Customer Service Representative

KEVIN C. WALSH

*********@*****.***

**** ****** **, **********, ** 07748

Mobile: 732-***-****

https://www.linkedin.com/in/kevin-walsh-099a7427/

PROFESSIONAL EXPERIENCE

June 2007 - Foresters Investment Management Co., New York, NY

Present Head Equity Trader

Manage trading desk for equity team with assets of US$10 billion.

Trade for 12 long-only U.S. and international equity mutual funds.

Designed and implemented the on-boarding process for 40+ international brokers when the Global Fund was brought in house.

Liaison with internal legal counsel for matters pertaining to trading desk documentation.

Active member of internal brokerage allocation committee with senior management.

Initiated and coordinated installation of the equity team’s first trading platform in 2008.

February 2006 - Hudson City Savings Bank, Paramus, NJ

May 2007 Customer Service Representative –Retail Banking Centers

Recruited and hired to learn all facets of the company’s branch operations.

Training program included customer service skills, estate settlement, security procedures, IRA plans, and mortgage origination.

August 2003 - First Atlantic Federal Credit Union, Eatontown, NJ

February 2006 Customer Service Representative – Call Center

Analyzed, researched and addressed issues for 5,000+ telephone banking customers.

Applied appropriate policies and procedures to resolve banking related problems and errors.

Designed a plan to track recurring customer issues for inclusion in the H.R. training process.

Worked with other departments to expand Latino membership that resulted in 5% new account growth.

July 2002 - Bank of America Capital Management, St. Louis, MO

January 2003 Senior Equity Trader

Traded Value and Growth styles for Nations Funds 15 mutual funds.

Employed early versions of algorithmic trading techniques to achieve best execution.

Suggested entry and exit strategies to fund managers on sensitive orders > $5million.

Communicated notable macro events to colleagues during the trading day.

March 1996 - Bank One Investment Advisors, Columbus, OH

May 2002 Senior Equity Trader

Traded Value and Growth styles for the One Group mutual fund family.

Sector trader for Financial, Energy, and Consumer Non-Durable groups.

Employed early versions of ITG’s POSIT to find liquidity while maintaining anonymity on orders.

Managed IPO book and secondary offering calendar.

Traded futures, options and backed-up on program trading.

Supported head trader with soft dollar management.

July 1995 - 1838 Investment Advisors, Radnor, PA

November 1995 Fixed Income Trader

March 1994 - Brandywine Asset Management, Wilmington, DE

May 1995 Generalist Securities Trader

August 1986 - First American Bank, Washington, DC

December 1993 Head Trader

Managed desk for $2 billion trust department, executing all equity and fixed income trades.

Implemented a daily repo program to maximize returns on cash holdings.

Hired, trained and supervised three junior traders over my seven years.

Managed a money market fund for institutional accounts.

Automated a discount brokerage unit for retail accounts.

Developed a method for tracking how commission dollars were spent.

EDUCATION

The Catholic University of America, Washington, DC

B.A., Financial Management

TECHNOLOGY SKILLS

Bloomberg EMSX trading platform; ITG Triton trading platform; and Microsoft Office.

MEMBERSHIPS AND LICENSES

CFA Institute; Investment Company Institute; Board of Governors, The Catholic University of America; FINRA Series 7, 63 and 55 (not active).

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