Nancy Sudano Final Resumenymay15
Published on: Mar 3, 2016
Transcripts - Nancy Sudano Final Resumenymay15
207 Madison Street #9 New York .NY 10002
CAPITAL MARKETS & MANAGEMENT
Accomplished, dedicated, strategic thinking charismatic tri-lingual professional offering several years of
valuable experience in facilitating fluid Capital Markets FX/Bond/Equity products, and strong business
acumen integrated with an analytical drive for adding value. Applies a deep passion to provide the services
clients require, and liaising between both internal and external stakeholders with an “out of the box” approach
to transform and restructure company operations. Expert in Capital Markets products and compliance, as well
as implementing strong relationship management skills.
Demonstrate success in consistently improving profits and adding intrinsic value to both global corporate
institutions and small businesses. Notably recognized for igniting enthusiasm in others, and bridging the gap
between internal and external stakeholders, as well as effective leader. Exceptional interpersonal and
communication skills that facilitate the utmost integrity in respect in all daily responsibilities; and encourages
a positive and cohesive work environment. Fluent in English, French, and Italian, and conversational Spanish.
AREAS OF EXPERTISE
Project Planning & Development
Trade Ratio Reporting
Team Leadership & Development
AVP Sales: Sold a bond fund for $500Kby implementing unique sales tactics and added-value approaches to
educate stakeholders on the valueof the productto their portfolio. Additionally increased client base through
strategic planning of target markets;subsequentlycollaborating with institutions and banks and adhering to
CanadianWellness Centre: Increasedrevenues to$500K annually, and increased client base by 10% through
guerrilla marketing—i.e. door-to-door,referral promotions,service packages,and attending health and wellness
events. Eventually drove clientbase an additional 50% through quarterly promotions and cross-selling initiatives.
Laurentian Bank Securities of Canada: Pioneered the development of profitable corporate and
commercial portfolio accounts in Ontario and Western Canada. As a result, client base grew to 4000+ and
revenue grew to 300%, by bringing in commercial, corporate, and institutional clients; and collaborating
with the CFO to strategize the structure for the foreign exchange hedging mechanism. Synchronize the
disciple and activity of management insuring accountability of all stakeholders.
Consultant – Project Management | Ministry of Education June 2014 – Present
AVP Sales | One Financial September 2011 – May 2013
Responsible for overseeing the operations and processes of sales of equity funds, small bonds funds, and
foreign exchange funds.
NANCY SUDANO firstname.lastname@example.org
PROFESSIONAL EXPERIENCE CONT’D
AVP Sales Cont’d
Conducted capital marketanalysis, and managed the product structure—ensuring products are sold in the
most effective manners, and that colleagues are educated on the products. Facilitated variance analysis and
ensures regulatory compliance; in additional to planning financial products to translate into direct profitability.
Multitasked between collaborating with key stakeholders, brokers, and handling inventory management to
ensure stagnant products get off the shelf.
Responsible for managing marketing and investor’s relations on corporate products, as well as analyze
diversified business segment groups, consumer products, etc.
Developed both internal andexternal stakeholder relationship through micro/Marco economic information.
Tracked andanalyzed key financial reports on clientequity and debt FXstructures; in addition to coordinating
and leading business process projects for the development and best practices of a financial enterprise.
Successfully maximized revenue on strategic management programs/resource allocations through focused
engagement with colleagues to encourage sales to brokers.
Improved process efficienciesand inventory management by developing an algorithmic inventory system to
determine what products or funds are successfully sold in the market.
Director/Owner | Canadian Wellness Centre January 2009 – February 2011
Successfully ran a half-million dollar business, managing all aspects from operations, to accounting,
human resources, training, and client relations.
Managed theincorporation, financial management, staffing, and purchasing responsibilities; in addition to
overseeing the marketing and PR of the business-line.
Elevated P&L and providedan additional 15% of revenue every quarter by designing andcoordinating holistic
training courses; training 4-5 staff at a time.
Director,CapitalMarkets | Laurentian Bank Securities of Canada/ScotiaCapital September 1993– January 2009
Exceeded the 2008 revenue goal of $2MM by $1.3MM, by implementing effective training and relationship
management skills, and creating synergies with other departments. Additionally resulted in generating over a
billion in volume; again driving revenue.
Expertise in Banking Governancein conjunction with Risk Management, duties, synchronizes discipline and
activity of management insuring accountability of all stakeholders.
Focused on credit risk/limits as well as assuring the banks overall Risk Management conventions were
Overseeing that Treasurybusiness practiceswere upheld forboth external andinternal stakeholders in through
the enforcement of controls and procedures.
Cultivated profitablehedging solutions forcustomers by marketing foreign exchange options; and managed
the performance of the FX desk—consisting of 4 capital market professionals.
PROFESSIONAL DEVELOPMENT & CERTIFICATIONS
Bachelor of Arts, Political Science, Political Thought | Concordia University 1993
Dale Carnegie Leadership Development |Analyze Problems & Make Decisions 2014
Dale Carnegie Training | Art of Management 2014
Montreal Stock Exchange Course | MSE 1995
Options & Derivatives Course | Chicago Board of Trade 1996