Walnut Creek, California (EastBayDaily) — Alamo Capital, a San Francisco Bay Area investment services company (alamocapital.com), announced Jeffrey Fannon will be the Senior Vice President, Trading Manager for their Chicago branch. Mr. Fannon will manage the trading desk, and expand Alamo Capital’s existing and new business relationships in Chicago, IL.
Mr. Fannon’s municipal bond career spans over 42 years beginning at Paine Webber from 1973-1991 where he managed trading and underwriting. Jeff also spent professional time with The Shawmut Bank of Boston as a trader, trading manager and underwriter. At Pacific Crest Securities he established and managed the trading/underwriting desk for the northwest regional firm then became a municipal bond broker at RW Smith & Associates. Prior to joining Alamo Capital, Jeff spent 12 years at Oppenheimer & Co. Inc. trading and managing the Chicago regional municipal desk. He earned a Bachelor of Arts in Economics from Colgate University, was a member of the MSRB's Professional Qualifications Advisory Committee (1984-1991), an MSRB Arbitrator (1984-1998), and is presently a FINRA Arbitrator. Jeff holds FINRA licenses Series 1 (General Securities Representative), Series 53 (Municipal Securities Principal), and Series 63 (State Securities Representative) and Series 8 (General Sales Supervisor).
About Alamo Capital
Established in 1987, Alamo Capital is a Broker Dealer located in Walnut Creek, California with over 27 years of experience specializing in tax-exempt investments. Our aim is to provide timely and efficient executions of investment transactions for our retail, institutional and wholesale clientele. As a full service investment firm, clients have access to fixed income investments, retirement planning and all aspects of insurance with the help of our account representatives with a "CAN-DO" attitude. Alamo Capital is a certified NWBOC (National Women Business Owners Corporation), WBE (Women's Business Enterprise) with the WBENC (Women's Business Enterprise National Council), SBE (Small Business Enterprise) and Better Business Bureau (Rated A+).