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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



results-driven financial service professional eager to contribute dynamic business development, project management and interpersonal relation skills toward actively supporting a progressive organization in optimizing operational and revenue performance.



ø  offer approximately 7 years progressive experience in the financial services industry, with comprehensive background in account management, client servicing and staff development.

ø  proven ability to achieve and exceed all business-development and revenue-generating goals in high-pressured environments.

ø  exceptional ability to research and evaluate industry trends and competitors and use findings toward designing and executing innovative strategies to boost company leveraging.

ø  dynamic communication, presentation, relationship building and problem-solving abilities.

ø  effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

ø  highly versatile; quickly master new roles, responsibilities, technologies, and environments.

ø  possess strong ability to build productive relationships, resolve complex issues and win client loyalty.

ø  extensive knowledge of project management methodology, planning, software, change, risk, and closure.

ø  proficient in global account management, operations, cost, resources, communication and influence.


career achievements

ø  consistently met or exceeded established on-boarding goals, while managing 75% of all 2007 projects company-wide from inception through completion.

ø  innovatively designed, developed and implemented a customized registration for jp morgan chase clients, directly resulting in a streamlined registration process.

ø  established critical contacts to increase client base and membership; built client base to over 17 cta s and 22 proprietary trading firms globally, surpassing all customer retention and business development goals.

ø  exceeded clients expectations by aiming for 15% ahead of schedule, using staffed resources and successfully managing 2 jump ball large-scale fxms on-boarding projects valued at over $3m in potential revenue.

ø  successfully met time-sensitive deadline for key prospective client by cutting time of deployment, saving client both time and money while avoiding a substantial loss of business for the company.

ø  generated record revenue increases in quality of service deliverable and internal efficiency by over 30% for five straight years.


professional experience

fxmarketspace inc., customer solutions - chicago, il                                                  2007-2008

account manager to the head of customer solutions americas

  contributed dynamic leadership skills toward training, mentoring and motivating customer solution team members, ensuring they are properly educated on trade capture reporting.

  strategically planned and coordinated projects to maximize use of resources while controlling costs and meeting customer and company needs.


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fxmarketspace inc., customer solutions - chicago, il                                                  2007-2008

account manager to the head of customer solutions americas


  applied advanced communication and interpersonal relation skills toward serving as the primary liaison between the operations unit and traiana harmony for faster and more efficient fx trade processing.

  conducted comprehensive weekly review and analysis of volume report in order to update client management system on firm s staff, systems, or clearing relationships changes.

  proficiently contributed to business development by using proactive prospecting techniques to generate new customers; attended numerous industry conferences and marketing events. 

  proactively built and established key relationships with senior level staff members of isv s, proprietary trading firms, and hedge funds, vital to supporting enterprise-wide operations.


fx prime brokerage, abn amro bank na - chicago, il                                             2001-2007

assistant vice president to the managing director/sector head of global markets

  demonstrated solid understanding of global market practices and principles in proficiently executing give up transactions, monitoring client position for risk and margin calls and managing the banks risk through hedging tools such as swaps, futures, and options.

  relied upon to lend expertise toward managing the european shift within a 24-hour fx prime brokerage environment; collaborated directly with management and human resources to ensure strict compliance with policy provisions and standards.

  efficiently organized staff workflow, defined requirements and assigned projects to optimize utilization of human capital and operational resources.

  successfully applied fxpb trading knowledge and experience toward efficiently managing clients positions using t/n rolls, calculation of nav, daily pl reporting, calculation of management and performance fees, reconciliations with prime brokers, custodians and delivery of monthly financial statements.



project management program (in progress) - depaul university usa (chicago, il), graduating in spring 2009.

certified treasury professional program - northwestern university (chicago, il)

bachelor of science in business management / accounting - robert morris college (chicago, il), alpha beta gamma honor society


professional affiliations

project management institute (pmi)

association for financial professionals (afp)


technical skills

network applications: salesforce, microsoft outlook, bt systems, blackberry enterprise, and reuters dealing. operating systems: microsoft windows, linux and unix         






yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000











hiring agent name





dear _______________________________:


i am currently exploring new opportunities, and am interested in joining your team.  to acquaint you with my qualifications, i m submitting my resume for your review.  in advance, thank you for your time and consideration.


as illustrated by the accompanying resume, i have continually advanced in the financial services industry, assuming increasing levels of responsibility for key accounts and client relations.  from supporting high performance teams and facilitating superior staff development to managing complex projects and executing proactive financial processes/procedures, i have continually excelled in maximizing performance as a dynamic team member.  i excel in identifying and resolving inefficiencies and strategically utilizing financial resources to generate optimal results.  to complement my experience, i completed the certified treasury professional program and i am currently completing the project management program.


as a member of your team, i will consistently exhibit a strong commitment to quality and a dedication to playing a large role in achieving and surpassing goals.  i am eager to meet with you to discuss how my qualifications support your current and prospective needs, and welcome the opportunity to interview at your earliest convenience.


professional regards,




yyyyyy x. yyyyyy


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