Sales Account Executive
Resume:
PAUL M. SIEGEL
Uniondale, NY *1553
Cell: 516-***-****
PROFESSIONAL
EXPERIENCE
****-**** *** **** ****** Corp. Real Estate Development. Actively sourced, reviewed and if favorable, recommended
to owner over 500 commercial property sites in Orange and Sullivan Counties, NY. Sites included properties with
businesses / buildings on them as well as vacant land sites used for commercial development. Responsible for site search,
due diligence, negotiation of purchase contracts and site plan approval. Recent site activity includes development of a
proposed 120 room flagged hotel site near new casino / resort under construction in Monticello NY. Resigned 2016.
1995-2002 Private Investor. Actively managed aggressive, growth oriented equity portfolios for personal and family
accounts. Utilizing an eclectic investment philosophy, average annual returns over five and ten years exceeded
35 percent per annum. Emphasis on buy and hold stock picking using a mix of growth and value stocks.
Analytical expertise focused on the financial, healthcare and technology sectors. Ideas were self-generated.
1992-1993 Hancock Institutional Equity Services-Division of Tucker Anthony Inc. Vice President-Institutional
Equity Sales. Provided research sales coverage to 30 leading New York based equity-oriented investment
management firms. Responsible for providing action-oriented ideas to institutional portfolio managers and
research analysts. Developed 15 new accounts which generated significant new business.
1990-1992 Smith Barney, Harris Upham & Co. Inc. Account Executive. Developed a business of managed high net
worth equity and balanced accounts utilizing a mix of quality stocks and fixed income securities.
Equity selection was focused on stocks that were inexpensive based on future earnings or growth prospects,
and consistent with defined investment and risk objectives. Also provided research sales coverage to
several mini- institutional accounts. Specialized in stock option exercise and restricted stock programs.
Over 12 months, developed about 80 accounts with $ 8 million of assets. Formerly Series 7 & 63 registered.
1989-1989 Thomson McKinnon Securities Inc. Vice President-Investment Banking. Senior investment banker
focusing on public offering, merger and acquisition and private placement activities. Directly responsible for
the origination, negotiation and execution of various banking transactions. Firm ceased operations in 1989.
1985-1989 Wertheim Schroder & Co. Inc. Senior Associate. Generalist investment banker responsible for the negotiation,
execution and origination of public offering, merger and acquisition, private placement and financial advisory
transactions. Completed 40 transactions aggregating about $ 3 billion. Solely developed new client which generated
3 transactions and fee income of $1.5 million. Specific transactions included leveraged buyout of Kaiser Aluminum's
chemicals business, exclusive advisor to The Manville PIS Trust and acting as exclusive banker for a leading trust
company's leveraged buyout activities. Devoted a significant amount of time to new business development activities.
1983-1985 Copeland, Wickersham, Wiley & Co. Inc. Vice President. Investment banker for boutique investment bank
specializing in the energy industry. Responsible for the analysis, negotiation, and execution of various merger
and acquisition, private placement and financial advisory transactions including the reorganization of financially
troubled energy companies. Completed about 25 transactions and financial advisory assignments.
1980-1982 Amoco Corporation. Senior Economic Analyst. In the Treasurer's department, developed creative financing
alternatives for Amoco's existing and planned worldwide energy projects. At the U.S. production company, responsible
for economic evaluations of U.S. oil and gas investments. Responsible for presentation of results to senior management.
EDUCATION Indiana University. Graduate School of Business. M.B.A. degree with concentrations in finance and accounting.
3.6/4.0 GPA. Graduated in top 10 percent of class. Graduate Assistantship-Division of Research.
Purdue University. B.S. Agricultural Economics with a minor in chemistry. 5.4/6.0 GPA. Graduated in top
10 percent of class. Distinguished Student. Ceres Honor Society. Sigma Phi Epsilon Social Fraternity.
PERSONAL Single with 2 adult children. Reside Long Island NY. Guest lecturer, investment analysis and portfolio management-
Georgetown University and University of Maryland. Contributed to published book-"Security Analysis
on Wall Street". Computer literate-Microsoft O/S 10, Office, Wordpress, Internet and Web browsing / search.
REFERENCES Available Upon Request.
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