Managed retail portfolios shared with the CEO of firm to provide customized portfolio solutions for each client. Portfolio structure included: building a ladder or barbell strategy while targeting specific credit profiles, duration risk, and geographic exposure.Executed institutional sales to trust departments, banks, investment firms, insurance companies, and other larger institutional buyers which requires broad market knowledge, deep understanding of the relative value of individual securities and sectors, and awareness of product supply in both the primary and the secondary markets.Provided tax guidance to high net worth individuals by comparing after tax returns and analyzing amortization or accretion for reporting purposes.Covered first, second, and third tier institutional account, accomplishing 80% risk-less business. Penetrated first tier accounts by providing accounts with organized access to the competitive bid process, access to securities for existing portfolios (matchers) and providing portfolio block trades in the secondary markets.Maintained client account documentation and facilitated necessary reports for both client investment reviews, and adherence to regulatory requirements.Acted as primary backup to senior trader providing management of the firm's inventory and requiring effective communication with the street and internal sales force.Acted as primary backup to senior underwriter participating in syndicate conference calls, providing pricing and guidance to the syndicate manager and managing the firm's financial liability.

Sales Assistant to Chief Executive Officer of firm.Managed and maintained municipal institutional and retail accounts with the CEO of firm. Actively bid, sold, and bought bonds for institutional and retail accounts with the direction of the CEO. Initiated sales and marketing calls to designated accounts and individuals to provide market insight, filled inquiries and municipal bond needs, and discussed new issuance and existing credits. Provided accounts with daily pricings, trade price swaps, and commentary on specific credits and insurers. Provided operations assistance by executing trades, resolving trade problems, cash P&L, and all cashiering functions.

Recruiter specializing in intellectual property law