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RELATIONSHIP MANAGEMENT

Multifaceted and goal-oriented professional with 20 years experience in financial industry and valuable experience in relationship management and ability to develop advance mission-critical business initiatives. Proven leader in guiding and influencing teams to deliver targeted, data-driven solutions to expand service line capabilities, sales and enhance competitive market position resulting in greater production margins for the business. Tactical and strategic experience in the Stock and Trade Industry. Dependable and exercises independent judgment and decision-making abilities, and a high level of confidentiality. Extremely organized and resourceful coupled with effective multitasking skills and ability to consistently accomplish any tasks in busy environments with positive results. Enthusiastic individual and an excellent communicator, recognized ability to establish and maintain effective working relationships across cross-functional teams and diverse individuals at any levels and build strategic relationships with clients

Core Competencies
Strategic/Operational Planning & Financial Alignment • Project Management • Team Management & Development
Relationship Management • Business Analysis • Stock Management • Customer Service • Process Improvement

PROFESSIONAL EXPERIENCE

Misys, New York • NY
Relationship Manager 2008 – Present
Retained and increased corporate and banking client base across all products. Developed sales strategies based on varying financial market conditions to capitalize on clients’ needs to sustain competitive advantage. Managed customer data, sales campaigns, and client visit notes through systems such as Salesforce.com SFDC. Promoted premium services and tiered support services to new and existing customers, targeting operational and business managers and worked with commercial operations. Prepared SLAs and negotiated appropriate operational level agreements (OLAs) through L2 support service managers. Coordinated with software developers, documentation team, support and other lines of businesses to identify solution selling opportunities and product enhancement. Conducted customer service reviews, identified opportunities to introduce premium services to existing customer base to convert FOC support service to premium services or tiered support service sales. Maintained high degree of customer satisfaction by managing Misys customers’ expectations. Managed customer implementations including schedules, deliverables and issue tracking. Oversaw delivery process from professional services to customer support, engaging client stakeholders and professional services alike. Assessed customer on CS Service procedures and standards or tools, as well as introducing premium services.

Business Analyst 2006 – 2008
Developed system and infrastructure for the loan IQ application across America, Europe and Asia. Reinforced Misys Confirmation Matching System (CMS) for FX, Options, and Money Markets. Provided training to clients regarding Misys internal treasury systems. Evaluated problems reported to trade support group on foreign exchange traded currencies.

Goldman Sachs, New York • NY
Relationship Manager 1998 – 2005
Handled various positions on NASDAQ, researched small-and mid-cap companies, analyzed stock performance and earnings reports. Handled recruitment, provided training and supervised junior traders. Utilized market share while ensuring customer satisfaction. Provided in-depth market analysis by collaborating with institutional and retail clients. Demonstrated expertise within the high tech, media, retail, steel and transportation sectors. Optimized trading strategies based on current market conditions, analysis of post trade data, improving strategy parameters and researching information relevant to the market. Assessed and minimized risk for large customer programs and firms’ invested proprietary funds, capitalized market savings and trends, generated revenue and maintained minimum market exposure.

OTHER RELEVANT EXPERIENCES (1991-1998)

First Providence Financial Group, New York • NY NASDAQ Assistant Trader 1997 – 1998
Bear Stearns & CO., Inc. New York • NY Equities/Option Clerk 1991 – 1997

EDUCATION AND CREDENTIALS

Bachelor of Science in Finance
Mercy College- Dobbs Ferry, New York

PROFESSIONAL AFFILIATION
Security Traders Association of New York

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