deal and non-deal), conferences and analyst marketing meetings for Southeast and Southwest regions. Acted as back-up coordinator for the Midwest region. Addtional duties included managing client database, research subscriptions, handling expense reports and travel arrangements for sales team. -
Director Of OperationsChapwood Capital Investment Management Apr 2012 - Apr 2013Addison, TexasResponsible for managing day-to-day operations of firm, compliance and all client service. Client service covered everything from initial portfolio proposal to client billing. Handled all client trading and portfolio rebalancing. Worked on the administrative side of a 40 Act fund while at the firm. -
Institutional Fixed Income Sales AssistantJpmorgan Chase May 2007 - Apr 2012Dallas, TexasResponsible for execution and settlement of mortgage and corporate bond products for hedge funds and other large institutional clients. Provided back-up sales coverage when salesperson was out or needed assistance. Responsible for relationship management of client services: performance measurement reporting, statement review and delivery, and client presentations. -
Portfolio Trader / Sales AssistantBear Stearns Oct 2005 - May 2007Dallas/Fort Worth AreaResponsible for trading, execution and settlement of equities, fixed income and alternative investments for institutional sales team covering large hedge funds and other institutional clients. Handled relationship management for client services: performance measurement reporting, statement review and delivery, and client presentations. Assisted in marketing to institutional prospects and identifying "cross selling" opportunities to institutional clients. -
Senior Trader / Portfolio AdministratorAmerican Beacon Advisors Oct 1997 - Aug 2005Dallas/Fort Worth AreaAssisted 3 Senior Portfolio Managers in the management of $15 million money market and other short duration portfolios. Managed the firm's overnight portfolio of repurchase agreements, money fund positions and bank time deposits (averaging $3 billion per day). Managed the firm's tax-exempt money market fund ($50 million). Responsible for dual control and compliance workflow of all trading activities. Responsible for portfolio reconciliations of holdings to trading activities.
Sarah Mcgrane Skills
Sarah Mcgrane Education Details
Frequently Asked Questions about Sarah Mcgrane
What company does Sarah Mcgrane work for?
Sarah Mcgrane works for Morgan Stanley
What is Sarah Mcgrane's role at the current company?
Sarah Mcgrane's current role is Senior Registered Associate at Morgan Stanley.
What is Sarah Mcgrane's email address?
Sarah Mcgrane's email address is sarah.mcgrane@gs.com
What schools did Sarah Mcgrane attend?
Sarah Mcgrane attended University Of North Texas.
What are some of Sarah Mcgrane's interests?
Sarah Mcgrane has interest in Poverty Alleviation, Running, Children.
What skills is Sarah Mcgrane known for?
Sarah Mcgrane has skills like Series 7, Series 65, Equities, Fixed Income, Microsoft Excel, Powerpoint, Bloomberg, Microsoft Word, Outlook, Advent, Series 63, Event Planning.
Who are Sarah Mcgrane's colleagues?
Sarah Mcgrane's colleagues are Robin Chavanne, Diana Kolesnichenko, Michael Papageorgiou, Julie Huff, Tina Jones, Surbhi Maggo, Diana Lau.
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Sarah Mcgrane
Park Hills, Mo -
1neb.com -
1cmmc.org1 (207) 7XXXXXXX
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1hotmail.com2 +190455XXXXX
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