Diane Schneider Email & Phone Number

JPMorgan Chase Professional Experience-Highly accomplished securities trader and manager with a stellar execution and client service record. Results-oriented professional with expertise in all aspects of trading and operations. A proven track record of increasing revenue through market knowledge, keen trading ability and strong relationships. An effective communicator and astute problem-solver with strong decision-making abilities, which resulted in achieving outstanding review ratings.Proficient in: Bloomberg, Thomson One Financial, Longview, SEI, OMNI, MS Office Manager and trader of the Rochester desk that serviced 212 portfolio managers and investment advisors, encompassing over 80,000 trust, investment and client-directed accounts throughout the US for the Portfolio Management Group. Traded US securities, foreign securities, proprietary funds, asset allocation programs, ADRs, ETFs, new and secondary issues, restricted stock and stock options. The average number of trades per month was over 33,000. Fixed Income - I managed and executed orders in municipal bonds, corporate bonds, commercial paper, treasuries, government agencies and securities for the portfolio managers and investment officers. Selected to take over and execute all fixed income trading from US Private Bank due to their record of poor execution quality. Developed and implemented a trading strategy to deliver a business solution that rectified the previous department’s inefficiencies. Designed, developed and implemented the procedures and protocols for the trading desk, resulting in a smooth and efficient environment with 0% trading desk errors and no financial loss.

Listed skills include Fixed Income, Securities, Portfolio Management, Investments, and 12 others.

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  Suny Brockport

  Business Administration