Experience

• 

  New rochelle ymca

  Jan 2014 - Dec 2014

  Administrative assistant
• 

  Ridgewood savings bank

  Dec 2014 - Mar 2015

  Bank teller
• 

  Webster bank

  Apr 2015 - Aug 2015

  Universal banker
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  Seaport global holdings llc

  Aug 2015 - Jan 2024

  -FINRA Series 7 & 63 licensed with experience in high yield & distressed credit, post re-org equities, private equities, bank debt, trade claims, and some emerging markets/high grade crossover exposure.-Garnered both new relationships and provided secondary coverage for two top producers at the firm, with a concentration on Distressed and High Yield credit. -Focusing on both institutional accounts (real money & hedge funds) and high net-worth individuals, utilizing internal and external data to help identify client opportunities and build new lines of business within the existing customer base.-Partnered with, and learned from, a veteran sales & trading team with an average 20+ year experience in the field, operating in a dynamic, fast paced environment. Show less -Monitor trade flow & risk, performed daily reconciliation of positions, P&L, booked trades via Bloomberg and ETPs.-Facilitated the implementation of MarketAxess, Tradeweb, Trumid, along with continued maintenance and mapping including Bloomberg ALLQ & TOMS CPTY. -Upkeep internal CRM system and Bloomberg SPDL for distressed and high yield salesforce both in the US and UK to distribute RUNZ & research.-Liaised with multiple back office groups to resolve trade discrepancies, ensure accurate reporting and protocols were followed, and timely settlement of esoteric transactions.-Assisted in the testing of newly developed internal systems & trained salesforce on utilization of new software.-Backed up phone lines for 6 traders, 12 salespeople, & 12 client directs.-Trained multiple trading desk assistants for distressed and other products including high yield & high grade. Show less -Managed daily trade through the entire lifecycle for the investment grade department for corporate bonds and treasuries between both Broker to Broker and client-facing counterparties. -Settled trades in DTC/FED/Euroclear/Cedel/Clearstream/RTTM/Ex-Clearing-Communicated with front office and clients’ back office to allocate trades and or reconcile trade discrepancies-Trained multiple new operations personnel including two managers and oversaw KYC refresh project for all existing counterparties 1.5k+ Show less

  • Salesperson

    Jan 2023 - Jan 2024

  • Trading Assistant

    Oct 2018 - Dec 2022

  • Operations Associate

    Oct 2017 - Oct 2018

  • Junior Operations Associate

    Oct 2016 - Oct 2017

  • New Accounts Assistant

    Aug 2015 - Oct 2016