Invests in
Locations:
Min Investment:
$250,000.00Max Investment:
$2,000,000.00Target Investment:
$1,125,000.00
Skills
Education
- MS
- Uo
Lists including Jeffrey
Work Experience
2021
Enterprise Account Executive
2023
Commercial Account Executive
2022 - 2023
Presidents Club FY23
Enterprise Corporate Sales
2021 - 2022
Limited Partner
2020
2016 - 2021
Institutional Fixed Income Sales
2016 - 2021
2012 - 2015
Research Team Member
2012 - 2015
Website: http://globaledge.msu.edu I worked with a team to manage and update an international business website for students, companies and employees looking for international relations and trade information.
2015 - 2015
Summer Analyst
2015 - 2015
- Distributed daily fixed income market commentary to every trader and institutional account. - Worked with a team building a proprietary fixed income research and evaluation tool. - Created a model in excel that calculated historical new issue spreads of different client bank issuers in the brokered CD space and standardized the model to provide comparative analysis of borrowing costs over time. - Cold-called on numerous accounts leading to new relationships for the firm. - Worked through the due diligence period with a team as Falcon Square went through new client approval processes.
2014 - 2014
Private Wealth Management Analyst
2014 - 2014
- Created proposals for potential clients showing the changes UBS would make to their portfolios - Analyzed managed portfolios in order to identify security overlaps - Researched asset managers’ SMAs & Mutual Funds in order to eliminate overlap in our investments - Provided research on various asset classes using both UBS research and the Bloomberg Terminal - Gathered a spreadsheet of potential prospects using both the Internet and the Bloomberg terminal