Peter Basile Email & Phone Number

Milwaukee, Wi, Us

 Collaborate with the Equity Trading desk to build and maintain functional relationships with Institutional clients. Communicate with both the front and back offices of clients to provide best possible customer service from time order is placed through settlement. Track, reconcile, and invoice CSA Research payments with vendors and clients.  Assist Trading Systems Support team to avoid intraday errors on client orders. Onboard new Institutional clients while ensuring a smooth transition into a new trading relationship.  Monitor and balance trader inventories for stock positions or profits/losses. Work with DTC Settlements team to facilitate seamless settlement of trades with clients. Revamped REG SHO process by integrating an improved tracking process, increasing transparency with clients, and utilizing the Securities Lending Desk to cover open positions.

Milwaukee, Wisconsin

Greater Milwaukee Area

Greater Milwaukee Area

• Adopted Member Referral Program into Sales department—process and track referrals, contribute to client membership and retaining clients, help advisors welcome new members• Manage monthly budgets and create reports for different agencies and for sales team• Compile databases of 300+ potential insurance professionals for brokerage recruiting

Worked in a factory for the past two summers running a CNC lathe machine and also a milling machine. Also did excel work for the owner to keep track of current inventory numbers.

Rockford, Illinois Area