marlene alonzo

Registered Investment Advisory firm focusing on taxable fixed income - distressed debt, busted convertibles, and preferreds.

Crafted investor presentations summarizing and communicating strategies, and performance to investors. Analyzed and recommended option overlay strategies enhancing portfolio returns and mitigating risk.

Created and implemented taxable fixed income, municipal, and equity strategies. Rebuilt business development/marketing efforts for $4 billion investment product line. Achieved 8% AUM and 10% revenue increases y-o-y leveraging sales, analytics, and product knowledge Advised in the portfolio construction of a new $50 million Spectrum Preferred Securities portfolio. Evaluate and propose product line adjustments based on investment and market conditions.

Key team member hired to expanded large cap corporate and FI rates business and equity derivatives for private bank clients.

Marketed, structured and executed multi-asset class derivatives (including exotics) to multinationals, media and FI to achieve risk and hedging solutions. Consistent top producer based on business development initiatives and longstanding relationships.

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries.