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Work Background
StoneX Group Inc.Institutional Sales & Trading
Apr. 2021 - May. 2024Miami, Florida, United States• Executed futures, equities, and options trades, ensuring timely and accurate transactions.
• Delivered daily pre-market intelligence and market commentary to clients, facilitating engagement and informed decision-making.
• Provided real-time trading support using Bloomberg, Refinitiv LSEG, and multiple EMS platforms; assisted clients with platform navigation and issue resolution.
• Oversaw trade allocations, reconciliations, confirmations, and coordinated give-ups with back office per client instructions.
• Managed trade allocation, reconciliation, and confirmations, adhering to regulatory and internal standards.
• Managed post-trade lifecycle tasks, including unclaimed trades by liaising with Prime Brokers to ensure timely settlement.
• Led client onboarding: reviewed documentation, supported KYC processes, and coordinated with Compliance, Risk, and Credit teams to accelerate approvals.
• Acted as a liaison for non-native English speakers, clarifying document requirements and ensuring understanding during onboarding.
• Guided new clients through account setup, funding processes, and platform usage.
• Onboarded new traders under tight deadlines by gathering personal data, securing compliance clearance, and system setup.
• Monitored and communicated margin calls, followed up on funding, and ensured proper account management.
• Maintained and updated Salesforce CRM records; managed client pipelines, tracked communication, and set up meetings.
• Requested and secured intraday risk limit increases under tight time constraints, coordinating with Risk and internal systems teams to enable continued trading activity.
• Promoted analyst calls and distributed intelligence to increase client engagement and trade volumes.
• Assisted in opening and maintaining client accounts, ensuring documentation accuracy and regulatory compliance.
StoneX Group Inc.Risk Management Assistant
Aug. 2018 - Jun. 2019Plymouth, Minnesota, United States• Analyzed agriculture and financial markets enabling brokers and clients to make risk management decisions
• Built trusted relationships with clients by successfully executing time-sensitive risk management activities • Monitored trading activities, retrieved orders and reported assignments via Quick Screen Trading
• Reconciled check-out position and futures tickets for timely and accurate trade execution
• Processed with precision trade requests, futures requests, Exchange for Physicals (EFP), Exchange for Swaps (EFS), and Exchange for Risk (EFR)
Horseshoe FarmFarm Manager
Jan. 2017 - Jul. 2018Paraguay• Planned and managed operation of grain sales based on trends in the commodities market • Monitored the entire development of the cultivation of corn and soybeans of crops and harvest of 600 acres • Analyzed local basis, futures markets, and agribusiness economics for successful cash crop management • Consulted with farmers when to combat pests and crop disease prevention
TIMAC Agro BrasilField Sales Representative
Apr. 2014 - Aug. 2015Guaíra Area, Brazil• Identified new business opportunities, prospected new clients and expanded fertilizer sales by 50% • Educated buyers and delivered technical assistance including soil analysis and fertilizer recommendation • Influenced buyers by creating insightful presentations, compelling pitches, and closing sales contracts
• Developed strong client relationships and consistently achieved quarterly sales goals by 115% on average
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