Paul Costello

Lockport, IL 60441
Cell: (815) 557-1555
pc941ba2@westpost.net
Finance * Banking
Well-qualified and results orientated Finance and Banking
Professional offering 18+ years of comprehensive achievements
and contributions managing fiduciary relationships for wide
range of clients within financial services industry. Consistently
develop new business and expand / retain existing accounts through
a creative, customer-driven and solutions-focused strategy.
Broad-based understanding of financial needs at all levels of
business, including evaluating, analyzing, and communicating
financial data. Educate clients on investment products and
recommend best options to meet their short-term and long-term
financial goals. Well organized and skilled problem solver who
thrives in fast-paced, high-volume work setting. Polished
communicator skilled at customizing conversation to address
client's specific requirements. Exceptional rapport- and
relationship-building skills. Known for ability to instill
trust in customers regarding all areas of wealth management.
* Account Management / Retention
* New Business Development
* Customer Needs Assessment
* Financial Management & Analysis
* Customer Service / Retention
* Banking Products
* Market Trends & Analysis
* Financial Planning
* Risk Management
* Detail & Deadline Oriented
* Investment Strategies
* Wealth Management & Assessment
* Regulatory Compliance
* Financial Solutions & Strategies
* Financial Sales & Brokerage
PROFESSIONAL EXPERIENCE
MF Global, LTD, Chicago, IL 2007 - 2010
Trade Assistant 24 Hour Desk, Asian and American Markets
for a leading cash and derivatives broker, delivering access
to products, solutions, and insights across world's
financial markets.
Advised clients on managing their investments by executing
trades electronically and on the trading floor. Worked with
traders from major banks and hedge funds to gain insight into
how they view and trade the markets. Provided accurate and
timely information which increased customer satisfaction and
generated new business.
* Established and expanded customer relationships by adapting
to their specific needs.
* Increased profits on regular basis by educating
customers on trading strategies and opportunities.
* Worked with other product lines within the firm to gain customer
referrals.
Fimat Futures U.S.A., Chicago, IL 1992 - 2007
Futures Trade Clerk, Treasury Futures and Options for former
futures arm of French Bank Societe Generale.
Conducted institutional futures and options business daily with
clients in New York City and London. Provided customers with
up-to-the-minute updates on market activity and financial news.
Assisted customers with account transactions and helped rectify
any account problems or issues that arose in a timely manner.
* Solidified relationships with Fimat traders in London,
Paris, and New York City by analyzing market conditions
and advising traders on risk / reward ratio before
entering a position in the market.
* Made quick decisions in response to ever-changing market
conditions while handling multiple customer transactions
* Facilitated additional trading opportunities by electronically
entering customer orders in the aftermarkets
EDUCATION & PROFESSIONAL LICENSES
University of Illinois, Chicago, IL
Completed 110 Credits toward a Bachelors Degree in Finance
Series 3 License
Real Estate License, State of Illinois
COMPUTER SKILLS
Microsoft Word, Excel, Outlook, Trading Technologies, Pats
System, Bloomberg, CQG