Todd D. Fanning
(H) 516-***-****
(C) 516-***-****
Manhasset, NY 11030
abmq84@r.postjobfree.com
Summary
Results-oriented professional with sixteen years of comprehensive
experience in municipal bond sales, customer service, and account
development. Consistently contributed to the production of multi-million
dollars of gross commissions through sales, trading, and negotiation of a
broad spectrum of municipal bonds. Proven record of achievement in
advising clients of strategies aimed at accomplishing stated goals.
Exceptionally adept at enhancing investor performance by developing
portfolio restructuring plans which led to specific actionable
transactions, such as credit quality and maturity swaps. Strong
organizational, problem-solving, multi-tasking and communication skills.
Employment:
ADVISORS ASSET MANAGEMENT, Melville, NY
Fixed Income Advisory Consultant - Advisor Services
2009 - 12/09
CITIGROUP GLOBAL MARKETS, New York, NY
Vice President - Senior Municipal Sales Liaison
1993 - 2009
. Achieved growth in the Smith Barney Fixed Income High Net Worth
Program from $10 billion to over $100 billion in assets within fifteen
years.
. Increased revenues as a key team member, by a record fifty percent, to
$90 million in 2008.
. Advised clients and over 1,500 Financial Advisors of trading and swap
programs appropriate to market conditions and forecasts, and most
aligned with their desired performance and risk tolerance parameters.
Was resourceful at accessing in-house as well as street inventories to
fulfill client trade orders.
. Produced $30 million of new firm assets by designing and conducting
product and strategy seminars for Financial Advisors, client sources
and newly hired personnel.
. Improved desk performance by assuming a key role in the development of
new department marketing technologies.
LEHMAN BROTHERS, New York, NY
Municipal Trade Support
1992 - 1993
WHITEHALL-HAMPTON, INC., New York, NY
Assistant Trader/Mortgage-Backed Options
1991 - 1992
CANTOR FITZGERALD SECURITES INC.
Treasury Securities Broker/Officer Tokyo, Japan
1988 - 1990
New York,
NY 1984 - 1988
Registration:
FINRA Series 7, Series 63 and NFA Series 3 Licenses
Education:
Lynchburg College, Lynchburg, VA
Bachelor of Arts in Business Administration