Sales Management

Phillip J. Reinckens

*** *** ***. *** #** Cell: 202-***-****

New York, NY 10010 ****.*********@*****.***

WORK

EXPERIENCE:

J.P. Morgan Securities, Inc. New York, N.Y.

Interest Rate Swap Credit Analyst (July 2007-January 2009)

Acquired fundamental credit risk knowledge, derivative product knowledge, and varying types of

credit risk management strategies

Assisted and shadowed team members in modeling and pricing vanilla interest rate swap trades

in the Sampras Marginal Pricer to estimate credit cost for marketers, prior to executing trades.

Monitored and validated internal credit charges associated with interest rate derivatives by

working with key groups throughout the bank

Chaired weekly meeting in order to correct erroneous charges with collateral risk management,

marketers, and internal billing team.

Coordinated with marketers and credit executives on the status of CSA and ISDA Agreements for

collateral and netting terms with clients as well as any rating changes.

Reconciled management account monthly to maintain a minimum shortfall of $250,000 through

investigating erroneous charges due to such factors as misbooking of trades, incorrect collateral

and netting factors, ratings, and credit spreads, and poor data quality

Created and distributed weekly credit reports for sales force

Saved over $100 million for business through correcting charges in 2008

Created and distributed daily trading status report to senior sales/trading level management for

clients which had exceeded credit limits using our strategic exposure and limits monitoring

system.

J.P. Morgan Chase & Co., New York, N.Y.

Summer Analyst, IB Marketing/Operations (June 2006-August 2006)

Worked on trading floor in NA Credit and Rates Market on Sales/Marketing team which covers e-

Swaps electronic trading platform and Credit Cost Management for all OTC Interest Rate

Derivative products

Performed Islamic client derivatives trading analysis for developing new and innovative business

strategies to conform with Islamic Law and the Tender Option Bond Book(TOB) structure for the

trading of municipal derivatives

Served as a team member in analyzing and reporting internal credit charges incurred on interest

rate derivatives to the Front Office as well as reducing overall credit cost to the business.

Attended seminars and presentations on credit default swaps, exotic options, accounting for

derivatives, volatility, and structured investments.

Morgan Stanley; Washington, D.C.

Summer/Fall Intern, Private Wealth Management (July 2005- December 2005)

Six month internship program working closely with several different financial advisors in

updating, verifying, and adding account information for various clients and perform ed Asset Scan

Analysis on various portfolios to review asset mix and diversification structure.

Worked with individual investment portfolios to review and revise individual money market, debt

and equity accounts for various clients.

EDUCATION:

B.S.B.A. in Finance, The Catholic University of America, Washington D.C., May 2007

COMPUTER SKILLS:

Familiarity with several JPM internal systems including Morgan Markets, GlobalNet, Kapital, Sampras

Marginal Pricer, and Bloomberg. Certified in ability to use and have knowledge of Microsoft Word,

Access, PowerPoint and Excel.

ACTIVITIES & SUPPLEMENTAL TRAINING:

J.P. Morgan Chase & Co. Recruiting Team, OMST and Finance Program (2008)

Member of 2007 IB OMST & Finance Program Class

Attended two-week securities training seminar for J.P. Morgan 2007 Analyst Class

Camp Director/Co-Founder, A Long Summer Lacrosse Academy, (2005)

Member of Catholic University Lacrosse Team (2004-2007)

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