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Katie Fitzpatrick

Katie Fitzpatrick

Institutional Equity Sales

JMP Securities

Boston, MA


JMP Securities

Institutional Equity Sales

** Actively directing and managing relationships with approx. fifty institutional investor clients nationally, generating $1mm+ in revenue since January 2014

**Producing actionable and customized investment recommendations for clients, synthesized from daily financial and company-specific information

**Perform analysis of financial models for future earnings growth predictions

**Organizing and executing events to promote our brand and research product

Career medium 02

American Home Realty Network

Finance and Marketing Associate

**Executive assistant to CFO, CEO, and COO at real estate lead generation technology start-up

**Implemented and managed on an ongoing basis, new accounting and reporting systems for payment tracking, bookkeeping and business licensing

**Created HR and marketing business plans, increasing sales and productivity

**Directed new client acquisition, maintenance of existing relationships, and led loss mitigation team

Career medium 04

University of California, Santa Barbara

Bachelor of Arts, English Language and Literature

Education medium 01

Lake Tahoe

72 Mile Cycle around Lake Tahoe Complete!


1st Triathlon

1st Place in my first sprint tri