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Bruce E. Smith

San Francisco, California 94114 E-mail:




Account Management and Client Services professional with ten plus years experience managing people, clients and products in the advertising, finance and real estate industries.

Experienced with developing the internal processes and procedures for troubleshooting client issues. Adept at working as part of a cross-functional team, ensuring that engineering and QA meet the client's demands.

Seeking a full time or consulting role in Account Management with a dynamic company in the Bay Area.

Professional Experience

Bruce Smith Consulting, San Francisco, California

Independent entrepreneur and consultant, developing media and communications projects.


Created a media marketing tool for a Meals on Wheels fundraiser, raising $1.1 million.

Directed a media project on events and players involved in the World Series of Poker.

Coordinated teams to develop and create multiple media projects for clients.

Negotiated contracts, set schedules through project management, and completed projects within budget and on time.

Discount Funding Associates, Inc., Northport, NY

Operations Manager Discount Funding Associates was a mortgage broker licensed in 40+ states.


Recruited and hired to manage all business and technical aspects for mortgage brokerage operations across the United States.

Worked as the sole project manager and product manager for a custom Customer Relationship Management (CRM) application, which created efficient tracking of production, commission breakdowns and audit information.

Drafted and instituted Real Estate Settlement and Procedures Act (RESPA) and state compliance procedures.

Created an electronic and paper audit trail process, qualifying loan documentation from inception to funding.

Created all HR procedures, including job descriptions and employment process for all loan originators and employees.


MarketXT, Inc., New York, NY

Managing Director MarketXT was a full service electronic trading solution provider for retail, professional and

institutional equities traders.

Successfully managed the launch of MarketXT's Electronic Connectivity business, which included design and development of the trade desk, along with infrastructure and compliance, for trading on our Alternative Trading Systems (ATS).

Managed, supported and coordinated implementation of the Financial Information Exchange (FIX) connections for clients, exchanges, and vendor trading applications.

Built and managed an account management and trading operations team of 9 licensed representatives.

Provided customer feedback and product requirements to the technology and development organizations.

Authored business requirements documents and design specifications for first phase of electronic connectivity.

Created trading support tools for real-time monitoring of trading activity and customer interaction.

Liaised with compliance, risk management and legal to ensure regulatory requirements were fulfilled.

Instinet, Inc., New York, NY

Vice President – Electronic Connectivity Group, (1998-2000) Instinet was the world’s largest electronic agency broker. Clients communicated, negotiated,

and traded equities using Instinet’s trading applications and stock exchange links worldwide.


Managed the global FIX product lifecycle from conception through deployment, including delivery, testing and support of internal and external trading connections.

Provided sales and product expertise to both clients and strategic partners.

Created business requirements for global electronic trading systems and managed all connectivity, marketing and support for these initiatives.

Increased trading volume 20% by providing electronic connectivity to proprietary client trading systems.

Forged strategic alliances with third party trading providers, brokerages and institutional trading firms.

Successfully negotiated partnerships and contracts with multiple trade order management vendors.

Built and managed the FIX Connectivity Group of 15 employees globally.

Created the International FIX Connectivity Group operating out of Instinet U.K. Ltd.

Provided product and customer requirements to internal sales team.

Created specifications for supporting, monitoring, and tracking client trading activity.

Director – Electronic Connectivity -Product Management and Support, (1997-1998)

Defined the responsibilities and advancement of 10 employees who supported all Instinet Trading Applications.

Responsible for all trading applications for the entire product lifecycle, from inception to delivery and later customer support.

Worked with trading partners to convert legacy trading systems to FIX protocol, freeing up development and support infrastructure.

Saved $250,000 annually migrating a vendor market data feed to an in-house data feed.

Created and taught a class on equities trading for the entire company.

Manager – Product Support (1995-1997)

Managed customer accounts and product development and support for all Instinet trading products.

Responsible for CRM requirements and a roll-out developed in Lotus Domino.

Supervisor – Product Support (1994-1995)

Managed customer accounts and product development for all Instinet trading products

Cowen and Company, New York, NY

Manager of Desktop Support Cowen and Company operated as an investment bank, providing research, brokerage and investment banking services to companies and institutional investment clients.


Managed help desk operations and desktop support for internal and external clients.

Supported proprietary real-time trading application for internal and external customers.

Managed and created technical support operations and help desk.

Instituted help desk call logging applications.

Responsible for implementation and support of proprietary real-time quote system.

Katz Communications, New York, NY

Analyst, Customer Support Services Katz Communications, Inc., is the largest company in the American broadcast representation

industry, with offices in 22 cities around the country.

Supervised the installation and support of all computers and applications nationwide.


Trained all regional offices.

Created Sales Department marketing materials.

Education, and licenses

Long Island University, B.A.

Held Series 24, 7, 63, 55 licenses


Meals on Wheels San Francisco– Deliver meals to homebound seniors

Graceworks – Served as Executive Committee member for marketing and new members

Upwardly Global - Mentor for immigrant professionals

SF Connect – Participate in various projects for the beautification of San Francisco