Joanne G. O'Neil Email & Phone Number

New York, Ny, Us

Connecticut, United States

Develop high quality programs relevant to member & customer needs, and support the strategic vision of both chapter and the Society.

Darien, Ct

New Canaan, Connecticut

Interior Architecture & Design

Darien, Ct

Greenwich, Ct

60 Wall Street

Supported the Asian Equity Derivative Sales effort interfacing with US based clients, Equity Derivative and Prime Services sales, middle office, back office and documentation groups, US cash trading and US research sales and Legal groups. Responsible for opening cash accounts, obtaining appropriate documentation relating to fund domicile and Certificates of Incorporation for Asian Regulatory authorities and chasing up settlement issues pertaining to Asian Access/Securitized products. Worked with Documentation, client CFO's, Credit and Legal groups to coordinate and prioritize ISDA process. Dealt with all valuation setup and problems that arose. Worked with clients on all settlement issues pertaining to derivative products, including OTC options, index, variance and single stock swaps.

60 Wall Street

Maintained and reconciled the trading desk’s daily trading activity in Asia, Europe and US. Monitored open positions for significant events and corporate actions and book to the trading account accordingly. Aided in the explanation of P&L fluctuations. Covered 30 to 40 client accounts globally. Coverage involved daily reconciliation and trade confirmation with the clients, account maintenance and reporting and serving as primary client contact for all other client queries pertaining to other departments throughout the firm.

Brooklyn, Ny

Oversaw the data capture of new derivative transactions into the Operations department systems. Confirmed initial trade terms and subsequent events with the Counterparty and Bear’s trading desk.Acted as calculation agent for CFD’s, Equity Swaps and Options. Confirmed and coordinated the payment and receipt of trade settlements. Monitored outstanding contracts for significant events, such as expirations, knock-outs, or corporate actions.Worked closely with middle-office, traders, salespeople and documentation groups to reconcile trade detail breaks between front-office and back-office systems. Reviewed derivative trade details to generate outgoing trade documents and reviewed incoming documents to ensure accuracy.Suggested and aided in the development, testing and implementation of improvements to back-office systems.

Bachelor'S Degree, Double Major, Business/Economics And Art

Activities and Societies: Pi Beta Phi

Interior Design Professional Certificate, Interior Design

Drawing and Presentation Interior Design I Textiles Design II Lighting for Interiors Design III AutoCAD Perspectives Rendering Color.