trading assistant, junior trader, sales associate

Danielle M. Antoncic 1017 Jefferson Street Apt26 Hoboken NJ antond2*gmail .com 917.676.4422 PROFESSIONAL EXPERIENCE: INSTINET, LLC 06/06 - PRESENT Research Sales Associate * Build and maintain client relationships by providing excellent service and en suring that client expectations are exceeded on a daily basis * Handle client scheduling, set up appointments with IRP's and follow up meetin gs. * Ensure clients are receiving and getting value out of research reports. * Respond to client service needs or request, or direct to appropriate team mem ber * Compile and publish, monthly, and quarterly sales management reports such as sales rankings, comparison to quotas, etc. * Update and maintain quarterly competitive analysis * Sales tracking and ongoing trend analysis used on all sales planning & foreca sting efforts * Support various data/analysis needs from cross-functional departments for ong oing and ad-hoc business analysis * Create Liquidity Analysis reports for trading clients on a client by client b asis * Integral member of the Social Responsibility Committee * Order all marketing premiums for clients. * Assist in special projects as needed TD SECURITIES LLC 06/99-02/06 Institutional Equities Desk * Worked US & Canadian Institutional orders, utilizing all available systems to obtain best price including: Belzberg, Brut, NASDAQ, Brass and NYSE Floor broke rs * Executed Canadian based, US Dollar Retail Client OTC/ BB/ Pink sheet orders * Liaison for TD London office to work client pairs trades. * Maintained the FX book, Converting and booking all US/Canadian cross border t rades. * Resolved trade discrepancies on T+1 with the P&S Department * Obtained a picture of the market in a particular stock and convey to clients * Sent Indications of Interest to clients via Bloomberg & TradeWare * Receive new orders and fill current client orders on TradeWare * Monitored ACT for all Unaccepted or Unmatched trades Equity Operations (1999- 2000) * Maintained P&L for the Arbitrage & Proprietary Trading Accounts * Generated trade and commission reports daily * Balanced firms affiliate cash accounts * Opened institutional accounts and Maintained new account documentation * Maintained Soft Dollar balances and generate monthly statements for Soft Doll ar clients EDUCATION & LICENSES EDUCATION: EMBRY-RIDDLE AERONAUTICAL UNIVERSITY Business Administration 1998 LICENSES * Series 7, 63 & 55

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Page 1: trading assistant, junior trader, sales associate

8/6/2019 trading assistant, junior trader, sales associate

http://slidepdf.com/reader/full/trading-assistant-junior-trader-sales-associate 1/2

Danielle M. Antoncic1017 Jefferson Street Apt26 Hoboken NJ

antond2*gmail .com 917.676.4422

PROFESSIONAL EXPERIENCE:

INSTINET, LLC 06/06 - PRESENTResearch Sales Associate

* Build and maintain client relationships by providing excellent service and ensuring that client expectations are exceeded on a daily basis

* Handle client scheduling, set up appointments with IRP's and follow up meetings.

* Ensure clients are receiving and getting value out of research reports.* Respond to client service needs or request, or direct to appropriate team mem

ber* Compile and publish, monthly, and quarterly sales management reports such as

sales rankings, comparison to quotas, etc.* Update and maintain quarterly competitive analysis* Sales tracking and ongoing trend analysis used on all sales planning & foreca

sting efforts* Support various data/analysis needs from cross-functional departments for ong

oing and ad-hoc business analysis* Create Liquidity Analysis reports for trading clients on a client by client b

asis

* Integral member of the Social Responsibility Committee* Order all marketing premiums for clients.* Assist in special projects as needed

TD SECURITIES LLC 06/99-02/06Institutional Equities Desk

* Worked US & Canadian Institutional orders, utilizing all available systems toobtain best price including: Belzberg, Brut, NASDAQ, Brass and NYSE Floor broke

rs* Executed Canadian based, US Dollar Retail Client OTC/ BB/ Pink sheet orders* Liaison for TD London office to work client pairs trades.* Maintained the FX book, Converting and booking all US/Canadian cross border t

rades.

* Resolved trade discrepancies on T+1 with the P&S Department* Obtained a picture of the market in a particular stock and convey to clients* Sent Indications of Interest to clients via Bloomberg & TradeWare* Receive new orders and fill current client orders on TradeWare* Monitored ACT for all Unaccepted or Unmatched trades

Equity Operations (1999- 2000)

* Maintained P&L for the Arbitrage & Proprietary Trading Accounts* Generated trade and commission reports daily* Balanced firms affiliate cash accounts* Opened institutional accounts and Maintained new account documentation* Maintained Soft Dollar balances and generate monthly statements for Soft Doll

ar clients

EDUCATION & LICENSES

EDUCATION: EMBRY-RIDDLE AERONAUTICAL UNIVERSITYBusiness Administration 1998

LICENSES

* Series 7, 63 & 55