Vinicius Maso
Interactive Brokers
North Miami,FL
3
Languages
1
Certification
9
years of professional experience
Experienced Trade Issues Associate with a proven track record of resolving complex trade discrepancies and optimizing clearing workflows. Skilled in real-time risk assessment, execution analysis, and maintaining regulatory compliance across global multi-asset electronic trading platforms. Adept at collaborating with engineering using Python to debug systemic software issues, compliance, and institutional clients to mitigate financial exposure and enhance automated system efficiency. Linkedin: https://www.linkedin.com/in/viniciusmaso/
Work History
Trade Issues Associate
6 Months- Analyzed multi-asset products including equities, options, futures, options on futures, FX, fixed income, mutual funds, and CFDs.
- Partnered with engineering using Python, SQL, Java, and UNIX to debug systemic software issues.
- Collaborated across departments with clearing, cashiering, compliance, and systems developers to resolve inquiries.
- Communicate case status and resolution steps clearly to clients throughout the review process.
Client Service Representative II
4 Months- Close 15-20 loan units monthly, maintaining 98% customer satisfaction while supporting timely client service.
- Manage customer accounts and provide tailored financial guidance to strengthen retention and day-to-day client support.
- Achieve 95% loan approval rate while following lending guidelines and compliance standards.
- Support client onboarding and needs assessment to match customers with appropriate account solutions.
- Apply risk assessment to flag account issues early and guide customers toward practical resolutions.
Senior Financial Sales Representative
3 Years 6 Months- Increased cross-selling of banking services and credit products by 18% through detailed needs analyses during client onboarding.
- Cultivated trusted relationships with high-net-worth clients, maintaining responsive service and long-term account continuity.
- Analyzed complex financial data to identify market trends and surface growth opportunities for client portfolios.
- Applied risk assessment discipline to guide product recommendations and support sound client decision-making.
Assistant Manager
4 Years 10 Months- Drove 20% sales growth over 6 months through targeted marketing and staff product training.
- Managed daily logistics and maintained visual merchandising standards, contributing to a 15% increase in impulse purchases.
- Co-supervised a rotating team of 8 while reinforcing company policies, safety standards, and daily operational coverage.
- Coordinated staff training to keep product knowledge current and support consistent customer engagement.
- Monitored daily logistics to keep inventory movement and floor readiness aligned with store demand.
- Reinforced customer account management practices by supporting frontline teams with service consistency.
- Applied risk assessment and compliance standards when coaching staff on policy adherence and safe operations.
Education
Bachelor of Science - International Relations
- Graduated Summa Cum Laude
- History & Geography Minors
- Member of Spanish Honor Society, 2018
Skills
Client onboarding
Customer account management
Relationship management
Needs assessment
Financial analysis
Risk assessment
Compliance standards
Portfolio review
Troubleshooting methodology
Ticketing System
Root cause analysis
Escalation management
Certification
NMLS #2813734
Languages
English
Native/ Bilingual
Portuguese
Native/ Bilingual
Spanish
Full Professional
Timeline
Trade Issues Associate
Interactive Brokers
05.2026 - CurrentRead More
Client Service Representative II
Third Federal Savings and Loan
01.2026 - 05.2026Read More
Senior Financial Sales Representative
First Citizens Bank
07.2022 - 01.2026Read More
Assistant Manager
iDigital Premier
09.2017 - 07.2022Read More
Florida International University
Bachelor of Science from International Relations
Read More