Published high-yield bond research for clients who wanted to outperform via credit trend forecasting combined with prospective total rate of return analysis. We focused on companies which are coming to market this year, and especially those companies whose bonds were likely to provide above-average total rate of returns. This company was phased out and a new company, Smart Financial Research, operated until 12/31/2018.

Using our proprietary data base and independent research to help fixed income portfolio managers find the bonds they need to outperform!

Duties and Responsibilities:Active portfolio management, trading, and credit analysis of taxable and tax-exempt fixed income client portfolios. Client interaction including board meetings, presentations, etc.Selected Accomplishments:Superior performance - the main taxable active portfolios returned over 8% for 2009, beating the Barclays Intermediate Government Index by about 800 basis points (bps).Learned a new Advent portfolio management reporting tool - Moxie.Monitored and performed credit analysis on new issues and secondary holdings of many municipal bonds - taxable and tax-exempt. Learned the "shaping" methodology.

Using analytical skills to help the QuantCredit® research team to continue to provide superior corporate bond returns. Also helping the QuantVal® research team to better analyze corporate financial health for equity portfolios.

Research, assemble, monitor and trade portfolio of high yield bonds and CDS to help international clients achieve their goal for superior returns in a global high yield fund. Due to superior total rate of return performance, achieved bonuses ranging from 30% to over 100% of salary.

Wrote online MBS advisory service for traders and portfolio managers identifying relative value in MBS markets. Developed relative value model for MBS. Recommendations added value in total, and approximately 75% of recommendations were successful.

Selected Accomplishments:Interviewed all over the U.S., finalist for several positions

was bought by Fleet Investment Advisors); Duties and Responsibilities:All MBS and ABS investing for multi-billion dollar fixed income fund.Selected Accomplishments: Introduced first CMBS investment.Portfolio outperformed by about 150 basis points during 1995.

Managed portfolios up to $2 bln in size -- achieved over 70% of maximum bonus, on average, each year, for superior total rate of return performance.

#2 man in the division investing $2 bln of public bonds. Formed my own experimental sub-portfolio, a more active trading portfolio which grew from $200 million to $400 million, and cumulatively beat my index for the entire 1982-1987 period under management. The large core portfolio achieved superior returns which allowed the benefits division to significantly augment the fixed payout to participants via "dividends" over and above the contractual amount. From 1981-1986 we averaged over 22% total rate of return per year.