Oversaw institutional account management operations for equity securities and managed trading desk. Provided sales trading and relationship/account management coverage to institutional customers, including hedge funds, money managers, insurance firms, and high net worth individuals. Worked with Institutional Equities Group and managed more than $2M in inventories, producing up to $3M in annual revenues. o Revenue producer with consistent history of growing commissions, trading revenues and maintaining profitable relationships with customers. o Negotiated contracts and pricing for IT systems utilized throughout the firm. o Improved IT capabilities through selection and purchase of new order management systems, developed firm's electronic trading strategy, and trained employees on new systems. o Reduced costs by identifying and recommending new technologies for trading desk of firm's electronic trading strategy, and training of traders on new systems. o Reduced costs by identifying and recommending new technologies for trading desk. o Actively involved in all audits as FINRA point of contact and served as subject matter expert for compliance and regulatory trading issues. o Recognized as market maker in 25-30 stocks.
Provided sales trading and relationship/account management coverage to institutional customers, including hedge funds, money managers, insurance firms, and high net worth individuals. Co-manager for all OTC and listed trading, with annual revenues of $2.5M, for Institutional Group. Key member of team comprising research and sales personnel that focused on small/micro cap value companies in wide variety of industries. Worked closely with NYSE and Chicago-based floor brokers. o Co-managed $2M of firm's capital, with annual profits averaging $1M across multiple inventories. o Personally made markets in 40 OTC and small cap stocks. o Actively involved in all NASD and NYSE audits.
Provided sales trading and relationship/account management coverage to institutional customers, including hedge funds, money managers, insurance firms, and high net worth individuals Carried out OTC and listed trading for various buy-side clients. Managed numerous corporate buybacks. Worked closely with research and institutional sales on small and micro-cap companies. Developed profitable relationships with buy and sell-side customers. o Made markets in 30 to 40 stocks.
Manage $12M book of business for Financial Services division of world's leading source of intelligent information for businesses and professionals. Drive sales and revenue growth to Investment Banking, Private Equity, Broker/Dealer. Hedge Fund and Investment Management clients in North America. Handle the end-to-end sales process for all key products appropriate to the customer. Role also includes working in conjunction with F2F component to manage revenue, determine pricing, assist with strategic selection of products, offer value add services and negotiate contracts and release. o Successfully build, manage, and close sales pipeline with accurate forecasts for near and long term. o Negotiate extensively with C-level executives on contracts and pricing resulting in strong customer base. o Utilize strong knowledge in software and analytics, combined with an ability to build and maintain meaningful client relationships, to successfully blend product strategy and sales. o Consistently exceed campaign targets by remaining proactive and showing initiative. o Increase revenues by reducing cancellation rates and achieving retention goals. o Improve business through proactive customer support and problem solving. o Work seamlessly with internal groups to ensure accurate account set-up. This includes utilizing sales specialists, coordinating with technical engineers, and customer administration.
Bachelors
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