Pat Demers
VP Capital Markets Solutions, Global Wealth @Raymond James Financial
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WORK HISTORY
VP Capital Markets Solutions, Global Wealth @Raymond James Financial
Saint Petersburg, FL, US
Optimize Equity, Option, Structured Investment & Cross Asset Platforms
EDUCATION
Bentley University
Bachelor’s Degree, Finance
SKILLS
ABOUT PAT DEMERS
As a Vice President of Specialized Products Supervision at Raymond James, I manage the oversight and compliance of a diverse and sophisticated product suite, including alternatives, options, structured investments, swaps, and fully paid lending. With over 25 years of experience in the securities industry, I have developed extensive expertise in fixed income trading, primary market distribution, relationship building, structured product strategies, product and business development, and client service.I have a proven track record of delivering results, innovation, and excellence in various trading, product, and client environments. I have achieved an all-time high for Fidelity Capital Markets\' participation in preferred new issue transactions, over 40%, and three consecutive years of record production in structured products. I have also developed strong relations with several high-net-worth clients, resulting in multiple active and ongoing reverse inquiry investment programs. I have contributed to the strategic deployment of a new platform for unit investment trusts, and conducted training sessions for a cross-company initiative,\"Winning the Race\". I am passionate about mentoring and career development, and have supported, enabled, and empowered my teams and colleagues to achieve their goals and grow their skills.
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