Jeffrey Nemesi

Enterprise Account Executive

2023 - Current

Commercial Account Executive

2022 - 2023

Presidents Club FY23

Enterprise Corporate Sales

2021 - 2022

Limited Partner

2020

Institutional Fixed Income Sales

2016 - 2021

Research Team Member

2012 - 2015

Website: http://globaledge.msu.edu I worked with a team to manage and update an international business website for students, companies and employees looking for international relations and trade information.

Summer Analyst

2015 - 2015

- Distributed daily fixed income market commentary to every trader and institutional account. - Worked with a team building a proprietary fixed income research and evaluation tool. - Created a model in excel that calculated historical new issue spreads of different client bank issuers in the brokered CD space and standardized the model to provide comparative analysis of borrowing costs over time. - Cold-called on numerous accounts leading to new relationships for the firm. - Worked through the due diligence period with a team as Falcon Square went through new client approval processes.

Private Wealth Management Analyst

2014 - 2014

- Created proposals for potential clients showing the changes UBS would make to their portfolios - Analyzed managed portfolios in order to identify security overlaps - Researched asset managers’ SMAs & Mutual Funds in order to eliminate overlap in our investments - Provided research on various asset classes using both UBS research and the Bloomberg Terminal - Gathered a spreadsheet of potential prospects using both the Internet and the Bloomberg terminal