Marketing Management

Kyle Howard Capasso

860-***-**** • ***********@*****.***

SUMMARY

A focused Financial Professional, with a strong background in International Private Banking, who possesses strong

analytical and financial skills. Proven ability to handle multiple tasks while maintaining high quality standards. Self-

motivated individual with an exemplary capability of organizing priorities and making quick, responsible decisions. Easily

adapts to innovative concepts and tasks. Proven track record of surpassing company and personal goals and being able to

work in a fast-paced and high pressure environment.

PROFESSIONAL EXPERIENCE

BANK HAPOALIM INTERNATIONAL

Bank Hapoalim International is Israel’s largest national bank with over 8 billion dollars in total

consolidated assets. Bank Hapoalim continues to have a significant presence in global markets with

private banking offices in key financial centers around the globe.

Investment Operations Analyst July 2011- Present

Active management of multi-million dollar listed Option trades, relevant upfront margin

requirements, and their monthly expirations and assignments.

Implemented a seminar program for private banking assistants which increased efficiency by

transferring the workload from the broker to the administrative support staff. This resulted in

a rise in revenue of over four million dollars per annum by increasing the number of trades

per day.

Developed specifications for new applications and automated processes

Investment Operations Assistant September 2009- July 2011

Responsible for domestic and foreign securities trade capture and settlements

Performed an in house survey with broker-dealers, overlaid with an analysis using Bloomberg

Professional to identify the optimum functionality.

Coordinated the creation of new securities in the Trade Capture system.

Validation of transactions from the client’s portfolio to the trading desks books, confirming

the accuracy of all trades with the average daily trade volume being over ten million dollars.

PRESCIENT ASSET MANAGEMENT

May 2009-September 2009

Mass Marketing Intern

Marketed a fifteen million dollar FDIC Sealed Bid Sale.

Served as a marketing liaison responsible for managing broker and buyer inquiries .

Developed a marketing plan and advertising materials for the disposition of Real Estate Owned assets

Planned mass marketing events through pool stratification.

EDUCATION

UNIVERSITY OF MIAMI SCHOOL OF BUSINESS, Coral Gables, Florida

Bachelors of Business Administration, International Finance and Marketing, May 2009

Cumulative GPA: 3.3/4.0

Honors/Involvement:

Sigma Alpha Epsilon National Fraternity, Pledge Education Chairman (Spring 2009); Graduate of 2007 John

O. Mosley Leadership School; University and Greek Relations Chairman (Fall 2007)

Dean’s List Spring 2006

Greek Earth Day Community Clean-up Project, Group Leader (Spring 2008 & Spring 2009) FunDay Special

Needs Citizens Outreach Program, Participant (2007 – 2009)

QUALIFICATIONS AND LICENSURES

Series 7 General Securities Representative Exam by Financial Industry Regulatory Authority (FINRA).

Proficient in NetX360, Charles River Development (CRD), Princeton Asset management (PAM); along with

Excel, PowerPoint, and Word.

Maintains extremely high degree of self-motivation and independent decision making and superb leadership.

Excellent organizational, analytical, and problem solving skills with the ability to meet and exceed deadlines.

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