Peter Orsaris
Plainview,NY
Overview
10
10
years of professional experience
1
1
Certification
Work History
Finance Director
Spartan Auto Group
Bronx, NY
08.2020 - Current
- Coordinate monthly performance meetings with key lending partners.
- Explore strategic partnerships to broaden dealership lending network
- Oversee all finance transactions, ensuring compliance between the lender and the client.
- Structure deals and negotiates with financial institutions for timely financing.
- Oversee all finance transactions, ensuring compliance between leader and client.
Associate / Team Lead
Morgan Stanley
New York, NY
03.2019 - 08.2020
- Facilitated onshore and offshore escalations to enhance client experience and maintain satisfaction.
- Demonstrated expertise in key Morgan Stanley lending products.
- Conducted comprehensive security reviews to assess credit risk exposure across multiple platforms.
- Possessed deep knowledge of SBL regulatory requirements, including Reg T, Reg S, and Reg U.
- Collaborated with operations and business unit teams to mitigate market risk during March 2020 dislocation.
General Manager
Spartan Auto Group
Bronx, NY
08.2017 - 03.2019
- Oversaw sales and service operations at Mitsubishi franchise dealership.
- Managed inventory exceeding 400 vehicles valued at $8 million.
- Controlled company expenses and supervised staffing needs.
- Collaborated with Mitsubishi Motors of North America to enhance sales volume.
Analyst
Morgan Stanley
New York, NY
06.2016 - 07.2017
- Reviewed account portfolios to ensure sufficient collateral for purpose and non-purpose lending.
- Determined margin eligibility of securities based on established criteria.
- Applied exceptions to accounts following thorough approvals and due diligence.
Summer Analyst
Morgan Stanley
New York, NY
06.2015 - 08.2015
- Facilitated documentation preparation and validation in compliance with Anti Money Laundering standards.
- Acted as primary contact for ad-hoc inquiries from Business Unit, Credit, Risk Management, and Legal.
- Collaborated with Loan Origination team to ensure streamlined processes.
- Ensured adherence to regulatory requirements throughout documentation review.
Education
Bachelor of Business Administration - Finance / Investments
Baruch College
New York05.2016
Skills
- Deal structuring and analysis
- Risk management and mitigation
- Performance evaluation
- Profitability analysis
- Client relationship management
- Team leadership
Certification
- Operations Professional Examination (Series 99) - November 2019
- Securities Industry Essentials Examination (SIE) - September 2019
Timeline
Finance Director
Spartan Auto Group
08.2020 - Current
Associate / Team Lead
Morgan Stanley
03.2019 - 08.2020
General Manager
Spartan Auto Group
08.2017 - 03.2019
Analyst
Morgan Stanley
06.2016 - 07.2017
Summer Analyst
Morgan Stanley
06.2015 - 08.2015
Bachelor of Business Administration - Finance / Investments
Baruch College