Senior Vice President
Mr. Assam has worked for some of the largest financial institutions in the country including JP Morgan Securities and Wells Fargo Advisors in the areas of proprietary trading, equity research, and fixed income investment banking. At Wells Fargo Advisors, Mr. Assam partnered with the top telecommunications analysts in the country to value large cap telecommunication companies and provide buy, sell, or hold recommendations to retail brokers, institutional clients and the investment banking department. At JP Morgan, Mr. Assam structure over $3 billion in Native American enterprise and government transactions under a variety of capital structures including taxable and tax-exempt bonds, syndicated bank loans, and high yield debt. He has also built extensive experience as a proprietary trader where he used complex financial modeling to develop and execute various trading strategies including pair trades, risk arbitrage, and leveraged hedge ratio and momentum trades. Mr. Assam graduated from the University of San Diego where he received a BA in Business - Magna Cum Laude, and a MBA with honors - Beta Gamma Sigma. He also holds a Series 65 License.