Vanessa Stoltzfus

Experience

• 

  LPL Financial

  Jun 2018 - Sept 2018

  Non Licensed Assistant

  • Oversaw the branch social media using Gainfully to post articles to LinkedIn & Facebook• Used Clientworks to process money movement within accounts and account transfers• Integrated google tools into daily office use to ease communication

• 

  BlackRock

  Sept 2019 - Mar 2020

  Short Duration Municipal Trade Desk Assistant

  • Executed multi-million dollar trades in excess of $50mm in managing cash flow investing• Interfaced with broker dealers across the street to manage cash flow investing• Worked with Credit Research and Portfolio Management to seek approval and participate in new issue deals• Ensured accuracy of risk reporting and security set-ups• Monitored fund compliance with respect to prospectus, 2a-7, IRS and other regulatory provisions• Participated in risk and strategy meetings for cash management team, municipal group, and larger fixed income platform Show less

• 

  BlackRock

  Sept 2020 - Apr 2021

  Cash Management Trade Assistant

  • Leveraged Aladdin technologies with VBA and python to enhance and streamline daily operations• Recorded meeting minutes for institutional strategy group and credit committee meetings• Participated in risk and strategy meetings for cash management team, municipal group, and larger fixed income platform• Monitored liquidity and fund flows to mitigate risk and ensure fund compliance• Prepared timely and accurate ad-hoc exposure and performance reports for management

• 

  BlackRock

  Aug 2021 - now

  • Product Strategy Associate

    Jan 2024 - now

  • Cash Management Product Strategy Analyst

    Aug 2021 - Jan 2024