RE:RE:Institutional MoniesThis is me (partial list)
Vanguard in Mutual Funds, served financial advisors and wealth management clients.
Vanguard Brokerage - served retail clients and all capital markets, got series 7, Fortune 500 company and Financial Advisor firm
Ascensus - RFP Writer for Defined Contrib and Benefit plans, institutional retirement services, Fortune 1000 company, worked with Merrill, Prudential, Van Eck on institutional retirement product placement.
Ascensus - Sale Support Manager, acquired retirement license.
Susquehanna Ingternational Group, 12 years of service, high-end market maker, worked in Institutional Equity Research, acquired series 24, series 4, series 65, series 55. Wrote institutional equity reports for portfolio managers and hedge managers, modelled countless of financial statements, including income statements, balance sheets, and free cash flow reporting. Wrote reporting in 18 different sectors including FinTech and Internet. Also worked in their investment banking dept and participated in 5 IPOs. Also, during times of duress, I took equity and corporate bond trades at the trade desk.
Fiserv Securities - Manager of Client services and Trading, managed 6 traders, and 70+ corporate trading accounts. Wrote RFPs for Fiserv, won 21 institutional trading deals in two years.
Now, who are you?