Team Lead managing individuals to ensure the team meets all deadlines and risk managements deliverablesResponsible for timely and accurate settlement of Fixed Income products across North American, South American, European, African, and Asian marketsLiaise with traders, teammates, and managers daily to provide excellent client service, risk management, and superior operational controlsManaged firm focus client PIMCO – oversee trades, analyze fail reports, and resolve trading discrepancies on a daily basisUtilize Bloomberg to send virtual confirmations and research fixed Income product information.Perform trend and variance analysis, establish and track consistent patterns and report these trends on a client level Develop and maintain external client relationships while liaising with internal Fixed Income Sales Traders across all Fixed Income listed products including distressed debt

Ensure high level customer satisfaction by answering each customer call or email with courtesy and professionalismResearch, follow-up and resolve customer problems in a timely fashion Communicate, follow-up with customers, Overseas agents and CMA CGM internal departments to resolve problems.Conduct “root cause" analysis to find out what caused customer’s problem and provide to management suggestions on addressing the root causes Reduce service failures and costs providing accurate information in a timely manner Provide information to customers related sailing schedules, equipment availability, container status, Routing, rates etc. Inform customers of the applicable policies and rules that affect the shipment Promote electronic [eServices, INTTRA, website] ways of doing business with CMA CGM

Apprenticed and Interned for a Certified Insurance Agent and Stock BrokerAssisted with portfolios, stocks, and bondsObserved meetings between agents and clients regarding retirement plans and various mutual fundsNegotiated the best possible contract for clientsEnsured all terms of the contract were met prior to closingConsistently and successfully built perspective customer and client pipelines by means of cold calling and appointment scheduling

Onsite marketing of two radio stations Set-up and take down of promotional materials at offsite promotional locationsWorked well in team environment

Assisted in the organization of files, collateral materialAnswered phones/emails promptly and met with clients to provide information