Jack Wilcox Email & Phone Number

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

ICG Global Intra-day LiquidityDevelop intra-day liquidity views into global depositories and agent banks by acquiring external transactional data. Identify intra-day liquidity drains and investigate the root cause of usage spikes. Conduct global operational audits and architectural flows to employ tactical and strategic process improvements that reduce intra-day usages. Liaise with senior management in operations, treasury, finance desk and technology to develop business logics and requirements for documentation. Development of an intra-day liquidity display tools that allow for user friendly Basel 3 analysis, reporting and stress testing. Present opportunities to reduce intra-day liquidity usages to senior managers on a weekly basis. Developed and implemented multiple reductions that ultimately led to a $40mm real cost savings to the firm. General Duties: Basel 3, Project planning, Lean Process Improvement, Intra-day liquidity analysis, Trending, Projections

Tampa/St. Petersburg, Florida Area

Tri-Party - Liquidity ManagementCollaborate between treasury, finance desk and operations to manage $150+ billion of the firm’s funding requirements. Analyze and optimize Fed and DTC collateral allocations to reduce overall cost of funding without increasing liquidity risk. Advise on root cause of unfunded assets by asset class. Identify and re-mediate inefficiencies that restrict the ability to finance securities. Manage the processing and settlement of $10+ billion Fed securities daily. Matrix, reconcile and report global month end liquidity data to upper management. Enhance and streamline reports to better illustrate liquidity information. UAT testing and Ad Hoc project management to automate and improve processes that reduce operational inefficiencies. New hire trainer and supervisor. General Duties: Liquidity Management, Financial Reporting, Funding Analysis, Project Management, Process Improvement, Allocations.

Tampa, Fl

Tri-Party - Broker Dealer settlementsResponsible for Smith Barney operations for Citi’s Tri-Party Broker/Dealer Repo team. Track and manually load $10+ billion of equity and fixed income trades from Citi sales desks to Bank of New York’s settlement systems daily, facilitate tri-party trade matching and settlement, collateralize securities, and ensure proper interest payouts. Calculate daily collateral shorts through mock allocations, pledge and manage collateral through DTC, and optimize collateral allocations. Reconcile internal ledgers, collect and receive funds for clearance pairoffs, settle end of day cash between Citi’s treasury and Bank of New York Mellon, maintain proper audit reports for all desk activity, analyze operational inefficiencies to offer alternatives and implements solutions to improve daily processes. Cross train among desks to solidify team coverage. General Duties: Settlements, Process Improvement, Securitization, Reconciliation, Financial Reporting, Client Service, Communication, Processing

Tampa, Fl

Restructured service oriented company to strengthen core competencies. Expanded into retail product sales by securing strategic partnerships with local profit and non-profit organizations. Produced $220,000 in retail inventory and $52,600 in service sales within first 5 months. Developed competitive pricing strategies to incentivize client’s loyalty. Positioned company website to top results of Google through execution of SEO strategies. Planned direction through in-depth research from data collected from Bureau of Labor Statistics. Maintained positive cash flow and profitability throughout startup.General Duties: Cost and Price Estimation, Strategic Planning, Market Research, Procurement, Project Management, Financial Analysis, Investment Analysis, Product Development

University Of South Florida

Independently researched and built a marketing internship to be integrated into a 501(c) 3 non-profit organization. Developed sustainable internship program for future University of South Florida students. Negotiated and finalized strategic partnership between Big Cat Rescue and USF American Marketing Association. Guided logistics and responsibilities of 4 committees of 17 interns for a successful campaign launch. Coordinated with Big Cat Rescue executives to facilitate communication between faculty and interns. General Duties: Management, Communication, Project Management, Process Improvement, Presentations, Structured Meetings, Negotiations, Independent Research Planning

University of South Florida students have been chosen to contend against 21 schools nationwide in the Honda Insight Marketing Competition. The program is organized through EdVenture Partners in conjunction with Honda to give students an opportunity to market the new, eco-friendly, 2010 Honda Insight directly to their peers. After creation of the marketing agency, Blue Phoenix, they will be charged with the task of implementing creative marketing strategies throughout the semester with a budget of $2,500 financed by Honda.

Tampa, Fl

General Duties: Site Management, Artist Support, General Labor, Artistic Design

Tampa, Fl

General Duties: Professional Sales, Dynamic Negotiation, Follow Up, Customer Service, Credit Approval

Clearwater, Fl

Welding and custom fabrication of time sensitive projectsOperation of technical equipment, heavy equipment and tradesman toolsCustomer service, sales, delivery and order trackingSupervisory role, project management, site management, timely completion of projects

University Of South Florida, Economics

Activities and Societies: American Marketing Association

Economics, International Business

Activities and Societies: Study Abroad - Business Strategy, International Management, Global Economics, and The Italian Language

Associates Of Arts, Pre-Medicine/Pre-Medical Studies