Jamie V.

Co-Chief Investment Officer / Chief Marketing Officer | Investment & Risk management

United States of America
EN

I am a senior investment professional with broad knowledge across public and private fixed income and equity markets. As a subject matter expert, I have been responsible for investment portfolio and r...see more

  • Financial Services Banking & Insurance

400

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

Co-Chief Investment Officer / Chief Marketing Officer

FolioBeyond
3 years
Current position
Jul 2019 - Present
• Senior member of team managing SMAs for Equity and Fixed Income strategies along with an ETF for our core Fixed Income strategy • Manage product positioning and marketing materials de...see more

Principal

Versatile Capital Management, LLC
2 years
Jun 2017 - Jul 2019
• Managed core Factor-based Equity and Fixed Income strategy for SMAs • Initiated and executed overhaul of marketing communications resulting in improved marketing materials for direct ...see more

Managing Director, Portfolio Manager / Consultant

AB
4 years
Jul 2013 - Jun 2017
• Responsible for deal sourcing, due diligence and execution for private asset-backed loan and investment strategy under Fixed Income mutual fund platform • Built reporting and risk man...see more

Board Member

ASCJ Retirement and Operating Fund Investment Committee
13 years
Current position
Mar 2009 - Present
• Participated as inaugural member to provide professional oversight and secure institutional quality management through an approved non-discretionary advisor • Oversee approved investm...see more

Partner, Portfolio and Risk Manager

GMG Investment Advisors, LLC / Odisea Asset Management, LLC
4 years
Feb 2009 - Jun 2013
• Leadership role in LatAm-focused investment platform for private credit portfolios • Managed contractual components of deal executions and closings including local asset servicing and...see more

Managing Director, Principal Finance, Global Markets

Citi
7 years
Jan 2002 - Feb 2009
• Led principal investment strategies business focused on consumer and small commercial assets in the US, LatAm, Asia and Europe • Managed team of over 15 investment, quantitative and c...see more

Director / Co-Head of ABS Trading Desk, Global Securitized Markets Group

Salomon Smith Barney
2 years
Dec 1999 - Jan 2002
• Managed and coordinated efforts for secondary trading for non-mortgage ABS products along with principal investment initiatives • Played leadership role in executing one of the larges...see more

Vice President / Trader - Mortgage Trading and Interest Rate Swap Desks

Salomon Brothers Inc
7 years
Feb 1993 - Dec 1999
• Purchased fixed and adjustable rate whole loan portfolios for sale and securitization • Structured and executed asset swaps and balance guarantee swaps on ABS and MBS products

Industries, roles and expertise

Industry experience

  • Financial Services Banking & Insurance

Expertise

  • Finance
  • Investments
  • Asset Management
  • Corporate Finance
  • Capital Markets
  • Portfolio Management
  • Risk Management
  • Fixed Income
  • Credit
  • Securitization