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Assistant Sales Associate

Location:
Hartsdale, New York, United States
Posted:
August 28, 2017

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Iris J. Levine

* ****** *****, *********, ** ****0 914-***-**** ac11up@r.postjobfree.com

Professional History

Roaring Brook Art Company, Hartsdale, NY

Bookkeeper /Overseas Production Manager 2007-present Maintain all accounting records in QuickBooks Pro including: preparing estimates, monthly bank and credit card reconciliations, 1099/1096, preparation, A/R and A/P, invoicing customers, preparing purchase orders, managing inventory valuation, quarterly royalty reports for artists. Coordinate all facets of print production in China. Congregation Kol Ami Early Childhood Program, White Plains, NY Assistant Teacher 2005-2007

Assisted teacher in all aspects of classroom life for 2 year olds. Specialist/Substitute Teacher 2004-2005

Assisted with after school ceramics program for 3 year olds. Substituted in 2-4 year old classrooms. HSBC Securities, Inc., New York, NY 1994-1997

Sales Associate

Responsible for daily cash management in excess of $500MM. Executed trades and coordinated settlement procedures on behalf of seven institutional salespeople and clients in the US Government, Mortgage Backed and Corporate Debt securities markets.

PaineWebber, Inc., New York, NY 1992-1994

Sales Associate

Responsible for daily cash management in excess of $300MM. Executed trades and coordinated settlement procedures on behalf of five institutional salespeople and clients in the Futures, US Government, Mortgage Backed and Corporate Debt securities markets.

SBC Government Securities, Inc., New York, NY 1986-1991 Assistant Treasurer 1990-1991

Active Market Maker in US Treasury Bill with daily balances of $750MM. Bid in weekly US Treasury Bill auctions. facilitated trades with domestic and international institutional customers. Trader 1990

Market Maker in US Zero Coupon Bonds. Facilitated trades with domestic institutional customers. Odd Lot Trader/Trading Assistant 1988-1990

Executed all Odd Lot Trades in US Government Securities. Assisted US Treasury Bill Trader by maintaining daily trading positions, calculating and reconciling daily profit and loss reports and reconciling settlement discrepancies. Trading Assistant 1986-1988

Established procedures and guidelines for reporting daily profit and loss and position statements. Acted as a liaison between trading and operations departments regarding trade settlement. Prepared profit and loss statements for US Government Bond Traders. Prepared and maintained position and profit and loss reports for London and Tokyo offices.

Dean Witter Reynolds, Inc., New York, NY 1986-1984 Accountant

Monitored daily positions for institutional US Government Bond Traders. Prepared and reconciled daily profit and loss, position and cost of carry reports

Education and Skills

State University of New York at Binghamton

Bachelor of Science, Accounting 1984

Skills and Competencies: proficient in QuickBooks Pro and Microsoft Office Applications. Volunteer Work

Westchester Region of Hadassah Treasurer 2007

Bet Am Shalom Synagogue School Board chair person, board member, school board member and Hebrew School PTA Co-chair



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