Experience

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  Butler wick

  Jan 1994 - Aug 1996

  Senior trader

  • Worked with Senior Portfolio Managers in both the Asset Management and Trust departments, presented trade ideas, strategies and assisted in asset selection to meet investment policy criteria• Executed trades for Asset Management, parent company’s pension portfolio, Trust department and Financial Advisors• Traded both equities and fixed income bonds: Treasury, Agency, MBS, CMO's, Asset-backed, Corporate (investment grade and high yield), and preferreds• Position traded agencies, and corporate bonds. Traded equities in Market-Maker capacity Show less

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  Primary financial company llc

  Aug 1996 - Aug 2002

  Assistant vice president/ manager of fixed income trading

  • Manager for securities division, trading functions and Registered Principal. • Assisted institutional client base from $30 million - $700+ million in evaluating, implementing and managing their investment portfolio to meet investment/regulatory policies, • Provided insight to economic environment and investment strategies for institutional client base: credit unions, community banks, real estate and insurance companies

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  Catalyst corporate federal credit union

  Nov 2004 - now

  Senior investment officer

  • Assist financial institutions that range in asset size of $60mm - $8+ billion manage their excess funds; create a sound investment portfolio that includes agency mortgage backed securities, CMO’s, corporate bonds, bank notes, certificates of deposits, loan participation's and agency debentures. Utilizing balance sheet management to construct a prudent investment portfolio that insures liquidity and maximizes investment dollars while mitigating risk. • Formulate strategic asset allocation and financial planning for financial institutions• Responsible for pre-purchase investment analysis on all potential securities. • Monitor and analyze economic developments for their effects on the level and direction of interest rates Show less