Management Marketing

JOSEPH FONTAMILLAS

*** ********* ****, ********, ** 91207

Cell: 818-***-****, Email: *******@*********.***

EQUITY & FUTURES TRADER

Investment Planning Implementation Trading Strategy Development Team

Leadership Futures Markets

Multi-tasking Tactical Futures Rebalancing Client Relations Project

Leader

Accomplished investment management professional with a focus on investment

management, strategy development, and equity & futures trading.

Proficiently sets goals, establishes priorities, manages resources, and

develops targeted strategies. Adept at leading staff in workflow planning

and coordination to achieve operational efficiency. Excel at interacting

with broad populations, including C-level executives, vendors, clients, and

related stakeholders.

PROFESSIONAL ACCOMPLISHMENTS

. Increased the firm's AUM from $60 million to $300 million by applying

innovative and effective marketing campaigns.

. Achieved zero trading errors in 11-year history of trading equities

and futures for Salus Capital Management, Inc.

. Directed proper equitization and hedging based on S&P 500 futures, S&P

400 futures, Canadian dollar futures and treasury bill collateral.

. Completed FINRA Series 7 & 63 exams.

. Created and maintained a database of M&A news on Excel as part of the

firm's qualitative research as overlay to a mainly quantitative model.

PROFESSIONAL EXPERIENCE

EQUITY & FUTURES TRADER, PARTNER - Salus Capital Management, Inc. (1998-

2009)

ACCOUNTING/MARKETING ASSOCIATE - Salus Capital Management, Inc. (1996-

1998)

NEW ACCOUNTS REPRESENTATIVE - Great Western Bank (1995-1996)

BROKERS ASSISTANT - Prudential Securities (1994-1995)

Trading & Financial Analysis

. Generated, executed and allocated a broad spectrum of block trading

transactions for a $600+ million market neutral fund, including

trading equities and futures using algorithms and other strategies

utilizing third party broker/dealers.

. Managed a portfolio of over $300 million in derivatives (S&P 500

futures, S&P 400 futures, S&P 500 mini-futures and Canadian dollar

futures) and applied financial analysis and sensitivity tests on a

real-time basis to ensure proper hedge and equitization levels.

. Assessed, analyzed and applied trading strategies with regard to

market conditions for optimal portfolio impact and minimizing

transaction costs.

. Highly skilled in trading equities, equity portfolios and futures.

. Performed portfolio risk control and analysis to assure that

investment and risk guidelines are met.

. Very knowledgeable of equity market structure, various electronic

trading systems and platforms.

. Monitored brokers and traders to insure best execution.

. Identify and interpret industry and market events and monitor impact

on portfolio.

Continued...

JOSEPH FONTAMILLAS - Page 2

Cell: 818-***-****, Email: *******@*********.***

PROFESSIONAL EXPERIENCE

(continued)

Management Skills

. Applied dynamic leadership skills toward successfully building,

coordinating, and leading a high-performance support team of financial

support staff to optimize productivity and efficiency.

. Reviewed staff performance to ensure critical compliance with company

policies and procedures, and authored progress reports.

. Managed multiple projects from start to finish within deadlines.

Communication

. Advised clients and consultants on the role of derivatives, collateral

and margin in their portfolio.

. Stayed abreast of current trends regarding tax laws, rules, and

regulations to prepare in-depth research and analyses and provide

expert advice to existing and prospective clients.

. Worked in accordance with C-Level executives and Portfolio Managers to

buy, sell short, sell and cover equity positions.

. Designed and integrated PowerPoint presentations and marketing

literature and presented information to clients at various meetings

and conferences.

EDUCATION & TECHNICAL SKILLS

BACHELOR OF ARTS IN ECONOMICS

University of Southern California

MS Excel, MS Outlook and MS Word, Advent Axys, DTC, Bloomberg, Bloomberg

EMS and Bloomberg API

Morgan Stanley Passport, Knight Direct Edge

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