(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Highly motivated and experienced financial professional who consistently exceeds company objective to secure client satisfaction, loyalty and results. Driven and self-motivated with stellar sales ability and problem solving skills.
  • Capital market trends
  • Industrial coverage knowledge
  • Corporate finance
  • Risk management expertise
  • International finance expertise
  • Financial modeling
  • Skilled in MS Office
  • Skilled in Bloomberg
  • Strategic account development
  • Detail-oriented
  • Analytical
  • Goal-oriented
  • Reliable
  • Excellent communication skills
  • Excellent time management skills
  • Complex problem solving
  • Self-motivated professional

University of Richmond Richmond, VA Expected in May, 2001 BS : Business Administration Finance - GPA : Business Administration Finance
University College Dublin Dublin, Expected in June 2000 : Semseter Abroad - GPA :
  • Increased overall sales by 500% over a three year period.
  • Established 15-20 new accounts a year through successful client development.
  • Created strategies to develop and expand existing customer sales, which resulted in a 200% increase in monthly sales for existing customers
  • Collaborated with prospective clients to prepare efficient product marketing strategies and drive business development.
Northern Technologies, Inc. - Director - Foreign Exchange Sales
Grand Forks, ND, 01/2014 - 02/2017
  • Managed Corporate FX Risk Management portfolio for Wells Fargo's Western Region clients.
  • Western region Portfolio quadrupled in size in under my tutelage and the banks overall FX volumes more than doubled with the new business I procured.
  • Assisted companies with hedging solutions for balance sheet, cash flow, and net investment exposures.
  • As well as with strategic hedges for cross-border M&A transactions, foreign debt issuances, tax reparations, and inter-company loans.
  • Developed extremely strong client relationships, consistently being referred to as the "go-to" FX contact to assist companies with their FX risk management needs.
  • Deep and robust knowledge of FX markets, products, and accounting (ASC 815/830) for US Corporate clients.
  • Including FX forwards, options, cross-currency swaps, in both the developed and emerging markets.
  • Worked closely with relationship managers, international treasury management, and interest rate risk management partners to provide full scale solutions to meet all of a clients needs.
Seven Hills Foundation - Director -Foreign Exchange Sales
South Grafton, MA, 05/2010 - 01/2014
  • Transferred to Barclays New York office in June 2013 maintaining coverage of all core FX relationships.
  • Head of Barclays Western Region Corporate FX - built a portfolio of over 75 large cap and large mid-cap corporate accounts, May 2010 through May 2013.
  • Help corporate clients manage their FX exposures by developing and implementing innovative and executing customized hedging solutions to meet their specific risk management needs.
  • Actively seek out and successfully cross sell other products of the bank to my client base; including interest rates, commodities, equity and debt capital markets, share repurchases, corporate banking, and investments.
  • Aligned closely with investment bankers to provide a 'top to bottom' relationship with clients, including introductions leading strategic dialogue and live deal flow via FX relationship to 16 new clients not previously covered by Barclays through my FX based relationships.
  • Focus on unique content, first to market information, and insightful analysis to derive additional business from clients in a highly competitive market environment.
Gavilon - Vice President
South Sioux City, NE, 02/2006 - 04/2010
  • Transferred to the Deutsche Bank San Francisco office in January 2009 to expand West Coast operations and established a portfolio of over 30 West Coast-based accounts in 15 months.
  • Cross-marketed FX, interest rate and commodity derivative products including swaps, options, futures and structured transactions to help my clients hedge their exposures to the various markets.
  • Specialize in coverage of corporate clients helping them to identify exposures, define a strategy, and implement a tailored hedging programs to minimize their volatility and exposure to the market.
  • Work regularly with structured trading desk to design and execute new transactions to meet specific client needs.
  • Highly proficient with option pricing models for all three derivative product sets.
  • Developed a portfolio of over 50 clients in my 2.5 years in New York before moving to San Francisco.
Oasis Systems, Inc. - Assistant Vice President
San Antonio, TX, 11/2003 - 08/2005
  • Marketed interest rate and cross currency derivative products to a variety of corporate clients.
  • Executed trades ranging from plain vanilla to complex lease structures and mortgage hedges.
  • Performed sensitivity and regression analysis to determine the banks credit risk exposure to clients.
  • Priced trades for clients using proprietary Excel model.
  • Traveled on a monthly basis to speak to customers regarding trade proposals, market timing and strategy.
Morgan Stanley - Trade Assistant
City, STATE, 07/2001 - 11/2003
  • Credit Derivatives.
  • Enriched trades: Unwound/assigned positions, added underlying bond information and calculated fees.
  • Marked and hedged all underlying bond positions to minimize risk exposure.
  • Input and modeled asset backed and interest rate swaps.
  • Stripped options out and repackaged convertible bonds into individual pieces for sale.
Senate Banking Committee - Intern
City, , 05/2000 - 07/2000
  • Assisted in the research and implementation of Banking Committee initiatives in the transit sector.
  • Researched and reported on SEC hearings regarding FEMA agency management and funding.
  • Worked with top Economic and Financial advisors for the US Senate.
World Travel - Traveled extensively for 6 months though 14 countries meeting with people from all cultures, backgrounds, through out SE Asia, South America, and Australia and New Zealand. Aug - Dec 2005
accounting, balance sheet management, corporate banking, bonds, capital markets, cash flow, commodities, competitive pricing, credit risk, client service, client relationships, derivative products, financial modeling, risk management, strategic solutions, customer loyalty
Additional Information

References available upon request

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended

  • University of Richmond
  • University College Dublin

Job Titles Held:

  • Director - Foreign Exchange Sales
  • Director -Foreign Exchange Sales
  • Vice President
  • Assistant Vice President
  • Trade Assistant
  • Intern


  • BS

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: