Experiences at Morgan Stanley

Being able to demonstrate a commitment of being a value add resource to the firm and a willingness to take on new responsibilities as required. The ability to manage to the corporate goals as well as your division and specific work group. The ability to be proactive and to anticipate needs of the organization and senior management. The ability to produce a solid work product and an abilty to effective work across business lines as well as within your immediate work group....

Employing existing graphic standards to a vast array of marketing collateral which upheld a harmonious brand.

How to effectively mentor younger associates

managed a portfolio of nearly 100 million dollars; ran a team of investment professionals, designed and implemented investment strategies for companies and individuals

A leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Traded NYMEX and OTC futures, options, swaps, and structured products.

Marketed derivative products to energy client base.

Initiated conversion of option pricing model to use real-time data, enabling faster valuation and pricing of options. Increased competitive edge, and improved client relations.

Created and maintained automated indicative price fax. Generated new business and maximized client exposure.

Developed model used to price foreign currency denominated swaps, enabling the firm to quote prices in 1/3 of the time....

Worked on a wealth management team defining internal sales processes and system standards. Primary responsibility was to develop a Sales Force Automation solution to track clients, leads, and prospects.

Recruiting top talent for fixed income and equities: sales, trading, structuring, commodities.

*Performed cost basis analyses on clients' accounts at their request.
*Organized and input data from handwritten accounts into company database.
*Researched financial history of various companies to better serve clients.
*Assisted clients in observing and managing individual stocks in their account portfolio on a daily basis....

Investment banking analyst

Successfully worked on IPOs
Engaged and assisted investors
Utilized Spanish bilingual skills