International MBA One Page
3333 Someplace Road
Columbia, SC 29204
+1 (803) 333-2222
International MBA graduate with significant international business, operations, and securities experience. Strategic thinker who demonstrates strong leadership, excellent problem solving abilities, and well-developed interpersonal skills.
PENSON WORLDWIDE, INC. May 1999 - January 2005
As a result of personal initiative, job performance and work ethic, was selected for a three-year international assignment in the United Kingdom heading a department key to the future success of the UK affiliate.
PENSON FINANCIAL SERVICES, LTD. London, UK
Operations Manager/ISME April 2002 - January
Reported to Executive Director of UK Broker-Dealer specializing in Correspondent/Clearing and Custody during development and implementation of US parent company's business model in the UK and Irish Markets. Managed an international team of seven in daily operations while serving as International Subject Matter Expert on system and process development.
Led transformation of US company systems and reporting to meet needs of UK marketplace and regulatory standards.
Developed departmental and client relationship procedures for new business.
Established firm's agency trading desk and released it to clients as a revenue-generating product.
Trained all firm personnel on proprietary clearing, books and records, and trading applications.
Achieved firm break-even in three years through new business model after five years of sustained UK affiliate losses.
PENSON FINANCIAL SERVICES, INC. Dallas, TX USA
Options Specialist and Team Leader; Subject Matter Expert May 1999 - April 2002
Headed five-person Option Purchase and Sales department for US Broker-Dealer specializing in the outsourcing of back office broker operations for clients specializing in institutional and private-client trading. Managed firm risk, reconciliation, and vertical relationships for $100+ million trading and settlement accounts.
Managed operations through period of exponential growth reaching 5% of all market traded options on US exchanges.
Led company in risky transition to self-clearing of options saving approximately $500,000/yr. in fees and interest.
Consulted on creation and implementation of firm specific technology applications to meet firm and client needs.
YOUR SCHOOL OF BUSINESS, University of XXXX City, STATE, USA
International Masters of Business Administration (IMBA) May 2006
VIENNA UNIVERSITY OF ECONOMICS AND BUSINESS ADMINISTRATION Vienna, Austria
Masters of Business Administration (MBA) May 2006
YOUR SCHOOL OF BUSINESS, XXXX University City, STATE USA
First Line Management Executive Training Program August 2001
YOUR UNIVERSITY City, STATE USA
Bachelor of Science - Economics with Financial Applications December 1998
IT SKILLS: Proficient in MS Word, Excel, PowerPoint, and various firm specific applications
CERTIFICATIONS: Series 7, 63, UK Trader Certification Exams