stephanie del mistro
senior business analyst
About
May 2011 – June 2015 (4 years 2 months)Greater New York City Area. * Provide implementation ... Todd Wolk. Senior Account Executive at SAP Capital Markets...
united states
charlotte
financial services
risk management, business analysis, trading, banking, management, microsoft excel, financial analysis, powerpoint, solution selling, derivatives, portfolio management, research, back office, investments, microsoft office, capital markets, analysis, financial modeling, otc, financial software implementation, financial regulation
Experience
senior consultant
murex
senior business analyst
ezops inc.
wealth management intern
ubs
* Developed customized asset allocation strategies and investment solutions for client / prospect for review by Financial Advisors * Analyzed and interpreted portfolio performance reports, in conjunction with information gathered from wealth management research and other external parties * Leveraged firm platform and developed appropriate financial plans for client / prospect for review by Financial Advisors * Provided administrative and sales support to multiple Financial Advisors
client services consultant
openlink financial
* Provide implementation and operational support of OpenLink’s trading and risk management financial services software to multiple Capital Markets banking clients * Connect with clients to coordinate, document, and run business/gap analysis to help establish derivative requirements for implementation * Design and configure the financial software to accommodate the lifecycle of a derivative transaction to match the requirements of the client * Lead on multiple projects involving SDR regulatory reporting to ensure Capital Markets banking clients will be compliant with the Dodd-Frank Wall Street Reform and Consumer Protection Act * Engage Product Managers on overall product improvement and usability * Subject matter expert on OpenLink’s back office modules and derivative analytics
Education
bryant university
bryant university
business administration
Activities and Societies: Bryant University Women’s Soccer Team, Division 1
stephanie del mistro's Contact Information
Phone
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