Anthony Russo Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

• Deliver valuable service assisting with complex buying power, securities, restrictions, and corporate actions• Educate clients and associates on firm policies and procedures, along with market mechanics to ensureseamless execution of advanced trading strategies• Mitigate risk by providing associate trade approvals, large order reviews, and resolutions on trade disputes• Notify clients of outstanding obligations and process sellouts when due• Handle trade through violations by submitting trade corrections and educating clients on why action is being taken to prevent repeat occurrences• Point of contact for Managers and Premium Elite associates working on escalated items• Received Trade Elevation Tier 2 designation by demonstrating leadership within team and ability to handle a wide range of high-risk scenariosInvestment Specialist | Service & Chat | July 2018 – November 2019• Delivered exceptional service to clients by answering account inquiries, processing requests, and assisting with website usage and navigation• Educated potential and existing clients about self-directed products/services while uncovering additional client needs and deepening existing relationships

Indianapolis, Indiana Area

• Prospected for clients within clearly defined markets, while expanding on interpersonal skills• Trained in how to develop client relationships and build a successful practice through work with mentor• Obtained Life and Health licenses

Copenhagen Area, Capital Region, Denmark

• Competed in a six-week accelerator program built on the fundamentals of the lean start-up method• Produced a minimum viable product and financial projections based on market research, which was then presented to leaders in the local start-up community• Internship with CopenCoin, a Bitcoin ATM startup expanding services around Copenhagen

Bloomington, Indiana Area

•Refereed recreational basketball games for students attending Indiana University•Enhanced my conflict management skills by working with players to create a superior game environment

Accounting And Finance

Activities and Societies: -Investment Managment Workshop -Lambda Chi Alpha

High School

Activities and Societies: National Honor Society, Spanish Honor Society, Business Honor Society, FBLA, Student Council, Basketball.