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• Procures daily, weekly, and on-demand charts, demonstrating current pricing and predictions

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. • Ensured efficient and timely execution of all equity orders• Served as liaison between compliance and operations departments

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