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<pre>Array ( [var] => cut_url ) </pre> Resume for Ian C. for Salesperson / Representative / Financial Services in Greenwich, Connecticut. Search More Resumes for Salesperson / Representative on Resumark.com #34KZ48ZQ4
 

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Resume for Ian C. for Salesperson / Representative / Financial Services in Greenwich, Connecticut




Occupation: Salesperson / Representative Industry: Financial Services
Country: United States City: Greenwich
State: Connecticut ZIP: 06830



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Ian B. C., MBA

Field Point Rd.,     Greenwich, CT M: ..     

Bloomberg, LP, New York, NY                     September – Present Financial Sales & Consulting

  • Proven experience representing a highly complex suite of financial solutions and market data to both prospective and existing clients, interfacing with senior executives at broker dealers, hedge funds, investment banks and consulting firms.
  • Grew book of business from $. million to $. million in nine months, top % of my peers.
  • Successful completion of seven weeks of advanced training in the fixed income, equities, derivatives, futures, commodities, including world class Huthwaite Solution based selling.
  •  

    Wealth Preservation Group, LLC, Greenwich, CT            August – September

    Marketing & Business Development

  • Manage and grow strategic alliances with CPA and law firm affiliates to advance practice development and seamless integration of the client planning objectives
  • Designed and implemented collaborative marketing plans resulting in brand equity growth
  • Provide consultative solutions regarding asset protection, taxation, and financial/legal management strategies to high networth clients and their advisors
  • Integral to the creation and management of a wholly owned subsidiary, Seven Oaks Partners, LP, a private lending and real estate investment management company
  •  

    Paloma Partners, Greenwich, CT                                                       August – August

    Hedge Fund Operations Associate   

  • Manage accounts for hedge funds; responsible for figuration and booking of debt, equity, and derivative trades
  • Reconcile trades against financial statements. Liaise with traders, clearing brokers, and counter parties to report trades and resolve discrepancies
  • Process option exercises, repurchase agreements, cash transfers, foreign currency exchanges, offsets on long/short positions, and Bloomberg tickets. 
  •  
     
     
     
    Education & Credentials  
     
     
     

  • The Ohio State University, Fisher College of Business, Columbus, OH. Master of Business Administration. Finance & Marketing June, Cumulative GPA ./.
  •  
  • Boston University, Boston, MA.  Bachelor of Arts, Economics, Cum Laude. May,
  •  
     
     
     
     
    Skills & Software  
     
     
     
     

    Proficient in French; Well versed in Microsoft Excel, Word, PowerPoint, and Bloomberg


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