
Financial Professional.; toplinked.com (LION)
Greater Minneapolis-St. Paul Area

Financial Professional.; toplinked.com (LION)
Greater Minneapolis-St. Paul Area
Accomplished and highly motivated investment professional oriented to developing long-term strategic partnerships. Strong history of client satisfaction by creatively solving business needs. Deep understanding and experience in both fixed income and equity markets.
Helping families and businesses reach their financial goals.
(Non-Profit; Financial Services industry)
August 2009 — Present (4 months)
(Financial Services industry)
June 2005 — July 2009 (4 years 2 months)
(Public Company; Financial Services industry)
October 1999 — May 2005 (5 years 8 months)
Sr. Sales Trader in Equity Capital Markets- Responsible for developing and managing institutional equity trading accounts. Quarterbacked block trades for both NASDAQ and NYSE listed stocks. Disseminated timely equity research generating creative and economically sound trade ideas
(Public Company; 1001-5000 employees; Financial Services industry)
January 1995 — October 1999 (4 years 10 months)
Managing Director, Fixed Income Capital Markets Trading
B.A. , Economics
family, coaching, investing, fitness
Yale Alumni Schools Committee, Securities Traders Association (STA), USA Hockey