House Sitter in New York City
FOUNDER & OWNER Peguero Consulting (Consultant) Assist schools implement new curriculum to educate middle school/high school on personal finance, Create marketing material and assist with web design and for startup business. Collaborate with small to mid-size organizations to setup a functioning system and train the staff. Analyze customer information, define investment goals, build plans and make recommendations for clients to achieve their goals and objective through investment strategies. JennyDressMe!! (Stylist Consultant/Personal Shopper) style individuals for special events, interviews or social casual occasions, shop for the busy individual allowing time for what really matters, organize closets to create new outfits within the seasons fashion trend without breaking the bank. Analyze new luxury items; in order to create outfits and tailor to the clients budget - looks for less. Coordinate and organize small dinner parties. Additionally, work with different charities to raise awareness (portion of the fee is donated to the charity of the month) to important issues that affect everyone in society. P.O.W. (Power Of Women) created for Independent Women that are Fighting for Financial Freedom & Empowerment! EXPERIENCE 06/10-12/11 Chase Investment Services Corp New York, NY Vice President - Financial Advisor Associate Increased YTD sales within Branch by 32%. Marketed and promoted investment products within JP Morgan Chase Branch environment. Integrated with the Branch Team to identify client needs. Analyzed customer information, defined investment goals, build plans and made recommendations for clients to achieve their goals and objective through investment strategies. Collaborated with Personal Bankers to educate them on various investment products and how to thoroughly implement products during financial planning. 05/05-12/09 Utendahl Capital Partners, L.P. New York, NY Vice President of Equity Institutional Sales and Trading Collaborated on the development of the institutional sales and trading desk Established and maintained key institutional client relationships Provided up to the minute market data to pension funds, investment advisors, hedge funds and Fortune 500 corporations Executed equity trades for institutional clientele on single stocks and program trading utilizing various algorithmic strategies including Implementation Shortfall Partnered with corporations, such as Xerox, General Electric and Wal-mart on repurchase programs while following the 10b-18 or 10b-5 rule utilizing both floor brokers or a specialized algorithm designed to maintain anonymity Placed large blocks of securities in a few hands as well as broad based distribution, as needed. Advised on new trading technology necessary to efficiently conduct institutional business Presented and prepared pre & post trade analysis Organized, updated, maintained and presented institutional marketing materials Supervised the preparation of Requests For Proposals and Requests For Information submittals Sold and prepared Equity IPOs and Secondary underwritings Teamed up with Compliance Officer to ensure the trading desk operated within the SEC/FINRA regulations LICENSES Hold Series 7, 63 & 65 licensed by FINRA, NYS Life & Health Held Series 24 and 55 expired 01/2012 EDUCATION Lehman College B.A. in Economics, Graduated Magna Cum Laude with Departmental Honors SKILLS Bilingual (English/Spanish), MS Office and dedicated financial programs such as, Morcom, Bloomberg, ITG Triton, Thomson One, Portware, Tradeware, Reuters, Streetscape, knowledgeable on Investment Advisor Act 1940, AML regulations, KYC and variety of compliance regulations.
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