Management Sales

Angel R. Parker

P.O. Box *** **************@*****.***

Fort Mill, SC 29716 980-***-****

INVESTMENT MANAGEMENT

Wealth Management Client Relationships

Investment Professional with an extensive background as senior bond trader specializing in general market and state specific municipals. Head of municipal bond trading desk with strong product knowledge and working knowledge of Bloomberg software system. Developed long-term investor relationships with a reputation based on integrity and superior financial performance.

PROFESSIONAL EXPERIENCE

WELLS FARGO WEALTH MANAGEMENT-Charlotte, NC

1992-2010-Vice President, Fixed Income Management and Head Municipal Trader

Implemented fixed income trades employing market expertise to enhance client portfolios. Monitored and analyzed economic and market data to assist internal partners with strategic planning and investment decisions. Collaborated with analytical staff to maximize resources and assess value in municipal issues.

Executed fixed income trades for Wealth Management platform: Responsible for executing purchases and sales of tax exempt fixed income securities in general market, state specific, short and long-term municipal bonds, new issue and secondary markets to meet client objectives. Provide market-related insight that helps Portfolio Managers identify relative value opportunities for the accounts.

Merger Project: Facilitate a flawless transition of over $60 million in broker/dealer accounts in collaboration with portfolio management, technology, and compliance colleagues. Integration of this new business line doubled trade volume while maintaining superior execution with no cost increase.

Risk Management and Compliance: Substantiated compliance with internal and external guideline and directive by documenting processes to ensure proper and timely investment of cash and by partnering with internal colleagues to develop tools to track and monitor risk.

FIRST UNION NATIONAL BANK-Charlotte, NC

1991-1992-Capital Management Group-Equity Trading

Handled small cap stock trades, relayed information from brokers to portfolio managers, and supported Equity desk commission reports and incentive plan reports.

ROYAL INSURANCE-Charlotte, NC

1990-1991-Work Study Student

Checked payroll information notices on Spectrum, arranged a Human Resource library, kept forms and medical cards updated and filed, prepared new hire information, prepared exempt and non-exempt packages for employees, and assisted consultants in the department when needed.

MELVIN L. ROBERTS & ASSOCIATES-York, SC

1989-1990-Office Administration

Prepared legal documents, transcribed dictation tapes, and assisted in accounts payable/receivables.

EDUCATION TRAINING PROFICIENCIES

Queens University, Charlotte, NC 1993-1995

King’s College, Charlotte, NC, Secretarial Science 1991

Software: Bloomberg, MFTP, MS Word, Excel and PowerPoint

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