Experience

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  Lehman brothers

  May 1990 - Nov 1991

  Sales assistant - equities
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  First empire securities

  Nov 1991 - Mar 2019

  Managing director - institutional fixed income sales and trading

  Managing Director, Institutional Fixed Income Sales and Trading | 2009 – 2019 Senior Vice President, Fixed-Income Trading | 2000 – 2009Vice President, Fixed-Income Trading | 1995 – 2000 Fixed-Income Trader | 1993 – 1995Trading Assistant | 1991 – 1993Effectively facilitated trading of U.S. government agency debt, MBS fixed and adjustable rate securities, SBA 7A loan pool securities, and negotiable CDs. - Sales & Revenue Growth – Proven success in consistently increasing the firm’s revenue through proactive trading and sales focused on growth and revenue optimization while meeting client needs.- Strategy Planning – Key contributor in Financial Strategies Group in using advanced analytics and competitive research to identify potential investment opportunities, determine how they would impact the portfolio, and brainstorm with senior management to continuously review goals and mission to ensure growth in constantly changing environments. - Sales Training – Developed and delivered sales team training sessions focused on sales techniques, trading and market conditions, and product education to enhance their knowledge, sales abilities and customer service. Show less

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  Bruderman asset management

  Feb 2020 - now

  Executive assistant to chief executive officer