International Capital Markets / Wealth Management
Resume:
Mary Ann DiAnna
*******.******@*****.***
Capital markets professional experienced in a variety of asset classes and technologies. Skilled at presenting solutions in a
comprehensive yet simplistic manner. Increased AUA over $6b for start-up hedge fund administrator within a two year
period. Consistent producer. Conversational French and Italian. Series 7. Series 66 pending.
SEC Registered Investment Advisor, Director, Client Services, New York, NY (June 2013 - Present)
Manage administration and investor relations for three fixed income hedge funds and one fund of funds.
Oversee client on boarding, operations and relationship management for independent wealth management office.
Participate in placing trades, including Iron Condors on S&P 500, ETFs, commodities, mutual funds and fixed income.
Rutgers University, The State University of New Jersey-Camden, MBA cum laude, (August 2011 - May 2013)
Global Marketing, International Business, Project Management, Business Analytics, Corporate Social Responsibility
(CSR), Alternate Dispute Resolution (ADR), Financial Analysis, Capstone Course – Strategic Management.
Session in Shanghai and Beijing meeting firms such as Lenovo, GM, Novartis, Kodak, Infosys, Maersk.
Sovereign Bank, Business Banker, Monmouth/Ocean, NJ (April 2010 - February 2011)
Managed 400+ clients and recommended most efficient treasury, cash management, leasing and lending products.
Prepared financials for underwriters to review for business loans, lines of credit and leasing.
Scheduled presentations with COI and sold across product lines to achieve 115% to goal.
Active participant in local chambers, small business, EDA, SBA, SCORE and NJAWBO events.
Excellent communication, writing, presentation and thought leadership skills. Reorganization of branch network.
Variman, LLC, VP, Global Business Development, Short Hills, NJ (July 2007 - October 2009)
Sourced business for hedge fund administration, middle and back office processing based on the Calypso platform.
Analyzed accounting and work flow requirements for a variety of funds together with COO and team in Che nnai, India.
Increased client base from $2b to $6b using effective brand recognition, positioning, negotiation and sales skills.
Worked with CEO on cash flow analysis, client profitability, marketing and SEO. Financial crises forced reorganization.
Sovereign Bank, VP, Corporate FX Sales and Trading, Philadelphia, PA (August 2003 - June 2007)
Advised corporate clients and lending teams on FX products leading to an increase in volume and profitability.
Presented new hedging products to management relating to IAS 39, FAS 52 and FAS 133.
Complemented sales efforts of cash management, swaps, investment and trade finance groups. Recruited to Variman LLC.
Goldman Sachs/Commodities Corporation, FX Execution, Princeton, NJ (November 1995 - February 2002)
Boosted awareness of FX products to High Net Worth Individuals, Money Managers, Hedge Funds and CTAs.
Consistently booked highest volume of order flow and number of deals per day.
Awarded $100,000 trading account and achieved profitable P&L. Series 3. Goldman NYC took over trading.
Lehman Brothers, VP, FX Trading, New York, NY (October 1994 - October 1995)
Profitably traded FX, Silver and Gold order book during Asian market hours while undertaking minimum risk.
Grew volume of corporate business specifically in Asian currencies. Singapore office took over night desk.
Timber Hill / Interactive Brokers, FX Execution, Valhalla, NY (March 1990 - March 1993)
Established and maintained bank relationships in order to expand overall volume of business.
Hired, trained and supervised three new traders after increase in trading capacity. After EMS crises, FX trading closed.
Chemical Bank Corporation, VP, Corporate FX Sales and Trading, New York, NY (May 1986 - June 1989)
Management trainee with focus on improving communication and operational efficiency front to back.
Project analyst for onsite review of operational procedures used by Private Banking Group in London, Geneva and Zurich.
Created marketing strategy and collateral for FX regional conferences. Complications with birth of first child.
EDUCATION
Rutgers University, The State University of New Jersey-New Brunswick, BA Economics, BA French May 1986
Study Abroad in France - La Sorbonne, Paris and Université Francois Rabelais, Tours France - 1984/1985
Independent studies: International Measures of Inflation, Droit Bancaire, French Franc and its Economy.
Microsoft Excel, Project, Access, Salesforce, Sharepoint, Envestnet, IWS Fidelity, NetX 360 Pershing, Calypso.
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