George M

Financial Specialist - 20 Years of Experience - Near 08844


Financial Specialist


Hillsborough, NJ

Education Level:


Will Relocate:



SUMMARY Financial Services Professional with over 30 years of experience in all aspects of Sales and Trading and Compliance. Strong emphasis on Client Sales. Major strengths: * Well-developed Leadership and decision-making skills. Proven expertise in building strong client relationships. * Enthusiastic team player. * Results-oriented manager and producer. OneWall Advisors New York Senior Vice President July 2012 - Dec 2016 - Responsible for sales with high net worth individuals and Family offices in the U.S. and LATAM - Responsible for establishing Prime brokerage relationships in the U.S. - Assisted Clients in initial due diligence with an emphasis on understanding Global macro volatility and market risk as well as hosting seminars to clients and banks. - Sales over $21 million in extremely difficult conditions and client restricted list. Bank Hapoalim New York Senior Vice President 2007 - June 2012 Head of NY Foreign Exchange Sales and Trading - Hired to recruit entire NY Forex team for Sales and Trading. - Started a client driven operation specializing in Hedge Funds - Major Clients included Moore Capital, Prudential Insurance and Strategic Fixed Income - Opened 17 new Hedge Fund relationships with revenue of $7 million - Harvested all FX internal business with the foreign branches with an emphasis on Latin America. - SOX II committee and KYC/AML committee member ING Capital Markets New York Managing Director 1999 - 2007 Head of FX and IRD Trading and Sales -Responsible for re-building the NY sales and trading teams -Developed relationships and synergies across ING Banking, Futures, Insurance, Equities and Fixed Income to capture all ING client FX business -By 2001 had a 12 person FX team producing over $12 million with an average VAR of $500,000 -Personally responsible for the introduction and maintenance of several key Hedge Fund accounts -Five person IRD team had annual revenues above $10 million with an average VAR of $1 million -SOX and KYC/ AML committee member - Major Clients included Moore Capital, Prudential Insurance and Strategic Fixed Income, Coca- Cola, Abbott Labs, WestJet, AeroMexico and Central Banks. Salomon Smith Barney/Citigroup New York Senior Vice President, Head of Sales 1994 - 1999 -Responsible for hiring and managing a sales driven FX team globally. -Leveraged strong relationships with investment banking, retail, managed futures and equities divisions -Grew the client list to over 100 active and strategic names, with revenues over $12 million in New York, London and Hong Kong -Personal production included key CTA and Hedge Fund clients with revenue over $5 million per year - Major Clients included Moore Capital, Prudential Insurance and Strategic Fixed Income Lehman Brothers New York Senior Vice President, Head of Foreign Exchange Sales 1987 - 1994 -Responsible for the hiring and training of all sales staff. Managed a desk of 12 professionals with revenues in excess of $17 million per year -Top salesperson with a roster of clients including CTA's, Hedge Funds and Central Banks with revenue of $7 million per year Irving Trust Company New York Assistant Secretary 1983 - 1987 - Junior trader assisting chief dealer in Deutschemark trading -Traded GBP and JPY in Interbank market -Arbitraged IMM currency Futures against Spot in DEM and CHF -Established sales desk for futures and flow clients




Queens College City University of New York Economics 1983 Bachelor Degree




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