Ted Mooney Email & Phone Number

Philadelphia, PA, US

Bala Cynwyd, PA

• Oversaw institutional and hedge fund client base transacting in cash equity, equity derivatives and exchange traded funds (ETF’s). Promoted niche corporate access, equity research and portfolio trading strategies to.
• Led and closed equity transactions exceeding $750 million in value
• Introduced leaders of top companies to Susquehanna International Group’s platform, leading to high-level corporate access and recurring revenue
• Opened key client relationship, increasing equity transaction volume on the platform in excess of 250 million shares in twelve months

West Conshohocken, PA

• Recruited to help expand overall business development strategy and reputation of firm. Directed institutional and hedge fund client base specializing in healthcare research and trading of equity products, equity.
• Introduced derivative trading counterparties to the platform, leading to immediate revenue accretion
• Accelerated holistic understanding of equity trading strategies by controlling entire process of client order execution
• Improved account opening workflow and process in first six months
• Independently implemented business plan to streamline account and prospect targeting in first three months by utilizing database search applications

Bala Cynwyd, PA

• Contributed to expansion of SIG's institutional brokerage business. Introduced new and leveraged existing mutual fund and hedge fund relationships. As senior member of team, contributed to development of less.
• Instrumental in significantly increasing client base and building market share
• Led and closed equity derivatives transactions exceeding $400 million in value
• Mentored interns, which contributed to candidates’ job placement and career advancement
• Guided sales team on customer relationship management platform, which led to increased effectiveness to monetize interactions with clients

New York, New York

• Supervised marketing strategy of electronic trading network (ECN) to broker dealers and fund managers nationwide. Participated in ongoing platform reviews and design initiatives for adapting technology. Collaborated.
• Demonstrated strong business acumen in identifying and targeting prospective accounts for long-term, consistent utilization of core technology, leading to increased volume on ECN
• Hosted, attended and supported more than 50 account seminars and events in first year to help drive customer demand and critical mass
• Participated in systems development process
• Reviewed application and deployment of network at each client against internal compliance policies and external regulatory concerns, which led to improved efficiency and significant growth of user base

New York, New York

• Created holistic asset allocation models for clients. Conducted client seminars and group presentations with external money managers. Earned key training in portfolio construction and marketing of proprietary mutual.
• Achieved recognition from management for opening more than one dozen accounts in one month
• On-boarded accounts by generating significant leads through personal cold calling techniques
• Attended and became active participant in coaching sessions, sales meetings and training seminars on regular basis
• Led team by example, creating ideas, marketing proprietary products and being directly responsible for revenue generation with own portfolio of clients

New York, New York

• Guided investment accounts for high net worth clients. Prepared annual statements, P&L reports, spreadsheets and proper account opening procedures and documentation. Provided excellent telephone coverage, including.
• Achieved quarterly and annual revenue goals in first year for assigned account coverage
• Communicated effectively with internal function areas to deliver the Kidder Peabody brand
• Organized, analyzed and consolidated client data within financial planning context and provided portfolio recommendations