Jerald Catanzarite
Massillon
Summary
Client-facing trading and platform professional with 10+ years of experience across investment operations, trading environments, and financial platforms. Proven ability to operate in high-stakes, time-sensitive systems, translate complex execution and platform workflows into actionable insights, and support users, partners, and leadership through disciplined execution and sound judgment. Led the creation and launch of a commercial trading hardware product, selected for hedge fund system beta testing, and regularly communicated institutional trading concepts to external audiences.
Overview
11
11
years of professional experience
Work History
Advisor & Consultant (Proprietary & Simulated Trading Environments)
Self Employed Services
Massillon
02.2023 - Current
- Facilitated SaaS-style onboarding to streamline platform adoption for traders and teams.
- Provided data-driven recommendations on product design, trader segmentation, and risk tolerance.
- Advised executives on program design, incentive alignment, and operational risk.
- Guided over six trading firms in developing risk frameworks and evaluation models.
- Facilitated training sessions to enhance client understanding of services offered.
Beta Tester & Strategic Contributor
Raen Trading
08.2024 - 03.2025
- Participated in early-stage beta testing of hedge fund trading systems and execution workflows.
- Evaluated software performance across diverse conditions and scenarios.
- Assisted in development of user manuals and help documentation for software users.
- Facilitated introduction to a leading professional trading platform, enhancing firm capabilities through integration.
Sr. Derivatives & Equity Trader /Data Analyst
Private Firm
06.2021 - 08.2024
- Coordinated a 14-trader POD, establishing risk management protocols and execution standards.
- Collaborated with investment teams to develop strategic recommendations based on market insights.
- Combined qualitative observations with quantitative analysis to address trading challenges effectively.
- Achieved consistent ranking among top three traders at firm, winning several internal trading competitions.
Managing Partner
ResComm Property Investments
04.2018 - 07.2024
- Oversaw operations and partner relations for a real estate investment firm, managing a 48-unit residential portfolio.
- Managed financial performance, budgeting, and cash-flow planning to ensure operational sustainability and risk control.
- Executed and implemented CRM systems to enhance property operations, tenant interactions, vendor workflows, and performance tracking.
Operations & Customer Experience Manager
Marshalls
Massillon
01.2015 - 04.2018
- Directed daily operations and customer experience in high-volume environment with over 35 employees.
- Trained associates in cash office operations, emphasizing cash reconciliation and compliance with controls.
- Supervised staff across multiple POS systems to ensure operational accuracy and consistency.
- Investigated cash variances to enhance financial integrity and adherence to internal guidelines.
Education
MicroMasters Program - Supply Chain Management
Massachusetts Institute of Technology
Cambridge, MA01.2020
Some College (No Degree) - Business Analytics
University of Akron
Akron, OHSome College (No Degree) - Business Administration And Management
Kent State University
Kent, OHSkills
- Quantitative and qualitative analysis
- CRM and workflow management
- SaaS onboarding and adoption
- Leadership and team oversight
- Product design
- Client training
- Decision-making under uncertainty
- Cross-organizational alignment
- Strategic partnerships and integrations
- Enterprise risk mitigation
Selected Achievements
- Created and launched the first readily available purpose-built trading keyboard, partnering with X-Keys to design, commercialize, and release a hardware solution supporting professional trading workflows and execution efficiency.
- Selected as an early-stage beta tester for hedge fund trading systems and workflows, providing structured feedback that improved execution robustness and operational scalability prior to broader deployment.
- Invited speaker at Wolf Financial, presenting practitioner-level perspectives on institutional trading workflows, execution considerations, and market structure.
- Invited to compete in a proprietary trading competition hosted by Gelber Group, placing top 30 among participants.
Timeline
Beta Tester & Strategic Contributor
Raen Trading
08.2024 - 03.2025
Advisor & Consultant (Proprietary & Simulated Trading Environments)
Self Employed Services
02.2023 - Current
Sr. Derivatives & Equity Trader /Data Analyst
Private Firm
06.2021 - 08.2024
Managing Partner
ResComm Property Investments
04.2018 - 07.2024
Operations & Customer Experience Manager
Marshalls
01.2015 - 04.2018
MicroMasters Program - Supply Chain Management
Massachusetts Institute of Technology
Some College (No Degree) - Business Analytics
University of Akron
Some College (No Degree) - Business Administration And Management
Kent State University