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BRYAN FETCH
SENIOR-LEVEL FINANCIAL SERVICES EXECUTIVE
12345 Lombard Street,
San Francisco, CA 94111
Home: 222-222-2222 Mobile: 333-333-3333
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EXPERTISE
> Capital Markets Management
> Trading Strategies & Execution
> Debt & Equity Research
> Modeling & Analytics
> Risk Analysis & Risk Management
> Institutional, Advisor & Retail Channels
> Channel, Product & Category Mgmt.
> High Yield, MB S & GSE Debt Specialist
LEADERSHIP
> Driven to succeed and excel
> Motivated by challenge with a purpose
> Skilled in building organizations
> Innovative in thought and solutions
> Quick to foster confidence and trust
> Committed to value for all stakeholders
> Seasoned and effective public speaker
> Trusted, well liked, with spotless integrity
KNOWLEDGE
> Startup & Growth Management
> Turnaround & Change Management
> Strategy, Planning & Execution
> Business Development & Marketing
> Sales & Sales Management
> Consultative & Relationship Sales
> Branding & Awareness Building
> Channel & Category Management
> Regulatory Reporting & Compliance
> Relationship & Account Management
> Training, Mentoring & Team Building
BRAND
A visionary and ethical rainmaker, I propel triple-digit advances in growth and revenue through the conception and building of new businesses and new products. When I build a business I do what I say and I do it the right way — without micromanaging — to deliver spectacular results and winning teams.
Most effective in a core leadership role (VP or above) in a growing, forward thinking financial services firm — I am focused on creating or revitalizing internal groups, building and managing client relationships, and training / mentoring teams to outperform the competition.
ROI
Rainmaker & Business Builder
Created high-yield trading desk increasing first year profits 230%… Revitalized MBS trading desk, delivering 3X increase in institutional account base and 53% boost in profits in year-one… Grew GSE trading profits to $5+ million from $750,000, with 430% boost in distribution in one year, creating most profitable trading desk in fixed-income division.
VALUE
Financial Services & Management Professional
20+-year career highlighted by recruitment, promotion, and retention by leading firms including Reliance Investing and Wesley Johnston. Cortlandt Business School MBA. Early career training at Redmond & Smith. International experience with a focus on Japan.
Growth & Turnaround Architect
Identify strategic opportunities in all market cycles. Create organizations and enable mission-critical business initiatives — international expansions, startups, distribution channels, sales strategies, performance improvements, culture shifts, and change management.
Ethical Leader & Ethical Corporate Citizen
Produce exceptional results with vigor, tenacity, self-confidence, and an ethical, compliance-based stance that nurtures respect and supports healthy growth and profit. Identify and develop high-potential candidates. Use internal promotion to build a staff with invaluable, brand-building, success-driving “institutional memory.”
PROFESSIONAL EXPERIENCE
RELIANCE INVESTING, Hampton, NJ 1993 to present
Vice President — Dealer Sales, GSE & Municipal Securities 2002 to present Vice President — Senior Research Analyst 2000to 2002 Vice President — High Yield Securities Trading 1996 to 2000 Vice President — Director, MBS Trading 1994 to 1996 Vice President — GSE Head Trader 1993
Ten-year tenure with global financial services firm distinguished by: Triple-digit revenue enhancements… Performance-based promotion, excelling in every position… Recruitment from outside and inside — selected to plan and execute mission-critical business initiatives… Formal recognition for personal contributions to driving corporate growth, improving operational performance, and enhancing profitability… Clear talent for positively influencing knowledge, competency, productivity, and ultimate career paths of others.
BRYAN FETCH Home: 222-222-2222 | Mobile: 333-333-3333 |
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RELIANCE INVESTING: ACCOUNTABILITY & ACHIE VEMENTS HIGHLIGHTS
As VICE PRESIDENT — DEALER SALES, GSE & MUNICIPAL SECURITIES, recruited internally to start up, grow, and manage dealer sales program for GSE and Municipal Securities business.
> Facilitated 15% increase in retained earnings — reduction in hard-dollar commissions — and 200% boost in trading volume in by successfully creating Dealer Sales channel for GSE and Municipal Securities products.
> Expanded distribution more than 50% by adding nearly 300 accounts to the client list.
> Excelled in managing a mission-critical business initiative that showed immediate and significant improvements in revenue, profitability, and internal operations — client services/value, trader communications and sales support.
As VICE PRESIDENT — SENIOR RESEARCH ANALYST, published both equity and fixed income research. Provided commentary for institutional accounts with focus on Enterprise Software sector. Utilized sophisticated models, hybrid valuation techniques and advanced analytical methodologies.
> First US analyst to initiate equity coverage of SEMS and LDS Systems with “Sell” ratings — within months both fell 30% and 40% respectively.
> One of first municipal analysts to forecast / quantify scope of financial crisis in state and federal government sectors — published MBS Research, correctly predicting timing of interest rate cycle in Spring / Summer 2001.
> Improved quality of proprietary research by imposing low multiple threshold and modified-GAAP on equity models.
As VICE PRESIDENT — HIGH-YIELD SECURITIES TRADING, promoted to establish, grow, and optimize Reliance Principal Markets’ High Yield Securities business. Refocused selling / trading approach, identified / acquired new clients, led 20-city road show, established risk parameters, managed execution of trades, and orchestrated ongoing product education seminars and training programs.
