Teri Moore work email
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Teri Moore personal email
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Finance professional with over 20 years’ experience in financial services. Extensive background in global trading along with strong understanding of securities (equities and fixed income), investment strategies (development as well as implementation) and markets (domestic and foreign).Broad experience working with both institutional and retail clients. Highly organized, adept at multi-tasking and working to exacting standards under pressure.Solid ability to facilitate, motivate and work with diverse teams. Think-outside-the-box capability with entrepreneurial spirit.
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Portfolio ManagerKeybank Nov 2023 - PresentAlbany, New York Metropolitan AreaWealth Services -
Investment ManagerTrustco Bank Sep 2022 - Nov 2023Albany, New York, United StatesClient portfolio creation and analysis. Asset selection from recommended lists (single stocks, bonds, ETFs and mutual funds). Actively try to generate new clients from branch leads through financial education and custom created proposals. -
Trust ManagerTrustco Bank Dec 2021 - Sep 2022Albany, New York Metropolitan Area
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Trust And Tax AdministratorTrustco Bank Dec 2020 - Dec 2021Albany, New York Metropolitan Area
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TrusteeThe Ramblers Mar 2015 - Apr 2019London, United Kingdom- Worked with 15-member board to manage charity, secure funding and promote aims and mission.- Helped develop effective investment policy; oversaw budget of £10 million. Charged with approving business cases to protect mote this health charity’s objectives.- Played key role as a member of working group established to reinvigorate local areas in difficulty. -
Market Research Executive (Contract)Kudos Research Mar 2014 - Jan 2019London, United Kingdom- Recruited and vetted life sciences professionals to participate in interviews and surveys.- Interviewed respondents in Africa, Canada, Germany, India, UK and US for various global projects using CATI and paper interview methods.- Assisted with various research projects in between contracting roles. -
Foreign Exchange And Commodities Trader (Contract)Bnp Paribas Securities Services Jun 2015 - Sep 2016London, United Kingdom- Executed spot forward and swaps of deliverable and NDF currencies as well as currency options, futures and rolls.- Created and priced trades prior to execution; coordinated administration with back office. -
Rates And Derivatives Trader (Contract)Bnp Paribas Asset Management May 2013 - Sep 2013London, United Kingdom- Executed trades involving rates, covered bonds, futures, interest rate/currency swaps and options for global portfolio managers.- Provided market intelligence to portfolio managers in order to obtain best execution.- Served as backup trader for emerging market sovereign securities and client relationships.- Monitored new issue book and deal allocations. Updated portfolio managers accordingly. -
Avp, Fixed Income Credit TraderColumbia Threadneedle Investments Emea Apac May 2012 - May 2013London, United Kingdom- Traded high-yield securities aggregating over £2.3 billion in cash securities, single name high yield CDS’s and indices.- Provided backup to colleagues trading investment grade and emerging market securities, rates, swaps, options, futures, single name CDS’s and indices.- Monitored daily cash flow and foreign exchange hedging for multi-currency high yield portfolios.- Helped train junior staff in trading and in learning proper use of the electronic trading platforms. -
Investment Grade And High Yield Credit TraderBnp Paribas Asset Management Apr 2010 - May 2012London, United Kingdom And Paris, France- Traded investment grade and high yield securities in EUR, GBP and USD as well as corporate and single name CDS’s and indices in EUR and USD.- Developed close working relationships with fund managers to understand their objectives and keep them informed of market opportunities.- Leveraged market knowledge and contacts to improve performance; provided weekly written commentary for BNP staff and clients.- Assisted with CDO collateral substitution and administration.
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Global Trading SupervisorE*Trade Dec 2007 - Apr 2010London, United Kingdom- Monitored trade flow and neutralized foreign exchange risk on the E*Trade Global Platform in order to maximize profit. Worked with New York and Hong Kong offices to provide 24 hour coverage.- Supervised all foreign exchange trading, international equity order flow and fixed income trading.- Managed and trained a small team of traders; served as backup trader for UK retail desk. -
Institutional Fixed Income And Foreign Exchange TraderE*Trade Aug 2004 - Dec 2007New York, New York- Executed trades in fixed income government securities, corporate bonds (investment grade, high yield, distressed and convertibles) and foreign exchange.- Built relationships with clients, communicated market information, research and trade flows to achieve best execution and increase revenue.- Participated with salespeople in client and prospect presentations across the U.K. and Europe.
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Senior International Fixed Income Credit Trader, AvpFederated Investors Jan 2002 - Jun 2004New York, New York- Traded securities in non USD international fixed income UCITS funds with a combined market value of €1.6 billion, consisting of government and credit securities.- Participated in daily strategy meetings concerning global economic releases, market reactions and new corporate debt issuance. -
Money Market International TraderFederated Investors Jun 2000 - Jan 2002- Traded and administered Euro UCITS funds with a combined value of €1.6 billion, consisting of government and credit securities.- Had #1 performing UCTIS Euro money market fund, 2001.- Co-trader for non USD international bond funds.
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Senior Portfolio AdministratorAlliance Capital Management Jan 1999 - Jan 2000New York, New York- Responsible for the daily/monthly international fixed income portfolio asset and cash reconciliation.
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Money Market Trader / Portfolio AssistantThe Tcw Group Jan 1996 - Jan 1999New York, New York- Managed the domestic/international money market investments for portfolios with a combined market value of $2.3 billion.- Acted as primary liaison between portfolio managers and clients. -
Settlement Administrator / Compliance AdministratorContinental Asset Management Corp Dec 1990 - Jan 1995New York, New York- Communicated international trade and settlement instructions to brokers, clients and custodial banks.
Teri Moore Skills
Teri Moore Education Details
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French And Political Science -
French
Frequently Asked Questions about Teri Moore
What company does Teri Moore work for?
Teri Moore works for Keybank
What is Teri Moore's role at the current company?
Teri Moore's current role is Portfolio Manager.
What is Teri Moore's email address?
Teri Moore's email address is tl****@****hoo.com
What schools did Teri Moore attend?
Teri Moore attended University At Albany, Suny, Université De Neuchâtel.
What are some of Teri Moore's interests?
Teri Moore has interest in Environment, Health.
What skills is Teri Moore known for?
Teri Moore has skills like Bloomberg, Fixed Income, Securities, Asset Managment, Financial Markets, Derivatives, Bonds, Investments, Fx Options, Hedge Funds, Emerging Markets, Trading.
Who are Teri Moore's colleagues?
Teri Moore's colleagues are Jess-Marie Cardamuro, Jagdish Patel, James Clingerman, Dawn Matuskiewicz, Kyawsan Oo, Violeta Shala-Guerrero, Shane Roberts.
Not the Teri Moore you were looking for?
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2dukerealty.com, toastmasters.org2 +1 949-XXXXXXXX
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Teri Moore
Mission Viejo, Ca4gmail.com, magellanhealth.com, magellanhealth.com, beaconhealthoptions.com4 +171488XXXXX
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3corticacare.com, sbcglobal.net, med3000.com -
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