Fix Messaging and Connectivity Specialist

Sheri-Ann Palmieri

*-** ********** ********** * Whitestone, NY 11357 * 917-***-**** * *********@*******.***

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SUMMARY

Senior Electronic Fix Messaging/Connectivity Specialist and accomplished Project Manager with over 15 years of experience utilizing trading systems. Self motivated and versatile individual comfortable in highly pressured environments. Able to coordinate and complete projects and work effectively as an integral part of a team effort. Excellent communication skills with a proven ability to interact with individuals at all levels. Technical skills include, but not limited to, Fix Protocol, Bloomberg, Reuters Plus, Triad, Reuters/Tradeweb, Autex, Bridge, Block Data, Microsoft, D-Station and some Fidessa.

EXPERIENCE

Bear Stearns & Co. Inc. /JP Morgan Securities Inc., New York, New York 10/2003 - Present

Vice President, Institutional Equities Trading

Served as Senior Electronic Fix Messaging/Connectivity Specialist. Played an intricate role assisting the technology teams with the ongoing development and implementation of a new internal automated IOI/Fix message and trade reporting system. Coordinated and installed order routing and IOI lines. Heavily utilized electronic bulletin board of Block Trade indications and post trade reports that enabled security traders to identify, access and track liquidity in global securities markets.

• Approved, coordinated and installed 350+ client fix connectivity request connections. Responsible for the analysis of client annual revenue prior to facilitating approval through D-Station and other vendor portals.

• Worked as a team with the Fix Connectivity, networking and technology groups analyzing, troubleshooting and resolving all connectivity issues for all of Equities.

• Coordinated line certification as well as re-certification of legacy connections with clients and vendors.

• Assisted 36+ Listed, OTC, International, and Arbitrage position traders with on boarding of clients for IOI connectivity.

• Oversaw all equity orders via internal systems for order executions and stock crossing opportunities. Extensive knowledge of Bloomberg, Autex/Thomson and Bridge coding in order to properly solicit natural IOIs without shopping back to the client their own orders.

• Periodically met with vendor representatives to ensure customer satisfaction and negotiated pricing.

• Contributed on weekly conference calls regarding the progress and development of our new internal IOI system.

• Maintained trader mapping for commissions and updated symbology database daily. Mapped new issued stock symbols with sedols and cusips.

• Suppressed trades and IOIs with extensive knowledge of client specific requirements and restrictions.

• Kept traders compliant with SEC/NASDAQ rules and regulations. Informed traders daily of trading activity and stock restrictions.

• Managed, monitored and manually solicited all natural orders. Provided correct buy/sell indications to customers by utilizing internal fix systems.

UBS Investment Bank, Stamford, Connecticut 6/2001 – 10/2003

Associate Director / Senior Autex Operator, Institutional Sales Block Trading

• Assisted 9 position traders with correct posture according to the daily order flow on the Block and NASDAQ Sales Trading desks.

• Monitored and solicited all natural orders to customers by utilizing the internal fix system.

• Worked closely with the Technology Department in the development of a new automated fix messaging and trade reporting system.

• Provided all regional offices with upcoming trades, natural order flow and posture in industry sectors on internal systems to promote and expand knowledge of current in house trades.

• Formatted daily calculations of the highest traded volume of the listed stocks for interdepartmental use.

• Successfully updated knowledge base to include the sectoring of the trading floor.

• Informed Position and Sales traders of all stock restrictions, additions and deletions.

ABN-AMRO, New York, New York 10/2000 – 6/2001

Vice President / Senior Autex Operator, Institutional Sales Block Trading

• Maintained 12 position traders lists for Block and International Sales Trading desks with current and accurate posture with buy/sell indications in Domestic and International Equities.

• Solicited customers by utilizing Triad to send all supers and fixed messages.

• Supervised Junior Autex Operators on NASDAQ Desk having needed an extensive knowledge of their systems.

• Assisted all traders with New York Stock Exchange in the representation of equity quotes, reports and orders.

Sheri-Ann Palmieri 917-***-****

Donaldson, Lufkin, & Jenrette, New York, New York 2/1993 – 5/2001

Autex Operator, Institutional Sales Block Trading

• Assisted position traders by using all trading systems to solicit customers with super messages, buy/sell indications.

• Maintained position trader’s list with correct posture according to daily order flow.

• Sent fixed messages through Triad for all natural orders.

• Kept all regional offices informed as to current posture in industry sectors and upcoming trades.

• Updated Autex Block Data Online industry and custom sector portfolios, to ensure accurate rankings.

• Assisted traders in one-on-one interactions with the New York Stock Exchange for quotes, reports, and orders.

• Reported all block trades to Reuters and Dow Jones.

• Informed and updated Position/Sales traders as to all stock restriction additions or deletions.

• Calculated and formatted daily program for highest traded volume of listed stocks for interdepartmental use.

Donaldson, Lufkin, & Jenrette, New York, New York 6/1992 - 2/1993

SALES ASSISTANT, Institutional Equities

* Assisted with conference calls for Syndicate, Institutional Retail and Institutional Sales Division.

* Gathered data for IPO's, research for secondary offerings and prospectus distribution to clients.

* Coordinated IPO Management meetings with clients of various accounts.

* Interacted daily with Sales, Research, Syndicate, and prominent clientele.

* Coordinated corporate calendar, travel arrangements, and handle all account preparation and distribution of payment.

Turnpike Appliance Service Center, Commack, New York 12/1990 - 5/1992

ADMINISTRATIVE SECRETARY TO PRESIDENT

* Maintained and typed correspondence and reports on Excel.

* Trained new office staff on computer and office procedures.

* Established contact and interacted with clientele.

* Maintained accounts receivable, payable, keep general ledger and perform payroll.

RMP Electronics Corporation, North Amityville, New York 5/1989 - 12/1990

EXECUTIVE SECRETARY TO PRESIDENT AND VICE PRESIDENT

* Prepared documentation concerning quality control.

* Typed all correspondence and answered phones.

* Made all travel arrangements, assisted with the coordination of corporate calendar.

* Maintained accounts receivable.

Education

Nassau Community College, Garden City, New York

Major: Business Administration, Minor: Finance

September 1987 to May 1988 – 24 credits obtained

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