David Greenlee
Financial services professional with over 20 years of progressive experience in the industry.
- Role
- Institutional Sales Trader at Fulcrum Point
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About David Greenlee
David is a financial professional with experience in both equities and fixed income. He has worked as a wholesaler, trader and financial planner. David has been recognized and received numerous awards for both sales and customer relationship skills. David is an Institutional Sales Trader in Baltimore, MD.He has over 25 years experience in Sales, Trading and Analysis in the Capital Markets industry with an emphasis on Institutional Fixed Income Portfolio’s and interest-rate risk management. He spent over 15 years at Charles Schwab & Co having experience in both managing a team of brokers as wells as wholesaling fixed income products. He has expertise in the municipal market as well as corporate debt and Government bonds.
Experience
Institutional Sales Trader
May 2016 — Present · San Francisco, CA, US
Responsible for managing a practice of broker dealers and registered investment advisors.Proactively market fixed income securities to institutions and financial advisors.Broker trades of fixed income securities including municipal bonds, corporate bonds, treasuries, and agencies.Meet production goals.Construct, analyze, and review fixed income portfolios for high net worth investors.Proficient with Bloomberg, Pershing NetX, ACT. MS Office.Also responsible for client on-boarding, opening accounts and settlement of all fixed income trades.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.