EXPERIENCE:
WHITE WEALTH MANAGEMENT 8144 Bowline Court, Indianapolis, IN 46236
Financial Advisor November 2001 to Present
- Market comprehensive financial solutions to Seniors and Business Owners.
- Highly skilled in creating sound investment strategies, cross marketing opportunities, and expanding assets under management.
- Extraordinary communication and motivation skills.
CONSECO CAPITAL MANAGEMENT 11825 N. Pennsylvania St., Carmel, IN 46032
Trader March 2000 to September 2001
- Actively trade Asset Backed Securities, Mortgage Passthru’s and Short Corporate Bonds for both Total Rate of Return and Insurance Portfolios.
- Produce recommendations on relative value of individual security selections.
- Enter, authorize and allocate trades in proprietary Electronic Trade Blodder.
B.C. ZIEGLER AND COMPANY 75 Executive Drive, Suite G, Carmel, Indiana 46032
Risk Management and Advisory May 1997 to March 2000
Assistant Vice President
- Structure derivative product solutions using swaps, caps, floors, swaptions and structured products in interest rate, municipal bond and currency markets to solve client specific problems.
- Part of a two man team responsible for all aspects of the $2.5 million Risk Management and Advisory business from idea generation, financial analysis, product pitching, product execution and legal documentation.
- Interact with major broker/dealers on a daily basis.
JP Morgan and Co. 60 Wall Street, New York, New York 10260
Swap and Derivatives Middle Office August 1993 to April 1997
- Consolidate and analyze daily profit and loss for Prepayment Linked and Exotic Option Derivatives on a portfolio level.
- Trade both spot and forward foreign exchange to hedge positions for book.
- Track positions of trades through entry of deals into object oriented system.
- Update and execute daily pricing models for Interest Rate and Prepayment Linked Products.
- Value unwind trades for Swap and Derivatives portfolio.
- Perform user acceptance testing for new versions of pricing model.
EDUCATION:
Hanover College, Hanover, Indiana
B.A. in Economics 1993, minor Finance
Series 7 and 66 licensed