William Barber
Blog: http://contrarianhammer.wordpress.com/
LinkedIn: http://www.linkedin.com/in/williampbarber
Contact: Click here to contact me
Mobile: 917 257 9129
Professional
profile
I am an investment industry professional with more than fifteen years of experience working in various areas and disciplines including portfolio management, risk analysis, equity research, proprietary trading, sales-trading, research sales, and market technical analysis. I am a Chartered market Technician (CMT), and NASD/FINRA licensed Series 7, 24, 55, 63, 86 (CMT exemption.)
Work History
WPB Trading : Equity Trader/ Market Technical Analyst
2007 to
2011
Proprietary Trader and Market Research Analyst, developing market technical research, and short to intermediate term trading and investment strategies across various assets classes.
I have expertise/experience in the areas of technical analysis, risk management, equity trading, institutional equity sales trading and research sales, asset market research, and management. Chartered Market Technician (CMT).
BB&T Capital markets : Vice President - Institutional Equity Sales Trading
2004 to
2007
Equity Sales-Trading and research sales and dissemination. Coverage area was primarily New York, and Boston areas.
Raymond James Financial : Vice President - Institutional Equity Sales Trading
2000 to
2004
Equity Sales-Trading and research sales and dissemination. Coverage area was primarily New York, and Boston areas.
Carnegie Childs LLC/Kuhns Brothers : Partner/Trader/Analyst
1998 to
2000
Partner and Founder of start-up Broker Dealer/Investment Advisor focused on the energy and utility sectors.
Broker Dealer/Investment Advisory firm providing trading, investment research, institutional brokerage, asset management, and financial advisory services to a select group of customers focusing on the energy and utility sectors.
Sanford C. Bernstein : Institutional Equity Sales Trader
1997 to
1998
Junior Equity Sales Trader. Completed extensive Bernstein Research, and NYSE trading floor training programs.
Sanford C. Bernstein : Associate Portfolio Manager
1994 to
1997
Performed various tasks while working on a base of individual private equity, and small pension accounts, including account maintenance, product management, performance analysis, and portfolio tracking and analysis.
Responsible for trade initiation, optimization management, and general maintenance of 900 large capitalization equity, SCB mutual fund, and laddered Treasury/bond accounts. Monitored all cash flow transactions, and asset allocation requirements and adjustments.
Education
Boston University :
1988 to
1992
Major: Business Management/Finance, Minor: Economics
Languages
Mother tongue: English
