JEAN MASTRANGELO
Yonkers, NY *0710
(C) 914-***-**** • ****.***********@**.***
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EDUCATION
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT; Boston, MA
Bachelor of Science Business Administration May 2006
Concentration in Finance
PROFESSIONAL EXPERIECE
DEUTSCHE BANK ALEX BROWN; NY, NY
Registered Sales Assistant/Trader July 2007-Present
• Serves as the primary contact of communication and support for the team’s
Ultra High Net Worth clientele.
• Partners with the Financial Advisor to construct detailed excel spreadsheets of
client portfolios to analyze and recommend suitable investments.
• Provides research and executes trades for all institutional clients in both domestic
and foreign markets and currencies.
• Devises a weekly marketing calendar highlighting conferences, deals, company
and analyst meetings
• Responsible for selling restricted stock positions and filing all required Rule 144
documentation with the SEC.
• Performs general office duties and responsibilities such as new account openings,
wires, incoming calls and expenses.
DEUTSCHE BANK SECURITIES INC, NY, NY
International Marketing Roadshow Coordinator Oct 2006- July 2007
• Orchestrated annual marketing events and corporate meetings for
International
Research and Sales Department.
• Strategized and partnered with Managing Directors to implement
investor
meetings and marketing events which drove new revenue for Global Markets.
• Solely coordinated all analysts and corporate roadshows, equity IPO’s
and
secondary offerings for the Asian, Australian, Japan, Emerging Markets and Latin
American Sales Desks.
• Arranged US travel logistics for internal and external management
including air,
ground transportation and accommodations.
• Managed vendor contracts, event budgets, presentation materials and
registration
for on-site events.
• Organized and provided client feedback to the International Equity Sales
Department.
LICENSES
• Series 7, Series 66
SKILLS
• PC, Microsoft Word, Powerpoint, Excel, Access, Lotus Notes