Fixed Income Private Equity B2B sales marketing client success

H. ANTHONY HUSS, JR. 201-***-**** ***********@*****.***

Dynamic Finance Professional poised to leverage experience, education, and large network toward launching a successful new career within a growing organization seeking an articulate team player committed to supporting company objectives of growth. C-Suite relationship expert.

Professional Experience

June 2016 to Present – Independent Insurance Advisor, AFLAC, Security Benefit. Voluntary Benefis advisor, Life Insurance, Fixed Annuity sales. Currently Enrolled in FINRA Maintaining Qualifications Program (MQP). Capital Raising Advisor. Investor Relations

June 2016 to Dec 2022 Independent Financial Adviser, advising families, businesses, corporations, CPA,s and Teachers and Professors. In depth knowledge of fixed income and Alternative Investments, and Private Equity Sales. Registered and licensed with Newbridge Securities Corp, Boca Raton FL, clearing through AXOS Clearing.

April 2009 to Feb 2016 Senior VP/ Investment Adviser, STIFEL Florham Park NJ Advised RIA’s, Hedge Fund Managers, and Corporate Pension Managers with a focus on equity and fixed income products of all areas. Private Equity and Alternatives. Active in Hybrid/ Preferred Fixed to Float Rate Securities Markets. Active in Public Finance for sales and distribution. Active in Equity Syndicate Sales and distribution. Highly proficient Bloomberg

June 2000 to April 2009 Investment Sales, SalomonSmithBarney /Citigroup/MorganStanley . Built and managed a book of high net worth, corporate, Banks, Credit Unions, Municipal acct, and Hedge Fund clients servicing all investment needs with a focus on fixed income products · Top 10 in the firm in auction rate securities sales at Smith Barney / Citi · Futures (series 3) interest rate hedging strategies · High profile account list in Corporate Cash Investments covering CFO’s, Treasurers, Corp Cash managers · 2003 Chairman’s Club Member – attended highest production level club trip with Sandy Weil in Scottsdale AZ

Education and Professional Licenses BS, Mathematics, Villanova University, Villanova PA Certificate in Yield Curve Analysis, New York Institute of Finance Licenses: Series 7, 63, 65 Series 3 Futures /Life Health and Annuities Insurance Bloomberg user since 1997 References available upon request