Customer Manager Relationship

J O S E P H S T I L L O

( * * * ) * * * - * * * * · j s t i l l o 4 @ g m a i l . c o m

O B J E C T I V E

After an extensive career in Financial Services as a sales team leader and client relationship manger, I am looking to leverage my sales management capabilities in a new sector. Analytical thinker with the ability to perform well under pressure. Skilled at developing and maintaining client relationships, in-depth knowledge of effective sales strategies and exceptional presentation skills.

E X P E R I E N C E

MKM Partners, May 2019 – April 2020

Senior Derivative Sales

• Relationship Manager for pension funds, mutual funds, money managers and hedge funds

• Actively traded and created hedging strategies for Institutional clients Leerink Partners, May 2013 – May 2019

Director, Derivative Sales

• Founding member of the Institutional Equity Derivatives department, with a primary focus on healthcare

• Actively covered a variety of Institutional Equity Derivative accounts including mutual funds, insurance companies, hedge funds, traditional money managers

Sterne Agee, May 2010 – May 2013

Director, Derivative Sales

• Responsible for building and maintaining client relationships for over 20 Equity Derivative accounts

• Managed the Derivative sales effort with a mandate to integrate and distribute idea generation and customized trade strategies to the entire sales team

Louis Capital, May 2007 – May 2010

Director, Derivative Sales and Equities

• Managed 10-person sales team

• Exceeded management’s expectations by growing revenue by 20% YoY through increased exposure to traditional money managers and hedge funds

Cowen & Co., February 2006 – May 2007

Managing Director

• Started the Institutional Equity Derivative department and implemented a risk management trading system

• Hired and managed a four-person sales team and two-person trading team

• Integrated the Derivative desk with Cowen’s Trading, Cash and Research platforms Bear Sterns, May 1999 – February 2006

Senior Managing Director

• Built and managed the Equity Derivative department, including eight sales traders, four traders and support staff

• Account focus on healthcare and Event & Risk arbitrage

• Leveraged the Equity cash business to bring the Derivative revenue from $7M to $80M B.T. Alex Brown, May 1996 – May 1999

Managing Director

• Co-manager of the Equity Derivative sales team

• Successfully integrated Derivative flow businesses with Bankers Trust structured product group E D U C A T I O N

St. John's University, Bachelor of Arts in Government Politics, Minor in Administration

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