Finance and Fixed Income Vice President professional with experience in Syndicate transactions and working with sales forces. Long valued experience in economic and market data and situations, with strong leadership and team oriented success.
Overview
27
27
years of professional experience
Work History
VP Senior Product Manager (Fixed Income)
Stephens Inc
10.2019 - 04.2025
Execute all transactions for Taxable and Municipal bonds for the Private Client Group
Build Inquiry and create sales ideas and strategies for sales force
Conduct Portfolio reviews and position analysis of client accounts
Involved with Firm Syndicate Underwritings and other product syndicates
Created and taught a curriculum of understanding bonds, economic data, and market strategy in a revolving class to 1st and 2nd year analysts
Integrally involved with all Compliance aspects of product and worked with other product managers for continuity
VP Institutional Corporate Bond Trading
Stephens Inc
02.2008 - 09.2019
Managed and maintained inventory, facilitated transactions for institutional sales as well as all taxable product for Private Client Group
Built offerings from client inquiry and provided liquidity for client positions
Created reports and maintained Compliance for the desk
Participated in desk and Firm Syndicate offerings
Coordinated with back office on any trade issues
Trading Assistant/Junior Trader
Stephens Inc
05.2002 - 02.2008
Coordinated with all taxable desks and back office for any trade discrepancies
Created trading reports and counter party desk confirmations for efficiency of each days trading
Facilitated and aggregated orders for weekly offerings
Inputted trade tickets for dealer side trades as well as back office entries
Accounting/P&S Associate
Stephens Inc
01.1998 - 05.2002
Confirmed purchases and sales details with counter parties for settlement for fixed income