Peggy Monckton

Experience

• 

  George K. Baum & Company

  Sept 1988 - now

  - Initiated large trades to provide liquidity for the firm.- Supported 6 salesmen covering over 150 institutional and retail accounts.- Successfully provided support for $59.7B of municipal bonds traded in the secondary market since 2000.- Monitored the average daily inventory of municipal bonds in secondary market which averaged 26 million.- Worked under demanding, fast-paced environment to meet stringent deadlines. - Detailed understanding of fundamental investment concepts, policies and procedures used in the securities industry.- Institutional and retail regulatory compliance.- Decision-making concerning bond details in reference to client needs. Show less

  • VP Institutional Sales

    Jan 1996 - now

  • VP Capital Markets

    Sept 1988 - now