JAMES
FITZGERALD
CIQUERA
Belden
Hill
Road
Wilton,
CT
203-
810-
**** acgdtc@r.postjobfree.com
Financial
Services
Professional
Experienced
financial
services
professional
with
a
proven
track
record
of
leading
organizations
within
executive
level
positions.
Ability
to
assess
changing
financial
environments,
provide
detailed
financial
analysis,
and
implement
revenue
generation
ideas.
Extensive
client
servicing
and
new
business
development
track
record.
Sharp
focus
on
key
business
drivers.
Core
Competencies
Financial
Analysis
•
Account
Management
and
Superior
Customer
Service
•
Sales
and
Marketing
Expertise
Revenue
Growth
and
Enhancement
•
New
Business
Development
•
Idea
Generation
and
Implementation
Creative
and
Complex
Problem
Solving
•
Strong
Interpersonal
Skills
•
Exceptional
Presentation
Abilities
PROFESSIONAL
EXPERIENCE
HELVEA/BAADER
BANK
New
York,
NY
Vice
President
–
Equity
Sales/Product
Development
2012
–
Present
• Effectively
spearhead
the
North
American
distribution
arm,
responsible
for
over
50%
of
company-
wide
commission
production.
Build
rapport
with
clients
and
ensure
positioning
within
the
marketplace.
• Promote
company
profile
through
various
marketing
initiatives
including
roadshow
pitching,
schedule
implementations,
and
extensive
feedback
presentations.
• Clients
include
large
mutual
complexes
to
hedge
funds
and
pension
funds.
KEEFE,
BRUYETTE
&
WOODS
INC.
New
York,
NY
Senior
Vice
President
–
Equities
2004
–
2012
• Guided
the
de
novo
expansion
into
European
equity
research
and
sales
in
2004.
• Served
as
an
integral
team
member
that
grew
European
equity
commission
revenue
to
over
$60mm
within
three
years;
ranked
as
the
top
European
financials
equity
sales
team
by
Institutional
Investor
and
Greenwich
Associates.
• Led
creative
company
roadshow
initiatives
to
successfully
penetrate
the
North
American
client
base.
• Authored
a
detailed
and
extensive
daily
Euro
financials
note
which
was
utilized
by
clients
to
manage
industry
news
flow
and
keep
up-
to-
date
on
industry
changes.
FOX-
PITT,
KELTON
INC.
New
York,
NY
Vice
President
–
Capital
Markets
Advisory
2001
–
2004
• Marketed
and
sold
the
firm’s
global
equity
research
to
potential
institutional
investors.
• Managed
an
account
base
from
Boston
to
Florida
to
Denver;
demonstrated
exceptional
customer
service
skills
to
answer
inquiries,
overcome
challenges,
and
ensure
superior
customer
satisfaction.
• Established
new
business
opportunities
and
enhanced
existing
business
within
a
specified
geographic
region;
grew
commission
revenue
by
60%
during
2003.
CORE
MANAGERS,
INC.
Norwalk,
CT
Assistant
Vice
President
–
Treaty
Underwriting
1996
–
2000
• Functioned
as
the
key
original
underwriter
hired
by
shareholders
of
a
newly-
funded
Alternative
Risk
Transfer
(ART)
insurance
company.
• Worked
with
clients
in
traditional
risk
transfer
and
financial
reinsurance
products.
• Played
a
vital
role
in
a
production
team
responsible
for
90%
of
the
firm’s
gross
written
premium.
EDUCATION
AND
LICENSES
Bachelor
of
Science
–
Business
Management
and
Applied
Economics,
Cornell
University,
Ithaca,
NY
ARe:
Associate
in
Reinsurance
Designation
Series
7
&
63
Licenses