joel penn

sales manager

About

A highly experienced client focused Relationship specialist with extensive knowledge of all investment products. Currently working for European DataWarehouse a market leading ECB mandated data repository for the ABS market. Specialities: Equities(UK, US and Europe) Derivatives(Futures, CFDs, Options) Fixed Income( ABS, Government Bonds, Corporate Bonds) Key Skills: Relationship Management Portfolio Management Sales

Country

germany

City

frankfurt

Industry

banking

Skill

derivatives, equities, financial markets, trading, options, securities, portfolio management, investments, fixed income, asset management, hedge funds, technical analysis, equity trading, equity derivatives, bloomberg, bonds, electronic trading, trading systems, stockbroking, corporate finance, investment strategies, structured products, structured finance, fx options, cfds, investment advisory, etfs, foreign exchange options, commodity, asset managment, hedging, proprietary trading

Experience

senior sales specialist - sales and product development

european datawarehouse

2016-11 - 2019-2 · 2 yrs 4 mos

* Active Relationship management of existing clients who leverage our loan level data and analytics solutions for Investment, Risk and Modelling purposes as well as being in charge of securitisation issuers in the UK and Ireland. * Developing new relationships via conferences, LinkedIn and networking. * Presenting the company at workshops across Europe.(Madrid, Paris, Dublin, London) * Involved in projects to improve usability and functionality of key tools. * Monitoring latest updates on the European Structured Credit market. * Leading the UK outreach concerning the new STS securitisation framework due to come in to force in 2019. * Leading the outreach to CLO entities concerning loan level data reporting in accordance with Article 7 of the new securitisation regulation.

sales manager

european datawarehouse

2019-3 - Present · 7 yrs 7 mos

student

sprachschule

2013-2 - 2013-11 · 10 mos

Completed A1 and A2 German courses in Frankfurt

investment advisor

lewis charles securities

2005-6 - 2007-6 · 2 yrs 1 mo

client manager

inatec payment ag

2014-1 - 2016-10 · 2 yrs 10 mos

Managing all incoming communication from clients globally, involved in various projects to improve business and technical processes, Chargeback Management.

equity derivative trader

logic investments ltd

2012-2 - 2012-11 · 10 mos

Portfolio Management on behalf of Institutional and Private Investors, Products traded: US/UK Equities, US/UK CFDs and FTSE Futures.

hnwi portfolio manager

alexander david securities

2007-7 - 2011-7 · 4 yrs 1 mo

Managing Investment Portfolios for HNWIs. Key products traded: UK Equities, UK CFDs, Government/Corporate Bonds. Additionally involved in IPOs and Secondary PLacings.