Elizabeth Lamberti, Cmt Email & Phone Number

Boston, MA, US

• Provides strategic direction, oversight, management, and executive leadership for the company
• Heavily involved in vendor relationships and maintaining ongoing broker relationships
• Provides daily oversight on company-wide trading and operations, performance/client outcomes
• Maintains all-day communication with portfolio managers, investment managers, and analysts
• Performs extensive research to stay on top of industry trends and norms
• Identifies and assesses technologies and execution tools to ensure highest efficiency

Boston, MA, US

• Maintaining the highest level of communication with management and analysts
• Drove strategic decision-making to ensure the best possible price for company stocks
• Served as head internal support, offering direction to operations staff and junior traders
• Performed daily trading desk activities, providing timely execution and delivery of equity orders
• Worked as a generalist then sector trader, specializing in consumer, financial, industrial stocks
• Filled in for traders in other sectors during all absences, e.g. healthcare, technology, etc.

Boston, MA, US

• Fulfilled comprehensive back-office and support duties for all areas of trading and operations
• Performed trade settlements, cancellations, re-bookings, creation and execution of trades
• Handled all client onboarding, tailoring custom trading to meet unique client requirements
• Aided the integration and testing of new operational, order management, and trading systems
• Promoted from operations to trading when company growth required an additional trader