Experience

Loring, Wolcott & Coolidge Trust, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Head Equity and Fixed Income Trader

  • Jan 2000 - Present

  - Execute trade programs from portfolio managers electronically over the FIX network via Charles River. - 90% of the trading volume is in equities. The remaining 10% is in fixed income. These include US Treasuries, agency bonds, municipal and corporate bonds. The treasuries are traded through the Bloomberg Bond Trader application. - 25% of the equity trading is international. Currently have direct market exposure to Australia, Denmark, Hong Kong, London, Netherlands and Singapore. - Manage the commission allocation with the seven brokers we trade through. - Manage the soft dollar budget. Two brokers are used to pay for soft dollar items. Current budget is over $500K. - Develop new broker relationships in areas that require coverage.

• Investment Operations Specialist

  • Sep 1990 - Dec 1999

  - Responsible for cash management; involving daily money market sweeps for trades and income. - Researched and posted corporate actions. - Reconciled DDAs used for trade and income sweeps on a daily basis. - Process the daily trade affirmation process via Omgeo.



Shawmut Bank

• Account Rep

  • 1987 - 1990