Manage all day to day operations, reporting and administration of the email department, which makes up 75% of company revenue.
Full control of staff planning, recruiting, onboarding and training.
Manage 13 direct reports.
Assist in budgeting and planning, development and implementation of strategies, outline project requirements, and analyze department performance.

Market maker for the short end of the municipal curve and contributed to $3M-$4M in trading profit annually.
Managed a team of software engineers to build a custom retail-based trading platform from concept through deployment. Strategized and trained all new system rollouts to seven regional offices.
Helped manage a team of 60+ financial advisors through providing supervisory, operational and advisory support. Customized and approved all commercial and print municipal marketing materials

Coordinated with city officials to bring new issue municipal securities to market through underwriting process.
Executed bond orders and evaluated pricing to ensure accuracy and compliance.
Provided fundamental analysis and recommendations on existing and potential municipal debt investments through internal use research reports.

Worked on a team to manage $500M AUM through creating tailored equity portfolios using qualitative and quantitative analyst methods.
Maintained broker-to-client relations and prepared client presentations. Worked closely with equity research sales to increase client activity.
Introduced and marketed annuity products to retail brokers.