Joan M. Valenti
14 Shorewood Drive
Sands Point, New York 11050
OBJECTIVES: To obtain a challenging position within a progressive, dynamic, profit-orientated firm that offers continued opportunities for professional growth and would utilize my extensive abilities in Banking, Asset/Liabilities Management, Real Estate and Sales.
4/04- present Real Estate Agent, Harding Real Estate.
â€¢ Developed a client base of over one hundred and fifty customers seeking residential or commercial services. Successfully closed 15 transactions to date. Listed multi-million dollar dwelling with-in first year. Completed numerous sales classes to further enhance knowledge and sales techniques.
5/84 – 10/97 BANCO Di NAPOLI, Assistant Treasurer, European Dollar & Money Market Trader
â€¢ Conducted market analysis of economic news and forecasts using
Bloomberg, Reuters News systems and Federal Reserve operations.
â€¢ Utilized FRAs, SWAPs, IMM Futures to shape the risk profile and add incremental value to Banks portfolio.
â€¢ Responsible for the Gapping/Risk Management of Cash Book and off-balance sheet products for New York Branch.
â€¢ Provided minimum cost liquidity for funding of N.Y. Branch, I.B.F and Grand Cayman Island portfolio.
â€¢ Responsible for the one billion dollar U.S. Commercial Paper Program.
â€¢ Issued Bankers Acceptance and Certificate of Deposits to Inter Bank and Institutional Broker and Investors.
â€¢ Controlled the daily Treasury Operations, including the setting of all funding demands, and the resetting of Interest rate Swaps, Forward Rate Agreements, and Futures for hedging purposes.
â€¢ Created daily Treasury Management Reports of liquidity and GAP exposures for Bank management.
â€¢ Designed computer applications to track and value Forward Rate Agreements portfolio.
â€¢ Executed inter-bank transactions via Reuters Dealing System reducing significantly brokerage costs.
8/81 – 5/84 LASSER MARSHALL,INC. Broker
â€¢ Responsibilities included handling twenty accounts, brokering Federal Funds, facilitating dealing among 300 banks across the country.
â€¢ Brokered spot and forward currency transactions inter-bank.
â€¢ Started with Lasser Marshall working as a receptionist to the President. Responsibilities included managing all his daily schedules, written correspondence and phone contact. Promoted to broker desk first year.
Career Highlights; Quality Control McDonnell Douglas Corporation, Clerked for Judge Manhattan District Courts
EDUCATION: College of New Rochelle, Bachelor of Arts; Communications, Minor in Business Administration.
Professional Continued Education Courses:
New York Institute of Finance Courses: Money & Banking, Foreign Exchange Trading & Operations, Futures & Options Trading. Member New York State Association Of Realtors fulfilling numerous required sales, legal and regulatory classes.
Technical experience; Word, Excel, Power Point, Reuters information systems and Bloomberg
REFERENCES: Furnished upon request.