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Sales Management

Location:
San Francisco, CA
Posted:
June 02, 2015

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Resume:

BRADLEY B. GREEN

***West **nd Street, Apt.*D, New York, NY 10023

WORK Lincoln Capital LLC, Miami, FL; New York, NY Oct 2006 - Dec 2014

EXPERIENCE Operations, Fund Administrator

Oversee all non-investment related activities for long/short equity

hedge fund with $100MM peak AUM.

Manage outsourced service providers including prime brokers, fund

administrator, auditors, tax, legal and payroll/benefits.

Partner with third-party accountants on preparation and delivery of

annual K-1 statements.

Coordinated launch and implementation of different order management

systems including Redi, Neovest and RealTick.

Supervised relocation of the firm's headquarters in connection with

opening the Miami office.

Track funds' daily and monthly performance to calculate master fund's

P&L and allocate among sub-accounts of 8 portfolio managers in NY and

Miami each engaged in unique investment strategies.

Monitor total daily exposure for master fund and individual portfolio

managers to ensure proper hedging of market direction including

ETF's, and options.

Evaluate all trades with street counterparties to compare and settle

to avoid money discrepancies and/or duplicate or erroneous positions.

Liaise with sales and trading coverage to execute trades and manage

trading commissions.

Recap and confirm all trade executions with appropriate sell side

operations counterparties.

Allocate trades throughout the funds' different sub-accounts.

Confirm accuracy with Prime Broker regarding correctness of equity

and positions daily.

Avian Securities, New York, NY May 2006 - Oct 2006

Junior Sales Trader

Disseminate channel check research to buyside clients within the tech

sector.

Execute, confirm and resolve daily sales trades in conjunction with

senior sales trader.

Goldman Sachs, New York, NY March 2006 - May

2006

Fixed Income Middle Office Sales / Consultant

Confirmed and allocated trades in the fixed income arena, including

bonds, mortgage backed securities, and money market instruments.

Liaised between sales and back office to reconcile DKs and money

differences for institutional clients.

Wachovia Securities, New York, NY June 2003 -

November 2005

Junior Sales Trader

Performed daily sales and trading responsibilities as part of a

2-person, hybrid team.

Contacted clients to disseminate research, suggest customized trades

and arrange management meetings.

Executed client orders and ensured the accuracy of all daily trades

against breaks and DKs.

First Union Securities, New York, NY August 2001 - May

2003

Registered Account Administrator

Researched and monitored trades, informed clients on unsolicited

purchases and margin balances and opened new client accounts.

EDUCATION University of Maryland, College of Arts & May 2001

Humanities, College Park, MD

Bachelor of Arts Degree with a Concentration in Business and

Economics

SKILLS Proficiency in Redi, Thompson One, Neovest, Realtick, MS Word, MS

Excel, MS PowerPoint,

LICENSES Series: 7, 55 and 63 (expired)

References available upon request

****************@*****.*** 917-***-****



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