Experience

J.V.B. Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• V.P. Fixed Income Sales

  • Jan 2004 - Present

  Develop and maintain account relationships resulting in sales of various fixed income products on a wholesale level. Products include government agencies, corporate bonds, CDs, MTNs, CMOs and derivative products with over two hundred broker dealer and institutional accounts. Provide continuous and accurate color to clients regarding market movements and assist them to interpret US economic data and calculate the implications of said date upon their clients investment objectives. Provide expert product description and analysis to clients to further enhace their knowledge of the more esoteric trade ideas. Maintain top tier relationship with clients which involves daily dialougue as well as personal visits to ascertain if client's investments parameters have shifted. Increased overall sales productions by over 150%.



LaSalle Broker Dealer Sales Division

• A.V.P. Fixed Income Sales

  • Jan 2002 - Dec 2003

  Fixed Income Sales to assigned dealer accounts. Products included government agencies, corporate bonds, CDs, Equity derivative products. Opened 16 new accounts in 12 months. Increased production in existing accounts by an average of 20%. Traveled to visit assigned accounts trhoughout the year. Fixed Income Sales to assigned dealer accounts. Products included government agencies, corporate bonds, CDs, Equity derivative products. Opened 16 new accounts in 12 months. Increased production in existing accounts by an average of 20%. Traveled to visit assigned accounts trhoughout the year.