Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Associate, 12/2015 to Present Exponent, Inc. – Menlo Park, CA,
First point of contact for the Exotic, Structured, and Volatility Sales/Trading desks as liaison to other divisions and groups within the firm and provide subject matter expertise on firm infrastructure to facilitate business.
Develop tactical, low-cost tools generating significant efficiencies while simultaneously improving controls via automation on trade capture, lifecycle, and inventory management that improved business scalability.
Responsible for market lifecycle adjustments to portfolios, with authority to adjust real-time trading risk and P&L to maintain portfolio integrity and prevent avert trading losses.
Equity Derivatives Operations Analyst, 08/2012 to 06/2014 Rapid Global Business Solutions, Inc – Jacksonville, FL,
Monitor and perform profit and risk calculations of complex structured derivative products, utilizing Monte Carlo simulations and consultation with traders to ascertain proper risk is being reported and hedged on.
Create calculations and issue payments on structured products based on analysis of legal documents, instructing and ensuring proper execution by the relevant external teams.
Took ownership of several control processes, standardizing their procedures to enable successful transition of the tasks to offshore, global teams.
Directly trained and transitioned staff in Shanghai to adopt the new tasks.
Enrolled voluntarily into 80 hours of tested financial markets education courses via UBS University.
Analyst, to – , ,
Ensure that trade economics are fully and accurately represented in proprietary risk systems, and resolve any discrepancies with counterparties or clients via deal analysis.
Pitched and lead a global analyst team responsible for integrating new joiners to the firm via a completely new, modularized training regimen that has been adopted division-wide.
The same team then helped transition email communications amongst teams globally onto a newly developed, streamlined social media platform.
Education
B.A: Economics, Expected in Boston College - Chestnut, MA GPA: Economics
B.A: International Studies, Expected in May 2012 - , GPA: International Studies 3.5/4.0
LEADERSHIP
Boston College, Jenks Leadership Program (Merit Based: , Expected in Fall 2010 Università Luigi Bocconi, School of Business - Milan Chestnut, MA GPA: Competitive 18-month program sponsored by Winston Center on Leadership and Ethics focused on building leadership skills and business team oriented skills.
Program featured bi-weekly group meetings, interactive workshops, and seminars on leadership development from business leaders from Industrial, Financial, Non-Profit, and Academic institutions.
: , Expected in May 2012 Boston College, Sons of Saint Patrick - Boston, MA GPA: Society of students dedicated to the Jesuit tradition of multidisciplinary study of differing cultures and traditions, hosting weekly speakers in Theology, Philosophy, and the Arts and organizing food drives.
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School Attended
Boston College
Università Luigi Bocconi, School of Business
Boston College, Sons of Saint Patrick
Job Titles Held:
Associate
Equity Derivatives Operations Analyst
Analyst
Degrees
B.A
B.A
LEADERSHIP
Boston College, Jenks Leadership Program (Merit Based
