Owner/Primary Tutor Resume

SUMMARY:

After taking time to raise my family I am looking to get back into the world of finance.
I am an established market data and Sales & Trading professional with 10 years of client service experience supporting clients from a sell side trading and vendor perspective.
Expertise associated with client training, client configuration and relationship management across a diverse user and account base in the financial services industry.
Client centric and solutions oriented sales training professional that has leveraged technical skills to drive revenue growth and overall account base satisfaction.
Successfully work in team oriented environment with clear goals and objectives associated client advancement.

COMPUTER SKILLS:

Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, Access, Outlook, Visio, Adobe Connect, SQL, Confidential Market Data Products

EXPERIENCE:

Confidential

Owner/Primary Tutor

Responsibilities:

Primary instructor for children ranging in ages from elementary school through college
Supplemented school instruction with private one on one tutoring

Confidential, New York, New York

Client Training Executive

Responsibilities:

Responsible for desktop retention and assisting sales with revenue growth at the client site through targeted sales / training campaigns
Documented client feedback and requirements to senior management and product development team to further penetrate product with - in account and properly service user base
Created unique client experience through customized user workspace for onsite training of Confidential across various market data systems i.e Reuters Station, Reuters Knowledge, Reuters 3000 Xtra
Assisted other major account teams with special projects that leveraged technical skills and product expertise to meet client objectives
Provide internal training on product functionality for new training executives and non-equity product specialists
Utilized CRM system for all client details and data elements to better enhance senior management view of account and opportunities
Assisted senior management with analyzing client specific information and creating targeted sales campaigns based upon usage patterns and CRM data
Recognized as top 10 trainer and client specialist for core suite of Equity product offering

Confidential, New York, New York

Associate Business Analyst

Responsibilities:

Responsible for Equity sales reporting for the institutional equity trading area
Delivered weekly, monthly and quarterly deliverables to assist senior management with account assignments and commission goals
Created new monthly sales package for evaluation of client profitability
Primary contact for 3 rd party institutional performance service (McLagan)
Trained end user clients on revenue reporting and expense management tracking system
Ad hoc financial reporting as requested by senior management

Confidential, New York

Associate - Global Equities Business Management

Responsibilities:

Responsible for daily, weekly, monthly trader/client production metrics
Manage and support of equity reporting database
Created cost management controls for 3 rd party vendors for all Global Equities
Developed cost management system for travel and entertainment expenses
Primary front-end user base support for web-based trade reporting application
Assisted Global Equities Trading Technology by creating financial controls associated with execution venues, processing, fees, 3 rd party systems, and technology allocations.
Created various ad-hoc reports upon management request primarily using Access databases

Intern

Confidential

Responsibilities: