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Customer Service Sales

Location:
Manhasset, New York, 11030, United States
Posted:
May 26, 2010

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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



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