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Sales Marketing

Location:
Yonkers, New York, 10710, United States
Posted:
March 30, 2011

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**** ***********

** ******* ******

Yonkers, NY *0710

(C) 914-***-**** • ****.***********@**.***

______________________________________________________________________________

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



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