Customer Management

Brian Russo

*** ******** **

718-***-****

Brooklyn, NY 11222

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

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Profile:

- Confident Decision making with demonstrated abilities in handling

simultaneous tasks and assignments under high pressure situations

- A bottom line profitability minded individual who understands the

importance of maintaining excellent customer satisfaction

- Logical, detail oriented with well developed analytical abilities

Experience:

SunAmerica Asset Management

Jersey City, NJ

Trading Analyst, September 2008 - November 2013

- Execute PM orders either through broker cash desk or algorithms

- Work as a point man for system implementations and upgrades

- Responsible for resolving any system issues such as Charles River,

Oasys, Fix lines

- Manage fund of fund process updating appraisals and reporting

holdings and activity to upper management

- Maintain relationships with vendors to resolve any technical issue

- Configure blotters and work benches to match each individuals wants

- Train and manage operations group

CIBC World Markets

New York, NY

Director - Portfolio Trading, March 2005 - September 2008

- Trade customer portfolios while managing risk and maximizing performance

- Assist customers with any issues regarding algorithms

- Provide customers with market conditions contributing to portfolio

performance

- Produce pre and post trade reports detailing expected and actual

performance

- Monitor changes in S&P indices and alert cash traders of possible impact

due to indexer's actions

- Create reports detailing money flows in S&P constituents resulting from

quarterly rebalances

- Trade currencies to settles trades in currency specified by the client

CIBC World Markets

New York, NY

Operations Associate, September 1999 - March 2005

- Responsible for trade correction process including identification and

resolution

- Allocate trades to appropriate customer accounts

- Reconcile trades and ensure any discrepancies are addressed in a

timely fashion

Prudential Securities

Great Neck, NY

Financial Advisor, January 1999 - September 1999

- Contact established and potential investors to determine their

preferences and identify their needs in order to assist them in achieving

their financial goals

- Develop and implement a personal financial plan tailored to the client's

income and investor profile

Education:

Long Island University, C.W. Post

Brookville, NY

Bachelor of Arts, Finance, December 1998

Software: MS Excel, MS Word, Bloomberg, Charles River OMS, OASYS, Alert,

Action

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