Michael Smith
Managing Director - Investments, SE Institutional Equity Sales
- Role
- Managing Director - Investments at Oppenheimer & Co. Inc.
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Michael Smith
Over 20 years of expertise in capital markets and investments, specializing in…
Experience
Managing Director - Investments
Jan 2014 — Present · Atlanta, GA, US
Head of Southeast Institutional Equity Sales. Identify, develop, and grow institutional relationships with money managers - pension funds, hedge funds, traditional long-only fund managers, and private wealth/private bank equity managers while cultivating firm-to-firm partnerships.Highlights:• Exemplary personal record of increased production recognition based on consistent clientsatisfaction and exceeding Firm sales goals and expectations. Increased regional revenue 20% in 2015 and placed in the top 10 of OpCo\'s internal institutional sales ranking.• Sourced and executed over 20 management roadshows in the southeast covering the industrial, technology, financial, and consumer sectors.• Provide valuable feedback to research/trading/capital markets on client investment parameters and interactions to increase Firm’s trading revenue.• Registered Representative – Series 7, 63, and 24 (Principal/Supervisory)
Skills
- Corporate Finance
- Equity Valuation
- Finance
- Financial Modeling
- Electronic Trading
- Long%2fshort Equity
- Bloomberg
- Equity Trading
- Mutual Funds
- Alpha Generation
- Capital Markets
- Series 7
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Private Equity
- Fundamental Research
- Equity Research
- Investment Management
- Equity Sales
- Financial Markets
- Trading
- Investment Banking
- Derivatives
- Asset Management
- Equities
- Valuation
- Investments
- Credit Analysis
- Hedge Funds
- Us Equities
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