Sales Management

Jonathan Dierk

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

Eastchester, NY 10709

347-***-****

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

PROFESSIONAL EXPERIENCE

Morgan Stanley & Co., New York, NY

FX Operations Associate - Capital Markets Foreign Exchange Utilities

2012- Dec. 2014

. Balance and reconcile Omni, House, Bank and Trading Accounts.

. Accurately process high volume of foreign cash currency journals and

reports for Global Currency and Foreign Exchange groups.

. Handled administration of Foreign Exchange Utilities Journal

operations. Directly supported four team members.

. Increased productivity, enhanced risk management and expanded product

coverage by spearheading implementation of new systems.

. Integrated two teams into one cohesive team to handle new workload and

demands following Smith Barney merger.

. Devised controls and metrics to enhance oversight and manage risk

effectively.

Middle Market Associate - Global Wealth Client Service Group

2008-2012

. Directly supported the GWM Sales Trading and the PWM International

Equity Trading Desks in the middle markets, generalist and dealer

sales teams.

. Processed high volume securities trades from execution to settlement

for Fixed Income, Equities, FX and Derivatives

. Resolved ad hoc and escalation issues with demonstrated ability to

understand and learn across products and groups.

. Cut costs and increased productivity by streamlining new-hires on-

boarding and cross training.

. Promoted team's reputation for dependability resulting in trust and

strong relationships with sales and trading desks.

. Fashioned the International Equity PWM team within the GWM Middle

Markets model.

. Communicate effectively with senior management, multiple desks and

domestic and international Morgan Stanley teams as part of the process

of developing the new PWM team.

Institutional Fixed Income Settlements - FID Operations, Institutional

Infrastructure -

2005-2007

. Settled government securities, communicating effectively with FID

trading desk, sales desks, custodians and other support teams to

ensure that changes and information were processed accurately and

within deadline.

. Determined how much needed to be borrowed from Fed to cover repo bond

institutional trading desk positions for up to 5 traders and processed

borrow to cover.

. Established and maintained relationships with trading desks, internal

groups and counter-parties to act as primary liaison between parties

to drive trade exception resolution.

Mentor 4 (Accounting and Financial Talent Acquisition), New York, NY

Consultant, Morgan Stanley, Fixed Income Division (FID) Operations /

Institutional Infrastructure

2004-2005

. Reconciled accounts and reviewed account documentation to mitigate

risk.

Facilitated money settlements of "Unable to Apply" funds both with Morgan

Stanley and the counter party.

. Directly supported London USDQUERIES Post Settlement team members.

. Handled pairing, matching and folding of interest rate and credit

derivative trade settlements.

EDUCATION

Bachelor of Science, Finance and Business Management

Brooklyn College - New York, NY

Honorable Discharge

U.S. Army National Guard - New York, NY

TECHNICAL SKILLS

FINRA Registered Series 7

Fidessa, VISTA, Omgeo CTM / Oasys, OMW, OMS, STP, Safe GUI, On Demand.

Advanced skills in Microsoft Office.

Washington State Real Estate Certificate.

NYU: German Language Course Work

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