Customer Service Account Executive

Joseph W. Fielding

*** ********** ****** *******, ** 07030

Cell: 908-***-****

Email: **********@*****.***

Objective: Obtain a mid trade assistant role where my analytical skills and industry experience can be utilized in order to provide

an efficient and effective solution for an organization to achieve the best solution

Series Licenses

• Series 3

• Series 34

Computer Skills: Expert proficiency in Bloomberg Terminal specializing FX Electronic Trading, FIX Protocol, Microsoft Excel, Word,

Power Point

Professional Experience:

Bloomberg LLC, Lexington Avenue NY

Foreign Exchange Electronic Trading Support Analyst

February 2011 to Present

• Answer a range of queries from buy-side and sell-side customers on trade related issues, and usage of the FX platform,

as well as investigating issues raised by internal colleagues

• Encompass a thorough knowledge of all FX products including FX swaps, outrights, forwards, spot, and NDF

• Pricing RFQ’s for numerous FX instruments including spot, swaps, outrights, and options

• Testing trading functionalities with buy and sell side clients through many channels including streaming prices, RFQ’s,

orders, deposits, and commodity platforms

• Take ownership of investigating and resolving trade issues including rejects, system failures and unique client problems

• Provide ongoing FX Trade Support through several channels, including Bloomberg chat, telephone, email and an

internal ticketing system

• Thorough knowledge of Bloomberg's FX Trading Platform and expertise in explaining usage to customers

• Work closely with Sales, Business Research and Development to improve product and system services

• Establish credibility and confidence in each customer interaction to ensure the highest level of customer service

• Client on-boarding and configuration of trading enablement

• Demonstrate excellent problem solving skills to be comfortable in a demanding, client driving environment with strong

communication skills

• Training and mentoring new hires to cover the FXET desk

• Client visits to demonstrate the FXET platform and answer questions for different trading and pricing options

Gain Capital Group LLC/Forex.com, Global Foreign Exchange Dealer, Bedminster, NJ

Senior Registered Representative/FX Specialist

April 2008 to February2011

• Resolve trade disputes issued by clients by calculating the margin balance in their accounts compared to the margin

requirements for each position the client was in by analyzing current and historical rate data

• Liaison between the Trade Desk and clients to resolve escalated trading issues

• Execute trades and pending orders for clients via phone upon request through an internal system

• Communicate the risks and strategies associated in trading foreign exchange, commodities, and CFDs through

examining fundamental reports relating to the financial markets

• Examine current and upcoming fundamental reports to distinguish expected results with regards to the foreign

exchange and financial markets in order to relate that information to clients

• Study current and differing patterns between relationships with currencies and commodities produced by different

countries in order to better answer clients questions regarding these relationships for future and present trends

• Meet established performance expectations on a timely basis; developed a comprehensive operational understanding of

the financial services industry; proactively learned and remain up-to-date with the company's products

Morgan Stanley Global Wealth Management Group Fairfield, NJ

November 06-March 07 Junior Account Executive

• Cultured organizational skills through assisting in the planning and promoting a financial seminar for Morgan Stanley

EDUCATION:

William Paterson University, Wayne, NJ

Bachelor of Science in Finance December, 2008

Focus: Finance

GPA: 3.646

Academic Honors:

• Graduated Cum Laude

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