• Work directly with Outside Money Managers and the Reorg Dept. in the processing of any Corporate Actions involving accounts managed for Wells Fargo Advisors
• Process large order errors and trade corrections for Outside Money Managers
• Assist in the testing of new trading platforms
• Assist in the training of newly hired associates

• Quickly and accurately process equity, mutual fund, and options trades either over the system or directly with the trading desk in New York
• Process order errors and trade corrections for Outside Money Managers
• Process paperwork in the billing of debiting or crediting as a result of order errors
• Allocate large block trades to individual accounts

• Researched NIFTY, Sensex, and FX markets, executed all investment decisions.
• Prepared daily trading strategies for intraday and overnight trading positions.
• Led weekly meetings discussing profitable trading strategies, current market conditions, and upcoming events/data releases that could affect market conditions.
• Conducted fundamental research and financial analyses on the results to execute optimal investments

• Traded Philippines and offshore equities, funds, and ETFs. 
• Provided coverage and investment advisory with regards to investment opportunities in the Philippine equity space.
• Increased product flow by 160% for 2018 on a y/y basis.
• Managed and maintained relationships for internal and external stakeholders relevant to the line of business