Susannah Page
Senior Vice President - Manager of Research at Roosevelt & Cross Incorporated
- Role
- Senior Vice President - Manager of Research at Roosevelt & Cross Incorporated
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Susannah Page
Senior municipal bond analyst. Extensive experience at sell-side, mutual fund, bond…
Experience
Senior Vice President - Manager of Research
Roosevelt & Cross Incorporated
Mar 2014 — Present · New York, NY, US
Manager of municipal research, supervises research department. Close liaison with traders, underwriters, and sales representatives to assist in (a) identifying trading and underwriting commitments that represent good relative value in the market;(b) providing sales representatives with credit information regarding customer holdings; and (c) interacting directly with both institutional and retail customers, providing them with relevant credit information and developments. Credit research projects in conjunction with public finance department. Preparation of occasional in-depth reports on new developments impacting the northeastern municipal market.
Skills
- Valuation
- Managerial Finance
- Insurance
- Process Improvement
- Equities
- Market Risk
- Fixed Income
- Securities
- Investments
- Investment Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Bonds
- Financial Structuring
- Bloomberg
- Portfolio Management
- Structured Products
- Hmo
- Asset Management
- Wealth Management
- Securitization
- Hospitals
- Derivatives
- Writing
- Credit
- Hmos
- Financial Modeling
- Credit Risk
- Fx Options
- Series 63
- Corporate Finance
- Equity Research
- Ccrcs
- Options
- Structured Finance
- Asset Allocation
- Mutual Funds
- Risk Management
- Emerging Markets
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