Suzanne R. Antolini
Financial Services Corporate Access
Jupiter,FL
Summary
Dedicated Financial Services/Equity Sales and Trading professional with 20+ years experience. Proven history of meeting and exceeding company goals utilizing relationships and consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand
Overview
20
20
years of professional experience
Work History
Managing Partner/Co-Owner
VERINI ADVISORY PARTNERS
08.2019 - Current
- Started company in August, 2019
- Verini is a boutique investment firm focused on increasing private and institutional ownership for small to mid-cap sized private and public companies
- Created strategies ensuring our clients met new private and institutional investors in less traveled markets
- Expanded investor exposure positioning our clients for success in the capital markets
- Created comprehensive strategic solutions enabling our clients to reach our extensive network of retail, high net worth and institutional investors which enable us to optimize the client/investor interaction.
Corporate Access
BTIG//THE VERITICAL GROUP/NOBLE CAPITAL MARKETS
09.2016 - 03.2019
- Specialty Corporate Access connecting C-Level management teams of private and publicly traded companies with Retail, High Net Worth, Family Office and Institutional Investors
- Developed and managed external relationships with company management (CEO, CFO and Investor Relations)
- Regular contact with investor relations and senior management of corporate institutions throughout pre-marketing, execution and feedback stages of corporate road shows
- Maintained relationships with internal sales, research, capital markets and banking to drive our non-deal marketing effort.
Senior Institutional Equity Sales Traded
SPEAR LEEDS & KELLOGG/SUSQUEHANA FINANCIAL/BTIG/DAHLMAN ROSE/GFI SECURITIES/BREAN CAPITAL
06.2002 - 08.2016
- Successfully captured, maintained, and retained relationships with a wide range of domestic institutional clients focusing on small to mid-cap companies across all sectors
- Produced and disseminated morning research summary for client portfolio managers and buy-side traders
- Involved in the day-to-day trading objectives for multiple institutional clients
- Managed client orders in both OTC and Listed markets and was instrumental in helping to create the appropriate strategy for those customer orders
- Monitored, analyzed and distributed pertinent market information, research and news to clients
- Leveraged personal relationships to maximize order flow and commission dollars
- Opened new mutual fund and hedge fund accounts generating over $1m dollars to on-going yearly commission flow while increasing market share with all existing covered accounts additionally adding to the commission flow and firm profitability.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations.
- Made fast decisions based on fluctuating market resulting in profit of $Amount.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Education
Bachelor of Science - Statistics, Finance
Syracuse University, School
1988
Skills
- Critical Thinking
- Decision Making
- Complex Problem-Solving
- Relationship Development
- Time Management
- Active Listening
Timeline
Managing Partner/Co-Owner
VERINI ADVISORY PARTNERS
08.2019 - Current
Corporate Access
BTIG//THE VERITICAL GROUP/NOBLE CAPITAL MARKETS
09.2016 - 03.2019
Senior Institutional Equity Sales Traded
SPEAR LEEDS & KELLOGG/SUSQUEHANA FINANCIAL/BTIG/DAHLMAN ROSE/GFI SECURITIES/BREAN CAPITAL
06.2002 - 08.2016
Bachelor of Science - Statistics, Finance
Syracuse University, School
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