Tammy L.

D'Alto
20 Berkeley Square
Berkeley Heights, NJ 07922
Cell: (201) 759-6440
E-Mail: td64dd92@westpost.net
Profile:
Accomplished Investment Assistant with over ten years of financial experience co
mprised mainly of Portfolio Management as well as Institutional and Retail sales
of fixed income securities.
Professional Experience:
Paulson Investment Co (10/05 - presen
t)
Retail Sales Assistant
Duties and accomplishments include the following:
Provide and monitor trade activity reports.
Post daily transaction ledger for three Financial Advisors.
Assist clients with their accounts.
Retain organized and complete documentation for all client transactions.
Produce financial reports for the Financial Advisors using excel spreadsheets.
R. Seelaus & Co. (10/04 - 9/05)
Sales and Trading Assistant
Duties and accomplishments include the following:
Updated client accounts in accordance with SEC regulations.
Organized and allocated various financial products to the salesmen.
Assisted the Corporate Trader with daily trading activity.
Extensive use of the internal computer system along with Bloomberg, ValueBond
and Bond Desk.
Assisted in the marketing and advertising of the firm through various media.
U.S. Trust Company (11/95 - 1/98)
Portfolio Manager Assistant
Duties and accomplishments include the following:
Monitored daily transactions of each investment account for several Portfolio
Managers.
Assisted and monitored proper investment strategy for each account by asset al
location.
Purchased and allocated Municipal and Treasury bonds to the appropriate accoun
ts.
Established and maintained effective communication and procedures in conjuncti
on with other departments
Implemented new operational procedures throughout the Florida region.
Provided supervision and training for new employees.
Attended several Portfolio Management training seminars.
Prepared and presented investment analysis workbooks for annual client review.
Prudential Securities (5/93 - 9/95)
Institutional Bond Sales Assistant
Monitored customer accounts through daily inventory review.
Maintained a close client relationship through active sales calls.
Bought and sold municipal bonds according to account requirements.
Produced a monthly ledger of client activity.
Worked closely with municipal bond traders on bids wanted.
Salomon Brothers Smith Barney (9/88 - 05/93)
Municipal Bond Underwriter Assistant
Assisted in bringing new municipal bond issues to market.
Provided underwriters with various reports of bond sales.
Liaison for the bond salesman of each retail office.
Produced and distributed the weekly new issue calendar.
Trained and supported new employees.
Comprised a monthly sales and profit report of municipal bonds throughout the
U.S. regions.
Education:
B.S., Marketing, St. John's University, 1986
Municipal Bond School- October 1990