Sales Manager
Resume:
Loraine H. Vizconde
Winnetka, California 91306
E-mail: ab9h2m@r.postjobfree.com
Work Experience
Research Assistant February 2013 to Present
Informa Research Services
Calabasas, California, USA
. Responsible for gathering accurate financial information from different
institutions
. Creates write up and reports for clients in accordance to the agreed
research requirements
. Assists the client relationship supervisor in ensuring custom reports are
up to date
. Establishes relationship with banks and their representatives
Officer August 2007 to September 2012
Setclear Pte. Ltd., Singapore
Back office - Securities Settlements
. Handled trade pre-matching, settlement and clearance of Bloomberg
Tradebook business and of CLSA.
. Well versed in the market practice, regulatory and compliance aspect of
the Asian, European, Canada, North America and Latin America markets'
trading and settlements
. Initiated funding requirements and FX process requests that avoided
overdrafts
. Performed daily resolution of trade exceptions on settlements and
clearing
. Reconciled trade breaks and ensured trade books were balanced
. Ensured timely settlement of trades which avoided buy-ins and trade fails
. Processed stock borrowing from depositories and agent banks
. Provided daily documentation of trade balancing with clearing agents
. Handled clones settlement, ADR and GDR processing
. Liaised and developed relationship with brokers, custodians and agent
banks
. In charged of training new team members and cross training colleagues
. Handled settlement and coordination of high valued trades (USD 100Mil)
from IPO and placements
. Assigned to handle UAT testing/ project management initiative of company
Work Achievements
. Drafted operations procedure manual for middle office and back office
. Initiated compilation of market settlement guidelines
. Improved work efficiency through proposition of system enhancements
. Put in charged of training for the migration project of US business
operations of the team in New York
. Created different set of checklists to ensure operation accuracy
. Above average performance rate appraisal for 4 consecutive years
. Actively participated in extra-curricular company activities
. Founding member of Setclear Charity committee
Research Analyst June 2006-March 2007
Aranca Research Philipines Inc.
Makati City Philippines
. Conducted investment, business and economic researches with buy, sell and
hold recommendations
. Did regular reports on assigned publicly listed companies
. Provided in- depth industry analysis.
. Performed statistical analysis and evaluation.
. Developed policies for economic researches
. Prepared presentations and reports to the management and to the clients.
. Supervised the work of subordinates engaged in the collection and
tabulation of data
. Trained new personnel
Sales and Service Staff July 2004- June 2006
East West Banking Corporation
Makati City, Philippines
. Responsible for rendering assistance to Sales Officers/PBC-Head.
Contributed 30% on new accounts generation and increased business from
existing clients and lobby selling where only 25% was set as a quota.
. Generated new businesses by cross selling the cash management, consumer
depository products (saving, checking) investment accounts (time deposits
and other form of placements) and consumer loan offerings (car, housing
and credit cards).
. Conceptualized marketing plans, strategies and reports as required by
Sales Officer/PBC-Head
. Assisted, maintained and monitored personal and corporate accounts
. Attended to the disposition of maturing money market placements
. Processed Foreign exchange transactions (Buying, Selling) and wire
transfers
. Handled and promoted trust and treasury product such as Peso and Dollar
Unit Investment Trust Fund (UITF), Treasury Bills and Treasury Bonds
. Reviewed credit risks and stranding for bank lending purposes
Academic
De La Salle University- Dasmari as, Philippines 2000- 2004
B.S in Business Administration
Major in Economics
Concordia College, Manila, Philippines 1990-2000
Primary and Secondary
Academic Achievements
Dean's Lister 2001- 2004
Technical Skills
Computer : Microsoft Office, MSWord, Excel, PowerPoint, Outlook
Software: Bloomberg Terminal, Swift, Citrix, VPN, Syn, Citidirect,
Citrix, Nordea, Omgeo Oasys, Alert, Euclid, Hyperion, SPSS
References
Name Designation Tel.no/Email Address
Ronaldo Lejano Manager, Settlements +65 9838 9409
Setclear Pte. Ltd.
ab9h2m@r.postjobfree.com
Maria Gaspar Officer, Settlements +65 9049 9912
Setclear Pte. Ltd. ab9h2m@r.postjobfree.com
Shirley Mae Velina Accountant +1-323-***-****
Monina Home Health ab9h2m@r.postjobfree.com
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