Elliott Dix, CFA
Master Scuba Diver Trainer at Rainbow Reef Dive Center- Claim this Profile
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Topline Score
Bio
Lynn Tierney
Elliot was great to work with as a partner as well as a collaborator when starting up a business line. Elliot is smart, innovative, and quantitative and thinks outside the box. I would gladly work with Elliot anytime
Chris Slusher
I worked with Elliott for four years as part of First Union's Currency Risk Management team. During this period, Elliott initially served as a derivatives specialist within the Global Financial Strategies team and then subsequently as a senior marketer. In these roles, Elliott worked with the full spectrum of the bank's corporate clients from fast-growing mid-cap companies to some of the most-established Fortune 100 firms. Elliott helped these clients appreciate how currency and interest rate risk impacted their businesses and worked with them to develop customized strategies for managing these risks. Elliott distinguished himself as a "trusted advisor" to these clients through his consultative approach to helping them achieve their financial objectives, his market insight, and his experience in wide array of financial markets products and their accounting implications. Elliott is an effective communicator with excellent attention to detail. He also demonstrated an ability to leverage technology to serve his clients more effectively.
Lynn Tierney
Elliot was great to work with as a partner as well as a collaborator when starting up a business line. Elliot is smart, innovative, and quantitative and thinks outside the box. I would gladly work with Elliot anytime
Chris Slusher
I worked with Elliott for four years as part of First Union's Currency Risk Management team. During this period, Elliott initially served as a derivatives specialist within the Global Financial Strategies team and then subsequently as a senior marketer. In these roles, Elliott worked with the full spectrum of the bank's corporate clients from fast-growing mid-cap companies to some of the most-established Fortune 100 firms. Elliott helped these clients appreciate how currency and interest rate risk impacted their businesses and worked with them to develop customized strategies for managing these risks. Elliott distinguished himself as a "trusted advisor" to these clients through his consultative approach to helping them achieve their financial objectives, his market insight, and his experience in wide array of financial markets products and their accounting implications. Elliott is an effective communicator with excellent attention to detail. He also demonstrated an ability to leverage technology to serve his clients more effectively.
Lynn Tierney
Elliot was great to work with as a partner as well as a collaborator when starting up a business line. Elliot is smart, innovative, and quantitative and thinks outside the box. I would gladly work with Elliot anytime
Chris Slusher
I worked with Elliott for four years as part of First Union's Currency Risk Management team. During this period, Elliott initially served as a derivatives specialist within the Global Financial Strategies team and then subsequently as a senior marketer. In these roles, Elliott worked with the full spectrum of the bank's corporate clients from fast-growing mid-cap companies to some of the most-established Fortune 100 firms. Elliott helped these clients appreciate how currency and interest rate risk impacted their businesses and worked with them to develop customized strategies for managing these risks. Elliott distinguished himself as a "trusted advisor" to these clients through his consultative approach to helping them achieve their financial objectives, his market insight, and his experience in wide array of financial markets products and their accounting implications. Elliott is an effective communicator with excellent attention to detail. He also demonstrated an ability to leverage technology to serve his clients more effectively.
Lynn Tierney
Elliot was great to work with as a partner as well as a collaborator when starting up a business line. Elliot is smart, innovative, and quantitative and thinks outside the box. I would gladly work with Elliot anytime
Chris Slusher
I worked with Elliott for four years as part of First Union's Currency Risk Management team. During this period, Elliott initially served as a derivatives specialist within the Global Financial Strategies team and then subsequently as a senior marketer. In these roles, Elliott worked with the full spectrum of the bank's corporate clients from fast-growing mid-cap companies to some of the most-established Fortune 100 firms. Elliott helped these clients appreciate how currency and interest rate risk impacted their businesses and worked with them to develop customized strategies for managing these risks. Elliott distinguished himself as a "trusted advisor" to these clients through his consultative approach to helping them achieve their financial objectives, his market insight, and his experience in wide array of financial markets products and their accounting implications. Elliott is an effective communicator with excellent attention to detail. He also demonstrated an ability to leverage technology to serve his clients more effectively.
