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Title: |
trader
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Location: |
US-Illinois-Chicago
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Work History: |
NewEdge Group LLC, Chicago, Illinois August, 4, 2008 - Present
Client Services Representative
The primary focus of this position is day-to-day resolution of trade issues, customer account balancing and personalized account service to global institutional customers trading in Options, Futures, Equities and Securities. Work with clients, Account Executives and management to resolve customer trade problems. Do Periodic client visits and RTA demonstrations. Also participate in committees and work groups related to special projects. Responsible for reviewing and approving various reports and entries, knowing and understanding the effects of these reports and entries on the client, Account Executive and the firm. Responsible for daily balancing of assigned customer’s accounts in options, futures, securities and stocks and all actions, reporting and verification that results in complete customer satisfaction. Monitor accounts and advise global customers, Account Executives and Traders daily of last trading day, first notice, option expiration, delivery date, etc. Interface with clearing and delivery department. Thus, responsible for reporting deliverable positions to management. Perform ongoing account analysis and monitor accounts for special conditions. Ensure all adjustments over a certain limit are submitted to Treasury. Input data in GMI treasury system including wire transfer, seg, nonseg, and meet the scheduled deadlines Advise management of unusual circumstances with any account. Maintain all account information in client files in GMI and update the procedure manual as requirements, client requests, or client changes occur.
NewEdge Group LLC, Chicago, Illinois November, 5, 2007 – August,3, 2008
Foreign Market Clerk
Serve as the primary contact for Foreign Fimat branches, Carrying Broker, Traders and Client Service Department. Resolve trade discrepancies, commission adjustments, and input customer debit / credit from foreign balancing. Assist with allocating breakdowns for specific foreign exchanges and monitor the flow of trades make sure that new accounts are open in Fimaclear. Running and reporting PCS to CME and CBOT. Monitor top day foreign trade processing and assist with EFP entry. Enter delivery entries and watch positions for all foreign exchanges and handle Offsets. Assist with Security Options and Swaps, billing, and data entry / middle office for foreign markets.
Northern Trust, Chicago, Illinois May, 28, 2007- September, 21, 2007
Contract
Derivatives Analyst
Serves as the primary contact for investment management firms on domestic and/or
international derivatives communication and processing issues. Responsible for initiation
and settlement of derivative (options and futures) trade transactions, including buy, sell, pledge, release, and charge processing via the DTC, CME and OCC. Responsible for the resolution of trade fails and exceptions and identifies process improvements.
Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects. Communicates information to appropriate parties. Analyzes statistics to determine information servicing trends, technology alternatives, settlement efficiencies and trade volume. Reports finding to management.
Trade Link LLC, Chicago, Illinois June, 9, 2006 – April, 27, 2007
Futures Screen Trader
Used CQG tools to implement first-class trade opportunities as well as trying to figure out where the markets were going. Executed and managed trades in the energy futures market on Trading Technologies. Managed my trading account and the trade confirmation process. Resolve all discrepancies identified. Record and journal all daily and monthly trades on excel. Helped to build systems and develop strategies that trade for the house’s account. Simulated the agricultural, equities, currency futures markets
International Profit Associates, Buffalo Grove, Illinois
In-Side Sales & Marketing Specialist (Summer Internship, May-August, 01-04)
Scheduled appointments for outside sales representatives. If they did complete a sale for business valuation then I followed up with the scheduled company then pitch them for the same services for a lower cost. The Marketing Specialist is the initial contact with a prospective client. The Marketing Specialist telephones CEOs, Presidents, and owners of companies; and, through a brief presentation, shares with them the benefits of the services we provide. The Marketing Specialist then seeks to schedule an appointment with one of our outside Sales Representative
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Skills: |
Skills/Training:
Licenses: Illinois real-estate salesperson Since 01-05-07
CFA Level I Student
Microsoft Office, Adobe PageMaker, CQG, Trading Technologies, GMI, and Bloomberg. CME Terminal, Davidsohn, Harris Multilink Opics, RTA, Lotus Notes, FundMaster, IMS
Languages:
English, Polish, and Serbian. (Fluent)
Four semesters of Spanish/ up to Intermediate Spanish II
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Education: |
Education:
The University of Iowa, Iowa City, IA
August, 2005
B.A. Business
Major: Economics
University of Iowa
August, 2005
Minor: Certificate in Entrepreneurship
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