Tonya Conrad-Moses

WORK HISTORY

EDUCATION

ABOUT TONYA CONRAD-MOSES

Managing Director, Global Markets with 18+ years of experience in institutional client coverage across alternative asset managers, hedge funds, and professional trading firms. Deep expertise in Prime Financing, with a focus on client retention, wallet share expansion, and long-term client value.Trusted partner to C-suite leaders, CIOs, and investment principals, leading strategic client engagement and enterprise coverage across Global Markets, Wealth & Investment Management, and Commercial Banking. Known for aligning product, financing, and balance sheet resources to strengthen client economics, cross-sell outcomes, and market share.Background spanning financial services and broadcast leadership, bringing strong executive communication, market insight, and decision support in complex, fast-moving environments.Areas of Expertise & Career Highlights:· Institutional Markets & Client Economics: Senior coverage executive supporting institutional alternative asset managers and professional trading firms across equities, fixed income, and synthetic and physical financing; accountable for client retention, expansion, and long-term profitability; Series 7, 63 & 24 licensed.· Client Strategy & Franchise Development: Designs and executes account-level strategies grounded in franchise data, entity structure, and client priorities to deepen engagement, increase wallet share, and sustain long-term relationships.· Executive Client Engagement: Trusted senior advisor skilled at influencing investment principals and operating partners by translating complex market dynamics into decisive, long-term client action.· Strategic Client Engagement Platforms: Leverages proprietary forums, executive client roundtables, industry events, and global engagements to reinforce senior leadership relationships, accelerate trust, and support retention and expansion across priority accounts.