Jason M. Macaluso

Rockville Centre, NY ***** 516-***-****

https://www.linkedin.com/in/jasonmmacaluso ac32rp@r.postjobfree.com

mailto:ac32rp@r.postjobfree.com

mailto:ac32rp@r.postjobfree.com

INSTITUTIONAL EQUITY SALES / TRADER / PRIVATE INVESTOR

Financial professional with 18 years industry related experience across multiple equity products in sales, trading and electronic execution. A natural relationship builder with a high understanding of client business; and the ability to capture and manage accounts. Dedicated financial executive who possesses a deep knowledge of financial markets, long-term established relationships with investment managers, and an outstanding reputation for integrity and unsurpassed client service. Also, an angel and private investors for over 8 years and more recently helping tech start-ups source capital.

Professional Experience

DINOVA INC, Atlanta, GA 2009 to Present

Angel and private investor

BOOM CUP HOLDINGS LLC, Long Island, NY 2015 to Present

Private investor and fundraiser

CANACCORD GENUITY INC, New York, NY 2015 to 2017

Institutional Equity Sales Trader

Managed and executed US and International trades for a wide variety of US clients and sold our company’s research, technology and global products.

●Utilized extensive loyal relationships to grow commissions over 100% ($750k to ~$1.75M – not including ECM revenue).

●Achieved the aforementioned numbers as an entrepreneur and more than doubled the commission dollars in Canadian trading from our US Sales Trading Desk.

●On-boarded some very large key accounts such as Principal Global, Donald Smith, and Kopernik Capital and re-established a partnership at Vanguard, T.Rowe and Paulson Partners.

●Grew our electronic trading group over three times by selling our company’s technology and internal software.

●Acted as a liaison between our Toronto and US Desk for Canadian Trading and grew our European and Australian trading by over 2 times.

CIBC WORLD MARKETS, New York, NY 2009 to 2015

Institutional Equity Sales Trader

Provided sales trading coverage for major fundamental, quantitative and hedge fund accounts across North America.

●Developed solid, long-standing relationships with the buy-side through optimal trade execution and facilitation of information flow that maximized commission revenue. More than doubled agency trading commission dollars from ~$2.0M to an average of $5.5M over 3 years.

●Built a strong rapport internally and externally by consistently meeting quotas on cross-selling. Executed this by selling our company’s HFT technology and software.

●Displayed innovation in problem solving by recommending new algorithms for trading systems.

Jason M. Macaluso ac32rp@r.postjobfree.com Page Two

CIBC WORLD MARKETS (continued)

●Achieved consistent revenue growth since 2009 in a challenging environment. Grew Amber Capital, Hess Energy and Principal Global over 200% during that time.

NATIONAL BANK OF CANADA, New York, NY 2007 to 2009

Institutional Equity Sales Trader

Conducted North American sales trading coverage and executed trades on behalf of Institutional Funds. Successfully covered existing clients and built new relationships using old and new contacts both internationally and domestically.

●Reorganized the New York trading desk and increased revenue by 30% and strengthened NBF's line of trust, trade execution and dependability.

●Communicated with the head and branch offices each day for potential cross-selling opportunities that resulted in a 20% growth in fixed income.

●Created short and long term trading ideas for existing accounts using research skills and technical instruments.

ROYAL BANK OF CANADA 2000 to 2007

Institutional Equity Sales Trader, London, United Kingdom 2005 to 2007

Promoted to Vice President and made head trader responsible for agency trading.

●Instituted sales trading coverage and execution services, primarily to the European client base in North American equity products that grew revenues by over 50%.

●Organized a successful North American trading desk for the London Global Equity Division.

●Executed foreign exchange crosses for clients not settling through the normal Canadian dollar settlement agent. Composed and presented daily European summaries for clients and colleagues and led critical discussions pertaining to the events.

Institutional Equity Sales Trader, New York, NY 2002 to 2005

Promoted to the equity trading desk to help provide sales trading coverage to US and Canadian institutional equity dealers.

●Covered accounts active in Canadian and US equities based in the US. Fostered new relationships with funds not previously covered and grew total commissions to ~$2mm from $200k.

●Served as the point New York based trader responsible for all foreign equity trading in select South African, Australian and European equities via the London and Sydney offices.

Equity Trade Support, New York, NY 2000 to 2002

Education and Accomplishments

Bachelor of Science, Finance, St. John's University, Queens, NY

Captain of Division I College Lacrosse team and high school All-American

Awarded team leader and fire marshall after handling 9-11 in a calm and orderly fashion

Licenses and Skills

Series 7, 63, 55, CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook Course), & TTH (Trader Training Course).

Proficient in Salesforce, Bloomberg, Fidessa, IRESS and Microsoft Office Suite

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