VP, Senior Trading Specialist

• Mar 2021 - Present

Senior Institutional Trader

• Dec 2013 - Mar 2021

Working in team environment executing equity block trades and fixed income trades for advisory platform with $1.2 trillion AUM. • Execute block trades, often exceeding $1 billion, of ETF’s and single stocks using a wide array of tools including algorithms, risk orders, and ETF creation/redemption. • Execute 200+ fixed income trades daily generated by the platform and individually submitted by managers. Seek out bid and offer levels and make decision whether execution is within acceptable parameters. • Working with money managers and advisors to make sure all orders are executed at optimal levels considering market conditions. • Trained and mentored junior traders. • Assumed leadership role when head trader was off the desk. Show less

Trader

• Feb 2006 - Dec 2013

Worked on a trade desk taking orders over the phone from active traders that primarily traded options. Managed auto trading programs calculating requirements for orders sent in by program managers and subsequently executed these orders. Assisted less knowledgeable traders in placing orders online. • Managed all auto trading signals for 50+ programs. Determined requirements for specific trades and ran calculations establishing size of orders. Executed orders that would range from simple equity transactions to multi leg option orders exceeding 10,000 contracts. • Took phone calls from clients placing trades that were too complicated to be placed online or orders/clients that needed additional assistance. • Manned “Priority” line which was exclusively for ultra-high net worth clients. Show less