Highly motivated and experienced financial professional who consistently exceeds company objective to secure client satisfaction, loyalty and results. Driven and self-motivated with stellar sales ability and problem solving skills.
Highlights
Capital market trends
Industrial coverage knowledge
Corporate finance
Risk management expertise
International finance expertise
Financial modeling
Skilled in MS Office
Skilled in Bloomberg
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Strategic account development
Detail-oriented
Analytical
Goal-oriented
Reliable
Excellent communication skills
Excellent time management skills
Complex problem solving
Self-motivated professional
Education
University of RichmondRichmond, VAExpected in May, 2001 ā āBS:Business Administration Finance - GPA:Business Administration Finance
University College DublinDublin, Expected in June 2000 ā ā:Semseter Abroad - GPA:
Accomplishments
Increased overall sales byĀ 500% over a three year period.
EstablishedĀ 15-20 new accountsĀ a year through successful client development.
Created strategies to develop and expand existing customer sales, which resulted in a 200% increase in monthly sales for existing customers
Collaborated with prospective clients to prepare efficient product marketing strategies and drive business development.
Experience
Northern Technologies, Inc. - Director - Foreign Exchange Sales Grand Forks, ND, 01/2014 - 02/2017
Managed Corporate FX Risk Management portfolio for Wells Fargo's Western Region clients.
Western region Portfolio quadrupled in size in under my tutelage and the banks overall FX volumes more than doubled with the new business I procured.
Assisted companies with hedging solutions for balance sheet, cash flow, and net investment exposures.
As well as with strategic hedges for cross-border M&A transactions, foreign debt issuances, tax reparations, and inter-company loans.
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Developed extremely strong client relationships, consistently being referred to as the "go-to" FX contact to assist companies with their FX risk management needs.
Deep and robust knowledge of FX markets, products, and accounting (ASC 815/830) for US Corporate clients.
Including FX forwards, options, cross-currency swaps, in both the developed and emerging markets.
Worked closely with relationship managers, international treasury management, and interest rate risk management partners to provide full scale solutions to meet all of a clients needs.
Seven Hills Foundation - Director -Foreign Exchange Sales South Grafton, MA, 05/2010 - 01/2014
Transferred to Barclays New York office in June 2013 maintaining coverage of all core FX relationships.
Head of Barclays Western Region Corporate FX - built a portfolio of over 75 large cap and large mid-cap corporate accounts, May 2010 through May 2013.
Help corporate clients manage their FX exposures by developing and implementing innovative and executing customized hedging solutions to meet their specific risk management needs.
Actively seek out and successfully cross sell other products of the bank to my client base; including interest rates, commodities, equity and debt capital markets, share repurchases, corporate banking, and investments.
Aligned closely with investment bankers to provide a 'top to bottom' relationship with clients, including introductions leading strategic dialogue and live deal flow via FX relationship to 16 new clients not previously covered by Barclays through my FX based relationships.
Focus on unique content, first to market information, and insightful analysis to derive additional business from clients in a highly competitive market environment.
Gavilon - Vice President South Sioux City, NE, 02/2006 - 04/2010
Transferred to the Deutsche Bank San Francisco office in January 2009 to expand West Coast operations and established a portfolio of over 30 West Coast-based accounts in 15 months.
Cross-marketed FX, interest rate and commodity derivative products including swaps, options, futures and structured transactions to help my clients hedge their exposures to the various markets.
Specialize in coverage of corporate clients helping them to identify exposures, define a strategy, and implement a tailored hedging programs to minimize their volatility and exposure to the market.
Work regularly with structured trading desk to design and execute new transactions to meet specific client needs.
Highly proficient with option pricing models for all three derivative product sets.
Developed a portfolio of over 50 clients in my 2.5 years in New York before moving to San Francisco.
Oasis Systems, Inc. - Assistant Vice President San Antonio, TX, 11/2003 - 08/2005
Marketed interest rate and cross currency derivative products to a variety of corporate clients.
Executed trades ranging from plain vanilla to complex lease structures and mortgage hedges.
Performed sensitivity and regression analysis to determine the banks credit risk exposure to clients.
Priced trades for clients using proprietary Excel model.
Traveled on a monthly basis to speak to customers regarding trade proposals, market timing and strategy.
Morgan Stanley - Trade Assistant City, STATE, 07/2001 - 11/2003
Credit Derivatives.
Enriched trades: Unwound/assigned positions, added underlying bond information and calculated fees.
Marked and hedged all underlying bond positions to minimize risk exposure.
Input and modeled asset backed and interest rate swaps.
Stripped options out and repackaged convertible bonds into individual pieces for sale.
Senate Banking Committee - Intern City, , 05/2000 - 07/2000
Assisted in the research and implementation of Banking Committee initiatives in the transit sector.
Researched and reported on SEC hearings regarding FEMA agency management and funding.
Worked with top Economic and Financial advisors for the US Senate.
Interests
World Travel - Traveled extensively for 6 months though 14 countries meeting with people from all cultures, backgrounds, through out SE Asia, South America, and Australia and New Zealand. Aug - Dec 2005
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