LindaGiliberti Resume 012017
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Transcript of LindaGiliberti Resume 012017
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LINDA GILIBERTINorth Bellmore, NY 11710 201.725.7602 lingil2@yahoo .com
PROFESSIONAL PROFILETRADE SUPPORT | CLIENT SERVICE MANAGER| COLLATERAL MARGIN SPECIALIST| 360°
LEADER
EXPERIENCE SUMMARY:
Successfully worked for highly reputable institutions managing their high net worth clientele (previous role encompassing 10 years at a large prestigious private family office recognized and rewarded for my impeccable client service skills and procedural accuracy). Expertise includes procedural accuracy, client relations and system transitions as well as project management skills streamlining daily processes.
SKILLS / EXPERTISE
Client Service | Cash Management | Forward Contracts | Risk Management| Reg T MarginMark to Market Settlements | Cash and Security Transfers | Process Improvement | Trouble Shoot
Fed & Domestic Settlements | DTC/ACATS | Domestic & Foreign Wires | Team Leadership
PROFESSIONAL EXPERIENCE
BESSEMER TRUST , Woodbridge, NJ 2006– 2016
Team Lead- Margin Operations /Account Manager Key Results
Monitored and took action on all mark to market accounts for the firm's largest fund in order to be compliant with NYSE rules and regulations
Initiated a high volume of wires, journals and security movements in order to cover all mark to market collateral calls as well as all other trades obligations
Responsible for arranging and settling all Forward contract closeouts for both USD and foreign currency Worked closely with the Fixed Income department and Fund manager to ensure accounts are in compliant
and reconciled Extensive knowledge of Regulation 'T' NYSE rule 431 , SEC rule 15c-3 and FINRA rule 4210 Strong ability to trouble shoot and resolve all issues pertaining to the margin/cash management desk as
well as any other trading strategies with no or minimal supervision Controlled all money, journals and security movements that pertain to Bessemer's largest mutual fund Promoted to Lead Analyst and trained new team members on all margin and cash management
responsibilities Maintained and presented book records to inside and outside auditors Opened and monitored new accounts and setup new securities
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LINDA GILIBERTI | PAGE 2
UBS FINANCIAL SERVICES, New York, NY 2005 – 2006Senior Associate- Prime Brokerage/ Margin OperationsKey Results
Closely monitored all transactions within highest volume institutional account in order to keep account
compliant with the NYSE rules and regulations Initiated a high volume of wires and checks in large amounts, both USA and foreign currency Responsible for all our arranging accounts (international trading), worked closely with our London
office in the settling of international trades in the USA Excellent communication skills both verbal and written Able to resolve multiple issues and discrepancies efficiently within timely basis Interacted with all areas of the firm including equity sales and trading, derivatives, technology and
operations.
MORGAN STANLEY, Jersey City NJ 2004 – 2005
Senior Margin AnalystKey Results
Extensive knowledge of REG T NYSE rule 431 and SEC 15c-3 rules Handled a high volume of margin calls in order to keep customer's account compliant with the NYSE
regulations Processed all DTC,RVP, DVP, journals, USD / foreign wires and foreign exchange requests in order to
execute on all clients instructions as well as trade obligations Specialized in document review in order to validate client paperwork
PAINE WEBBER, Jersey City NJ 1997 – 2003
Senior Margin Analyst Key Results
Processed a high volume of account transactions requested by our front office accurately and efficiently Used extensive knowledge of the brokerage industry's rules and regulations to monitor and troubleshoot
high net worth accounts Approved the movement of cash and securities Initiated all DTC and RVP deliveries as well as physical certificates Promoted to Senior Margin Analyst and supervised a team of 3 margin analysts
COMPUTER SKILLS / EDUCATION
Microsoft Word, Excel, Main Frame ADP, Excalibur, Keylink , Global Plus , Atlas, Citibank Direct, OMGEO, MORCOM, and Bloomberg
North Bellmore, NY 11710 201.725.7602 lingil2 @yahoo.com
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LINDA GILIBERTI | PAGE 2
New Jersey Real Estate License,RegT Margin Certificate , Ferris High School
North Bellmore, NY 11710 201.725.7602 lingil2 @yahoo.com