Fidelity Investments, Merrimack NH Senior Bond Trader (4999-2005)
Corporate and Canadian (2001-2005)
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In charge of all trading and relative value idea generation for the auto, utility, energy, pipeline, sovereign,
paper, chemical and EETC sectors, which included high yield and crossover securities
Handled all derivative transactions for aforementioned sectors, which included long CDS strategies, as
well as positive and negative basis trades
Worked extensively with credit analysts to introduce new investment strategies into the funds
Relationship manager for all sell-side firms in U.S. and Canada
Provided relative value trades and sector rotation ideas for all Canadian dollar fixed income securities,
which included federal and provincial governments, agency, corporate, ABS, CMBS debt as well as
interest rate derivatives
Monitored all exposures and portfolio weightings for the Canadian bond funds
Led the working group on Canadian interest rate swaps, purchased the first interest swap in our
Canadian bond funds
Presented to consultants and industry groups about market conditions, credit issues and our investment
process
Municipal (1999-2001)
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Charged with idea generation and trading for all national bonds fifteen years and longer and the following
state specific funds, Massachusetts, Minnesota, Ohio and Maryland
Responsible for all derivative trading, which included U.S. Treasury Futures, Municipal Bond Futures and
Forward Starting MMD Swaps
Key member of Fidelity’s fixed income derivative steering committee
Assisted portfolio managers in the construction and repositioning of their funds versus new benchmarks
JP Morgan Securities, New York Vice President, Trading and Structured Products 1993-1999
Structuring
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Led JP Morgan’s municipal asset backed (TOR) marketing effort (Putters/Drivers)
Priced and structured JP Morgan’s short-term municipal asset backed program
Presented at numerous derivative RFP’s
Charged with expanding cash and derivative transactions to corporate and relative value accounts
Long and Short-Term Trading
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Traded all municipal high grade and insured bonds from five to thirty years
Tracked and studied key relationships between tax exempt and taxable fixed income markets
Priced all short-term municipal instruments including, VRDB’s, Commercial Paper, Derivatives and Puts
Acted as a liaison with our high net worth sales group
Represented JP Morgan on various industry panels and associations
Participated in numerous issuer RFPs
Short-term Municipal Trader, Associate, BT Securities 1990-1993
Trading
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Traded all municipal products from one to five years
Priced five billion dollar of variable rate products
Calculated and reset Bankers Trust TENR rate
Marketed one billion dollar tender option program
EDUCATION
Adelphi University June 1991
Master of Science, Banking and Money Management
Baruch College, City University of New York December 1987
Bachelor of Business Administration, Finance and Management
COMMOUNITY INVOLVEMENT
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First Tee of New Hampshire, Director of Nashua Chapter
Boys and Girls Club of Greater Nashua
Bishop Guertin Scholarship Committee
