Christopher Godvin

Experience

• 

  Cowen Inc.

  Jun 1989 - Apr 1997

  Principal

  Produced and managed national accounts. Proved success as a sales trader and was promoted to Principal within 4 years. Moved to San Francisco to aid in development of West Coast office. Consistently grew business year after year.

• 

  Robertson Stephens LLC

  Apr 1997 - Jul 2002

  Managing Director

  Produced and managed multi million dollar accounts. Responsible for major growth in “A” and “B” level institutional accounts. Facilitated the development of sales and trading resulting in major marketshare growth. Was a top producer 1997-2002, exceeding $25 million in brokerage business in 2001.

• 

  Schwab Soundview Capital Markets

  Sept 2002 - Nov 2004

  Managing Director

  Hired to create and develop an institutional presence for Charles Schwab on the West Coast. Worked with national institutional accounts to generate revenues and increase marketshare. Stellar reputation and customer relations leveraged to increase commissions year over year.

• 

  Fulcrum Global Partners

  Dec 2004 - Nov 2005

  Managing Director

  Directed, managed, and led a team of 10 research salesman, sales traders, and research analysts. Responsibilities included daily operations of the West Coast branch office. Increased business by 8% in first 6 months of 2005. Developed new business opportunities within major west coast accounts. Guided and motivated entire staff, resulting in increased sales for individual team members.

• 

  Bear Stearns & Company

  Dec 2005 - Nov 2007

  Executive Director

  Worked with a team of fifteen in sales and trading. Increased revenues by 10% or more annually, covering large “A” and “B” institutional accounts. Also worked with the portfolio trading and prime brokerage teams, gaining overall field experience.

• 

  UBS

  Oct 2007 - Nov 2018

  Executive Director

  Covered large “A” and “B” institutional accounts on West Coast. Revenues increased incrementally year over year. Along with equities, traded ETF’s, SWAPS, and options garnering broader knowledge of the business. Aided in electronic trading, portfolio trading, and prime brokerage. In doing so, helped UBS climb from #8 to #5 in marketshare for West Coast region.

• 

  Self-employed

  Jan 2021 - Nov 2022

  Financial Strategy Consultant

  • Built relationships with potential clients to identify businesses open to acquisition• Conducted research on competitors in order to develop strategic advancement initiatives• Maintained comprehensive, constant communication with potential clients, guaranteeing satisfaction• Provided extensive business expertise to relevant stakeholders to guide future investments

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  Merrill Lynch

  Nov 2022 - now

  Wealth Management Specialist