Director Of Institutional Sales
Current
2020 - Present
~6 yrs 4 mos
AeroLeads people directory · profile
Ted Mccool Email & Phone Number
Director of Institutional Sales at Analyst Hub
at
Analyst Hub
1 work email found
@bmo.com
3 phones found area 312 and 416
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Director of Institutional Sales at Analyst Hub
Location
Chicago, Illinois, United States
Who is Ted Mccool? Overview
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Quick answer
Ted Mccool is listed as Director of Institutional Sales at Analyst Hub at Analyst Hub, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at bmo.com, phone signal with area code 312, 416, and a matched LinkedIn profile for Ted Mccool.
Ted Mccool previously worked as Director of Institutional Sales at Analyst Hub and Portfolio Consultant at Vivaldi Asset Management. Ted Mccool holds Bachelor Of Arts, Economics from Ohio Wesleyan University.
Company email context
Email format at Analyst Hub
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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Ted Mccool. Compare company email patterns before reaching out.
Profile bio
About Ted Mccool
Shown an established track record of building productive client-focused relationships to drive mind and revenue share with managers. In order to best promote my firm’s product suite, I strive to be a strong team player with communication and coordination playing a key role in my day to day effort to succeed in an acutely competitive and evolving business landscape.
Listed skills include Economics, Investments, Series 7, Microsoft Office, and 10 others.
Current workplace
Ted Mccool's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 19 years
Ted Mccool work experience
A career timeline built from the work history available for this profile.
Portfolio Consultant
Vivaldi Asset Management
2019 - 2020
~1 yr
Institutional Equity Sales
- Responsible for primary and secondary coverage of Midwest account base
- Improved firm’s voting rank at key accounts by targeting idea flow and research support specific to client stated needs
- Leveraged BMO’s product suite to cross-sell client solutions (derivatives & prime brokerage) to generate revenues beyond traditional equity products
- Collaborated with firm’s Equity Capital Markets in advising domestic and international clients on proposed equities transactions, including valuation analysis and potential risk/reward
- Responsible for managing a pipeline of analyst marketing across the Midwest to promote BMO’s product suite and brand
- Coordinated and hosted both deal and non-deal roadshows from wide range of industries for potential and existing shareholders
2015 - 2018
~3 yrs
Institutional Equity Sales
- Responsible for primary & secondary coverage of 70 institutional accounts in the Midwest
- Aided in growing book of business by expanding capacity in newly established Chicago office
- Coordinated and hosted both deal and NDRs while introducing C-level executives to potential and existing shareholders
- Opened new accounts through client prospecting & networking that resulted in revenue generation
2014 - 2015
~1 yr
Registered Associate
- Collaborated with the Global Stock Plan Services desk to manage employee stock option plans for large corporate clients
- Effectively transacted in equity, fixed income and alternative investment products for high net worth individuals
- Supported Portfolio Managers with relationship management, client due diligence and the trade execution
- Maintained and ensured integrity of retail, corporate, middle market and institutional account investments
2012 - 2014
~2 yrs
Brokers Assistant
2007 - 2010
~3 yrs
2 education records
Ted Mccool education
Bachelor Of Arts, Economics
Ohio Wesleyan University
Education record
New Trier Township High School
FAQ
Frequently asked questions about Ted Mccool
Quick answers generated from the profile data available on this page.
What company does Ted Mccool work for?
Ted Mccool works for Analyst Hub.
What is Ted Mccool's role at Analyst Hub?
Ted Mccool is listed as Director of Institutional Sales at Analyst Hub at Analyst Hub.
What is Ted Mccool's email address?
AeroLeads has found 1 work email signal at @bmo.com for Ted Mccool at Analyst Hub.
What is Ted Mccool's phone number?
AeroLeads has found 3 phone signal(s) with area code 312, 416 for Ted Mccool at Analyst Hub.
Where is Ted Mccool based?
Ted Mccool is based in Chicago, Illinois, United States while working with Analyst Hub.
What companies has Ted Mccool worked for?
Ted Mccool has worked for Analyst Hub, Vivaldi Asset Management, Bmo Capital Markets, Needham & Company, and Morgan Stanley.
How can I contact Ted Mccool?
You can use AeroLeads to view verified contact signals for Ted Mccool at Analyst Hub, including work email, phone, and LinkedIn data when available.
What schools did Ted Mccool attend?
Ted Mccool holds Bachelor Of Arts, Economics from Ohio Wesleyan University.
What skills is Ted Mccool known for?
Ted Mccool is listed with skills including Economics, Investments, Series 7, Microsoft Office, Microsoft Excel, Customer Service, Trading, and Bloomberg.
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