Experience

InspereX

• United States
• Investment Banking
• 100 - 200 Employee

• National Director -- Institutional Municipals

  • Apr 2023 - Present

  Charlotte, North Carolina, United States



StoneX Group Inc.

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, National Municipal Bond Sales Manager

  • Jan 2022 - Present

  Charlotte, North Carolina, United States



Vining Sparks

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President/Branch Manager, Charlotte/Taxable Institutional Fixed Income

  • Mar 2009 - Jan 2022

  Institutional Fixed Income sales and trading: Corporates, Agencies, MBS, ABS, SBA, CMO, Whole Loans. Client focus on institutional clients including Money Managers, Trust Managers, Pension funds, Insurance Companies. Helped Grow Municipal bond volume from 500mm to 25 Billion, across specialists, as well as generalist sales reps.

• Director of National Institutional Municipal Bond Sales

  • Mar 2009 - Jan 2022

  Charlotte, North Carolina Area National Sales manager, Institutional Munis Currently seeking established Municipal sales people in NY, Charlotte, Chicago, Memphis, Ft. Lauderdale, Seattle. Client scope should include Money Managers, Trust Departments, Insurance Companies, Mutual Funds, Family Offices, RIA



Bank of America

• United States
• Banking
• 700 & Above Employee

• Principal, Senior Public Finance Salesperson

  • Jan 2006 - Feb 2009

  Charlotte, North Carolina, United States Institutional Public Finance Sales



Advest, Inc.

• Financial Services
• 1 - 100 Employee

• Institutional Sales/National Sales Manager

  • Jan 2001 - Oct 2005

  Covered Tier 1 and 2 Institutional Municipal asset managers, on a national scale. Institutions included Insurance Companies, Bank Portfolios, Bank Trust departments, and SMA Asset Managers. Co-Managed the national sales team across multiple offices, including NYC, Charlotte, West Palm Beach FL, Atlanta Ga, and San Marino California.



Wachovia Securities Financial Network

• Financial Services
• 100 - 200 Employee

• Senior Vice President, Public Finance Sales

  • Oct 1992 - Aug 2000

  Institutional Sales, Covering Tier 1 and 2 Clients. Account coverage was both regional, and national in scope.



Interstate/Johnson Lane

• Senior Vice President

  • 1991 - 1999