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Robert Haley is a seasoned finance professional with extensive experience in high-yield bonds, corporate bonds, equity trading, and trading strategies. He has held leadership roles at top financial institutions, including Synovus Bank, SunTrust Robinson Humphrey, Wells Fargo Capital Finance, Piper Jaffray, and Nationsbanc Capital Markets. Haley is a Chartered Financial Analyst (CFA) and holds various FINRA licenses.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Series 6, 7, 24, 55, 63
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Synovus Bank
    • Birmingham, Alabama Area
    • National Account Specialist
      • Jul 2019 - Present
      • Birmingham, Alabama Area

    • High Yield Corporate Bond & Distressed Trader Managing Director
      • 2012 - 2016

      SunTrust Capital Markets is a wholly-owned subsidiary of $8B SunTrust Banks, Inc. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I created and managed high yield trading strategy and execution with three (3) direct report Traders. I aligned financial targets with tactical plans, monitored trading activities, and ensured transparent, best-practice regulatory compliance. ► Monitored industry and market development across Healthcare, Retail, Consumer, Products, and Industrial sectors. ► Awarded ‘Gold Level’ SunTrust Achievement status (outstanding leadership/performance) and was the most profitable fixed income trader for three (3) out of five (5) years. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I enjoy sharing my career challenges and successes. For more detailed information, please request a copy of my resume.

    • Senior High Yield Corporate Bond & Distressed Trader Managing Director
      • 2008 - 2012

      Wells Fargo Capital Markets is the investment advisory/asset management division of $86B Wells Fargo. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I managed the entire trading life-cycle from analysis, feasibility, structure, and execution through post-trade analytics. ► Handled $200 - $400M high yield/distressed credit book across Industrial, Retail, Consumer Products, and Healthcare markets. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Please request a copy of my resume for more detailed information.

    • Head Trader Managing Director, High Yield Corporate Bonds & Leveraged Loans
      • 2006 - 2008

      Piper Jaffray is a $696M full-service investment bank & asset management firm. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I reversed slow earnings growth, guided financial analysis and modeling, risk evaluation, portfolio management, and trading activities for $50 - $75M high yield bonds and equities. ► Identified dislocated markets and mispriced assets, worked across Retail, Restaurant, and Apparel markets. ► Generated $1.5M P&L returns in 2006 and 2007. ► Achieved 34% ROE in 2006, and 15% ROE in 2007. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Please request a copy of my resume for more detailed information.

    • High Yield Corporate Bond & Distressed Loan Trader
      • 1997 - 2006

      Wachovia merged with Wells Fargo in 2008. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I held P&L accountability for $100M par and distressed loan portfolio, $50M - $100 high yield bonds, and $500M yield to call/tender situations portfolio. ► Analyzed, priced, and traded across Industrial, Retail, Textile, and Consumer Product markets. ► Built a strong team that went from #19 to #11 in league tables measuring secondary trading volumes.

    • Leveraged Loan Trader
      • 1991 - 1997

      Nationsbanc Capital Markets acquired BankAmerica and rebranded to Bank of America in 1998. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I was consistently promoted into leadership roles with increased responsibility and impact: Leveraged Bank Loan Trader; 1996 -1997High Yield Corporate Bond Trader; 1994 -1995High Grade Corporate Bond Trader; 1991 -1993► Actively traded $50 - $100M intermediate industrial and finance credits with 15+ direct reports.

Education

  • 1986 - 1989
    Washington and Lee University
    Bachelor’s Degree, Economics
  • United States Military Academy at West Point
    Corps of Cadets Graduate

Suggested Services

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Industry Focus. “Investment Banking”

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