• Leading Fixed Income platform initiatives to forge excellent working relationships with regional and business counterparts to enhance growth, profitability and value of the firm • Conduct appropriate market research for acquiring new relationships concentrated toward a variety of institutional fixed income investors (e.g., credit unions, banks, municipalities, endowments, foundations, insurance companies, and investment consultants) • Formulated quantitative models back testing the integration of firm’s fixed income strategies to accumulate underlying interest of prospective investors • Diagnose suitable, high probability prospects not utilizing the investment strategies, and clearly communicate firm’s value proposition and investment products. Articulate this complex financial and business information into insightful material used to educate CIOs, CFOs, Investment Committees and Board Members * Spear heading our fixed income analysis development using risk measures, models and intrinsic data to deliver accurate forecasts. This structure helps mitigate the devaluation of a portfolio while obtaining capital appreciation. * Contribute to product development, taking a conservative approach of the business across the firm’s entire suite of IG and alternative fixed income investment products * Create marketing and due diligence materials such as, board approval packets, due diligence questionnaires (DDQs), request for proposals (RFPs), pitch books, etc

• Introduced and facilitated a new Middle Markets platform to Hapoalim selling company risk/risk-less investments to new client base: Credit Unions, Community Banks, Municipalities, Insurance Companies and Money Managers• Educated Hapoalim's Management, Trading, Compliance, Operations, and Research Departments on all analytics, investment tools and electronic systems needed to service new clients• Worked with all Hapoalim Trading Desks selling Municipal Bonds, Corporate Bonds, Government Agency Bonds, Mortgage Backed Securities, Structured Products and Certificates of Deposit• Created a robust proprietary sales program for managing and maintaining 30,000+ prospects and accounts that included all balance sheet, investment portfolio, and risk based diagnostics• In a start-up environment, brought on existing relationships, established new accounts, and achieved 150 Board Approvals with institutions• Constructed a plug-in play business model capable of achieving $1 million in revenue within the first year followed by extensive growth in subsequent years• Built portfolio analytic computing all key risk-models for our clients investment needs, including Total Return, OAS models, Cash-flow Matrix, Credit Risk, and Interest Rate Risk• Established solid solutions for these risks which enabled us to gain client interest at a much faster pace than industry norm

• Utilized sales skills and knowledge of the fixed income market to obtain new institutional accounts.• Provided comprehensive Balance Sheet, Asset – Liability, and Portfolio management techniques with the intent of identifying and executing income opportunities. Performing these strategies successfully led to growth in sales and total gross revenue within a 20-month period. • Constructed and maintain financial modeling to manage liquidity, earnings, re-capitalization, year-to-date performance, and forecast future cash flows, to enable maximum income potential for each client.• Applied extensive research to the client for recommended tailored solutions led to optimally managing investment portfolios and having 50% of clients outperform their industry benchmarks.

Sub-Prime Whole Loan Account Executive