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Sales Support

York, NY
March 25, 2018

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Jason Siskel New York, NY 917-***-****


Experienced domestic and international trader and trade support specialist having worked on both equity and fixed income desks. Extensive experience selling software solutions and global financial products to institutional investors. Successfully developed new relationships and increased existing client activity. Trader and trade support background provides in-depth understanding of platforms and execution issues. Use of Bloomberg, OATS, OASYS and ALERT systems, as well several OMS and EMS.

Trading & trade support

Network & relationship builder

Sales strategy & support

Lead generation & pipelines


JS Consulting

Independent Business Development Consultant July 2015 – Present

Sales and lead generation of cloud-based software for asset management firms, including portfolio modeling, compliance, electronic trading, back and middle office operations, and GIPS-compliant performance attribution software

Develop and grow network of investors and fund managers for Hedge Connection and the

Capital Club. Cultivate and expand relationships with strategic partners and professional service providers. Aid in the marketing and production of Hedge Connection investor introduction events and

networking opportunities

Sales and lead generation of independent corporate telecommunication services with a focus on cost reduction and network improvement for multi-location companies

SS&C Technologies

Sales Associate 2013 –2015

Successfully transitioned multiple hedge fund and private equity clients onto SS&C’s fund administration platform, generating over $450,000 in new revenue

Developed strong relationships with top accounting, law and financial service firms, leading to extensive referral business

Built deep pipeline of alternative investment firms, broker dealers, & institutional investment firms

Improved customer experience, serving as primary point of contact and expediting client on-boarding process

AlphaSource Capital Securities

Head Trader 2012 –2013

Increased trading volume 15% and handled all client order execution

Developed relationships with registered investment advisors (RIA) and family offices with several hundred million dollars in assets under management

Provided clients contact with large syndicate desks, allowing them access to initial public offerings (IPO) and secondary group offerings

Managed external vendor to determine client qualifications and protect firm from compliance risk

Tradition Asiel 2003 - 2012

Fixed Income Broker/ Equity Trader (2007-2012)

Brokered up to 600 million bonds per month in high yield, distressed debt and municipal bonds

Executed 1 million shares per month in US and Canadian equity trades for clients on average

Served as the desk expert in ETF, thinly traded and low volume stocks

Equity/Risk Arbitrage Trader (2005-2007)

Managed key relationships by trading on average over 5 million shares monthly for investment managers

Increased desk trading volume by 20%

Improved customer experience by employing value weighted average price (VWAP) trading strategies, earning clients over $100,000 in improved execution prices

Trade Support Specialist (2003 – 2005)

Reduced failed trades by 30% by actively tracking the daily and monthly trade flow

Tracked daily and monthly profit and loss (P&L) for over 25 fixed income and equity trading accounts

Partnered with Compliance to eliminate trade errors and prepare for external audits

Co-managed, trained and developed five person trade support group

Deutsche Bank 2000 – 2002 Trade Support Specialist

Recruited to return after acquisition of group at Schroder & Co.

Schroder & Co. 1999 - 2000

Assistant Manager – Trade Support Specialist

Hired to help create an equity trade support desk for the European and Latin American markets

Deutsche Bank 1996 - 1999

Trade Support Specialist

Managed global trade executions for the European, Latin American, and South African equity desks

Trained and supervised junior staff members on trade entry and confirmation process

Monitored the positions and P&L for 12 traders’ internal accounts


Ithaca College, Ithaca, NY

Bachelor of Science, Organizational Communications

Series 7, 63 and 55 licenses (expired)

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