14130 Alamanda Avenue, Miami Lakes, FL 33014
xxx-xxx-xxxx ❖ email: xxx-xxx-xxxx
SUMMARY Securities investment bilingual professional (English/Spanish) with over 15 years of experience in the financial service industry in institutional equity sales and trading.
OBJECTIVE Candidate for Grant Writer Position
Miami Lakes K-8 Center Parent Teacher Student Association (PTSA) 2/2005 - 6/2016
Served as a volunteer in many different capacities that led to being a Certified Level 2 Volunteer, Secretary to the President and Executive Board of the PTSA. Handled all aspects of creating communication, marketing materials, collaborating, event planning and scheduling, preparing meeting agendas and minutes, daily activities of fundraising, forecasting, and budgeting. The PTSA generated over $225,000 in annual revenue and supported over 1,400 students and 100 teachers.
Identified grants available to non-profit organizations and created, wrote, submitted, and managed the grants process on behalf of the PTSA and the school to secure funding for ancillary projects and technology. Secured over 10 corporate grants, including Lowes, Home Depot, CVS/Caremark, Walt Disney World, The National PTSA, and University of Miami.
CIBC Oppenheimer Corp., Miami, FL 2/1995 - 10/1998
Institutional Equity Sales Trader (servicing institutional accounts) - Disseminated the Firms’ research recommendations and timely developments and make recommendations based on the institutions’ investment profile and objectives. Advised clients of timely equity trading opportunities.
CIBC Oppenheimer Corp., New York, NY 2/1989 - 2/1995
Institutional Equity Sales Trader - Introduced new corporate and institutional relationships to the Firm and established an institutional middle markets client base in the Northeast, Southeast, and Midwest regions. Collaborated with sales, research, syndicate, and operations departments to support and service accounts.
Nomura Securities, New York, NY 10/1987 - 2/1989
Institutional Equity Sales Trader - Introduced new corporate and institutional accounts and serviced top institutional accounts nationwide.
Prudential Securities, New York, NY 9/1981 - 10/1987
Institutional Equity Sales Trader - Obtained Series 7 Registered Representative in 1982. Identified, developed and serviced the needs of Fortune 500 companies with their corporate repurchase programs. Serviced institutional accounts.
Florida International University, Miami, FL
Obtained 12 credits toward a Masters in Special Education, GPA 3.8 2003 - 2004
Bachelor of Business Administration, Cum Laude 1999 - 2002
Grant Writer, sales consultant