Anna Hsu Email & Phone Number

United States

Chicago, Illinois

. Provide client sales coverage and market insight for municipal short-term bonds to over 40 large institutional money market fund asset managers, private wealth management, separately managed accounts, corporations, and investment advisors. . Manage municipal short-term underwriting desk and ensure best execution of new municipal short-term negotiated and competitive notes, variable rate demand bonds, commercial paper, and floating rate notes issues. . Manage Tender Option Bonds (TOB) administrative agent services for several large municipal asset managers. Major responsibilities include contract negotiations, structuring trusts with bond counsels, rating agencies, trustees, and financial institutions, generating weekly cash flow reports, and resolving clearing and settlement issues. . Established strategic alliance with international institutions and continued to act as the liaison to manage relationship and projects between the firm and our partners.

. Managed all daily sales, trading, and remarketing of variable rate demand bonds, auction rate bonds, short-term notes, floating rate notes, and commercial paper. . Maintained strong relationships with other brokers-dealers to source securities.

Associate Director, Information Technology Department. Successfully led full systems development life cycle and implementation projects for two financial trading applications. Both projects were delivered on time and on budget, resulting in significant IT efficiencies and cost savings.

Chicago, Illinois, United States

Assistant Vice President, Information Technology Department . Managed implementation of Murex trading application for foreign exchange business. Eliminated dependency on legacy software, reducing costs by $750,000 per year. The project was delivered on time and on budget and resulted in a higher level of global system integration

Chicago, Illinois, United States

. Successfully managed and executed year 2000 (Y2K) certification process for over 40 systems and interface testing projects. Led a group of testers, technical writers, and infrastructure staff in reviewing applications which encompassed various operating system (OS) environments and middleware.

Louisville, Kentucky, United States

. Led the staff responsible for preparing, analyzing, and reporting all operational statistics for the company. Analysis included monthly forecasts, quarterly business plans, and special projects, such as employee incentive plans and a forecasting model to project company earnings during the company’s IPO process.

Bachelor Of Science - Bs, Mathematics

Master Of Business Administration - Mba