Experience

Dreyfus

• Denmark
• Technology, Information and Internet
• 1 - 100 Employee

• Senior Vice President & Director of Sales

  • Jan 2022 - Present

  New York, New York, United States I lead our US Institutional Sales team. We represent fixed income and money market strategies of a year duration or less, including offshore and onshore dollar-denominated money market funds, a short duration ETF, and short duration separate accounts ranging from STIF to enhanced cash to ultra short in duration. Clients include corporations, public entities, RIAs and investment managers, banks, trust/wealth management firms, institutional investment platforms, hedge funds, along with retail and… Show more I lead our US Institutional Sales team. We represent fixed income and money market strategies of a year duration or less, including offshore and onshore dollar-denominated money market funds, a short duration ETF, and short duration separate accounts ranging from STIF to enhanced cash to ultra short in duration. Clients include corporations, public entities, RIAs and investment managers, banks, trust/wealth management firms, institutional investment platforms, hedge funds, along with retail and institutional broker/dealers. Also have production responsibility in GA, NC, TX, & PR. Series 7, 24, 53, and 63 licenses as well as the CIMA (Certified Investment Management Analyst)designation issued by the Investments & Wealth Institute.

• Senior Vice President, Institutional Sales

  • Apr 1997 - Dec 2021

  I represent our firm's short duration & money market strategies to a variety of institutional clients in the Southeast, Southwest, and West. We manage both domestic and offshore portfolios in US Dollar, in either mutual fund or separate account structures. Intermediary clients include regional and national banks and trust companies. Direct clients include pension funds, endowments & foundations, public entities, and corporations. I maintain Series 7, 24, 53, and 63 licenses as well as… Show more I represent our firm's short duration & money market strategies to a variety of institutional clients in the Southeast, Southwest, and West. We manage both domestic and offshore portfolios in US Dollar, in either mutual fund or separate account structures. Intermediary clients include regional and national banks and trust companies. Direct clients include pension funds, endowments & foundations, public entities, and corporations. I maintain Series 7, 24, 53, and 63 licenses as well as the CIMA (Certified Investment Management Analyst)designation issued by the Investments & Wealth Institute.