Julie L. Doherty

Experience

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  Merrill Lynch

  Apr 1992 - Sept 2007

  Director, Global Equities

  Awarded special recognition commission payments from institutional clients for excellent European Sales Service. Client accounts under coverage were up +40% in European commission revenues in 2006 and had a compounded annual growth in revenues of over 30%. Successfully coordinated and hosted 175+ European corporate access and analyst roadshow trips to Boston, facilitating introductions with prospective and current shareholders. High ownership of client account coverage identified me as the sole driver of account performance and profitability. Successfully leveraged resources and relationships through cross-selling efforts across a variety of product groups including prime brokerage, derivative strategies, yield enhancements, UK access certificates and 130/30 strategies. Show less

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  J.P. Morgan

  Sept 2007 - Jun 2011

  Executive Director, International Equity Sales

  Proactively provided European research sales coverage and client account management for Boston and London based institutional investors invested in international equities. Successfully developed and maintained long term, senior level relationships with key client decision makers resulting in consistent top tier regional rankings and market share. Designed and hosted over 200 European corporate access and analyst roadshow trips for Boston and London based investors. Effectively monetized stock idea generation to international and U.S. portfolio managers. Executed a multitude of capital market transactions, successfully placing stock with global investors in Reg S, 144A, secondary and accelerated block trade transactions. Appointed international client relationship manager liaising with colleagues and management teams in Europe, Asia, and Latin America. Show less

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  Berenberg Capital Markets

  Jun 2011 - Nov 2015

  Senior Institutional Sales, European Equities

  Successfully achieved an excellent trajectory of commission revenue growth since the opening and establishment of the U.S. offices annualizing significant commission revenues. Executed over $20 billion of capital market transactions including IPOs, Reg S, secondary placements and block trade transactions. Achieved top tier rankings in client broker votes and surveys capturing double-digit market share. Attained highest rated account manager distinction for several large and complex mutual fund clients. Responsible for the introduction and development of Berenberg’s North American offices, establishing headquarters in Boston and sales offices in New York and San Francisco. Collaborated with management in the hiring and training of a team of successful investment professionals and support staff for Boston, New York and San Francisco offices. Designed and hosted investor fieldtrips to Europe for global portfolio managers and analysts introducing them to CEO’s/CFO’s of major blue chip, European domiciled companies. Liaised with a team of 75 research analysts in European offices to facilitate senior level corporate access and analyst roadshow trips to the United States. Show less

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  Baader Helvea

  Feb 2016 - May 2018

  Executive Director, European Equity Sales

  Recruited to open and establish an institutional office in Boston, successfully introducing and expanding the client base, product offering, and commission revenues. Successfully generated new avenues of revenue growth through the introduction and development of new client relationships for stock trading and commission sharing agreements. Effectively leveraged senior level relationships and meaningfully improved our market share in client rankings within 18 months. Successfully built brand and profile recognition for German, Swiss and Austrian equities with portfolio managers, analysts and trading desks. Appointed to be global account manager for structured and complex mutual fund groups and asset managers in Boston and London. Appointed roadshow coordinator, conference and event planner for senior level corporate access trips for Boston, London and Tokyo based investors. Successfully sold and placed stock with institutional investors in IPO’s, secondary’s and block trades. Evaluated and analyzed research on 200 German/Swiss/Austrian stocks to generate investment ideas. Show less

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  Business Intelligence Advisors, Inc.

  Jun 2018 - now

  Client Relationship Management, Sales & Business Development

  Since 2001, BIA has pioneered the use of behavior assessment on Wall Street. Our Tactical Behavior Assessment® (TBA™) methodology was developed by the national intelligence community and has evolved specifically to serve institutional investors. BIA boasts more than two decades of providing meaningful behavior-based investment insights – uncorrelated to other inputs to the investment process.