Susan Masterson
*** **** **** ******, ***. **F • New York, NY • 10128 • 212-***-**** • *******@***.***
Summary
Results oriented professional with 20 years of equity trading experience. Client oriented revenue generator,
interested in leveraging my experience where I can make a significant contribution and impact. Proficient
at mentoring, well organized and thrives in dynamic, fast-paced environment. Exceptional and long
standing relationships with clients, management, brokers and colleagues.
Experience
Fox-Pitt, Kelton Inc. 1984 –
2009
Senior Vice President – Sales Trader
• Sales Trader – Executed trades on behalf of institutional clients as a sales trader and capital
committing trader
• Revenue Producer – Increased revenue production by 20% for calendar year 2009 versus previous
year
• Business Developer – Opened new relationships with hedge funds
• Client Driven - Strategically identified client goals and priorities while working seamlessly between
both client and firm; delivered timely investment ideas, research and market updates tailored to
specific client needs
• Technology Oriented - Effectively and proficiently adapted to ever evolving technology introducing
sophisticated trading systems to the firm.
• Educator - Responsible for educating other trading team members to the systems resulting in a
smooth interface with trade support
• Facilitator – Maximized client penetration enhancing the firms overall revenue production by
coordinating research, banking and equity teams, including back-office
Professional Licenses: Series 7, 63, 55
Skills: Microsoft certified Word 2007, Excel 2007, Power Point 2007. Outlook proficient
Education: New Horizons Computer Learning Center 2010 –
Present
Achieved Microsoft application certification
State University College at Oneonta
Bachelor of Arts, Business Administration