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Financial Analysis, New Business Development, Equity Research Sales

Location:
New Haven, CT, 06515
Salary:
$175k+
Posted:
October 15, 2014

Contact this candidate

Resume:

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



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