Bob Moon Email & Phone Number

Boston, Ma, Us

United States

Providence, Rhode Island Area

Managed the Roosevelt Trading desk. Ensured assets were traded across all investment strategies. All Cap Core Equity , Large Cap Core Equity, Select Equity, International Equity, Emerging Markets Equity, Roosevelt Multi-Cap Fund, Global Enhance Fixed Income, and the Roosevelt Strategic Income Fund. Actively traded equities, long/short and sector ETF's, ADR's, International equities on local markets, Fixed Income, Sovereign Debt, High Yield Corporate, Eurodollar Bonds, Treasuries, Strips, and Tips.Generated block trades using MOXY, APL, Morgan Stanley Access and executed trades through multiple Execution Management Systems.Created, supervised the creation, and traded assets of firm's Separately Managed Accounts. Introduced and integrated execution management systems(EMS) including RealTick, Sonic, and Neovest.Supervised trading desk consisting of three traders, conducted reviews, trained employees on various systems, interviewed prospective employees, attended department head meetings.Established the use of transaction cost analysis to monitor best execution. Brought Abel Noser on board to analyze trading data through Trade Zoom.Founding member of best execution committee, prepared reports and interpreted findings.Consistently executed trades in the top 10% of Abel Noser’s trader universe measured against daily VWAP.Maintained soft dollar and research budget.Established rules and procedures for investing new accounts, deposits and withdrawals, and the quarterly re-balance. Created and managed Sponsor Rotation Procedure.Integrated trading of SMA and Institutional assets by utilizing Execution Management Systems to access the liquidity, algorithms, smart routers, and direct market access found in the electronic capabilities of the major brokerage firms. This list includes CS First Boston, Barclays, Merrill Lynch, CITI, Morgan Stanley, JP Morgan and Bank of NY.

Buy Side Equity Trader for Investment Management firm with 3 billion in assets. Value and Growth portfolios. Proficient in many of the aggregators. LAVA, REDI, SONIC, INSTINET and NEOVEST. I access many Algorithms through these systems as well as through Bloomberg. Maintain relationships with trading desk of prominent sell side firms such as Merrill Lynch, Lehman Brothers, Morgan Stanley and First Boston.

Block trader for busy sell side desk. Recieved orders from top brokers and executed them on the floor of NYSE and AMEX. Worked with OTC desk, Institutional Trading, and Syndicate Desks.

Ba, English

Activities and Societies: Delta Tau Delta fraternity

Education record