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Consultant Resume Example

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CONSULTANT
Professional Experience
Consultant
October 2011 to CurrentCompany Name － City, State
  • 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 2011Company Name － City, State
  • 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 2010Company Name － City, State
  • 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 2009Company Name － City, State
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 2000Company Name － City, State
  • 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
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Resume Overview

School Attended

  • DREW UNIVERSITY

Job Titles Held:

  • Consultant
  • Vice President, Sales Trader
  • Global Operations Specialist

Degrees

  • B.A : Psychology & Business , 1998

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