Day to day operations, Interacting with customers(traders, Technologists), vendors by phone, email relationship operations Create, develop and improve business policies and procedures, supporting the operational monitoring process management, and escalations. Trouble shooting various levels, Fix protocol

Trade Execution(equities, fixed income, money market) for a Boutique money manager firm. Created Trade models for the portfolios and Allocations. Trade Settlement with brokers and custodians. pooled fund trades, NAV calculation and reconciliation. Preparation of OSC, SEC and quarterly filings for the regulators. Relationship builder with major Canadian Banks, Custodians and US brokerage firms. •Sales/ Relationship Management/Superior Customer Service with Clients, Brokers, CustodiansMaking myself available as a resource to internal staff to answer any trading or pooled fund related questions.Process improvement and Development |Relationship Management | Client • Strong phone contact handling skills and active listening. Training some supervision.

Selling Shorcan ATS which was a unique equity alternative trading system to serve the liquidity and risk management needs of block trading equity dealers. Sales and Relationship builder. Monitored the market to connect blocks with equity dealers. Would call institutions and see potential clients and try to sell the Shorcan ATS model.•Client relationship management.

Sales Trader. Bought and sold securities for institutional clients. Would call and form relationships with institutions to acquire business for Instinet. Pitched the firm's ideas and platform to clients to sell securities and build relationships with clients. Occasionally would go to clients offices and discuss there needs and service requirements, changes. Call clients on information on there names. Any changes in our OMS system would go to clients offices and demonstrate. Client dealings with excellent communication and presentation skills.