Consultant Resume Example Microstrategy - Basking Ridge, New Jersey

CONSULTANT

Professional Experience

Consultant
October 2011 to CurrentMicrostrategy － Atlanta , GA

Investor Relations & Operations Enlisted by CEO to oversee trading, business development, operations and risk management across the capital structure.
Leveraged global equity broker relationships to achieve better execution and market access.
Collaborate directly with CIO to develop effective transactional cost analysis models for monitoring performance results.
Ensured capital availability to adequately meet & finance daily market volatility.
Monitor risk of international economic, political & financial system situations that could adversely affect operating environment, credit ratings and returns, as well as the firm's VaR.
Developed currency hedging strategy to coincide with levels of VaR.

October 2010 to August 2011Bickford Senior Living － Saginaw , MI

Global Portfolio/Electronic Trading and ETF Sales & Arbitrage - Director, Sales Trader Recruited to build-out comprehensive global order management and execution management systems to develop global business.
Developed and led global operations staff to handle all international equity transactions.
Integrated ETF & Portfolio businesses, building necessary synergies to capture elusive international revenues through currency, underlying components and futures from top-tier global players.
Implemented systems & procedures necessary to build an ETF creation/redemption business, as well as advanced TCA/Performance Analysis.

Vice President, Sales Trader
October 2009 to September 2010Bickford Senior Living － Saint Charles , IL

Recruited to elevate the Global Portfolio trading business to competing with top tier competitors, as well as help build an ETF creation/redemption business.
Leveraged strong client relationships & capitalized on extensive derivatives product to further penetrate existing firm relationships and significantly increase market share in Global ETF & Program space.
Streamlined operational procedures to significantly improve client service and minimize failed trades.

May 2000 to September 2009G4s － Orlando , FL

Vice President, Sales Trader
June 2003 to September 2009

Assisted in building the ETF creation/redemption business, generating $15-20 Million annually.
Maintain Primary coverage for 20+ US based accounts, trading international markets - developed, emerging & frontier - while also providing secondary coverage to most accounts on the desk.
Actively traded Americas markets for domestic & international clients, while liaising with regional offices.
Managed risk through reconciling stock and currency exposure and determining proper hedging strategies.

Global Operations Specialist
May 2000 to June 2003

Led trade support teams for various Equity trading desks, including Cash, Convertible Bonds, Index Arbitrage & Foreign Exchange, verifying trades & monitoring failed trades & short shares etc.
Reconciled daily stock and currency positions, as well as P&L, for various global trading books.
Resolved all client inquiries, problems and requests as a liaison between sales, trading and operations.

June 1998 to May 2000Bickford Senior Living － Shelby , MI

Investment Management Services.
Recruited from college to participate in the Business Associate Training program.
Spearheaded project for the automation of client billing for all investment Management clients.

Education

B.A : Psychology & Business, 1998DREW UNIVERSITY － City, State

Additional Information

LICENSES: FINRA Series 7, 63, 55 & 3 (Subject to renewal) ACTIVITIES: Lacrosse (voted captain by college teammates), Golf, Cycling, Downhill Skiing & Running

Resume Overview

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