<pre>Array ( [var] => cut_url ) </pre> Resume for Jonathan J. for Salesperson / Representative / Financial Services in New York, New York. Search More Resumes for Salesperson / Representative on Resumark.com #XXO2G4R6L

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Jonathan J. CFA®

Maple Drive – Armonk, New York

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INVESTMENT – FINANCE – CAPITAL MARKETS – FIXED INCOME EXECUTIVE

Marketing / Sales / Relationship Management /Analysis / Strategic Planning / Portfolio Advisement

Credit / Crossover / High Yield / Distressed / US Treasury Bonds  Structured Products  Asset

Backed Securities  Mortgage Backed Securities  CDS  Agencies Taxable Municipals Equities

A dynamic and dedicated financial executive who is a Chartered Financial Analyst with + years of

experience growing revenues, minimizing risk and developing lucrative institutional relationships.

A skilled negotiator with an outstanding closing style. Top sales producer at Premium Capital Markets

producing in excess of $MM in gross revenues. Astute analyst, strategic thinker and creative

problem solver. Expertise in sophisticated asset allocation, integrated investment solutions and

encompasses an indepth understanding of industry, markets, economics and trends. Articulate and

persuasive with exceptional communication skills. A true team player who is regarded as a natural

leader.

PROFESSIONAL HISTORY

MANAGING DIRECTOR: Fixed Income Sales

Present

PREMIUM CAPITAL MARKETS

New York, New York

SENIOR VICE PRESIDENT: Fixed Income Sales

PREMIUM CAPITAL MARKETS

New York, New York

Catalyzed revenue growth and profitability focusing on fixed income relative value and market timing

research for large institutional clients. Supplied financial and business acumen required to optimize

results for portfolios in excess of $Billion in fixed income assets. Determined client needs, conducted

sophisticated economic and product research including analysis to formulate investment solutions that

consistently exceeded customer expectations. Employed financial data and product research to quantify

and decipher market movement.

 Consistently rank in top for gross production for Capital Markets with transactions in the

sectors of Credit, High Yield, Distressed, ABS, MBS and CDS and gross production in

excess of $MM to date since inception of employment.

 Formulated and contributed innovative market trading ideas that grew alpha quality

investments and liquidity in addition to reduced beta trade risks.

 Cultivated lucrative and productive relationships with Fortune insurance companies,

hedge funds and asset managers in addition to successful prospecting of new clients which

increased original account list from to .

 Delivered unparalleled quality account services, solved complex problems and

fostered customer loyalty.

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Jonathan J. CFA®

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SENIOR VICE PRESIDENT – CAPITAL MARKETS

GLOBAL INTERNATIONAL SECURITIES

New York, New York

Initially hired to be one of only five salespeople to develop and institute the domestic aspect of Capital

Markets for this International Securities firm. Brought name recognition to more than domestic

accounts in the Relationship Management/Sales role. Aided in doubling of gross production from

$.MM to $.MM within a time frame of months. Instrumental in interviewing and recommending

for hire an addition salespeople during tenure.

 Top producer in and with excess gross production of $MM.

 Utilized internal and external product research which spanned across all Capital Markets

arena, including Credit, High Yield, MBS and ABS.

 Incorporated economic news and trends into investment solutions for sophisticated total

return accounts, swapping from a downtrend sector to a sector of expansion.

VICE PRESIDENT – FIXED INCOME

GLADMAN MAX & CO.

New York, New

York

ASSISTANT VICE PRESIDENT – FIXED INCOME

GLADMAN MAX & CO.

New York, New York

Graduate of the prestigious Gladman Max & Co. training program resulting in an Analyst position

in Fixed Income Sales and a member of the most senior, profitable team on the floor. Rapidly

developed successful sales etiquette and

tier account list enabling prompt promotion to Vice

President.

ACADEMIC CREDENTIALS

University of Pennsylvania, The Wharton School

Philadelphia, PA

 Masters in Business Administration, Marketing & Finance Concentration

New York University

New York, New York

 Bachelor of Science in Economics, Marketing Concentration

CERTIFICATES, LICENSES & DESIGNATIONS

CFA® – Chartered Financial Analyst

National Association of Securities Dealers Registered Representative – Series , &

SOFTWARE PROFICIENCIES

Bloomberg Professional®  Microsoft Office

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