Sales Manager

Location:

Posted:

March 09, 2010

Pittsburgh, PA *****

David J. Morganti 773-***-****

**********@*****.***

Professional Experience__________________________________________ ____

Gar Wood Securities, Portfolio Accounting Manager, Chicago, IL September 2007 - Present

Manage Schwab’s Portfolio Center accounting database for 30+ funds, reconciling their

daily, monthly and YTD trading statements

Create position and portfolio Value at Risk reports for individual client’s and firm’s risk exposure

Turning Point Securities, Senior Equity Sales Trader, Chicago, IL July 2004 – August 2009

Executed equity & ETF trades for multiple billion dollar institutional funds

Created proprietary Bloomberg API Excel filters to analyze market data

Monitored live trading positions for risk exposure, market conditions for opportunities and

price improvement for clients

Maintained relationships with clients and relayed market activity while working orders

Phi Kappa Tau National Fraternity, Northeastern Regional Director, Oxford, OH 2003-2004

Guided 19 chapters and six alumni groups to achieve highest expectations set by the National

Council, including recruitment and philanthropy

Served as a liaison to alumni, volunteers, executive boards, school advisors

Facilitated workshops for groups between 20-100 people on a variety of topics

MassMutual Financial Services, Intern, Pittsburgh, PA Summer 2002

Discussed with financial advisors the diversity, risk exposure and suitability of investments

for 100+ portfolios

Researched new 401(k), IRA and mutual funds products, presenting pros and cons to advisors

PNC Financial Services, Intern, Pittsburgh, PA Summer 2001

Budgeted and forecasted million-dollar internal projects for several departments

Evaluated multiple financial statements, correcting cash flows, revenue streams and charge backs

Cutco Cutlery, Assistant Division Manager/Sales Representative, Pittsburgh, PA Summers 1999 & 2000

Created own clientele base of 250 and referrals of 700, totaling $35k+ in career sales

Interviewed over 300 applicants and trained 40+ new representatives

Placed 3rd of 400 in division sales for 2000 summer campaign

Initiated into Presidents Club and earned Key Staff recognition

Education______________________________________________________ ____

Miami University of Ohio, Oxford, OH, 2003 Graduate

Bachelor of Science in Finance

Bachelor of Science in Management Information Systems

Additional_____________________________________________________ __ __

FINRA Series 3, 7, 55 and 63 Licenses