Vicki Meyer, CFA
Senior Vice President at InspereX- Claim this Profile
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Bio
Andrew Brookman
I have worked with Vicki for over 5 years. She has always been a great source for information in regards to the bond market.
Daniela Denaro
Vicki covered me when I was trading Fixed Income, and was one of the best salespeople I have come across. She was always professional, and took care of us in a way that made us feel like we were her only clients, even though she had plenty of others. She was helpful, thorough, and present, and regularly went the extra mile to follow up on our inquiries. If a new product came to market, Vicki could be counted on to be first in providing us the details, educating us, and offering the necessary background information or marketing materials. Additionally, Vicki's attitude and demeanor are to be admired. Rain or shine, bull market or bear, Vicki was strong, upbeat and pleasant - a true professional.
Andrew Brookman
I have worked with Vicki for over 5 years. She has always been a great source for information in regards to the bond market.
Daniela Denaro
Vicki covered me when I was trading Fixed Income, and was one of the best salespeople I have come across. She was always professional, and took care of us in a way that made us feel like we were her only clients, even though she had plenty of others. She was helpful, thorough, and present, and regularly went the extra mile to follow up on our inquiries. If a new product came to market, Vicki could be counted on to be first in providing us the details, educating us, and offering the necessary background information or marketing materials. Additionally, Vicki's attitude and demeanor are to be admired. Rain or shine, bull market or bear, Vicki was strong, upbeat and pleasant - a true professional.
Andrew Brookman
I have worked with Vicki for over 5 years. She has always been a great source for information in regards to the bond market.
Daniela Denaro
Vicki covered me when I was trading Fixed Income, and was one of the best salespeople I have come across. She was always professional, and took care of us in a way that made us feel like we were her only clients, even though she had plenty of others. She was helpful, thorough, and present, and regularly went the extra mile to follow up on our inquiries. If a new product came to market, Vicki could be counted on to be first in providing us the details, educating us, and offering the necessary background information or marketing materials. Additionally, Vicki's attitude and demeanor are to be admired. Rain or shine, bull market or bear, Vicki was strong, upbeat and pleasant - a true professional.
Andrew Brookman
I have worked with Vicki for over 5 years. She has always been a great source for information in regards to the bond market.
Daniela Denaro
Vicki covered me when I was trading Fixed Income, and was one of the best salespeople I have come across. She was always professional, and took care of us in a way that made us feel like we were her only clients, even though she had plenty of others. She was helpful, thorough, and present, and regularly went the extra mile to follow up on our inquiries. If a new product came to market, Vicki could be counted on to be first in providing us the details, educating us, and offering the necessary background information or marketing materials. Additionally, Vicki's attitude and demeanor are to be admired. Rain or shine, bull market or bear, Vicki was strong, upbeat and pleasant - a true professional.
Credentials
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Chartered Financial Analyst® (CFA) Charterholder.
CFA InstituteMar, 2021- Nov, 2024
Experience
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InspereX
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United States
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Investment Banking
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100 - 200 Employee
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Senior Vice President
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Dec 2010 - Present
Sales Sales
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Vice President
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Sep 2008 - Dec 2010
Relationship manager responsible for adding and maintaining clients to an on-line fixed income trading platform. Relationship manager responsible for adding and maintaining clients to an on-line fixed income trading platform.
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LaSalle Bank
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Banking
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300 - 400 Employee
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First Vice President
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1985 - 2008
Senior level, top revenue producing sales representative for one of the largest wholesale fixed income securities efforts in the business. Responsible for Key firm accounts in Callable Agencies, Retail Targeted Corporate Bonds, Collateralized Morgage Obligations, Certificate of Deposits and Structured Notes to include equities, rates and commodities. Senior level, top revenue producing sales representative for one of the largest wholesale fixed income securities efforts in the business. Responsible for Key firm accounts in Callable Agencies, Retail Targeted Corporate Bonds, Collateralized Morgage Obligations, Certificate of Deposits and Structured Notes to include equities, rates and commodities.
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Education
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University of Florida
Bachelors
Community
