Overview
Work History
Education
Skills
Certification
Timeline
Generic

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 York
05.2016

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

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Peter Orsaris