Credentials
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VIP Inspector
SDI TDI ERDIOct, 2021- Sep, 2024 -
Instructor-Dive Emergency Medical Responder(DEMR)
Emergency First ResponseAug, 2020- Sep, 2024 -
Instructor-Emergency Oxygen Provider
PADIAug, 2019- Sep, 2024 -
Instructor-First Aid/CPR/AED
Emergency First ResponseAug, 2019- Sep, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteOct, 2007- Sep, 2024 -
Small Powerboat & RIB Master
International Yacht TrainingSep, 2020- Sep, 2024 -
Wilderness EMT
SOLO Wilderness Medical SchoolJul, 2020- Sep, 2024 -
Emergency Medical Technician (EMT)
National Registry of Emergency Medical TechniciansJul, 2019- Sep, 2024 -
Advanced Emergency Medical Technician (AEMT)
National Registry of Emergency Medical TechniciansSep, 2020- Sep, 2024 -
Open Water Scuba Instructor
PADISep, 2019- Sep, 2024 -
Divemaster (DM)
PADIAug, 2019- Sep, 2024
Experience
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Rainbow Reef Dive Center
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United States
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Recreational Facilities
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1 - 100 Employee
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Master Scuba Diver Trainer
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Feb 2021 - Present
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Santander Bank, N.A.
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United States
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Banking
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700 & Above Employee
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Director
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Jul 2011 - Apr 2019
--Covered business banking to large market cap for their FX structuring/execution needs as part of a five-person team --Recommended and implemented cross-border acquisition hedging strategies with Latin America (LATAM) currencies as well as cross-border equity investment and recapitalization-related FX strategies in relation to holdings in LATAM countries such as Brazil and Chile --Participated at New Product Committee presentations regarding pairs, options, platforms, structures; Credit Committee; ISDA Policy meetings; and at Dodd-Frank and other regulatory discussions --Facilitated banker and product partner training sessions for large-to-medium corporate banking segments Show less
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Head of Capital Market Sales-North America
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Jul 2009 - Mar 2011
--Spearheaded a team comprised of seven staff in charge of mid-large cap customers for foreign exchange, commodity, and interest rate hedging solutions--Represented CMS NA at quarterly global CMS global management meetings in charge of refocusing the core competencies of global and NA CMS groups--Drove strategic discussion and analysis of CMS viability in NA with Deutsche Bank’s lack of regional footprint and concentration on Fortune 250 clients--Collaborated with regional heads of FX, IR derivatives and commodities to work on procedures between sales staff and DB product partners--Optimized staff training through expertise in credit analysis, docs and market analysis--Delivered technological solutions which involved multi-bank, single-bank trading platforms as well as high-volume, and low-value payment platforms Show less
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Director, Capital Market Sales
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Dec 2008 - Jul 2009
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Wachovia Bank
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United States
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Banking
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Director
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Dec 1997 - Jun 2008
o Represented FX on “over the wall” deal teams involving high profile transactions including both strategic and Private Equity driven M&A engagements o Utilized superior knowledge regarding the FAS 133/138 framework across a variety of interest rate and FX strategies to elevate closing of complex strategies o Coordination with credit, legal and compliance officers, as well as ISDA negotiators to formulate appropriate documentary and credit conditions under which to operate with clients across the credit spectrum o Represented FX group at weekly CIB meetings to outline group successes, market events and FX marketing themes for upcoming week to an audience of senior level bank executives Show less
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Signet Bank
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Latvia
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Banking
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1 - 100 Employee
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Vice President, Foreign Exchange Trader
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Oct 1995 - Dec 1997
Traded spot and forward books for this regional bank. Moved to First Union upon the purchase of Signet in 1997. First Union subsequently merged with Wachovia. Traded spot and forward books for this regional bank. Moved to First Union upon the purchase of Signet in 1997. First Union subsequently merged with Wachovia.
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Ruesch International
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Financial Services
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1 - 100 Employee
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Vice President
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Feb 1988 - Oct 1995
Performed a variety of roles for this privately held foreign exchange provider including: Trading Market Analysis Business Development Performed a variety of roles for this privately held foreign exchange provider including: Trading Market Analysis Business Development
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Education
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1983 - 1987
University of Mary Washington
BA, Economics & International Affairs
Community
