LindaGiliberti Resume 2
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![Page 1: LindaGiliberti Resume 2](https://reader036.fdocuments.in/reader036/viewer/2022082720/588ae1321a28abab6c8b555f/html5/thumbnails/1.jpg)
LINDA GILIBERTINorth Bellmore, NY 11710 201.725.7602 lingil2@yahoo .com
PROFESSIONAL PROFILEOPERATIONS EXPERT | TEAM PLAYER | FINANCIAL SERVICES EXPERIENCE | 360°
LEADER
Very strong middle office and back office knowledge, combined with strict attention to detail and procedural accuracy. Thorough knowledge of NYSE rules, regulations and procedures, extensive margin experience with strong focus on branch relations.
Client Service | Cash Management | FX Contracts | Risk Management| Cash ManagementMark to Market Settlements | Cash and Security Journals | Process Improvement | Margin Requirements
Fed & Domestic Settlements | DTC / ACATS | Domestic & Foreign Wires | Team Leadership
PROFESSIONAL EXPERIENCE
BESSEMER TRUST, Woodbridge, NJ 2006–March 2016Margin Analyst/Cash Manager Key Results
Promoted to Lead Analyst and trained new team members on all margin and cash management responsibilities Monitored and took action on all mark to market accounts for the firm's largest client in order to be compliant
with NYSE rules and regulations Initiated a high volume of wires, journals and security movements in order to cover all mark to market collateral
calls as well as to cover all trade obligations Responsible for arranging the settlements for all FX Forward contracts for both USD and foreign currency Worked closely with the Fixed Income and Fund manager to keep accounts in balance Extensive knowledge of Regulation 'T' NYSE rule 431 and SEC rule 15c-3 Ability to trouble shoot and resolve all issues pertaining to the margin/cash management desk with minimal
supervision Oversaw all money, journals and security movements that pertain to Bessemer's largest mutual fund Excellent customer service skills and able to make quick accurate decisions while resolving counter party
discrepancies and requests
UBS FINANCIAL SERVICES, New York, NY 2005 – 2006Prime Brokerage Operations AnalystKey Results
Led team meetings with account managers in the servicing of Prime Brokerage Clientele Reviewed high volume Institutional account activity in order to keep account compliant with the NYSE Approved a high volume of wires and checks in large amounts, both USA and foreign currency Responsible for all our arranging accounts (international trading), work closely with our London office in
the settling of international trades in the USA
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LINDA GILIBERTI | PAGE 2
Excellent, communication skills both verbal and written Able to resolve multiple issues with accuracy within daily benchmark
MORGAN STANLEY, Jersey City NJ 2004 – 2005Senior Margin AnalystKey Results
Extensive knowledge of REG T NYSE rule 431 and SEC rules Handled a high volume of calls relating to margin policies and procedures in order to keep customer's
account compliant with the NYSE regulations Excellent branch service skills-responsible for the highest net worth branch in the Private Wealth
Management group Finalized the approval of journals, C.O.D, DTC and RVP Supervised the processing of a high volume of wires- US dollars and foreign currency transactions Specialized in document review in order to validate client paperwork
UBS FINANCIAL SERVICES, Jersey City NJ 1997 – 2003Senior Margin Analyst Key Results
Promoted to Senior Margin Analyst and supervised team of 3 margin analysts Handled asset movements from customer and correspondent accounts as well as all service related issues for
the end customer Used extensive knowledge of the brokerage industry's rules and regulations to monitor and troubleshoot
high net worth accounts Approved the movement of cash and securities Initiated all DTC and RVP deliveries Handled a high volume of calls relating to margin policies and procedures in order to keep customer's
accounts compliant with NYSE regulation Trained new analysts on all margin related systems
PERSHING, Jersey City NJ 1996 – 1996
Executive Assistant Key Results
Provided administrative and business support to the managing director of the Margin department Maintained Managing director's calendar- plan and schedule meetings, teleconferences and travel Served as an effective gatekeeper, prepared well-researched and accurate documents, managed
busy calendars and efficiently handled daily office task in a timely manner Responsible of confidential record keeping of a department of 80 employees
COMPUTER SKILLS / EDUCATION
Microsoft Word, Excel, ADP, Excalibur, Keylink , Global Plus , Atlas, Citibank Direct, JPM Morcom, BONY, Bloomberg
North Bellmore, NY 11710 201.725.7602 lingil2 @yahoo.com
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LINDA GILIBERTI | PAGE 2
Ferris high school Jersey City NJ, New Jersey Real Estate License, Reg T Margin Certificate
North Bellmore, NY 11710 201.725.7602 lingil2 @yahoo.com