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TRADER
Summary

Sales and Trading professional with 7 years experience marketing financial products to Fortune 500 clients

Highlights
  • Foreign Exchange & Money Market Sales
  • Electronic Trading
  • Account Management
  • Revenue Generation
Accomplishments
  • Grew investments to $3 billion AUM from greenfield accounts
  • Lead EFX sales trading generating $1million in revenue
  • Molson Coors acquisition of StarBevLP (April 2012) - EUR 2.65b
  • AT&T divestiture of Telmex (August 2011) - $1.4b
Experience
Trader 10/2014 to Current Maverick FX New York, NY
  • Proprietary foreign exchange trader using fundamental and technical strategies
  • Strategize in weekly meetings for upcoming economic events and macro outlooks
  • Achieve profits using optimal risk/reward setups correlated with equity, bond, and commodity prices.
Global Markets Division - Foreign Exchange Sales 05/2011 to 12/2013 MUFG New York, NY
  • Sell and market foreign exchange products to a diverse range of U.S. and Canadian multinational corporate clients identifying and structuring strategies to mitigate their currency risk exposure
  • Consult clients on market conditions and product capabilities including spot FX, forwards (deliverable/non-deliverable), vanilla and exotic options to meet sales/revenue targets
  • Create marketing materials/models presenting ideas for client meetings liaising with RM's, Credit Analysts, and other product groups to ensure cross sell activities and promote business growth
  • Ensure client on-boarding and relationship management over several electronic platforms and coordinate with EFX team regarding the activity and goals to increase wallet share
Portfolio Management Group 11/2007 to 04/2011 MUFG New York, NY
  • Market and sell Eurodollar time deposits and issue certificates of deposit to financial institutions and U.S. corporate clients
  • Consistently increased balances on Y/Y basis through warm call initiatives and client visits
  • Covered over 30 client accounts over $3billion AUM
  • Appointed and successfully rolled out Salesforce systems to global markets division in order to increase cross selling initiatives and increase lead generation
Derivative Operations 10/2006 to 10/2007 KBC Financial Products New York, NY
  • Coordinated trade settlement of equities, fixed income, futures and options and enhanced clearing procedures
  • Conducted collateral and margin analysis reports for senior management for all prime brokerage accounts
  • Proven ability to multi-task, communicate effectively and work under strict deadlines
Education
MBA: International Business Present Seton Hall University South Orange, NJ

Part-time study
Bachelor of Science: Business Aug 2006 Miami University Oxford, OH
Skills

Bloomberg, Reuters Dealing, Microsoft Office Suite, Wall Street Systems, Fenics, Option Analyzer, FxAll Treasury Center, 360T, CRM, Half Marathoner, USA Hockey Member

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Resume Overview

Companies Worked For:

  • Maverick FX
  • MUFG
  • KBC Financial Products

School Attended

  • Seton Hall University
  • Miami University

Job Titles Held:

  • Trader
  • Global Markets Division - Foreign Exchange Sales
  • Portfolio Management Group
  • Derivative Operations

Degrees

  • MBA : International Business Present
    Bachelor of Science : Business Aug 2006

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