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Sales Project

Location:
Howard Beach, New York, 11414, United States
Posted:
May 25, 2010

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Edward *****

**-** *** ***

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

contracts.

( 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-

engineered.

(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,

Westbury,

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.

Flooz.com,

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

transactions.

( 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.

Education:

Adelphi University, MBA, GPA 3.7 Summer 2004

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



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