Joy Gallo Email & Phone Number

Red Bank, New Jersey, United States

Jersey City, New Jersey, United States

• Act as lead in the billing area working with our conversion team and all otherdivisions regarding onboarding complex clients to the platform.• Implemented optimal on boarding and on going service model for high value clients.• Trained less tenured associates added to the team• Responsible for organizing and maintaining files and complex account information.• Lead Auditors in locating and collecting data and all account information.• Responsible for communicating status for my area to Account Manager for high profile companies• Worked closely on conversion status for billing department along with all othersectors.• Made sure all sectors within billing platforms were set up for incoming conversions.• Responsible for communicating aside of entire company statuses for billing to account manager.

Jersey City, New Jersey, United States

• Handle trading with customers by explaining, analyzing, and proposing the situation on hand, and a possible future reconciliation• Took lead position in the Margin Department. Delegated work to other employees, organized all files of day to day work assignments.• Responsible for calling and explaining to customers Margin & Reconciliation T calls.• Coordinated trade executions as well as cancellations, breaks, and re bills with brokers, Order Room, and Central Operations.• Placing gain/losses in different error a counts (company subsidiaries).• Reconcile daily error accounts.• Analyze derivatives contracts determining profitability.• Monitor as well as configure Daily/Weekly Report of the SMA (Buying Power).• Explain trading strategies, including mutual funds, equities and options.• Research and resolve all trading issues ranging from executions to SMA.• Take responsibility of projects concerning analyzing and completion.• Worked heavily with balance sheets.