Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rocco Burrell, CFA

Jersey City,US

Summary

Senior Product Manager with over 10 years in the financial industry, driving the development of high-revenue trading platforms. Skilled in managing stakeholder relationships and collaborating with cross-functional teams to achieve strategic goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Product Manager Brokerage Apps

Interactive Brokers
10.2021 - Current
  • Lead Product Manager for IBKR Desktop, a retail trading platform built from the ground up 0 to 1, that now generates between $75mm and $100mm annually
  • Manage stakeholder relationships, aligning product vision and execution with strategic goals
  • Collaborate with cross-functional teams to develop features, resulting in significant user growth through partnerships with UX Research, Design, Legal, Business/Sales, and Development

Fixed Income Product Manager

LTX Trading
05.2019 - 10.2021
  • Led product development lifecycle for fixed-income trading platform, enhancing UX and streamlining internal tools to improve client service delivery
  • Led design and delivery of LTX bond trading platform features, enhancing user experience

Fixed Income Product Management Associate Business Development Group

AllianceBernstein
07.2017 - 05.2019
  • Positioned and marketed Luxembourg-domiciled fixed-income funds, driving market growth through collaboration with Portfolio Management, Sales, Marketing, and Legal teams
  • Enhanced fixed-income expertise through research, supporting strategic business partners across Emerging Markets, US High Yield Corporates, Mortgages, and US Rates

Fixed Income Sales and Trade Support Analyst

Jefferies LLC
03.2015 - 07.2017
  • Led trade support for rates, efficiently resolving issues with front office to minimize disruptions
  • Provided sales support for fixed income products, strengthening client relationships

Education

B.S., B.A. - Finance, Economics

Rutgers: The State University of New Jersey
NEW BRUNSWICK
12-2014

Skills

  • Product Management
  • Trading Platforms
  • Fixed Income
  • Agile Methodology
  • Stakeholder Management
  • Team Leadership
  • Strategy Development
  • Market Research
  • Finance and Investments
  • User Experience
  • JIRA (Skillful)
  • Confluence (Skillful)
  • Excel (Skillful)
  • Bloomberg TOMS (Skillful)
  • PowerPoint (Skillful)
  • Large Language Models (Skillful)
  • Morningstar (Skillful)
  • Tableau (Beginner)
  • SQL (Beginner)
  • Elastic (Beginner)
  • Kibana (Beginner)
  • Python (Beginner)

Certification

CFA Charter-holder, Series 7, Series 63

Timeline

Senior Product Manager Brokerage Apps

Interactive Brokers
10.2021 - Current

Fixed Income Product Manager

LTX Trading
05.2019 - 10.2021

Fixed Income Product Management Associate Business Development Group

AllianceBernstein
07.2017 - 05.2019

Fixed Income Sales and Trade Support Analyst

Jefferies LLC
03.2015 - 07.2017

B.S., B.A. - Finance, Economics

Rutgers: The State University of New Jersey
Rocco Burrell, CFA