1. Michael T. Fitzgerald
303 West 66th
Street, New York, N.Y 10023, Apt 11AW
Mtfitzgerald5@gmail.com
(516) 398-2174
PROFESSIONAL EXPERIENCE
Federated Investors, Pittsburgh, PA 2015-2016
Internal Wholesaler (sales), Separately Managed Accounts
Assisted external wholesale partners in driving $50million in revenue toward their AUM target of $1.7billion
Sold Fixed Income, Equity, Balanced, and Absolute Return Separate Account strategies to Financial Advisors generating
revenue for the company
Recognized as the top internal salesperson during several quarters
Gained a solid understanding of Equity and Fixed Income Market structure fostering an increased ability to manage
relationships and serve clients
Developed knowledge of Corporates, Municipals, MBS, Agencies, Treasuries and all Equity asset classes which resulted in
significant sales of several strategies holding said assets
Researched news flow & economic data to offer timely and cogent investment product recommendations leading to repeat
business and relationships based on trust and the accurate exchange of information
Specialized in the Strategic Value Dividend Separate Account strategy (a Domestic and International Dividend product) and
assisted advisors in building portfolios including these assets
Analyzed customer portfolios and provided in depth projections of Federated strategies. Projections focused on Alpha, Beta,
Standard deviation, R2, historical total return numbers and dividend growth numbers etc (Worked with traders to market
products)
Hyde Schools, Woodstock, CT 2012-2014
Assistant Director, Admission and Marketing
Drove $1.3million in revenue by recruiting 30+ new students to Hyde Schools
Established key relationships with alumni, professionals and feeder schools to promote the Hyde School brand
Expanded database by 15% to include New York and Florida residents which resulted in a more robust network and additional
growth opportunities
Conducted interviews to identify new students appropriate for enrollment
Assistant Coach, Men’s Varsity Lacrosse
Served on the Coaching Staff of the 2013 South Eastern New England Conference Champions
Developed a running and conditioning program that was used weekly both in-season and during the off season
Trained the defense and goalies which helped solidify our defensive capabilities during competitive play
Oversaw all aspects of scheduling and ensured that there were no conflicts with other school sports and activities
Travelers Insurance, St. Paul, MN 2011-2012
Intern, Bond and Financial Products
Collaborated with team on the migration of company data from an old platform to Microsoft SharePoint
Created efficient strategies to assess the quality of archived data to improve the new system
Reviewed insurance claims and financial products prior to review by management
Participated in daily meetings to highlight progress, clarify timelines and set goals that assisted in ensuring accuracy
Merrill Lynch, Wayzata, MN 2011
Intern, Wealth Management Division
Researched equities using Merrill Lynch platform which helped to develop an understanding of financial market conditions
Attended investment conferences to learn about the global economic environment for advisory clients and investment
recommendations
Vetted wholesalers who were interested in proposing investment opportunities to Merrill Lynch Advisors
Organized investment portfolios using Excel spreadsheets which helped advisors during client meetings
EDUCATION
Bachelor of Arts, Political Science
University of Saint Thomas, St. Paul, MN
PROFFESSIONAL LICENSES
FINRA- Series 7 & Series 66
