Joseph Vaccaro Email and Phone Number

Provide analytical support through financial planning and analysis, including but not limited to forecastingCreate and track budget on an annual basisAnalyze volume, margin, income trends, and all company expenses to forecast monthly, quarterly and yearly resultsTrack operational and capital expenditures in relation to the NYC budget on a site by site basis

Oversaw and was responsible for volume performance (fuel) in the NYC market on a site by site basisTracked account manager performance in relation to performance versus budgeted planConducted weekly market rides to gather competitive information as well as observe market trendsRetained all Business Operations Analyst duties from previous position

Reported directly to VP of NYC and provided analytical support wherever needed, including but not limited to; volume, margin, pricing, rental income, property taxes, real estate taxes, and daily budget trackingAssisted in creating the budget for the NYC marketPoint person for all marketing programs including but not limited to; Mystery Shop, Education Alliance, and all current Exxon Mobil promotions

Under direct supervision, performed operational tasks in a product or functional area, including processing, balancing, settling and servicing all types of security transactions. Executed all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs. Provided product knowledge and technical assistance as necessary. Investigated and corrected errors in customer accounts and statements. Maintained correspondent accounts in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Communicated any problems or issues to management.

Ran day-to-day operations on all accounts and responded to all client inquiries Sat on the trading desk and assisted the head trader in order overflow for institutional business Assisted in drafting portfolio proposals outlining asset allocation for prospective clients Executed wires, journal transfers, and margin loans on three different platforms including RBC, Wedbush Morgan, and TD Ameritrade Institutional

Assisted Senior Advisor in managing high net worth clients and investors Interacted in writing and over the phone with clients on a daily basis regarding all aspects of account handling Executed trades daily for accounts in areas including stocks, bonds, mutual funds, and options Prospected potential clients by developing portfolio scenarios proposing investment strategies on an individual basis

Served under the Senior Advisor and assisted in managing all his assets Interacted with clients throughout the day regarding their accounts Performed daily transactions for clients, including; stocks, bonds, mutual funds, and options Collected assets and accounts in a joint effort with Senior Advisor

Served a dual role in assisting the brokers on the trading floor, as well as daily account maintenance Answered the phones on the trading floor and assisted clients in various tasksDaily use of platforms such as Net Exchange, and Bloomberg Terminals Spear Leads Specialists, NYSE (A

Worked on the trading floor of the NYSE for 10 weeks in various positionsAssisted with the electronic trading book for the firm, inputting buy and sell orders for all specialistsServed as a backup clerk for the entire post, executing stop orders, error forms, and relaying pertinent information to the floor officials of the NYSE