Customer Service Sales

Objective

Highly motivated and resourceful professional seeking an opportunity in a

fast paced financial environment.

Professional Experience

BROWN BROTHERS HARRIMAN, New York, NY 2005 -

Present

Foreign Exchange, Emerging Markets Senior Specialist

. F/X Trading Desk Operations support during the Asian and London hours,

responsible for Spot, Forward and Swap trade entries.

. Resolving and correcting trade and P/L position discrepancy breaks before

end of the currency trading session.

. Liaise with Tokyo & London sales desk, and our Trading Desk to ensure

emerging market trades are executed before currency cutoff time. These

trades are on behalf of custody clients, and money managers holding multi-

currency positions with several global sub-custodians.

. Daily Interaction with wide a range of global sub-custodians,

investigating, and resolving client account currency shortages, and

balance inquiries. Also any confirmation or settlement related issues.

. Responsible for ensuring accurate settlement and confirmation of Foreign

Exchange trades executed through various platforms such as MISYS, FXALL,

CLS, GTSS, SWIFT, CHIPS, FEDWIRE and OFAC.

. Initiated manual swift payments on a daily basis via MT202.

. Manually generated and released hourly email confirmation reports for our

Japanese clientele.

. Work with all departments within FX Operations to ensure accurate and

timely workflow, and proper escalation of issues between the different

shifts.

. Established credibility and confidence in each client interaction to

ensure the highest level of customer service.

CITIGROUP, New York, NY

2002 - 2005

Foreign Exchange Corporate Unit, Senior Service Representative, (2003

-2005)

. Served as primary contact between sales team and corporate clients to

resolve all outstanding issues, and act as an extension of the sales team

by providing an enhanced customer service experience.

. Responsible for confirmations and settlements of all Foreign Exchange

Spot, Forwards and Option activities.

. Properly confirmed all trades and ensured payments settled prior to close

of business.

. Performed daily reporting of errors and exceptions.

Money Market Service Desk Officer, Asset Management Group (2002 - 2003)

. Assisted in managing one of the largest Money Market fund account (daily

avg. flow btw. $2 - $4 billion)

. Provided bilingual account-fund management level services to

international clientele throughout Latin America.

. Coordinated daily money estimates between the institutional clients and

monetary funds custodial banks (located in Boston, Toronto and Dublin)

for domestic and offshore funds.

. Monitored the daily inflows and outflows of funds for our portfolio

managers; served as liaison between institutional sales force (Asset

Management, Private Banking Group, and E-Commerce) in addition to our

portfolio managers.

MORGAN STANLEY, New York, NY

2000 - 2002

Mutual Funds Trade Representative

. Amended all trade errors for selling, buying and exchanges of mutual

funds; processed profits and losses reports on a daily basis.

. Interacted with brokers and sales assistants to balance out client

accounts and meet their investment objectives; analyzed, reconciled

debits and credits to clients and in-house accounts.

Education

BOROUGH OF MANHATTAN COMMUNITY COLLEGE, New York, NY

1993

Associates Degree in Business Administration

Skills

Systems: Microsoft Word, Excel, Outlook), Lotus Notes, Citi Networks, GTSS,

FXALL, Reuters, Misys. Native Spanish speaker, reading and writing.

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