Randolph Williams, MBA Finance
- Member for
- 2 years 10 months 2 weeks
- Full Name
- Randolph Williams, MBA Finance
Financial Executive who created and managed a newly formed department - Financial Derivatives with the goal of educating and integrating derivatives internally and with both buy and sell side customers. ▶ FINANCIAL PLANNING: Integrated financial derivatives into investment portfolios within CAPM to alter market exposure, enhance yields, adjust asset allocation mix, and reduce asset/liability market exposure. ▶ CAPITAL MARKET ANALYSIS: monitor relative value status on a dynamic basis Including options on futures contracts as well as systematic market risk. ▶ SALES AND SALES SUPPORT: By educating clients the firm increased financial product sales and by integrating derivatives additional revenue was generated. Key Competencies: • Market Analytics • Portfolio Management • Market Commentary • Supportive Design for Business Metrics • Trading • Business Intelligence • Team Leadership, Engagement • Client Development and Relationship Building • Interest Rate/Asset Allocation Roundtable • Working Capital Management • Audit Supervision
Currently I am helping to facilitate/connect busineses with Capital from previous and new contacts (Investment Banking, PE/VC, M&A, Asset-backed, Liquid, etc.).
I have also added an affiliation with an Equipment Financing & Leasing LLC for synergistic value.
- Investment Banking - retired early, Currently connecting Capital to a variety of businesses and projects
- Job Title
- Vice President - Finance
- Capital Markets
- Investment Finance I Corporate Finance I Capital Facilitator I Equipment Financing
- Business Description
After receiving my MBA with distinction as the outstanding graduate in Finance, I joined
a (super) regional investment bank. While Corporate Finance (deal making) or portfolio
management would have been my first choices (Corporate Finance was all Ivy league
and PJH wasn't managing money at that time) I saw an opportunity in the emerging area
of financial derivatives and I pitched it to a contact I had made at Northwest Airlines. After a
very thorough marketing analysis I developed a strategic plan for a way PJH could enter
this new task environment with a relatively complex product(s). Given the green light by the
Board of Directors as well as Vice President status my mission was to educate and integrate
all relevant areas of PJH as well as our buy and sell side clients with the many ways derivatives
could be utilized effectively while simultaneously building client relationships.
At a larger Wall Street firm almost everyone has their niche whereas I worked with almost
all areas in a wide variety of ways. Hence my knowledge of investment banking in totality
would surpass most investment banking people. Plus, to understand derivatives you must
have a solid understanding of the financial products and concepts from which they are
derived. This I believe is my competitive advantage.
As a side note, I got to work with Dr. Richard Sandor's group in Chicago where I conversed
with Rick Santelli who ran the bond futures desk at the CBOT numerous times a day. While 75%
of active fund managers don't out perform the market Rick taught me that 25% do. He always
had a good feel for the markets and a rap to go with it as evident by his work on CNBC.
Thank you for your time.