Vito Gerardi

Experience

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  Aramark

  Mar 2012 - Sept 2014

  Attendant

  - Excelled in delivering high level of service to clients in a highly demanding environment. - Led the prioritization and coordination of deliveries between catering staff and event attendees. - Expertly managed vendor relationships in order to achieve established objectives of the firm. - Maintained a personable and courteous approach toward clients and peers during stressful situations.

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  Seaport Global Securities

  Jul 2012 - Jul 2012

  Intern

  - Attained expertise in dealing with applications of financial ratios, time value of money, and statistical analysis of risk. - Demonstrated efficiency in dealing with bond flotation, mergers and takeovers. - Gained knowledge in financial planning, working capital management, and capital budgeting. - Displayed strong capability in coordinating with different bond traders and bond researchers.

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  Seaport Global Securities

  Aug 2014 - Jul 2015

  New Accounts/Operations

  - Coordinated with clients and colleagues to obtain necessary KYC/AML documentation for account onboarding. - Reached out to Transfer Agents to obtain necessary paperwork for fungible securities. - Liaised with Prime Broker for issues between Corporate Actions and the firm. - Gained experience with Account Reconciliation by adjusting and maintaining the company’s journals. - Identified and reconciled trade breaks between the company and its’ custodian, Merrill Lynch. - Identified and verified all of the incoming and outgoing wires as well as all non-trade activity for the firm. - Maintained and updated company’s failed trades report. Show less

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  ICAP

  Aug 2015 - Jan 2017

  Operations Control Associate

  - Played an active role in daily/monthly reconciliation processes. - Played an active role in daily/monthly departmental cash and positions for multiple clearing locations. - Resolved problems associated with settlement and/or reconciliation including trade problems, reorgs, claims, DK’s and Fails. - Worked closely with external and internal auditors to provide necessary documentation for their requests. - Performed quarterly Stock Loan / Borrow confirmation process; exhibiting pro-active follow up and documentation. - Partnered with different groups in the firm to evaluate, test and recommend solutions of new processes. Show less

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  Cantor Fitzgerald

  Feb 2017 - Nov 2017

  Operations Associate

  - Reconciled cash and positions at various banks and clearing locations across multiple internal firms.- Researched, identified and tracked all discrepancies until resolution.- Developed and implemented the use of automated reconciliations phasing out multiple manual processes.- Worked with multiple internal groups to compile various metrics for the firm’s risk packet.- Preformed quarterly 17a13 fail, repo and stock loan confirmations. - Gained experience working with the Sungard Phase 3 Back Office System Show less

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  Goldman Sachs

  Nov 2017 - Mar 2021

   Proactively focusing on strategic & continuous improvement of STP rates to support institutional client trading volumes for our hightouch and low touch execution desks Responsible for daily trade allocation and management of cash equity products throughout global markets and assisting with client onboarding, pre-matching, settlements Perform due diligence by properly escalating and managing client, market, and desk P/L risk throughout the entire trade life cycle Effectively communicating and problem solving for high profile clients to manage expectations Promoting team culture and development by training and mentoring interns and new joiners. Show less  Worked closely with clients and PB Middle Office to resolve domestic, international, and FX trade breaks. (~800 breaks daily in 2018 with 0 incidents) Monitored, analyzed and processed transactions via numerous proprietary and vendor systems.(Daily 2018 domestic volume ~6.5mm)  Liaised with clients and middle office and technology to onboard new client flow with exchanges/brokers. Helped create a metrics dashboard for senior management to provide further insight into possible risk items/firm exposure. Show less

  • Associate - Equites Execution Services

    Nov 2019 - Mar 2021

  • Associate - Exchange and Clearing Ops

    Jan 2019 - Nov 2019

  • Senior Operations Analyst - Exchange and Clearing Operations

    Nov 2017 - Dec 2018
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  TP ICAP

  Mar 2021 - Mar 2023

  Operations Control Manager
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  Clearpool Group

  Apr 2023 - now

  Associate Director