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December 2006 to March 2009 Interactive Brokers, LLC Chicago, IL
Funds and Banking Representative
· Provide Traders with daily assistance with Account Functions and Account Banking
· Assist Traders with Account Statements/ P/L Reporting/ Tax Reporting
· Helped to create/execute an operational process when updating traders account information
· Responsible for delegating/reviewing/updating trader account information for processing
September 2006 to December 2006 (Part-Time) Bridgenet Solutions Chicago, IL
Associate Auditor
· Conduct Audits for clients shipping UPS packages nationwide
· Work closely with two project managers on special projects
· Provide Package Tracking Analysis and Guaranteed Service Refunds
July 2006 to December 2006 (Part-Time) The Princeton Review Chicago, IL
Regional Coordinator/Supervisor –After School Program
· Coordinate with CPS (Chicago Public Schools) after school tutoring program
· Teacher Trainer CPS (Chicago Public Schools)
· Conduct onsite visits and support to principal
August 2000-December 2005 Bank Of America Chicago, IL
Officer/Team Leader -Muni Middle Office Structured/Complex Derivative Analyst
· Reconcile Muni-Swap OTC market positions (Middle Office Operations)
· Provide PNL analysis for market traders/Front Office/Risk Analysis
· Work closely with Marketers/Traders to ensure execution of trade flow
· Track issues to resolutions/Interact w/Technical Support
· Develop a PowerPoint presentation for associates on Risk Participation Swap
· Conducted SARBANES OXLEY (SOX) reviews - Project Manager (Spreadsheet Compliance)
· Products: Plain Vanilla Swaps, Cap, Swaptions, FPA, Balance Guarantee Swaps, Risk Participation Swaps,
· Futures/Option, Indexes, Forward and FX securities.
· Software/Systems: Microsoft Word, Excel, Bloomberg, Power Point, Outlook and Access
Oct 1999 to August 2000 Option Clearing Corporation Chicago, IL
Member Services Specialist
· Provide desk support for Option Clearing Members and expiration
· Handled all option inquires (Equity, Non-Equity and Flex)
· Help setup new DTC participants and ERD Banks
· Products: Equity Options
· Software/Systems: Microsoft Word, Excel, Bloomberg, Reuters, and Internet Research
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