> Built, grew, and managed a new profit center. Accelerated success of High Yield project by employing prior desk management experience and institutional memory, and by recruiting internal stakeholders to staff the new venture.
> Delivered 230% increase in High Yield profits in first year, and 38% and 25% in 2000 and 2001, respectively. Navigated growth during periods of market turbulence by employing variety of risk metrics and inventory controls.
> Designed a flow-trading model that minimized risk while providing real-time pricing to all client groups — institutional, advisor, and retail. Introduced an Intranet trading platform in 1999.
As VICE PRESIDENT — DIRECTOR, MBS TRADING, managed all aspects of desk activities including new business development, sales stratagems, cross-selling, distribution, and client management. Leveraged retail corridor to take advantage of trending demand for spread products. Improved risk management by floating inventory parameters to mirror customer flows. Wrote weekly MBS commentary for Fixed Income Department.
> Increased institutional account base three-fold and produced 53% increase in retained earnings. Instituted “best practices” commission schedule to coordinate product distribution with customer risk profiles.
> Introduced mentoring approach to promotions, in conjunction with HR, to broaden pool of internal candidates. To date, two of these individuals continue to prosper at the firm.
> Demystified MBS by initiating product education programs for all client segments, as well as field training program for retail representatives in branch network and regional call centers.
As VICE PRESIDENT — GSE HEAD TRADER, charged with growing business and improving firm’s market position and profitability in debt instruments. Established benchmark objectives compatible within larger framework of RPM’s general strategy for growth.
> Soared over revenue / profitability goals — grew net profits to $5+ million from $750,000 within one year.
> Played pivotal role in Reliance being accepted as selling group member for National Credit Bank.
> Originated and directed initiative to provide intensive training — onsite product education seminars, sales support/customer relations training, and weekly call-in conferences — to more than 1500 telephone representatives at four US mega-phone sites.
> Delivered dramatic increase in distribution of GSE product (430% increase in number of GSE holders).
BRYAN FETCH
Home: 222-222-2222 | Mobile: 333-333-3333 |
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MBA Program (full-time, earned MBA 1992), CORTLANDT BUSINESS SCHOOL, Cortlandt, NY 1990 to 1992
WESLEY JOHNSTON, Hartdale, MA 1988 to 1990
Co-founder of the GSE Desk for the Bond Brokerage Division of this multinational financial services firm.
VICE PRESIDENT — GSE BROKERAGE
Brought excellent reputation and solid book of business to a team of four brokers to form a new GSE desk. Developed and executed business plan, identified / generated new business, rolled out brand / products, negotiated pricing strategies, executed trades, and built / retained relationships. Participated in recruitment, training, mentoring, and leadership of eight additional brokers (recruited from competitors) as GSE desk grew over three years. Shared P&L accountability for desk performance and daily operations management (IT, telecom, administration, reporting, and regulatory compliance).
> Co-founder of GSE desk and one of four high-performance brokers — team reversed firm’s two-time failure at entering the GSE brokerage market — personally recruited by firm’s President.
> Captured 35% market share — more than twice management’s 15% goal — in first year of operation.
> Increased firm-wide account base 25% within 24 months by establishing global buy-side client relationships — US, Japan, and Canada — and leveraging cross-selling opportunities with the Corporate Bond desk.
> Positioned the firm as first to offer screen-based brokerage of GSE products outside the Primary Dealer community by establishing relationships with 10 super-regional banks. Created first brokerage platform for floating rate GSEs.
> Conceived and implemented “vertical account coverage” by realigning broker assignments based upon product expertise — a highly successful program that created solid competitive differentiation.
THOMAS, WRIGHT & SMITH, Concord, MA & Tokyo, Japan 1982 to 1990
Recruited to lead high-level international business strategy and domestic growth initiative for this bond brokerage firm
VICE PRESIDENT, BOND BROKERAGE — GSE SECURITIES
Provided strategic direction, growth management, operational oversight, and team leadership to bond brokerage business. Spent 12 months in Japan, acquiring government / regulatory approval for establishing operations. Relocated to US to spur growth at Concord home office. In both situations, implemented sales and marketing strategies — acquired, developed, and managed accounts — and recruited, trained and motivated new brokers.
> Carved out significant growth path and secured major competitive win for TW&S through personal contributions — Japanese language skills, product knowledge, cross-cultural relationship building — to secure coveted Representative Office designation from Japanese Ministry of Finance.
> Distinguished as first New York GSE broker to establish non-Primary Dealer relationships — adding $110 million in monthly volume to the broker desk — with dealers in Boston (Massachusetts Bank) and Charlotte (First Banking).
> Increased commissions 42% within one year by reviving nonperforming account base at MA headquarters.
EARLY CAREER
REDMOND & SMITH, FRISK FINE WINES, SPARKLING COLA — Field Manager & Sales Representative
EDUCATION, CERTIFICATION & DEVELOPMENT
MBA in Finance — CORTLANDT BUSINESS SCHOOL, Cortlandt, NY, 1995
Elected Vice President of the Graduate Business Association
BA in Political Science — PRESTON UNIVERSITY, Smithfield, NH, 1975
Intern to the United Nations. Selected to the American Semester Program
Certificate in Advanced Risk Management and Credit Analysis, CORTLANDT BUSINESS SCHOOL, 2000
NASD — Series 7, 24, 55, 63
GUEST LECTURER — City College and Preston University Graduate Schools of Business
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