Jennifer B.

About Jennifer B.

FINANCIAL MARKETS & INVESTMENT SERVICES EXECUTIVE An accomplished and client-focused hybrid equity sales trader and finance leader, I have demonstrated success in providing financial market analysis and trading expertise, leveraging electronic trading platforms, market making, and traditional block trading to deliver top-tier results for clients and financial institutions.Throughout my career, I have blended experience in financial services and trading, client acquisition and service, investor relations, wealth management, marketing, and communications to optimize the execution and performance of client investment portfolios. My ability to notice details others miss and my expertise as a closer, combined with my innate ability to build and retain strong internal and external partnerships, has earned the trust of clients and colleagues, knowing I will consistently act in the best interest of the client and the firm. I care passionately about the Environmental, Social and Governance (ESG) impact of professional and personal initiatives in my industry. Eager to work with industry insiders and governing boards to grow revenue and propel sales performance across competitive markets, I always welcome the opportunity to connect with colleagues and friends and can be contacted at LEADERSHIP ACUMEN growth and expansion through the development of strategies, client engagement materials, and frameworks to execute financial securities transactions.⏩Conduct comprehensive financial market analysis and deliver informational notes, incorporating valuation fundamentals, market momentum, and technical analysis.⏩Cultivate strong and sustainable client relationships by establishing partnerships with key influencers and delivering the highest service levels to ensure client objectives, retention and satisfaction.⏩Oversee strategy development and client acquisition across institutional buy-side accounts while delivering the highest quality of account servicing to achieve internal and client STRENGTHS & EXPERTISE Markets ExpertiseTeam Leadership & DevelopmentEquity Sales Trading ExecutionClient Acquisition & Business DevelopmentOpportunity Identification Financial Forecasting & ReportingMarket Trends & ExpansionInvestor & Client RelationsStakeholder Engagement Investment Advisory ServicesMarket & Portfolio AnalysisAnalytics & Performance OptimizationRisk Mitigation & ManagementRegulatory ComplianceClient Focused Strategies Sales Enablement & Optimization

Experience

1. Managing Director, Equity Sales Trading

   Piper Sandler

   Jan 2002 — Present · New York, NY, US

   Hired to forge strong relationships with key clients, propel growth, and develop strategies to drive client acquisition while capitalizing on account expansion opportunities to impact bottom-line profitability for this firm formerly known as Sandler O’Neill. Earned recognition for performance, receiving fast-track career promotions from Vice President to Associate Director and finally Managing Director within two years of joining the company. Collaborate cross-functionally across firm departments to ensure the delivery of optimal client service.KEY CONTRIBUTIONS: ⇒Increased commissions received across legacy accounts 400+% in one year by leveraging industry relationships to secure and open 50+ new institutional buy-side accounts.⇒Advised on the rebuild of the equities division subsequent to 9/11, leading efforts to seamlessly transition client coverage from retail to institutional, including mutual, pension, and hedge funds.⇒Drive growth by capturing cross-sell opportunities in fixed income, derivatives, international, electronic, and program trading.⇒Manage processes and frameworks to execute client orders, including using algorithmic trading (algos), electronic communication networks (ECNs), floor brokers, and firm market makers.⇒Seamlessly examine and produce macro and micro market analysis and insights; author daily documentation to market research products and relevant securities market data.⇒Mentor summer associates and provide ongoing guidance in identifying high-potential staff to further organizational goals.

Education

• Duke University

  Bachelor of Arts - BA, Public Policy

• Columbia Business School

  Master of Business Administration - MBA, Finance