Anthony Russo

AVP Registered Senior @Merrill Edge

Chicago, IL, US

AVP; Registered Senior | Trade Elevation Team Lead | 2024 – Present• Facilitate training and management of a diverse team of 40+ trading professionals across six sites• Coordinate with business and monetary control partners to mitigate risk and ensure compliance excellence• Resolve escalated situations and provide amicable solutions for both the company and client• Administer centralized trade approval and trade issue resolution processes utilized by consumer investments• Manage daily monitoring of all in and near-the-money options that pose risk to the firm and client• Conduct periodic maintenance reviews for consumer investment global policy source accuracyOfficer; Senior Investment Consultant | Trade Elevation | 2019 – 2024• Mitigated firm risk by handling high dollar trades and a large volume of trade approvals with no trade errors• Executed complex account buying power, violation, and restriction analysis for clients• Advised clients on firm policies, procedures, and market mechanics to ensure financial objectives were met• Earned Officer designation by demonstrating leadership and ability to resolve high-risk scenarios• Recipient of the 2023 Pinnacle Award, which represents professional achievement and recognizes those who have gone above and beyond in delivering for our clients, communities, and each other Investment Specialist | Service/Trade | 2018 –2019• Delivered exceptional service by explaining market mechanics to sophisticated and unsophisticated clientele• Enhanced client engagement by identifying key objectives and tailoring solutions to goals

Menomonee Falls High School

High School

Indiana University - Kelley School of Business

Accounting and Finance