Justin Woodmansee
Royal Tunbridge Wells
Summary
Professional Institutional Sales Specialist with demonstrated expertise in fostering client relationships and driving revenue growth. Adept at navigating market trends and executing strategic sales initiatives. Strong focus on team collaboration, adaptability, and delivering impactful results. Skilled in financial analysis, client presentations, and strategic planning. Renowned for reliability and flexibility in meeting evolving business needs.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Institutional Sales Associate
Guardian Wealth Guardian Carbon
08.2021 - Current
- Assisted in increasing assets under management by actively identifying new business opportunities within the institutional space.
- Conducted comprehensive market research to inform clients of potential investment opportunities and risks.
- Navigated complex negotiations effectively while balancing both client needs and company objectives.
- Attended industry conferences and networking events to expand professional network and stay informed of current market trends.
- Managed a diverse portfolio of accounts, maintaining strong client relationships through exceptional service delivery.
- Enhanced relationships with key institutional clients through regular contact, market updates, and investment recommendations.
- Supported senior sales professionals in meeting revenue targets by conducting product demonstrations and presenting strategic insights during client meetings.
- Developed a deep understanding of financial products and strategies, enabling effective communication of complex information to clients.
- Participated in cross-functional teams focused on enhancing collaboration between sales, research, trading, operations, compliance, and legal departments.
- Created and implemented strategic trading approaches.
- Met with members to understand goals and recommend solutions to fit specific needs.
Institutional Sales Fixed Income
Mariana UFP
01.2020 - 07.2021
- Continuously evaluated the effectiveness of trading strategies, refining them as needed for maximum return on investment.
- Created a secondary Liquidity Market in Saudi Sukuks
- Participated in ongoing professional development initiatives to stay current on industry best practices and emerging trends in the fixed income space.
- Cultivated a deep understanding of fixed income products and market dynamics, enabling informed decision making.
- Developed strong relationships with clients, providing personalized service and tailored trading solutions to meet their needs.
- Built relationships with Banks, Asset Managers, Insurers and Financial Institutions
Institutional Sales Fixed Income & Equity Sales
ICAP Middle East
11.2017 - 12.2019
- Monitored market trends and movements, adjusting strategies accordingly to capitalize on opportunities or mitigate potential risks.
- Executed trades in secondary sukuk market in Saudi generating $1.5m revenue
- Leveraged advanced analytics tools for data-driven decision making, resulting in more accurate predictions of market behavior.
- Managed complex trades involving multiple counterparties, ensuring seamless coordination and execution for optimal results.
- Internationally managed, supported and grew business relationships with existing accounts.
- Enhanced profitability by executing trades with precision and employing effective hedging techniques.
- Reduced risk exposure through careful management of portfolio positions and rigorous adherence to risk parameters.
Institutional Sales Associate
Bank Carregosa
03.2013 - 09.2017
- Coordinated with various departments to prepare sales presentations and marketing materials tailored for institutional clientele.
- Assisted in increasing assets under management by actively identifying new business opportunities within the institutional space.
- Conducted comprehensive market research to inform clients of potential investment opportunities and risks.
- Execution services in Fixed Income, Global Equities, Commodities, Derivatives
- Main focus on Middle Eastern Financial Institutions
Institutional Sales
GFI Group
03.2011 - 02.2013
- Managed a diverse portfolio of accounts, maintaining strong client relationships through exceptional service delivery.
- Client focused role in Fixed Income Sales and Equity Execution
Institutional Sales
ICAP Middle East
01.2009 - 02.2011
- Enhanced relationships with key institutional clients through regular contact, market updates, and investment recommendations.
- Increased Revenue of $1.9M
- Boosted client satisfaction by providing consistent and personalized sales services tailored to each institution''s needs.
Vice President
Arab Banking Corporation
07.2007 - 01.2009
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Increased Revenue by $6M
- Executing Fixed Income, Equities, Commodities, Futures
Trader
First New York Securities
04.1997 - 01.2001
Head Global Equities
Exane
01.1994 - 03.1997
Trader
UBS Investment Bank
09.1986 - 12.1993
Education
High School Diploma -
Bembridge
Uk1985
Skills
- Client acquisition
- Performance tracking
- Interpersonal skills
- Sales strategy development
- Investment strategies
- Goal oriented
- Teamwork
- Time management
- Excellent communication
- Organizational skills
Certification
- General Securities Principal Exam (Series 24) - Financial Industry Regulatory Authority (FINRA).
- SEC Regulated Series 7
- SEC Regulated Nasdaq 55
- Francaise Bourse Exam
Timeline
Institutional Sales Associate
Guardian Wealth Guardian Carbon
08.2021 - Current
Institutional Sales Fixed Income
Mariana UFP
01.2020 - 07.2021
Institutional Sales Fixed Income & Equity Sales
ICAP Middle East
11.2017 - 12.2019
Institutional Sales Associate
Bank Carregosa
03.2013 - 09.2017
Institutional Sales
GFI Group
03.2011 - 02.2013
Institutional Sales
ICAP Middle East
01.2009 - 02.2011
Vice President
Arab Banking Corporation
07.2007 - 01.2009
Trader
First New York Securities
04.1997 - 01.2001
Head Global Equities
Exane
01.1994 - 03.1997
Trader
UBS Investment Bank
09.1986 - 12.1993
- General Securities Principal Exam (Series 24) - Financial Industry Regulatory Authority (FINRA).
- SEC Regulated Series 7
- SEC Regulated Nasdaq 55
- Francaise Bourse Exam
High School Diploma -
Bembridge
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