Sales Manager

• Apr 2022 - Present

Associate Director

• Dec 2018 - Apr 2022

– Spearheaded sales, trade execution, and client relationship management – Cultivated relationships with institutional clients – Performed strategic assessments and market condition analyses to promote and sell new products for clientele – Oversaw private client division trading book, focusing on corporate accounts and high net worth individuals – Developed customer engagement strategies to secure contracts and win new business with clients – Collaborated with cross functional leads to ensure ongoing business development and revenue growth Show less

Associate

• Jun 2015 - Dec 2018

– Established commercial paper desk as new business branch and implemented appropriate strategies to ensure rapid growth and expansion¬¬–– assisted senior traders to ensure streamlined operations – Supported senior sales teams with various types of accounts (municipalities, corporate cash, insurance, money market funds, separate accounts) ––enabling optimum maintenance to account KYC documentation – Produced weekly analytic reports for management and oversaw client correspondence to ensure accuracy – Recognized by management for consistent progress as a top producer, resulting in promotion within 1 year Show less

Intern - DCM Primary Dealer

• Jun 2014 - Aug 2014

Intern

• Jun 2013 - Aug 2013