First to make a national distribution of Certificates of Deposit; Major trading partner - Merrill Lynch

First to make a national distribution of zero coupon bonds; Major trading partner - Salomon Brothers

Assisted the United States Treasury on creation of the STRIPS Program.

First to organize and manage firm underwritings of corporate debt to retail securities firms; Major Clients - Citicorp, GMAC, Citicorp Homeowners and Sallie Mae

First to make a national market in foreign currency bonds and trade them in U.S. dollars on a unified ticket; Major trading affiliations Merrill Lynch and First Boston

First to securitize gold with American Gold Certificates

Became the leading U.S. authority on United States Dollar Denominated German Government Bearer Gold Bonds (Dawes and Young Loan Securities)

First to develop the weekly sales programs for corporate debt; Major clients - Salomon Inc. Household, Kroger, B.P. America, Citicorp

First to address the federal mandate for transparency in the corporate bond market and to develop a national platform for distributing secondary bonds with disclosed mark-ups.