Kevin Brannum

International equity portfolio management. Trading of financial instruments including equity, fixed income, foreign exchange, options, futures and forward contracts. Economic, country, sector and company analysis. Enjoy traveling globally for business and working on construction mission trips.

Implementation of Novartis/Alcon Labs merger at plant level. Production of prescription eye medicine for export. Validation runs of Novartis medicines on Alcon production lines. Documentation for FDA and export thru completion of Master Batch Records. Member of White Stock project team for improvement of special order fulfillments.

Financial Advisor. Series 7 Registered Representative. Portfolio Analysis, Financial Statement Analysis, Securities Trading. Business development and networking in Rocky Mountain region for investment banking group.

Standard & Poor"s International Corporate Governance Grading Project. Analysis of annual reports and company filings against 100 attribute grading scale for transparency. Validate results with foreign counterparts. ING Breakpoint Fee Project. Analysis of 3rd party screening software in regards to ING mutual fund breakpoint fee charges. Recommended changes to process in order to more accurately grade actual fee charges. LifeQuotes merger with Insure.com Participated in integration of traditional nationwide broker network with insure.com's automated quote system and communications system.

Separate account and mutual fund management. Active value investing as well as quantitative portfolio management. Performance attribution. Portfolio modeling measuring affect of daily cash flows and performance of equities, futures on domestic and international indices, spot, forward and derivative forex and fixed income investments on given portfolios. Extensive experience with electronic trading systems including Bloomberg and Instinet. Implemented investment division’s policies regarding best execution and trade allocation. International equity trading in developed and emerging markets in 26 countries in Europe and Asia. Spot, forward and derivative Forex trading for the settlement of international equity trading. Monitored markets and executed trades 24 hours/day based on investment strategies being implemented. Facilitated GWL’s European Monetary Unit transition. Reviewed reports and gave feedback to Bank of New York’s Belgium unit regarding EMU conversion. Managed exposure to Asia during currency crisis. Reviewed monthly mutual fund compliance reports and addressed relevant issues. Reviewed distribution groups’ grading systems for outside managers. Drafted portfolio management’s portion of new fund prospectuses and reviewed prospectuses in entirety. Reviewed marketing materials. Source of information for legal department regarding regulatory filings. Administered compliance and continuing education program for portfolio management group. Determined exposure and hedged fee income derived from internally and externally managed funds in concert with CFO and Asset/ Liability Management Group. Negotiated and executed swaps involving proxy portfolio, neutralizing exposure of fee income to fixed income, domestic equity, international equity and foreign currency risk. Qualified counter-parties according to Great-West Life investment policy. Negotiated ISDA agreements with brokers in concert with legal department.

Land loans, production loans, lines of credit. Non-Standard Country Living Home mortgage loans. Collateral verification. Financial Statement Analysis. Loan package presentations. Business development.

Series 7 Registered Representative. Options Principal. Liaison with National Financial Services Corp. regarding transaction disputes and reconciliation. Financial Instrument trading. Equities, fixed income, options. Personal Banker to high net worth individuals and small companies. Mortgages, home equity loans, auto loans, boat loans, etc.