Elizabeth Scanlon Email & Phone Number

New York, NY, US

New York, New York, United States

New York, United States

Greater New York City Area

• Analyze and communicate trends in structured note issuance across all regions and asset classes to facilitate funding and capital deployment decisions by senior management
• Project lead driving the build out of e-solutions and business automation for global structured products and exchange traded note franchise
• Coordinate and actively participate in global forums with senior management on retail distribution strategy, new product approvals and business governance
• Represent business in internal reviews conducted by senior management and control functions
• Develop and evaluate new product ideas for exchanged traded note and listed products business, and manage day to day operations of top tier exchanged traded note business on two-person team

Greater New York City Area

• Focused on the distribution of cross-asset structured products to broker dealers, regional banks and national accounts through broad-based calendar offerings and development of customized solutions for reverse inquiries
• Analyzed structured product issuance on a monthly basis to identify trends and revenue opportunities
• ¬Instrumental in the development and implementation of global retail distribution framework
• Oversaw retail distribution governance and controls checks and provide updates to key stakeholders
• Monitored and evaluated business impact of upcoming and existing regulatory changes

Greater New York City Area

• Responsible for launching broad based calendar offerings to national accounts and expanding production of structured products and penetration of retail advisor market
• Generated and executed structured products transactions and post-sales service in tandem with senior sales coverage for Private Bank and Latin American clients
• Developed an automated solution for trade execution and documentation, capturing a significant portion of Latin American structured product flow
• Produced weekly trade ideas based on economic conditions and suitability to portfolio needs of Latin American clients

Greater New York City Area

• Worked on the municipal sales, commodity index trading, and investor solutions desks during a 10 week rotational program.
• Analyzed the daily movements of the commodities sector to compare daily wrap ups for clients and colleagues.
• Researched and presented structured product trading strategy for Investor Solutions desk.
• Developed and designed sales materials for the upcoming release of a structured product.
• Responsible for delivering upcoming sales, deal structures, and current offerings in municipals daily to sales team.

Palisades Park, New Jersey

• Worked directly with chief financial officer/ chief operations officer.
• Assisted in accounting functions – summarizing and tying out revenue by territory/show.
• Analyzed profitability of territorities and shows.
• Communicated in Spanish with Latin American and Spanish companies to coordinate meetings.
• Edited legal spreadsheets, organized correspondence.
• Created Excel spreadsheets summarizing revenue by territory.

Richmond, Virginia Area

Compiled in-depth research on various marketing topics and organized research.

Bachelors, Business Administration, Finance

Activities and Societies: Delta Delta Delta, Finance Society, Carver Promise

Bsba, Finance

Activities and Societies: Delta Delta Delta - Gamma Eta Chapter, Westhampton College Government Association

Finance, Finance, General