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Sales Project

Howard Beach, New York, 11414, United States
May 25, 2010

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Edward Kacic

**-** *** ***

Tel: 347-***- ****

Rockwood Park, NY 11414

Professional Experience:

Deutsche Bank, October 2004-Present

New York, NY

Derivative Operations - Manager - AVP

October 2006- Present

( Manage a team of two client services representatives servicing Equity

Derivative products including OTC Options (flow, complex, and emerging

markets,) Equity Swaps, Variance Swaps, Total Return Swaps.

( Maintain strong relationships with the bank's Top Tier clients.

( Enhance client relationships via swift resolution on escalations.

( Spearheaded a major offshoring initiative involving transfer of client

service duties to DBOI Bangalore office. Project was a resounding success

and clients experienced zero dilution in service levels offered. Bank

benefited via substantial cost reduction.

( Resolve cash discrepancies with OTC clients, reducing financial,

operational, and reputational risk to the business.

( Reconcile nostro/ position breaks, further mitigating risk to the bank.

( Carried out numerous projects related to settlement, control, and break

resolution. Projects included roll out of 3D Cash for NY GME (Jun 2008,)

SSRNY (Jan 2009)

Client Transition Support - Global Markets Equity Prime Services

January 2005- October 2006

( Supported a team that facilitated transition of new clients onto the

Prime Brokerage platform.

( Contributed to numerous ad hoc projects related to new accounts,

payments, and documentation. Projects included roll out of DBDI for

payments and F1SA reconciliation.

( Created and maintained MIS reports on account documentation, projected

revenue, actual revenue and various trends for senior management

( Worked with senior management to secure execution of negotiated client


( Verified and set up payment and delivery instructions for Prime Broker

clients and (DTC, Fedwire, Swift.) Built controls to minimize risks

associated with this process.

Staff Accountant - DB Global Processing Services

October 2004- January 2005

(Managed a reconciliation project involving institutional sweep accts.

(Created process flow reports, identifying process breaks that could be re-


(Completed final report which detailed project team findings in top level

detail. Overall project was successful. As a result added controls led to

increased risk mitigation.

NS- LIJ Health System,


NY Managed Care Associate

February 2002- February 2004

( Managed Accounts for over 900 physicians in the NS- LIJ Health System.

( Acted as liaison between health insurance carriers and medical providers.,

New York, NY

Credit Risk Intern / Business to Business Intern

July 2000- January 2001

( Maximized experience by supporting multiple managers within company.

( Analyzed fraud reports for Director of Risk Management.

( Reduced Credit Risk to the company by identifying fraudulent


( Maintained accounts for offshore and offline consumers. Identified cross

selling opportunities to the corporate sales team.

( Assisted Corporate Sales managers in acquisition of major corporate

accounts. Arranged meetings, prepared travel arrangements, provided

necessary pitchbook details.


Adelphi University, MBA, GPA 3.7 Summer 2004

Adelphi University, Bachelor of Science, Finance, GPA 3.5, May 2001

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