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Fixed Income Portfolio Management

Location:
Shoreham, NY, 11786
Posted:
October 20, 2023

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Resume:

TIMOTHY C. COLEMAN

** *********** *****

Shoreham, NY 11786

407-***-****

ad0iie@r.postjobfree.com

OBJECTIVE

To secure a challenging position in the financial markets.

EXPERIENCE

Municipal and Treasury Trader, Charles Schwab, Jersey City, NJ, October 2015 – Present

Assisted in buying and selling of all client treasury positions on an agent and principle basis.

Consistently improved productivity and profitability.

Managed the bid wanted process for clients municipal bonds.

Worked with internal traders and different platforms to get the best pricing for execution.

Senior Regional Bond Specialist, Charles Schwab, Orlando, FL, October 2002 – October 2015

Built and maintained relationships with the firm's largest fixed income clients.

Worked with the branch system to help generate innovative trade concepts and philosophies and further develop market expertise.

Products included Managed Accounts, Mutual Funds, and all Fixed Income Products.

Provided training, seminars, and support to all clients and prospects in the geographical region.

Chairman’s Club winner and Key Contributor winner four years in a row.

Trading, Charles Schwab, Orlando, FL, June 1999 – October 2002

Collaborated and consulted within a team that educated some of the firm's most prominent clients in best trading practices.

Provided on-going training for employees on the use of the Bloomberg terminal.

Helped create a team dedicated to educate clients in the uses of technical analysis.

Sales, Bloomberg Financial Markets, New York, NY, March 1998 – June 1999

Participated in a two-month training program covering all of the components of the Bloomberg terminal.

Sold Bloomberg service to all participants in the financial markets.

Trained traders and salespeople to become more productive in their respective area of expertise.

Trading, Sanwa Securities, New York, NY, January 1994 – February 1998

Market maker of U.S. Treasuries 0 - 2 year.

Responsibilities included swing trading several positions.

Hedged and financed positions of more than a billion.

Trading included speculative, arbitrage and carry trades.

Institutional and Retail Sales, Prudential Securities, Stamford, CT, July 1992 – October 1993

Covered institutional and retail accounts.

Products included taxable fixed income, municipal bonds, commodities, and equities.

Participated in a six-month training program that introduced all of the markets.

Bond Broker, J. J. Kenny Securities, New York, NY, March 1991 – July 1992

Traded municipal bonds between broker dealers.

Tracked yield levels of all maturities and credit quality.

Produced swap ideas to enhance yield and quality.

Trading Liaison, Prudential Securities, New York, NY, September 1989 – March 1991

Facilitated trades between salesmen and traders.

Products included corporate, agency, government, and mortgage-backed securities.

REGULATION

Series 7, Series 63, Series 8 and 9, and Series 66

EDUCATION

Bachelor of Science, Business Management, State University of New York, Buffalo, NY, May 1989

Grade Point Average: 3.7 / 4.0

New York Institute of Finance, New York, NY

Coursework completed: Technical Analysis I, Technical Analysis of Futures Markets, Computerized Technical Analysis, Yield Curve, Analysis, Fixed Income Portfolio Management, Technical Analysis for Profitable Trading, Fed Watching, and Technical Analysis on the Bond Market.

Dean Witter, New York, NY

Advanced Euro Dollar Futures School



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