Matt Ramirez

Experience

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  University of California, San Diego

  Mar 2003 - Sept 2006

  Assistant Scene Technician Level 3

  • Oversaw and directed crews of up to 10 students in executing large scale professional concerts. • Well-versed in all aspects of sound production in a variety of venues and environments including staging, rigging, striking, power, input lists, stage management, microphone choice and placement, lighting, video, and monitor and FOH mixing • Responsible for orienting, training, and assessing the development of the entire crew.

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  UNX

  Nov 2006 - Dec 2009

  Equity Trader

  Managed trading desk duties including oversight of trading desk technology development. Actively managed order execution services, trading platforms, order management systems and telecommunications. Executed trades (purchase and sell) of equities and options using various electronic trading platforms on an agency basis. Analyzed real time technical market data, news and other data services to provide clients with proficient trade execution services of large block trades (100,000+ shares) with minimal market impact in both large cap and small cap names. Created, developed and deployed equity trading algorithms to automatically execute trades stealthily in the market place based on specific client parameters such as time, price sensitivity, market impact and profit taking measures utilizing penny probes, liquidity pools, dark pools, electronic communication networks (ECNs), floor brokers and volume participators.  Independently managed all of the desk’s clerical duties including trade allocation, settlement resolution, client discrepancies, ACT reporting and account management. Show less

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  Wedgewood Enterprise Corp

  Nov 2009 - Oct 2011

  Real Estate Portfolio Manager

  Managed a real estate portfolio for the greater San Diego County area. Oversaw the acquisition, appraisal and rehabilitation of residential properties and prepared them for sale.  Executed quadruple roles as buyer, appraiser, project manager and design consultant in a speculative real estate investment market. Ensured proper resource allocation with regard to rehab crews, materials, budget and design approach resulting in increased ‘product to market’ times and overall decreases for ‘time on market’ for Single Family Residences (SFRs), condos, townhomes and duplexes. Analyzed productivity and costs in order to ensure proper thresholds for returns on investments (ROIs) were maintained; 15% for occupied properties and 10% for vacant properties. Maintained shortest hold times from property acquisition to close of escrow company wide in our first year of operation. Analyzed market trends, developed business plans and executed property management services which resulted in a net profit of over $2.5million during the first year and a half of operation in the greater San Diego market. Oversaw all aspects of real estate management for over 100 residential properties. Show less

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  Noble Americas Energy Solutions, LLC

  Jan 2012 - Apr 2012

  Commodity Analyst

  Provide additional strength and focus to a driven team of Back Office Professionals working to provide first rate billing solutions as an energy service provider for commercial and industrial clients across multiple market regions. Maintain precise and orderly systems that reconcile contract pricing by analyzing billing system price plans, data from utility companies and client contracts. Create and customize over 50 “True-Up WACOE” reports a week that compare estimated fees and tariffs associated with electrical usage with actualized usage and actualized fees in order to finalize customer billing with a high degree of accuracy in a timely manner while simultaneously maintaining internal databases. Maximize the utilization of a wide variety of technologies including Microsoft Office Suite and proprietary data systems required to comprehensively understand and validate real time commodity pricing, trade volumes, contract prices, usage, and non-electrical component charges. Show less

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  LPL Financial

  Apr 2012 - now

  Managing the day to day operations of an industry leading retail equity trading desk focused on market structure, best execution and providing exceptional service experiences to over 17,000 independent financial advisors. Subject matter expertise across a wide and diverse set of business needs including but not limited to trading technology and rebalancing, compliance and regulatory matters, project management, defect resolution, order management risk mitigation and relationship management. Of course, leading a team licensed and tenured traders has honed team building, employee engagement as well as performance management skills in both office environments, and working from home. Show less Leads and directs a specialized team of Trading Consultants offering first-rate trade and technology support to advisors, banks and RIA firms in real time market conditions. - Succeeds in managing multiple responsibilities including the day to day operations of the desk across several worksite locations while simultaneously coordinating and overseeing numerous work streams as it relates to client relationship management, training and UAT testing activities. - Instrumental in delivering effective performance management tactics in combination with improvised resource allocation methods to ensure business continuity during chaotic market conditions or during technology failures. Assets would be leveraged and deployed to mitigate firm risk and compliance violations while minimizing impact to users and trades. - Envisioned, created, managed, optimized and documented testing strategies and plans, defect identification and resolution techniques, volume contingency plans, crisis management as well as daily processes and supervisory controls. Show less Recognized, tasked with and pioneered a support system designed to assist the users of a newly developed trading technology. Independently oversaw the hiring, training and staffing of a specialized desk consisting of subject matter experts fluent in technology, trading equity, option and mutual fund products while implementing our unique consultation services. - Built a support desk from the ground up designed to support LPL’s 14,000+ advisory and hybrid RIA advisors utilizing sophisticated trading and rebalancing software. Our unique service model offering provides tailored trading advice to advisors and firms when implementing complex trading strategies on numerous client accounts simultaneously.  - Spearheaded the implementation of a service approach aimed at supporting over 2000 calls a month with averaging handling times of over 17 minutes. Partnered with internal departments to create automated reporting capabilities, defect triage and management processes, trade reconciliation procedures as well as assisting in the adoption, training and onboarding of new users. - Trained and cultivated a customer service culture focused at reducing trading errors while increasing trading efficiencies. Our workflows often times resulted in hundreds of trades simultaneously placed across various asset types commonly exceeding $1,000,000’s in principal value within a single trading session. Show less Delivered additional strength and focus to a driven team of financial professionals working to deliver first rate equity trade desk services including order fulfillment, back office assistance and trade technology development. - Succeeded in managing dual responsibilities as an equity desk trader as well as a UAT tester on two trading technology product implementation projects. In a single phase for User Approved Testing, over 337 defects were logged accounting for 28% of all bugs identified - over double the average rate.  - Maximized the utilization of a wide variety of technologies in order to handle a large volume of broker and client calls in a fast-paced and dynamic environment. - Tackled interdepartmental communication to effectively resolve client trade discrepancies, initiate back office protocols as well as educating various departments and clients on trade technology functionality and utilization. Show less

  • Assistant Vice President, Technology Product Manager

    Jan 2022 - now

  • Assistant Vice President- Equity Trading

    Sept 2018 - Dec 2021

  • Assistant Vice President, Trading

    Feb 2016 - Sept 2018

  • Manager, Trading

    Sept 2013 - Feb 2016

  • Equity Trader, U.A.T. Trade Platform Tester

    Apr 2012 - Sept 2013