Driven Brokerage Services Representative bringing expertise in listed equity and index options as well as extensive experience in retail and professional trading practices. Strong ability to work within teams and multi-task projects under strict deadlines.
Structured Data/Taxonomy Specialist June 2012 to February 2013Zenya
Craft and extend controlled vocabulary used by keyword generation and discovery systems.
Refine categorical hierarchies and taxonomy structure in collaboration with other taxonomists.
Investigate new data sources to develop new categories in response to client requests and company needs in a wide range of subject areas, specializing in finance & financial services.
Perform supervisory editing of newer taxonomists' work & write posts for the Zenya blog.
August 2011 to March 2012SPX Options Pit Brokerage
Supervised continued educational training for new employees, resulting in their increased knowledge and understanding of option strategies, derivative hedging, and compliance.
Appointed to intra-day communication and verbal recapping duties with head traders of Morgan Stanley, Credit Suisse, and Deutsche Bank to successfully answer questions, resolve requests, and provide trade confirmation detail.
Developed and established the group IM platform for client correspondence and live information, which over 100 clients currently utilize as their main method of communication.
Created and developed the group's Excel model for pricing cash spreads quickly and accurately, resulting in increased order flow and volume through the use of both listed and non-listed option pricing capabilities.
Appointed to head pit clerk responsible for pricing, electronically entering, and reporting trades for the group's chief partner and senior broker.
Addressed and resolved non-routine, complex and unexpected.
December 2009 to August 2011Spot On Brokerage- MEB Options, LLC SPX Options
Assisted senior brokers in recording client quotations detailing options strategy, bid/ask, account information, and delta hedging.
Systematized client orders accurately and efficiently through the CBOE electronic order entry system.
Accurately priced client orders in compliance with the CBOE COATS System reporting guidelines.
Reviewed client's executed order details, insuring the timely deliverance of trad confirmations both verbally and electronically.
Assisted the firm's clearing specialists in resolving out-trades and discrepancies with other firms and proprietary groups.
Achieved Series 7 licensing, furthering my industry knowledge and adding value to our group as a FINRA representative and compliance focused team member.
October 2008 to December 2009MF Global
SPX Option Trade Confirmation and Reporting, CBOE Responsible for matching all electronic trade confirmations with written pit documentation, resolving discrepancies in strategy, price, and contra broker detail.
Supervised all intra-day email correspondences, effectively documenting recapped trades, answering client questions and inquiries.
Reviewed and updated client information daily, ensuring the most up to date records of client detail for management.
Formatted templates for informational intra-day option strategy emails, streamlining the delivery of sensitive levels of interest to clients.
Entered all matched trades into our BETA clearing module, providing the group with the most accurate monthly client billing information and confirmation of all trades when cleared.
NKO Execution April 2008 to October 2008
Assistant Desk Manager December 2003 to April 2008Archer Daniels Midland
Independent Risk Management & Arbitrage, CBOT Responsible for continuous updates of client P&L, positions, and margins using SPAN profiling.
Developed and streamlined Excel models linking current client positions to the real time trading platforms of CQG, TradeStation, and OptionVue.
Performed detailed technical analysis studies for clients in conjunction with their strategies for future areas of position interest.
Responsible for all client communication and trade execution as the head phone clerk and arbitrage clerk on the desk.
Head Phone & Arbitrage Clerk June 2002 to December 2003C&B Trading, Rosenthal Collins Group
Futures & Options, CME Completed successful order recording and execution for clients through phone communication and arbitrage in commodity, equity, foreign currency, and index futures and options pits.
Communicated with clients, employees, and managers to answer questions and explain information regarding client order detail and trading styles.
Achieved certification in arbitrage, establishing the credibility needed to properly enter orders for our diverse client base.
Completed introductory classes in futures and options through the CME.
Economics (Business) Undergraduate Chicago, IL Awarded Membership in The National Society of Collegiate Scholars : Secondary Education/ English, 2015DePaul University － Chicago, IL
2002Loyola Academy Jesuit College Preparatory School － Wilmette, IL, USA
* Series 7 Certified- General Securities Representative
Financial Industry Regulatory Authority (FINRA)
Women In Listed Derivatives (WILD)
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Companies Worked For:
SPX Options Pit Brokerage
Spot On Brokerage- MEB Options, LLC SPX Options
Archer Daniels Midland
C&B Trading, Rosenthal Collins Group
Loyola Academy Jesuit College Preparatory School
Job Titles Held:
Structured Data/Taxonomy Specialist
Assistant Desk Manager
Head Phone & Arbitrage Clerk
Economics (Business) Undergraduate Chicago, IL Awarded Membership in The National Society of Collegiate Scholars : Secondary Education/ English , 2015 2002
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