1. Jamie Schwalbe
1465 Municipal Ave. Unit 3221
Plano, TX 75074
972-213-7924
jamieschwalbe9773@gmail.com
Career Summary:
Successful relationship manager with 18+ years of Institutional Fixed Income sales experience.
Extensive expertise in creating deep and lasting relationships across a broad spectrum of
Institutional Investors, including banks, insurance companies, hedge funds and money managers.
Effectively combined technical analysis of securitized products, credit, municipal bonds, and
derivatives with relationship skills in order to provide bespoke client coverage.
Employment History:
Esposito Securities, Dallas, TX
Fixed Income Relationship Manager October, 2014 – January, 2015
 Developed relationships and achieved broker/dealer approval for over 30 new Fixed
Income (high yield & investment grade corporates) clients for Esposito Securities.
 100% of total revenue was derived from new relationships to Esposito.
Comerica Securities, Inc., Dallas, TX December, 2013 – September, 2014
Vice President, Fixed Income Sales
 Sourced and successfully added over 50 new client relationships, effectively expanding
Comerica's Fixed Income presence throughout the State of Texas with banks,
municipalities, insurance companies and money managers.
 Product mix expertise included municipal bonds (Tax-exempt, Taxable, BQ), investment
grade corporate bonds, commercial paper, agency CMO’s, and mortgage derivatives
(Inverse IO, support structures).
 Effectively maintained 25 legacy Tier I relationships during this expansion timeframe.
 New Comerica relationships accounted for 100% of total revenue.
Sterne, Agee & Leach, Inc., Dallas, TX July, 2011 – June, 2013
Managing Director, Fixed Income Sales
 Initiated and on-boarded Fixed Income coverage for over 60 institutional clients in two
years. Client profile included both newly developed relationships, as well as over 25 legacy
Tier I clients that approved Sterne Agee.
 Newly developed relationships for Sterne Agee represented 100% of revenue.
 Successfully combined focused coverage for Securitized Products (Agency MBS, Non -
Agency MBS, CMBS, Consumer ABS, CDO’s, CLO’s) with the ability to service accounts
for credit and municipal bonds.

2. Barclays Capital, Chicago, IL July, 2006 – May, 2011
Director, Securitized Product Sales
 Directed relationship for 25 Tier I Institutional clients for all Securitized Products (Agency
MBS, CMO, CMBS, Alt-A and Subprime, synthetic CDO).
 Client relationships included hedge funds, money managers, insurance companies, banks,
and FHLB’s.
 Consistently produced sales of $10mm, with a high mark of $15mm in 2009.
Citigroup, Inc., Chicago, IL December, 2000 – June, 2006
Vice President, Fixed Income Sales
 Managed 20 institutional clients on the Money Market Desk (Jan. 2001 – Jan. 2005) and
Securitized Products Desk (Jan. 2005 - June 2006).
 Acquired coverage for over 20 Tier I accounts upon joining the Securitized Products Desk,
increasing sales on average by 20%.
Goldman, Sachs & Co., Chicago, IL March, 1996 – December, 2000
Associate, Fixed Income Division
 Immediately supported and co-covered 40+ clients on the Money Market Sales Desk in
Chicago.
 Promoted to Associate in 1999. Only 15% of original analyst class was retained by the
firm.
Education
Bachelor of Arts, Economics,
Columbia University, New York, NY.
May, 1995.
Columbia Football, Fall 1991 – Fall 1994. Co-Captain, 1994 season.
Certifications
FINRA Series 7, 63, 66