Sean Vesey Email & Phone Number

Whippany, New Jersey, United States

New York, Ny

Hasbrouck Heights, Nj

• Generate fixed income sales ideas for retail sales force by positioning bonds, as well as creating sample portfolios and strategies based on client parameters and investment goals. • Approve and review all retail fixed income trades for 300+ financial advisors, checking for market context and best execution. • Bid municipal bonds for inventory from bid wanted lists over multiple electronic platforms (MBWD, Fabkom, Knight Bondpoint, Tradeweb, BondDesk, TMC, HTD) as well as direct counter party relationships. • Market internal new issue bond offerings from the Investment Banking department to the retail sales force. • Lead a weekly sales call providing market commentary as well as sales ideas in the municipal sector.

Hasbrouck Heights, Nj

• Recommended investment strategies, employing fixed income and equity securities.• Worked directly with retail clients to help them achieve their investing goals, developing communication skills over the phone and in person. • Monitored client account activity using Thompson One and Beta Host.

Hasbrouck Heights, Nj

• Worked with six financial advisors with assets under management in excess of $250 million. • Handled day-to-day operations, including; executing equity and fixed income orders, responding to client requests, generating reports on demand, and explaining investments. • Acted as back office back up, clearing trades, executing disbursements, opening new accounts, processing physical securities, among other duties.

Hasbrouck Heights, Nj