Teri Moore Email & Phone Number

Albany, New York Metropolitan Area

Wealth Services

Albany, New York, United States

Client 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.

Albany, New York Metropolitan Area

Albany, New York Metropolitan Area

London, 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.

London, 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.

London, 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.

London, 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.

London, 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.

London, 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.

London, 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.

New 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.

New 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.

- 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.

New York, New York

- Responsible for the daily/monthly international fixed income portfolio asset and cash reconciliation.

New 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.

New York, New York

- Communicated international trade and settlement instructions to brokers, clients and custodial banks.

Ba, French And Political Science

French