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Alan Bankart is a seasoned investment professional with 24 years of experience in investment strategies, fixed income portfolio management, and strategic financial planning. He has held senior roles at Putnam Investments, State Street Bank & Trust, and United States Trust Company of New York. Alan has developed expertise in investment advisory services, customer relationship management, business development, and product development.

Experience

    • Manager & Business Advisor
      • 2000 - Present
      • Delaware

      During my current job role. I develop new products/businesses in close collaboration with top management. I formulate strategies and procedures to promote corporate growth. In addition to that, I create business plans and operational/financial procedures for the company. I allocate resources and mentor teams to improve company performance. Moreover, I implement HR policies and processes in order to assure successful people management practices. Devised corporate strategies, established organizational capabilities, and streamlined operations and decision-making• Assisted start-up telecom called Wiresurfer (www.wiresurfer.com) in raising capital, recruiting talent and improving efficiency.• Invested and facilitated Homeland Renewable Energy LLC. on the construction of a $200M poultry-litter-fueled power plant with a production capacity of 55MW to safeguard the environment and assist poultry farmers by using animal waste and other substrates.• Oversaw purchase and improvement of RV parks and enhance property value by more than 50% via providing much cheaper financing rates and terms and giving potential renters the opportunity to become land owners.• Created a joint venture to purchase house sites, build homes in new communities around southeast Florida, and resell multiple home sites to make more than 30% net returns before lots closed.• Transformed numerous rental buildings with 50 to 274 units into condominiums as invaluable part of investor group and achieved 38% IRR (internal rate of return).• Invested in high-yield, taxable/non-taxable securities when credit spreads were historically wide and earned 35% returns as spreads narrowed.I also have previous experience as CIO & MD/SVP/VP at Putnam Investments, Boston, MA | Senior Vice President/Vice President/Assistant Vice President at State Street Bank & Trust, Boston, MA | Portfolio Assistant Trainee at United States Trust Company Of New York, NY.

    • Chief Investment Officer and Managing Director
      • 1982 - 1999
      • Boston, MA

      Senior Vice President, Quantitative Fixed Income Group Vice President Rapid progression to Chief Investment Officer, Managing Director, and Partner. Directed daily investment and business operations for institutional and mutual fund fixed income groups with $37B in combined assets and a team of 35. Turned around challenged government fixed income mutual funds totaling $20+ billion. Assisted in the cross selling of $15 billion of domestic and international equities. Member of senior executive committee, asset allocation and performance committees. Attracted over $17 billion of assets in 165+ separately managed institutional accounts. Responsible for creating the first synthetic GIC, and an assured return strategy for Endowments and Foundations.

    • Senior Vice President ▪ Vice President ▪ Assistant Vice President
      • 1977 - 1982
      • Boston, MA

      Pioneered number of Quantitative Fixed Income Management techniques. Broadened portfolio of products. Attracted, implemented, and managed the first Immunized Bond Portfolio in the country. Recognized in the industry for being awarded $1.25B in assets in 11 separate institutional accounts.

    • Portfolio Assistant Trainee
      • 1975 - 1977
      • New York, NY

      Recruited from college to focus on traditional balanced accounts for high net worth clients. Conducted performance evaluation, assisted in trading, and prepared presentation materials.

Education

  • Princeton University
    Bachelor of Arts in Economics, Economics

Suggested Services

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Industry Focus. “Investment Banking”

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