PO Box ****, Williamsburg, VA ***** 312-***-**** ad3a86@r.postjobfree.com

BRUCE R. TRABB

PROFESSIONAL EXPERIENCE

Trabb Financial 2003 – 2022

• Trading in Tangible Assets

Bank One – Chicago, IL 1996 – 2003

Banc One Capital Markets, Inc. – Chicago, IL

• Large commercial and investment bank serving clients on a national/international basis with a full line of banking and investment banking products and services

Managing Director - Investment Banking / Investor Dirven Products 1999 – 2003

• Responsible for the development, design, origination, documentation, trading, and sales of investor-driven products, including escrow-based loan products. Full P&L accountability Managing Director and National Sales Manager 1996 – 1999

• Overall responsibility for the distribution of all Fixed-Income Securities. Locations reporting to the position Chicago, Detroit, Indianapolis, and London.

Sentinel Asset Management, Inc. - Chicago, IL 1995 – 1996

• Investment advisory firm serving financial institutions and corporations fixed income investment management services. Executive Vice President & Chief Operating Officer

• Head of institutional investment management services with financial institutions.

• Responsible for product development, marketing, sales, portfolio, and credit advisory. Continental Bank - Chicago, IL 1986 – 1994

• A major wholesale/merchant bank serving middle to upper-market corporate clients in the United States and Europe. The bank originates loans and securities primarily for distribution. National Sales Manager - Fixed Income Securities 1991 – 1994

• Overall responsibility for the distribution of fixed Income Securities within the United States and Europe. Operations reporting to the position included NewYork, Chicago & Los Angeles.

Managing Director and Division Head - Financial Institutions 1989 – 1991

• Comprehensive responsibility for the Bank’s overall relationships with other Banks, Money Managers, Mutual Funds, and US Government Agencies. The focus was on marketing all the Bank’s products and services. Maintained total P&L and credit responsibility for the division.

Vice President and National Sales Manager 1987 – 1989

• Responsible for the distribution of Corporate Fixed Income Securities within the United States through the Sales Offices in New York, Chicago & Los Angeles.

Vice President and Regional Sales Manager – NYC, NY 1986 – 1987

• East Coast Sales and Distribution.

Montgomery Ward Credit Corporation

Montgomery Ward Securities Inc. (NASD Broker Dealer) - Wilmington, DE 1979 – 1986

• A $ 4 Billion finance subsidiary of Montgomery Ward that purchases and finances credit card receivables through the sales of short and long term-debt to financial institutions.

President and Chief Operating Officer 1982 – 1986

Executive vice President 1980 – 1982

Senior Vice President - Marketing 1979 – 1980

Vice President and Sales Manager 1979

• P&L accountability for financing credit card receivables generate through retail store operations.

• Responsible for sales, marketing, investor relations, financial reporting, strategic planning, and operations. Commercial Credit Company 1974 – 1979

Commercial Credit Securities, Inc. - Baltimore, MD Regional Sales Manager – Fixed Income Securities

State Farm Mutual Insurance Company - Baltimore, MD 1969 – 1974 Negotiator 1973 – 1974

Bodily Injury Claims Adjuster 1969 – 1973

PROFESSIONAL SKILLS

• Sales/Marketting: Client Development, New Business Development, Prospesting, Client Retention, Coaching Others, Sales Training

• Operations Management: Can-do Attitude ꟾ Process Improvement ꟾ Strategic Planning and Implementing ꟾ Decision Making ꟾ Critical Thinking ꟾ Problem-Solving

• Team Development: Supervising ꟾ Monitoring ꟾ Scheduling ꟾ Mentoring ꟾ Collaboration ꟾ Relationship Building ꟾ Retention ꟾ Independent & Teamwork

• Communication: Active Listening ꟾ Strong Verbal and Written Correspondence ꟾ Collaboration ꟾ Negotiations

• Documentation: Record and Database Maintenance ꟾ Workload Prioritization ꟾ Time Management

• Financial Management: Cost Control ꟾ Forecasting ꟾ Budgeting ꟾ Expense Planning ꟾ P&L Management ꟾ Reporting & Analysis EDUCATION & CERTIFICATIONS

MBA

Loyola College – Baltimore, MD 1974

BS in Business Administration

University of Maryland – College Park, MD 1969

Securities Licenses:

Series 7, 63 and 24

REFERENCES

Available upon request

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