Rocco Russamano
Lyndhurst,NJ
Summary
Results-driven analytical professional with a strong foundation in technical knowledge, critical thinking, and problem-solving, excelling in data-driven environments. Recognized for a proactive and collaborative approach to challenges, delivering innovative solutions that exceed expectations. Equally adept at independent work and team collaboration, with a proven track record of driving insights and achieving measurable results.
Overview
5
5
years of professional experience
Work History
Analyst, Market Risk
Fidelity Investments
Jersey City, NJ
10.2022 - Current
- Enforced margin requirements across all lines of business by evaluating accounts using our risk model to mitigate lending exposure.
- Enhanced trading capabilities by revising proprietary firms' limit structure, using market access tools.
- Redefined securities requirements amid event-driven activities by collaborating with Collateral/Credit Risk departments.
- Ensured compliance with FINRA Rule 09-05 by enforcing firm policy on low-priced security trading and deposits.
- Reduced clients' derivative risk by conducting post-expiration What-If Analysis on options positions.
- Achieved a 60% reduction in hedging options via development of an Option Expiration Tool.
- Performed stress tests of portfolios to determine potential impacts of extreme market movements.
- Utilized Bloomberg terminals to obtain real-time data on markets and securities prices.
Trade Operations, Senior Associate
Fidelity Investments
Jersey City, NJ
03.2021 - 10.2022
- Oversee intraday trading operations across firm software to assist with trade challenges, statuses, adjustments, and busts, ensuring a quality client and correspondent experience.
- Facilitated trade resolutions by coordinating with correspondent firms.
- Oversee accurate allocation of trades to client accounts using our Block Trade Allocation Manager.
- Utilized Exception Processing software to facilitate prompt trade settlements for equities and fixed income.
Investment Advisor
Equitable
New York, NY
05.2020 - 01.2021
- Initiated outreach to prospective clients with high-volume cold calling.
- Increased customer acquisition by leveraging online branding.
- Tailored investment strategies to financial goals of executives in the New York Metro Area.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
Education
Bachelor of Arts - Business Administration, Finance, Entrepreneurship
University of Oregon
Eugene, OR01.2019
Skills
- MS VBA (Visual Basic)
- DCF modeling
- Advanced Excel
- Basic Mandarin
- Basic Python
Licenses
Series 7, Series 66, Series 99
Websites
Timeline
Analyst, Market Risk
Fidelity Investments
10.2022 - Current
Trade Operations, Senior Associate
Fidelity Investments
03.2021 - 10.2022
Investment Advisor
Equitable
05.2020 - 01.2021
Bachelor of Arts - Business Administration, Finance, Entrepreneurship
University of Oregon
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