Sales Management
Resume:
STEPHEN MELCHIOR, MBA
PRINCETON, NJ 08540
*-********@*******.***
Senior global securities executive, real estate and securities asset manager and equities/foreign currency trader for capital management and investment banking firms. Expertise includes global risk and capital management through hedging strategies and analysis, learning and development specialist for traders and trainees
Successful portfolio management and investment analysis
Experienced equity brokerage professional in the life-cycle of a trade from sales and execution to customer support and settlements
Trainer and mentor to young financial professionals through live classes and webinars
International & domestic customer and peer relationship expert in all regions
FINRA series 7 & 66 licenses
WORK EXPERIENCE
Black Diamond Forex, LP, Philadelphia, PA April 2017 to July 2017
Senior Partner, Director of training and trader development
Host trading webinars, teach live training classes and one on one consultations with all the traders and trainees
Participate in all management meetings and decision making for the firm
Windsor Companies, LLC, Freehold, NJ July 2016 to present
Actively search for commercial land space suitable for residential and retail development through real estate broker contacts, web search and active travel
Financial analysis for commercial land development pro forma and other metrics for profitable construction and acquisition
Due diligence for all land permits, documents, litigation, notices and ordinances
Axa Advisors, Woodbridge, NJ 2015 to July 2016
Manage client assets with strategic and tactical portfolio analysis in a variety of investment vehicles and instruments
Advise and develop financial models for individuals and businesses such as life and health insurance policies and plans, tax savings, retirement and education funding, estate and pension plans and asset management
Direct sales of financial services and proprietary and non-proprietary products to prospective high net worth retail clients ranging from individuals to households to small and medium sized businesses
Conventus Capital, LLC, New York, NY 2013 to 2014
Global Equities Proprietary Trader
Traded international equities with heavy concentration in the European and Asian regions
Employed multiple trading strategies such as international arbitrage, risk arbitrage, pair trading, corporate actions and event driven ideas
First New York Securities, LLC, New York, NY 2000 to 2013
Global Equities Proprietary Trader/Partner
Traded international equities with heavy concentration in the European and Asian regions
Maintained positive P&L for thirteen consecutive years
Well exceeded the firm’s $3,000,000 gross annual profit guideline in 2000 and 2001 and qualified for partnership granted on January 1, 2002
Responsible for the training, continued education, supervision and management of trading assistants and junior traders and developing them into successful producers for the firm
Employed multiple trading strategies such as international arbitrage, risk arbitrage, pair trading, corporate actions and event driven ideas
Assisted risk level management for the international trading group reporting directly to senior management
Paribas Capital Markets, New York, NY 1993 to 2000
Equities Trader 1996 to 2000
Traded agency and principal including market making and using firm capital to facilitate customer orders for institutional clients including major hedge funds, trust funds and mutual fund accounts
Responsible for trading book profits exceeded $13,000,000 out of $28,000,000 for the entire European equity cash desk in calendar year 1998
Sales and Trading Support/Settlements Clerk 1993 to 1996
Provided total customer support including trade breaks, confirms, settlement issues, corporate actions and quality assurance
Liaised with back office in London and New York to settle customer trades
Provided sales assistance and order taking for French retail brokers in Latin American equities
Helped project management with outside and internal tech and data support to implement new trading and accounting system
Named acting supervisor of sales and trading support desk
First Boston Corporation, New York, NY 1989 to 1993
Accounts Coordinator/Supervisor
Responsible for reconciling global bank accounts and customer safekeeping of securities, wire transfers, trader account balances, corporate actions, stock records, account receivables, etc.
Settled all Canadian securities transactions including equities, bonds and treasuries and reconciled all accounts and liaised directly with the Toronto back office in the process
Named supervisor of International Equity Settlements desk 1992
EDUCATION
Rider University, Lawrenceville, NJ 2015 to 2016
Executive Master of Business Administration
State University of New York College at Oswego, Oswego, NY 1985 to 1989
B.A. in Art History
VOLUNTEER WORK AND SOCIAL ORGANIZATIONS
SmileTrain.org, New York, NY 2015 to 2016
Volunteer marketing, event planning and development
Dutch Neck Presbyterian Church, West Windsor, NJ 2016 to Present
Investment Committee Member
LICENSES AND CERTIFICATIONS
FINRA Series 7 and 66
New Jersey Life and Health Insurance
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