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Candidate's Name
Street Address  Sandy Ridge DriveSteger, IL Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLESkills - Experience with WordPerfect, Excel, Windows, and Credit Suisse Database- ItalianExperience Credit Suisse/Customer Service Rep & Financial Security Clerk 08/2015-05/2022- Can file bonds, stocks, and sales from FIS- Familiar with GMI- Familiar with Excel- Able to maintain a working relationship with other employees- Records Management- Archiving orders- Obtain fills for bonds, note options, stocks, and sales from the Board of Trade- Confirm allocations and sellers information on fills- Process fills on Credit Suisse s database- Communicate with pit traders regarding proper documentation of sales- Obtain fills from S&P at Mercantile exchange floor 04/1996 - 04/2022, Chicago, IL- Obtain fills for bonds, note options, stocks, and sales from the Board of Trade- Confirm allocations and sellers information on fills- Process fills on Credit Suisse s database- Communicate with pit traders regarding proper documentation of sales- Obtain fills from S&P at Mercantile exchange floor- Perform checks and balances on orders processed each day- Rectify out trades- Maintain correspondence with other security firms such as Morgan Stanley and Goldman Sachs regarding client accounts- Verify regulatory spreadsheets with managersEducation Illinois State University / Bachelor of Science in Speech CommunicationMay 1989, Bloomington, ILBloom High School / High School DiplomaMay 1984, Chicago Heights, ILLeadership, Community,Volunteer Work- Honorable mention at Illinois State University- Special Olympics volunteer- Grade school coachReferences - Kenneth Peterson- Roger Wiggins- Ben Welham