Deep Enrich
Marco Simmons, CFA
Associate | Fixed Income Sales & Trading
2000 followers
Los Angeles Metropolitan Area
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About me
Director | Investment Banking
Education
Gilman School
1994 - 2006
The Johns Hopkins University
2006 - 2010BA International Relations (concentration: East Asian Studies)Activities and Societies: Varsity Baseball, Varsity Football, Alpha Delta Phi
Experience
Maxim Group
Feb 2012 - Jul 2014Associate | Fixed Income Sales & TradingCredit Trading (2013 - 2014)• Traded IG Corporates / EM Corporates• Sector Coverage: Food & Beverages, Chemicals, Energy, ManufacturingInstitutional Sales (2012 - 2014)• Covered domestic and foreign institutional accounts• Product Coverage: IG, HY, Tier 1/Hybrid, EM, Munis, Preferreds
Wells Fargo
Jul 2014 - Apr 2022Vice President | Leveraged LendingUnderwriting (2019 - 2022)• Debt financing for middle market LBO / M&A / recapitalization transactions• Sector: Enterprise SoftwareOriginations (2016 - 2019)• Debt financing for middle market LBO / M&A / recapitalization transactions• Sector: Enterprise Software • Coverage: Private Equity firmsPortfolio Management (2014 - 2016)• Managed a $1B corporate loan portfolio
FTI Consulting
Apr 2022 - nowDirector | Investment BankingTMTAviation
Licenses & Certifications
Series 63
FINRAJul 2022Series 7
FINRASept 2022- View certificate
CFA Charterholder
CFA Institute
Series 79
FINRAJun 2022SIE
FINRAJun 2022- View certificate
UPenn - Business Strategy: Competitive Advantage
EdXSept 2021 
Behavioral Economics Bootcamp Certificate
Irrational Labs CompanyOct 2021
Volunteer Experience
Mentor
Issued by iMentor on Jun 2011
Associated with Marco Simmons, CFAMentor
Issued by Spark Program on Sept 2014Associated with Marco Simmons, CFA
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