Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Anthony Italiano

Millstone Township,NJ

Summary

Strategic First Vice President known for high productivity and efficiency in task completion. Possess specialized skills in financial analysis, risk management, and strategic planning. Excel in leadership, communication, and problem-solving to drive organizational success. Committed to leveraging these abilities for continuous improvement and achieving company goals.

Overview

28
28
years of professional experience
1
1
Certification

Work History

First Vice President

Wells Fargo Advisors
St Louis , MO
02.2022 - Current
  • Contributed to building trading infrastructure and support in current role as part of leadership team for RIA division at Wells Fargo Advisors.
  • Designed comprehensive pre-trade risk control environment and implemented associated policies and procedures.
  • Developed analysis framework to manage trading risk control levels.
  • Facilitated innovation initiatives by close collaboration with cross-functional teams from different departments.
  • Demonstrated leadership by guiding and mentoring junior staff, facilitating their professional growth.
  • Demonstrated organizational leadership by collaborating with executives to establish long-term goals, strategies and policies for the company.
  • Participated in industry events to network with potential clients and partners.

Vice President

Wells Fargo Advisors
St Louis , MO
01.2005 - 01.2023
  • Negotiated contracts with vendors for trading and risk related services.
  • Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
  • Facilitated collaboration among department heads to enhance cross-functional project execution.
  • Advised senior executives on approaches for resolving complex issues impacting operations.
  • Identified problems and implemented solutions to better streamline operations.
  • Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.

Vice President

Prudential Securities
New York , NY
05.1999 - 01.2005
  • Supervised a high-performing team of 20 business analysts accountable for compensation administration, performance evaluations, professional growth initiatives, and project allocations.
  • Oversaw all front office and Over the Counter trading systems for our clearing division and their introducing broker dealers.
  • Collaborated with cross-functional teams including architecture and software engineering, to formulate and execute the long-term technical strategy.
  • Developed on-line trading platforms for Prudential Securities and Wexford Clearing.
  • Created and implemented FIX protocol environment, effectively transitioning order entry and trading systems from MQ series to FIX.
  • Created a robust pre-trade risk ecosystem by establishing effective review and release protocols.

Senior Associate Business Analyst

Dow Jones Global Indexes
Princeton , NJ
09.1996 - 05.1999
  • Played a key role in constructing new indexes as part of the Global Index team.
  • Led construction and successful launch of STOXX, a set of indexes designed to reflect the influence of EURO on original 11 participants.
  • Developed and launched the pioneering index of internet providers.
  • Participated in the creation and launch of the DOW Diamonds.
  • Capable of analyzing linear data sets with accuracy and efficiency.

Education

MBA - Finance Concentration

Pennsylvania State University
University Park, PA
06-1996

Bachelor of Science - Economics

Pennsylvania State University
University Park, PA
05-1994

Skills

  • Corporate Communications
  • Innovation management
  • Strategic Partnerships
  • Cross-functional team leadership
  • Mergers and Acquisitions
  • Procedure Implementation
  • Performance Improvement
  • Strategic Planning
  • Program Management
  • Project Management

Affiliations

Millstone Township Recreation Commission - Vice Chairman

Millstone United Travel Soccer Director

Millstone Recreation Soccer Director

18 year martial artist

Sigma Nu Fraternity, Delta Delta Chapter Penn State

Certification

  • FINRA Series 99
  • FINRA SIE
  • FIX protocol certified

Timeline

First Vice President

Wells Fargo Advisors
02.2022 - Current

Vice President

Wells Fargo Advisors
01.2005 - 01.2023

Vice President

Prudential Securities
05.1999 - 01.2005

Senior Associate Business Analyst

Dow Jones Global Indexes
09.1996 - 05.1999
  • FINRA Series 99
  • FINRA SIE
  • FIX protocol certified

MBA - Finance Concentration

Pennsylvania State University

Bachelor of Science - Economics

Pennsylvania State University
Anthony Italiano