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Sales Vice President

7030, United States
May 24, 2010

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Danielle Sarich

*** ****** ****** ***. ***, Hoboken, NJ 07030



Stony Brook University, Stony Brook, NY

Bachelor of Arts in Economics, Minor in Business, May 2006


Bloomberg, Microsoft Access, Microsoft Excel, Microsoft PowerPoint,

Microsoft Word, Microsoft PowerPoint, Thompson One Financial

Objective: To obtain a junior role at a buyside fund.

Work Experience:

BNY ConvergEx Group, LLC, New York, N.Y.

February 2008- May 2010

Vice President, Portfolio Trader (February 2009-May2010)

. Responsible for trading domestic portfolios for pension funds, mutual

funds, investment advisors and hedge funds

. Analyze charts, market and index data in order to meet clients'

required benchmarks

. Built up a book of over 10 active clients across the U.S. within a 4

month period

. Generate and explain execution reports and pre and post trades for


. Grow business with existing clients

. Cold call, visit and discuss solutions to trading needs with

potential clients

Equity Sales Trader (January 2008- February 2009)

. Specialized in dark liquidity pools

. Created the Dark Pool trading desk along with another trader

. Held meetings with representatives of several dark trading pools to

build the desk

. Increased trading volume from 100,000 shares to an average of 600,000

shares daily

. Gained in-depth knowledge on the majority of the dark trading pools

provided by broker dealers, consortiums, exchanges and independent


. Worked with Connectivity and Technology on a daily basis to get

applications running as quickly as possible and to fix glitches.

. Worked mainly small cap and block orders for sales traders in dark

pools only to achieve best price, low market impact executions

B-Trade Services, LLC, New York, N.Y

July 2006-January 2008

Equity Sales Trader (July 2007- January 2008)

. Broker assisted trading for Bloomberg TradeBook clients

. Formed and grew relationships with TradeBook clients

. Worked orders for clients on a daily basis

. Handled daily trading complications for clients, i.e.: cancel/re-

bills, step outs, filing erroneous trades, dealing with NASDAQ


. Aided clients with Bloomberg system problems and questions

Credit and Risk Analyst (July 2006- July 2007)

. Monitored and Reviewed fail trade reports daily

. Worked with sales traders to collect needed financial materials for

prospective clients

. Researched prospective clients including domestic and foreign broker

dealers, banks, hedge fund managers and hedge funds

. Analyzed financial statements and prospectuses of pending clients;

create credit write-ups for assigned account

. Gave weekly presentations recommending or rejecting Credit approval

based on the analysis of given financial material

Licenses: Series 7, 63, 55

Achievements: Deans List-Fall 2003

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