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Manager Sales

Location:
Cincinnati, Ohio, United States
Posted:
October 24, 2016

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Experienced investment professional with proven ability to manage sizable portfolios, assess and manage portfolio risk exposures, and develop investment strategies within policy guidelines.

Working Experience

Meyer Capital Management, Cincinnati, OH

January 2014 – Present

Portfolio Manager

Successfully transitioned fixed income exposure from a mutual fund / ETF focus to one comprised of individual bonds, leading to enhanced ROR and increased safety of principle

Pro-actively identify client specific fixed income / equity investment opportunities

Conduct research & present recommendations of securities and global economic conditions to CIO

Participate in and lead client facing activities

Hamilton County Treasurer’s Office, Cincinnati, OH

August 2011 – January 2014

Investment Officer

Investment Portfolio

Responsible for the day-to-day management of $800MM investment portfolio

Restructured fixed income portfolio using a barbell strategy and revised target duration in response to a projected flattening of the yield curve

12 month rolling average return of 123.92 bps over the average 2 year treasury with a duration of 2.1 years (12/1/2013)

Created cash flow from maturities and sales of fixed income securities to match with expected and unexpected expenses

Administered efficient, time sensitive trade execution

County Administration

Provided monthly performance and analysis reports to the County Investment Committee

Maintained transaction reporting methods to streamline core account with other departments

Evaluated daily reports and determine security needs on a laddered five year maturity basis

Hantz Financial Services, Ann Arbor, MI

November 2010 – August 2011

Financial Consultant

Assisted clients in the planning and arrangement of their financial affairs

Analyzed financial statements to establish suitability

Presented personal and business recommendations

Education

Central Michigan University, Mount Pleasant, MI

B.S. in Business Administration

Major: Finance



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