International Travel
Anatole (Tony) Kasathsko
Middle Office Manager
Gilbert,AZ
Summary
A Strategic and Dynamic derivatives market professional with over ten years of experience in the financial industry with comprehensive knowledge about trade lifecycle and differences between margins for futures, foreign exchange, and equities, as well as how trade settlements and options expirations work.
Leveraged fluency in English, Spanish and Portuguese with creative problem-solving to grow an international business with representation in 11 countries throughout Latin America and Europe. These included: Mexico, Colombia, Panama, Peru, Argentina, Uruguay, Brazil, Paraguay, Dominican Republic, Spain, and Portugal.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Professional Development
Personal Development
Gilbert, AZ
03.2022 - Current
- Took a deep dive into Robotics Process Automation (RPA) after realizing how the middle and back offices of all firms are moving toward process automation.
- Achieved Certification as a UiPath Associate RPA Developer, allowing me to better understand how automation works and be a SME on automation in my Middle Office Manager Role.
- This specialized knowledge allows me to proactively identify processes that can be automated and work better with the IT team to build, test, and implement automated process solutions.
Branch Manager
StoneX Financial, Inc
Gilbert, AZ
01.2021 - 03.2022
- StoneX acquired Global Asset Advisors, LLC, as part of their acquisition of Gain Capital Holdings, Inc.
- Helped clients speculating in futures and commodity markets put together their trading plan using futures, options on futures, or a combination of both and then execute trades.
- Helped Corporate hedge clients protect their physical positions using futures, foreign exchange, and commodity markets, identifying best type of strategy for each client based on their cash flow and production schedules.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance on platform issues.
- Maintained regular contact with clients to inform them about transactions and performance of their accounts.
- Boosted financial service sales by using cross-selling techniques across different groups in the firm.
- Documented customer interactions and relationships using CRM systems.
Vice President Latin America, Branch Manager
Global Asset Advisors, LLC
Gilbert, AZ
06.2010 - 12.2020
- Responsible for building teams of Foreign Introducing Brokers in 11 different countries; Mexico, Colombia, Panama, Peru, Argentina, Uruguay, Paraguay, Brazil, Dominican Republic, Spain and Portugal.
- Used my foreign language skills to grow and nurture relationships, educating clients and foreign brokers on our products, platforms, and processes until foreign broker offices were fully on-board and comfortable enough to work independently.
- Trained support staff of foreign brokers on best practices and US compliance procedures.
- Identified opportunities to improve business process flows and overall departmental productivity through collaboration between in-house teams.
- Furthered brand awareness through online participation in trading forums, instructional YouTube videos and online seminars.
- Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
- Generated dramatic improvements across entire sales cycle.
- Worked closely with new accounts and the legal department to ensure that we were always in compliance with all financial market rules and regulations including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act.
Education
Ui Path Certified RPA Associate: Robotics Process Automation - Business Process Automation
Ui Path Academy
Gilbert, AZ 02.2021 - 02.2022
Specialization in Robotic Process Automation - Business Process Automation
Coursera/UiPath Academy
Gilbert, AZ 12.2021 - 02.2022
Bachelor of Science - Environmental Studies
Florida International University
Miami, FL 01.1993 - 12.1995
Associate of Science - Aeronautical Engineering
Miami – Dade Community College
Miami, FL 08.1990 - 12.1992
Skills
Process-oriented critical thinkerundefined
Additional Information
- LICENSE & CERTIFICATIONS , Series 3 License Series 63 License Series 30 Branch Manager (Futures) Series 7 License (expired) Forex Approved Swap Approved Ui Path Certified RPA Associate
Interests
Tenkara Fly Fishing
Hiking
Timeline
Professional Development
Personal Development
03.2022 - Current
Specialization in Robotic Process Automation - Business Process Automation
Coursera/UiPath Academy
12.2021 - 02.2022
Ui Path Certified RPA Associate: Robotics Process Automation - Business Process Automation
Ui Path Academy
02.2021 - 02.2022
Branch Manager
StoneX Financial, Inc
01.2021 - 03.2022
Vice President Latin America, Branch Manager
Global Asset Advisors, LLC
06.2010 - 12.2020
Bachelor of Science - Environmental Studies
Florida International University
01.1993 - 12.1995
Associate of Science - Aeronautical Engineering
Miami – Dade Community College
08.1990 - 12.1992
Hobbies
I enjoy traveling to international locations with my family. Locally I enjoy Tenkara fly fishing up in the Mogollon Rim, hiking, kayaking, and paddleboarding.
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