Tom Slefinger

Senior Vice President, Director of Institutional Fixed Income Sales @Alloya Investment Services

Wheaton, IL, US
EMAILS
t••••••••@alloyacorp.org
MOBILE NUMBERS
+16•••••••30

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WORK HISTORY

Jan 2008 — Present

Senior Vice President, Director of Institutional Fixed Income Sales @Alloya Investment Services

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Naperville, IL

Responsible for advising 600 plus credit unions on optimizing investment portfolio strategies, including yield curve and sectors/ security allocation. Emphasis being placed on optimizing investment portfolio returns consistent with a disciplined A-L framework. Provide daily and weekly market commentary and portfolio strategy via \"Weekly Relative Value\". Also involved in providing informational educational economic and market seminars for members credit unions.

EDUCATION

1981

University of Maine

B.S

SKILLS

RetirementFundingPortfolio ManagementSecuritiesStrategyInvestmentsHedge FundsFixed IncomeInstitutional InvestmentsAsset ManagmentAlternative InvestmentsMutual FundsAsset ManagementInvestment BankingPension FundsSeries 7FinanceBondsInvestment AdvisoryRetirement PlanningRisk ManagementInvestment ManagementFinancial AnalysisFinancial ServicesLeadershipAsset AllocationEquitiesFinancial MarketsManagementTrading

ABOUT TOM SLEFINGER

More than 30 years of fixed income portfolio management experience. I have developed and successfully managed various high profile domestic and global fixed income mutual funds. Also extensive expertise in trading and managing virtually all types of domestic and foreign fixed income securities, foreign exchange and derivatives in institutional environments.

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