jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom career focus seasoned investment professional strong leadership interpersonal skills adds energy value organizations quest excellence core competencies licenses ep market knowledge corporate finance deal structure series 75563 professional experience capital market trends relationship management detailoriented 102011 current managing director cohead investment banking bbcn bank palisades park nj sourced transactions extensive relationship network primarily energy sector successfully closed four transactions public private clients two energy sector researched beneficial funding opportunities made recommendations senior management executed financial due diligence created valuation model establish enterprise value deal price delivered informational sales presentations potential investors build symbiotic client relationships achieved proper compliance accurate executive level reporting adept deal structure including public offerings pipes private placements convertible instruments atm offerings 022009 102011 svpequity capital markets rodman renshaw inc city state senior salesperson team closed 25 transactions per year developed extensive institutional corporate relationships structured sold various investments including public offerings pipes private placements managed team three junior salespeople 2004 2009 head trader 2003 112003 2001 112002 viking asset management llc city state developed executed trading strategies 300mm structured equity hedge fund performed due diligence potential transactions assisted structuring new investments including pipes private placements convertible debt pfd stock equity line financings fund returned 20 year assets grew 85mm 300mm tenure institutional sales trader sll securities inc city state senior sales trader nyse floor operation covered institutional accounts provided best execution services licensed nyse compliance officer portfolio manager alpine asset management inc city state founded funded longshort equity hedge fund strategy focused equity transactional business invested various ipos secondary offerings private placements pipes 051995 112000 vp institutional sales worldco llc city state part team built institutional agency desk scratch grew institutional client base 1mm annual revenue managed team 2 senior sales traders 2 assistants implemented trading systems back office functionality series 24 education bachelor arts economics state university new york albany albany ny professional affiliations hedge funds care security traders new york stany