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Jeffrey Martin

Jeffrey Martin

Assistant Vice President

Followers of Jeffrey Martin426 followers
location of Jeffrey MartinDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Senior Sales Manager at Federal Home Loan Bank of Dallas

  • Education

    • The University of Kansas

      -
      Bachelor's Degree Business Administration

  • Experience

    • Bank of America (NationsBank)

      Jan 1991 - Jan 1997
      Assistant Vice President

      Managed investment portfolios for retirement plans, charitable organizations and large personal trust accounts in accordance with clients' investment policy.

    • Merrill Lynch

      Jan 1997 - Jan 2003
      Senior Financial Advisor

      New business development, relationship management and providing full service brokerage & wealth management services to individuals and small businesses.

    • Southwest Corporate FCU / CU Investment Solutions

      Jan 2003 - Jan 2010
      Senior Investment Officer

      Provided institutional fixed income products, investment advisory, asset-liability management and wholesale funding solutions to credit unions located primarily in Texas, Oklahoma, New Mexico, Louisiana, and Arkansas.

    • First Empire Securities

      Jan 2010 - Jan 2013
      Senior Vice President - Fixed Income Strategies

      Responsible for relationship development and providing institutional fixed income products, asset-liability management, and advisory services to banks and credit unions located in Texas and Oklahoma.

    • Southwest Securities

      Jan 2013 - Jan 2014
      Vice President - Financial Institutions Group

      Responsible for new business development and providing institutional fixed income products to commercial banks and credit unions in Texas, Oklahoma and portions of surrounding states.

    • Federal Home Loan Bank of Dallas

      Jan 2015 - now
      Senior Sales Manager

      The Federal Home Loan Bank of Dallas serves as an affordable and flexible source of funding for commercial banks, thrifts, credit unions, and insurance companies. FHLB Dallas serves institutions in Arkansas, Louisiana, Mississippi, New Mexico, and Texas.The FHLB raises funds through the issuance of debt instruments in the capital markets and lends those funds to member institutions. The Bank’s focus is providing financial institutions with creative and strategic funding solutions that enhances their asset-liability management, risk hedging and revenue streams. Show less

  • Licenses & Certifications

    • FINRA Series 24 - General Securities Principal

      Financial Industry Regulatory Authority (FINRA)

    • FINRA Series 66 - Uniform Combined State Law

      Financial Industry Regulatory Authority (FINRA)

    • FINRA Series 7 - General Securities Representative

      Financial Industry Regulatory Authority (FINRA)