Michael Rufo
Senior Investment Specialist At BofA / Merrill
York,PA
Summary
Resourceful Investment Specialist with over five years of experience in managing market and product risk. Dedicated to raising profits through smart and equitable investments with extensive understanding of financial markets and risk management. Successful at equity, derivative, and fixed income trading. Seasoned business manager with outstanding whiten and verbal communication skills.
Overview
1
1
year of post-secondary education
9
9
years of professional experience
Work History
Senior Investment Specialist
Merrill Lynch
Hunt Valley, MD
01.2016 - Current
- Point of contact for front-line associates to assist with high risk trading scenarios, including, block trading, hard assets, and proprietary products.
- Manage market risk through active monitoring of client account equity and position risk. Enforced firm risk controls by closing client positions and managing contact in high risk scenarios to mitigate firm losses.
- Subject matter expert for market and trading questions. Participated in training seminars for high net-worth relationship managers surrounding trading strategies and market risks.
Financial Advisor
North Western Mutual
York, PA
04.2015 - 10.2015
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Provided coverage option information to assist clients in protecting assets.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Director of Operations
Kings Point Ventures
New York, NY
07.2011 - 12.2014
- Modernized and improved operational procedures to increase efficiency and profitability while tightly controlling costs such as labor and preventing waste.
- Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
- Directed team of over 300 in operational development of a fast food service network, including implementation of quality requirements and operating standards.
Education
Bachelor of Arts - Extension Studies
Harvard University
Cambridge, MA 05.2020 - Current
No Degree - English Literature
La Salle University
Philadelphia, PA 08.2010 - 04.2011
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills
Investments expert
Business Development
Equity markets
FactSet and Thompson Reuters Suites
Microsoft Office
Python
Programming
Technical Analysis
Quote
“The mystery of life isn't a problem to solve, but a reality to experience.”
Frank Herbert
Timeline
Bachelor of Arts - Extension Studies
Harvard University
05.2020 - Current
Senior Investment Specialist
Merrill Lynch
01.2016 - Current
Financial Advisor
North Western Mutual
04.2015 - 10.2015
Director of Operations
Kings Point Ventures
07.2011 - 12.2014
No Degree - English Literature
La Salle University
08.2010 - 04.2011