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Customer Service Sales

Location:
Palm Beach Gardens, FL
Salary:
75,000+
Posted:
May 26, 2015

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Resume:

EDWARD SALVATORE III

646-***-****

KEY ACCOMPLISHMENTS

Implemented new policies and procedures in order to comply with financial regulations and avoid thousands in fines

along with millions in reputational damage to the firm.

Analyzed, tested, and help ed develop internal systems, reducing overall company third party expenses b y thousands

o n an annual basis .

Promoted more efficient and effective processes in regards to trade bookings and confirmations, saving multiple

h ours per employee each week.

Consulted with Technology, Trading, and Operations Services g roups to facilitate the creation of a Disaster

Recovery Site so that business may continue in case of an emergency at o ur main o ffice.

EXPERIENCE

Bank of America Merrill Lynch, Palm Beach Gardens, Florida

Assistant Vice President; Rates Trade Support 02/13 - Present

Control and monitor trading activities for major Trading Desks in London, New York, and Tokyo with less than a

1.0% error rate annually .

Responsible for ensuring that 5,000 trades on average per week done with Sales, Brokers, and other various Trading

areas are properly matched and settled .

Supervised and trained over one dozen Employees on all required operations and functions .

Resolved p rice verificat ion and position reconciliation issues that have resulted in avoiding millions in monetary

losses to the b usiness .

08/07 – 02/13

Trade Support Analyst; Rates Trade Support

Confirmed trades up to and over one billion in size fo r Trading Desks in New York and Tokyo.

Positioned as the personal Trade Support Officer for the Managing Director o f Treasury Trading, in which I was

able to build and maintain countless professional relationships by promoting top notch Customer Service.

Served as the main contact for over forty Executives whose income for the firm totaled millions in profit.

Provided assistance to the The Federal Reserve by testing and creating a more efficient and user-friendly system to

p rocess thousands of Dealer and Client o rders.

0 7/06 – 08/07

Citi Inc., New York, New York

Product Controller/Accountant II

Produced daily Profit and Loss Statements for the Agency Desk with revenues in the hundreds of thousands .

Assisted the Short -Term and Retail Desks by reviewing exception and balance sheet reports, processing accounts,

and p osting adjustments to the ledger with less than a 3.0% error rate.

M aintained o perations including analyzing data on trade details, performing front to back reconciliations on P&L,

and forecasting p rojections in the millions .

01/06 – 04/06

Merrill Lynch &Co., Inc., New York, New York

Intern, Global Private Client

Prepared dozens of monthly Client portfolio reviews d isplaying the performance of designated strategies for Wealth

M anagement Advisors.

Created p roposals and assisted in weekly M arketing Campaigns to attract new Clients with minimum investment

p otential of one million dollars or more .

S KILLS

Proficient with M icrosoft Excel, Word, Power Point, researching Social Media Websites, M anaging and Training Employees,

Team Building Exercises, Customer Service, Sales, Bloomberg, and SAS.

EDUCATION

St. John’s University, New York

Masters in Business Administration, Executive Management 3.95 GPA Graduated 12/2012

Bachelor of Science, Business Management, 3.75 GPA Graduated 05/2006



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