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Yyyyyy x. yyyyyy
- 18359 Bayberry Dr. Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com
Senior Municipal Bond Portfolio Manager Investment /Funds Manager
Qualifications Profile
Results-driven management professional with more than 30 years providing high-performance, client service, securities trading, and wealth management in the capital and financial services management industries.
Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.
Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.
Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.
Key Expertise
Strategic Planning & Execution
Financial Service Management
Wealth Management
Investment & Liquidation
Tax-Exempt & Municipal Bond Portfolio Management
Unit Investment Trust (UIT) Management
Exchange Traded Funds (ETF) Management
Securities Trading
Futures/Commodity Trading
Capital/Equity Funds Management
Trust Fund Administration
Financial Risk Management
Mergers & Acquisitions
Account Management
Credit/Debt Management
Relationship Management (Customers, Public, & Suppliers)
Policies & Regulatory Compliance (i.e. SEC, Trading, Taxation, etc.)
Staff Supervision & Training
Professional Experience
Key Private Bank (Key Bank Affiliate) Ÿ Cleveland, XXXXXX
Senior Vice President /Director of Municipal Investments Aug 2013 Present
Oversee portfolio management involving municipal bonds and securities trading
Supervised a team of 3 investment professionals in managing municipal mutual funds, common trust funds, and several high net worth corporate and individual accounts.
Victory Capital Management Inc. (Spun-off by Affiliate Key Bank) Ÿ Cleveland, XXXXXX
Chief Investment Officer, Municipal Investments 2011 2013
Senior Portfolio Manager 1994 2013
Oversaw $1.5B in municipal bond investments, personally managing over $500M in municipal, mutual, & trust funds.
Manage the operations of the municipal bond department involving 2 portfolio managers and a trading assistant.
Provided sound investment philosophies in exploiting market inefficiencies through security selection and relative value trading strategies independent of interest rates and excessive credit risk.
Deliver presentations on investment opportunities to institutions, financial advisors, and high net worth individuals.
Appeared on CNBC Squawk Box, and quoted in Business Week, WSJ and other financial media.
Nike Securities LP Ÿ Lisle, IL
Vice President and Manager, UIT Buying 1991 1994
Van Kampen Merritt Inc.Ÿ Lisle, IL
Assistant Vice President, Tax Exempt Trading 1990 1991
Trust Administrator UIT Administration 1986 1990
Education & Credentials
M.B.A. in Finance
NORTHWESTERN UNIVERSITY, KELLOGG SCHOOL OF MANAGEMENT Ÿ Chicago, IL (1994)
B.A. in Business Economics, WHEATON COLLEGE Ÿ Wheaton, IL (1986)
Awards & Recognition
Winner of 4 Lipper Total Return Awards in the Intermediate Municipal Debt Category.
Winner of 2 Lipper Total Return Awards in the Xxxxxx Municipal Debt category.
Professional Affiliation
Member: MSRB Investor Advisory Group
Member: ICI Municipal Securities Advisory Committee.
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