Proficient in all Microsoft Office applications, QuickBooks, Bloomberg, Reuters
CAMS Specialist May 2014 to Current
Build strong relationships with customers by providing dedicated client account management and operational support for our top strategic accounts Customer advocate by identifying gaps within our operational and product onboarding procedures, and providing departmental feedback in order to resolve internal inefficiencies Collaborate with our technical and networks team to advice client on network configuration, convey urgency for upgrades on client's PIP connectivity, assist with migration, provide demos on our Bloomberg Appliance Management System functionality and become point person for client outages and delivery of "RFO"s (Request for Outage) Liaison for escalated software and technical issues affecting our customer while working alongside our technical team (GTEC) to deliver a timely resolution Advise external and internal clients on our billing, contractual, and exchanges enhancements in addition to providing demos on our Market Data web portal Coordinated business planning for the CAMS department by creating a strategy, developing clear communication channels with stakeholders, liaising inter-departmentally and motivating members to develop creative solutions Managed over 900 discussions between sales and our clients over a six-month period in regards to the use of improper remote technology for the Americas, tracked metrics, and collaborated with RD to troubleshoot software issues resulting in a $700,000 increase in annual revenue Led the creation and implementation of a new policy checklist for the onboarding of our Internal Research product globally.
EMSX Tradedesk Representative ~Deputy Team Leader Advanced Specialist August 2010 to May 2014Bloomberg L.P
Provide electronic trade support for clients via helpdesk chats, telephone calls and request from internal employees in regards to equity, options, futures routing, staging/drop copy integration, and broker code configuration on the EMSX (Execution Management Platform).
Average number of client-only interactions is 23 per day.
Performed client demos to new users of EMSX, customized trade blotters, assisted clients with broker code enablements, and researched fix logs on trading specific issues with internal FIX support, and third party vendors Liasoned with R&D, Sales and Business in regards to operational updates, bug fixes, in addition to providing input to business as to design and feedback on new functionality Managed EMSX team as a "Deputy Team Leader" which included training new tradedesk representatives, providing demos on enhancements, planning weekly team meeting, assisteing with scheduling conflicts Coordinated meeting and projects with CAMS and R&D in order to provide enhancements to the Firm Merger Process (FMGR) checks process and implemented new procedure with the tradedesk and Sales Expert in teamwork skills and email/phone communication with London, Asian and NY tradedesk of WP's (World Problems), EMSX Tools and Tips, escalation, upcoming trends and enhancements Performed QC (Quality Control) tasks on colleagues to ensure that our customer service is timely, accurate, customized and effective.
Investment Specialist June 2009 to July 2010National Securities Corporation - New York, NY
Created and executed long-term and short-term strategies customized to meet client's financial goals in profit-driven, customer focused environment.
Expert in communication skills (both written and verbal) and various sales techniques.
Vice President/Analyst June 2007 to November 2008MS Global Finance - New York, NY
market debt transactions with international investors for a New York based investment bank.
Researched and analyzed project details and financial statements, performed cash flow and price analysis utilizing fixed income software.
Acted as a liaison and managed relationships between all related parties to a placement; international contractors, investment banks, sovereign entities.
Sales Assistant May 2006 to June 2007UBS Financial Services - New York, NY
Supported high net worth team of finance professionals managing domestic/international accounts for private/ institutional wealth clients.
Continuously reviewed industry regulations and procedural improvement to increase efficiency.
Trained new hires on products and systems.
Client Associate January 2005 to May 2006Merrill Lynch - New York, NY
Performed administrative tasks such as opening and maintaining client files, reviewing correspondences.
Established strong, ongoing relationships with institutional and private wealth clients.
Education and Training
B.S : Bethlehem Pennsylvania Finance International Relations, 2003Lehigh UniversityBethlehem Pennsylvania Finance International Relations
Project Management Certification
account management, administrative, billing, Bloomberg, business planning, cash flow, communication skills, client, clients, customer service, delivery, email, equity, finance, financial, financial statements, fixed income, futures, Team Leader, managing, Market, all Microsoft, Office applications, migration, network, networks, Research product, profit, Project Management, Quality Control, QuickBooks, Reuters, routing, Sales, scheduling, strategy, strategic, teamwork, telephone, phone, troubleshoot, upgrades, web portal, WP, written