Bio
Credentials
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Canadian Securities Course
Canadian Securities Institute (CSI) -
Conduct and Practices Handbook Course
Canadian Securities Institute (CSI) -
Derivatives Fundamentals Course
Canadian Securities Institute (CSI) -
Futures Licensing Course
Canadian Securities Institute (CSI)
Experience
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Jamieson Coote Bonds
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Melbourne, Australia
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Director - Portfolio Manager
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Feb 2017 - Present
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Melbourne, Australia
Managing active Australian Government bond portfolio Trade execution of OTC bonds & futuresData research including fundamental and technical analysis
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Societe Generale Canada
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Toronto, Canada Area
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Director - Fixed Income Derivative Sales/Trading
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Mar 2011 - Jan 2017
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Toronto, Canada Area
Managing exchange traded and OTC fixed income cash and derivative transactions within global SG platformProviding value for clients with regular market updates using proprietary technical analysis indicatorsMonitoring and delivering relevant macro information to a diverse institutional client base
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RBC Capital Markets
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Toronto, Canada Area
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Vice President - Fixed Income Derivative Sales/Trading
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Sep 2007 - Mar 2011
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Toronto, Canada Area
Recruited to establish the institutional fixed income derivatives desk in Toronto Increased firms revenue by introducing existing clients to the RBC platformDistributed and discussed fundamental and technical research to specific clients
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Societe Generale Corporate and Investment Banking - SGCIB
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London, United Kingdom
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Director - Fixed Income Derivatives Sales/Trader
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Jan 2005 - Mar 2007
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London, United Kingdom
Advised and executed flow in the global fixed income marketProvided trading ideas and strategies to an institutional client baseDisseminated technical analysis updates on various financial markets
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IDEAglobal
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London, United Kingdom
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Director - European Fixed Income Technical Analyst
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Jan 2002 - May 2004
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London, United Kingdom
Provided intra-day support and resistance levels at regular intervals on European Interest Rate FuturesGenerated trade recommendations from technical analysis using a variety of technical disciplinesWorked with economists and strategists on technical views - targeted short, medium and long-term outlooks for all G7 interest rate markets
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Stockcube Research
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London, United Kingdom
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Director - Equity Technical Analyst at Stockcube Research
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Mar 2001 - Dec 2001
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London, United Kingdom
Originated and produced weekly technical analysis reports on global equity marketsDaily monitoring and analysis of an on-line product that included 3,000 global stocksPresented and conducted seminars promoting Stockcube's analysis to prospective and existing clients
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United States
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Financial Services
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700 & Above Employee
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Vice President - Fixed Income Derivatives Sales /Trader
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Apr 2000 - Mar 2001
Recruited to bring Asia Pacific fixed income knowledge and expertise to the London officeDeveloped and maintained relationships with diverse institutional client base
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Vice President - Fixed Income Derivatives Sales/Trader
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Oct 1994 - Apr 2000
Established and managed Merrill Lynch’s overnight fixed income derivatives deskPriced and managed fixed income positions in the European and US overnight sessionsAssisted in the development of a front end trading system
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Education
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2003 - 2004CMT
Chartered Market Technician -
1993 - 1997Financial Institute of Australasia
Graduate Diploma in Applied Finance and Investment -
1989 - 1992La Trobe University
Bachelor of Economics
Suggested Services
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References
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