William Medley, Cfa

William Medley, Cfa Email and Phone Number

Chief Marketing Officer, Fithian LLC @ Fithian LLC
William Medley, Cfa's Location
New York, New York, United States, United States
William Medley, Cfa's Contact Details

William Medley, Cfa work email

William Medley, Cfa personal email

n/a
About William Medley, Cfa

INVESTMENT EDUCATION● Series 7 and Series 66 licenses● Member of New York Society of Securities Analysts (NYSSA)● Attended Columbia University Graham and Dodd Investor Conferences from 2006-2014● Chartered Financial Analyst Study Courses: 2003-2007

William Medley, Cfa's Current Company Details
Fithian LLC

Fithian Llc

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Chief Marketing Officer, Fithian LLC
William Medley, Cfa Work Experience Details
  • Fithian Llc
    Chief Marketing Officer
    Fithian Llc Mar 2022 - Present
    New York, Us
    Marketing and distribution of Fithian’s long-only, global equity strategy.
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  • Bny Mellon
    Vice President
    Bny Mellon Feb 2014 - Mar 2022
    New York, Ny, Us
    Responsible for distribution of BNY Mellon mutual funds and other investment strategies. My marketing efforts are focused on advisors in the RIA and Private Bank channel.
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  • Bank Of America
    Vice President
    Bank Of America Nov 2010 - Jul 2013
    Charlotte, Nc, Us
    Managed two-associate team responsible for daily P&L production and commentary for two businesses involved in trading of structured credit products. ● Analyzed valuation of inventory. ● Prepared monthly P&L metrics (Sharpe, Sortino, VAR, Return on VAR, ROE, ROA, standard deviation). ● Presented PowerPoint presentation on collateralized loan obligations to senior management.
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  • Citigroup Inc
    Assistant Vice President
    Citigroup Inc Sep 2006 - Oct 2010
    Credit Derivatives Product Control: ● Prepared daily P&L calculation and P&L attribution for business involved in trading of credit default swaps. ● Verified valuations assigned to CDS trades and corporate bonds. Risk Based Capital Reporting: ● Responsible for quarterly reporting of firm’s off-balance sheet commitment and letter of credit disclosures made in Form10-Q. ● Calculated monthly risk-based capital for different businesses.
  • Lehman Brothers
    Assistant Vice President
    Lehman Brothers Sep 2005 - Aug 2006
    Us
    SEC Reporting: ● Calculated revenue volatility “value at risk” figures disclosed in Form 10-Q. ● Wrote various sections in MD&A section of Form 10-Q, various footnote disclosures in Form 10-Q and helped prepare consolidated financial statements. ● Prepared firm’s press release of earnings on quarterly basis working closely with Investor Relations to ensure all relevant financial data was disclosed ● Participated in preparation of Q&A document prepared for CFO.
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  • Lazard Freres And Co., Llc
    Associate
    Lazard Freres And Co., Llc Oct 2001 - Aug 2005
    Determined valuation of numerous investments in privately owned companies held in the firm’s long-term investment portfolio, requiring analysis of financial statements, discussions with companies’ managers, and final memorandum sent to CFO for his review. ● Joined SEC reporting team when company chose to go public; responsible for preparation of S1 in anticipation of IPO, 10-Q, 10-K, and other SEC filings.

William Medley, Cfa Skills

Chartered Financial Analyst Valuation Credit Derivatives Bonds Financial Reporting Investments Portfolio Management Structured Products Loans Trading Hedging Credit Capital Markets Accounting Cds Options Fixed Income Derivatives Securities Alternative Investments Equities Fx Options Swaps Series 66 Series 7

William Medley, Cfa Education Details

  • Northeastern University
    Northeastern University
    Finance

Frequently Asked Questions about William Medley, Cfa

What company does William Medley, Cfa work for?

William Medley, Cfa works for Fithian Llc

What is William Medley, Cfa's role at the current company?

William Medley, Cfa's current role is Chief Marketing Officer, Fithian LLC.

What is William Medley, Cfa's email address?

William Medley, Cfa's email address is wi****@****lon.com

What schools did William Medley, Cfa attend?

William Medley, Cfa attended Northeastern University.

What skills is William Medley, Cfa known for?

William Medley, Cfa has skills like Chartered Financial Analyst, Valuation, Credit Derivatives, Bonds, Financial Reporting, Investments, Portfolio Management, Structured Products, Loans, Trading, Hedging, Credit.

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